Use this option to generate a report showing the iterations and phases (Department, Recommended, and Approved) that are currently loaded for different ledgers (Expenditure, Revenue, and Project). The Current Iteration Status report also provides a record of iterations/phases that were saved.
The report uses two codes to indicate the status of an iteration/phase:
|
Loaded |
Indicates the iteration/phase is loaded. You can only have one unique phase loaded for each ledger. For example, the system can have Recommended and Approved iterations loaded for a ledger, but not two Recommended iterations. |
|
Saved |
Indicates the iteration/phase has been saved. |
The report is divided into sections according to the iterations/phases affected and their status codes. The data provided includes:
|
Ledger |
Budget Unit |
Status |
Date |
|
Standard Phase |
Iteration Number |
User |
Time |
Menu Path: Budget Preparation > Reports > Miscellaneous > Current Iteration Status Report
Generating the Current Iteration Status report
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Select Budget Preparation > Reports > Miscellaneous > Current Iteration Status Report.
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In the Report Criteria section, enter criteria identifying the records to include in the report. To perform an advanced search, use the Advanced button.
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Click OK.
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In the Print window, specify how to generate the report, and then click OK. The report's default file name is iterstat.rpt.
Fields
|
Fields |
Description |
|---|---|
|
Budget Unit |
Identify a budget unit or range of budget units. |
|
Iteration |
Identify an iteration or range of iterations. |
|
Standard Phase |
Select one of the following phases from the drop-down list: D - Department (Requested) R - Recommended A - Approved |
|
Ledger |
Select one of the following ledgers from the drop-down list: E - Expenditure R - Revenue P - Project |
|
User |
Enter an ID identifying a user. |
|
Date |
Enter the date or specify a range of dates during which the status was affected. |