Distribution Detail Report

Use this option to generate a detailed report on the expenditure information stored in Personnel Budgeting's Distribution table. The Distribution Detail report is organized into the following sections:

Fringe Benefits	All employer-paid benefits, including FICA and Medicare.
Salaries	Regular pay and special pays, including midyear increases.
Workers' Comp	Employer-paid premiums.

The report lists employees alphabetically by last name, showing budget projections for each of the above categories. The report's default file name is buddist.rpt.

An asterisk in the report's ERR column indicates organization/account and project/account combinations that do not exist in Budget Preparation. These errors were initially recorded in the Calculate Distribution Error Log created by the Salary and Fringe Distribution option but were never corrected.

For the procedure for generating reports, refer to Report Options and Procedure.

Menu Path: Personnel Budgeting > Reports > Personnel Budgeting Reports > Distribution Detail Report

Prerequisites

Before generating this report, you must complete the following steps. Use the Salary and Fringe Calculation option to:

Calculate salaries, as well as the costs of the fringe benefits, FICA/Medicare, and Workers' Compensation.
Create Personnel Budgeting's Detail Distribution table. This process should be run after calculating salaries and benefits for employees and vacant positions.

For additional details, refer to Salary and Fringe Calculation.

Field	Description
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. Job classes are assigned to pay rates. 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.
Schedule	Codes identifying salary schedules assigned to employee pay rates, as defined in Human Resources' Salary Schedule table. To select multiple schedules, insert the pipe symbol between codes, for example, 100\|220\|250. To include all schedules 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.
Organization Or Project	Numbers identifying organization or project expenditure accounts, depending on the distribution type. Record types D, F, and O refer to organizations and R and P to projects. To list an individual type, enter the type's letter code. To enter multiple codes, use the pipe symbol between each, for example F\|O\|R. To include all types, leave the field blank.
Account	Code identifying the expenditure account to report.
Amount	Cost as recorded in Personnel Budgeting's Distribution table. You can use the greater than (>) or less than (<) symbol to specify minimum or maximum amounts, For example, <1000 includes organizations with amounts less than $1,000, while >9999.99 includes amounts $10,000 and greater. Entering a specific cost only matches accounts with the exact amount. Leave the field blank to reference all accounts, regardless of their amounts.
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. 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.