Detail Expenditure Budget Report

Use this option to generate a report showing the projected salary and benefit costs charged to organizations/accounts in Personnel Budgeting's Detail Distribution table. The report includes all organization and account combinations with a listing of employees' budgeted salary and benefit amounts.

The report's default file name is expbuddt.rpt.

Important

You must run the Salary and Fringe Calculation's Distribute Salary and Fringe option before generating the report. For details on this option, refer to Distribute Salary and Fringe.

You should run this report before using the Apply Expenditure Projections option to copy distribution charges to the Budget Preparation System. For details on this option, refer to Apply Expenditure Projections.

Menu Path: Personnel Budgeting > Reports > Personnel Budgeting Reports > Detail Expenditure Budget Report

Sort Item

The Detail Expenditure Budget Report page's Action Bar includes a Sort item for specifying up to 10 sorting levels, depending on the number of distribution levels in your system. Click the item to display the Report Sorting page, which displays a default order based on your system's distribution levels. You may change the default order if needed. To prevent sorting for a level, select the level's blank option.

You also can specify whether to provide a total for an individual level by accepting the 0 - Total This Field default in the Total column. To prevent a total from being included for a level, select the blank option in the level's Total field.

The Detail Expenditure Budget Report page includes two sections: Report Criteria and Organization Chart.

Fields	Description
Report Criteria Section	The fields in this section reference fields in employees' pay rates.
*Budget Unit*	Budget unit (low organization) charged for personnel expenditures. To enter selected organizations, insert the pipe symbol between codes, for example,10010010\|10020020\|10030030. To include all budget units, leave the field blank.
Account	Number identifying the account you use for payroll distributions. The budget unit/account combination entered must exist in Budget Preparation's Expenditure Ledger. To enter multiple account codes, insert the pipe symbol between codes. To include all accounts, leave the field blank.
Employee Number	Employee identification numbers. To enter multiple ID's, insert the pipe symbol between each, for example,12321\|23432\|34543 . You also can use the colon to specify a range of ID numbers; for example, 18000:20000. To select all employee rates in the job classes and positions specified by the two previous fields, leave the field blank.
Class	Code identifying a record in Personnel Budgeting's Job Class table. To select multiple classes, insert the pipe symbol between codes, for example,210\|240\|320. To include all job classes - and therefore, all pay rates - in your work file, leave the field blank.
Position	Code identifying a position in Personnel Budgeting's Position table. This field only applies if you use Position Control. To select multiple positions, insert the pipe symbol between codes, for example,1010\|1040\|2020. To select all positions in the classes selected, leave the field blank.
Distribution Type	Budget category to include in the report. Select: F - Expenditure Fringe - Benefit distributions, including FICA and Medicare, for each combination of organization and account. O - Expenditure Pay Rate - Salary distributions for each combination of organization and account. R - Project Fringe/Deduction - Fringe benefits distributed to each combination of project and account, including FICA and Medicare. P - Project Pay Rate - Salary distributions for each combination of project and account. D - Expenditure Deduction - Deduction distributions for each combination of organization and account.
Tip	Selecting a category limits the report to the indicated distribution type. To include all distribution types, leave the field blank.
Pay Or Deduction Code	Codes identifying records in Personnel Budgeting's Pay Code table. Pay codes are assigned to job classes, which in turn are assigned to pay rates. Entering a specific code references all pay rates associated with the pay code. To select multiple pay codes, insert the pipe symbol between codes, for example,100\|220\|250 . To include all pay codes, leave the field blank.
Organization Chart Section	The fields in this section refer to distribution reporting levels. The number of levels and their titles are defined in your Budget Preparation Profile. You may enter a code to identify a particular record for a reporting level or leave the field blank to match all records, regardless of their codes. To enter multiple codes in a field, insert the pipe symbol between each, for example,10010101\|10010201\|10010301 .