Details Page for Administrators

Use this page to access the full budget record for a ledger account. The Details page includes the following information:

Budget control account tied to the Expenditure Ledger record.
Budgeted and actual amounts for the previous three fiscal years.
Budgeted, year-to-date, and projected amounts for the current fiscal year.
Base and new amounts at the three standard approval levels, Requested, Recommended, and Approved.
Projected amounts for four future years.

When you access an existing ledger account in the Details page, you can add notes to the ledger record using the toolbar Notes.

To display the Details page, click the Details item on the action bar of any page where this item displays.

Fields and descriptions

Reporting structure or selection criteria

Field	Description
Budget Unit	Code for the low-level Organization Chart record tied to this Expenditure Ledger account. Display only.
Account	Code for the expenditure account tied to this Expenditure Ledger record. Display only.
22.4 and later Account number replaces Budget Unit and Account if Full Account Format is enabled on the Fund Accounting profile.	Account number tied to the ledger record. Display only.
22.4 and later Title	Ledger title
Budget Budget Unit	Key organization tied to the budget control Expenditure Ledger account for the ledger record you accessed. If you do not use parent-child accounting, then this field value matches the code in the Budget Unit field. Parent-child accounting refers to a system where you use “parent” (or control) Expenditure Ledger records to track the expenditures for groups of “child” ledger accounts. Each parent provides a total of all expenditures recorded in its associated child ledger accounts.
Budget Account	Code for the expenditure account tied to the budget control Expenditure Ledger account for the ledger record you accessed. The budget unit and account combination must exist in Budget Preparation’s Expenditure Ledger. If you are not using a budget control account for this Expenditure Ledger record, keep the default values, which are the same as the budget unit and account codes in the first two fields.
22.4 and later Budget Control Account Number replaces Budget Budget Unit and Budget Account if Full Account Format is enabled on the Fund Accounting profile.	Account number tied to the budget control ledger record. Display only.
22.4 and later Budget Title or Budget Control Title	Budget control ledger title
Freeze	Selection determining the approval level where the ledger account’s budget figures are frozen. Select: N - Not Frozen D - Requested Level R - Recommended Level A - Approved Level F - Future Level When data is frozen, it cannot be overwritten with the Apply/Move Budget option. If needed, you can update frozen ledger accounts in the Update Expenditure Budget - Administrator page.
Active Iteration/Phase	Codes identifying the iteration and phase of the account currently accessed in the worksheet for each of the three standard approval levels: Requested, Recommended, and Approved. If no iteration is loaded for a level, then NONE displays. This field only appears if there are records in Budget Preparation’s Budget Iterations and Phases tables.

Budget/Actual Amounts

Fields may appear in a different order depending on the software version.

Field	Description
Current Year Budget	Budget amount for this ledger account in the current fiscal year. If you extracted original budget data from Fund Accounting, this field shows the original expenditure budget posted for the ledger account in the current year. If you extracted current budget data, the field shows the budget including any budget transfers and adjustments. The limit is 12 digits with 2 following a decimal.
Current Year YTD	Total of the actual year-to-date expenditure amount plus encumbrances for this Expenditure Ledger account, as of the last extraction from Fund Accounting. The limit is 12 digits with 2 following a decimal.
Current Year Estimate	Projected expenditures for the current fiscal year based on the Current Year YTD value and percentage of the year completed. The system calculates the estimate when you run the Apply Budget option at the Requested level. For information on the calculation, refer to Apply Budget Option. The limit is 12 digits with 2 following a decimal.
Prior Year Budget (Prior, 2nd, and 3rd Prior Year)	Budget amounts, if any, for this ledger account in each of the past three fiscal years. The system updates these fields based on history records in Fund Accounting and Budget Preparation. The update occurs when you run the New Budget Year extraction. The system updates these fields as follows: Prior Year Budget equals the budget in Fund Accounting for this ledger account in the previous fiscal year. 2nd Prior Year and 3rd Prior Year Budget are updated based on the ledger account’s Budget Preparation record for the current fiscal year. The Prior Year and 2nd Prior Year Budget in the current year’s Budget Preparation record become the 2nd and 3rd Prior Year Budget for the record generated from the extraction. The limit is 12 digits with 2 following a decimal.
Prior Year Actual (Prior, 2nd, and 3rd Prior Year)	Actual expenditure amounts, if any, for this ledger account in each of the past three fiscal years. The system updates these fields based on history records in Fund Accounting and Budget Preparation. The update occurs when you run the New Budget Year extraction. The system updates these fields as follows: Prior Year Actual equals the total expenditures in Fund Accounting for this ledger account in the previous fiscal year. 2nd Prior Year and 3rd Prior Year Actual are updated based on the ledger account’s Budget Preparation record for the current fiscal year. The Prior Year and 2nd Prior Year Budget in the current year’s Budget Preparation record become the 2nd and 3rd Prior Year Budget for the record generated from the extraction. The limit is 12 digits with 2 following a decimal.
Requested Base	Core expenditures budgeted for this ledger account in the upcoming year at the first standard approval level. A base expenditure is any amount that was also included in last year’s budget. The requested level signifies the expenditures a department is requesting for the new year. You can enter the amount or use the Apply/Move Budget option to calculate it. For information, refer to Apply Budget Option. You also can use Notes on the toolbar to update this field. For information, refer to Notes Page. The limit is 12 digits with 2 following a decimal.
Requested New Program	Expenditures your department is requesting for next year that were not included in the previous year budget. The limit is 12 digits with 2 following a decimal.
Recommended Base	Core expenditures budgeted for this ledger account in the upcoming year at the second standard approval level. A base expenditure would be any amount that was also included in last year’s budget. The recommended level signifies the expenditures that have gone through the initial level of approval. You can enter the amount or use the Apply/Move Budget option to calculate it. For information, refer to Apply Budget Option. The limit is 12 digits with 2 following a decimal.
Recommended New Programs	Expenditures for this ledger account that were not included in last year’s budget and have gone through the initial level of approval. The limit is 12 digits with 2 following a decimal.
Approved Base	Core expenditures budgeted for this ledger account in the upcoming year at the final standard approval level. A base expenditure is any amount that was also included in last year’s budget. The approved level signifies expenditures that have gone through final approval and are ready for posting to Fund Accounting. The limit is 12 digits with 2 following a decimal.
Approved New Programs	Expenditures for this ledger account that were not included in last year’s budget and have gone through the final level of approval. The limit is 12 digits with 2 following a decimal. The system combines the Approved Base and Approved New Programs values when the budget is posted to Fund Accounting.
2nd Year - 5th Year Estimate	Projected budget amounts for each of the four years following the budget year. You can use the Apply/Move Budget option to calculate the estimates based on Future Year percentages in Budget Preparation’s Organization Chart and Account List. For information on calculating estimates, refer to Apply Budget Option. The limit is 12 digits with 2 following a decimal.