Revenue Budgets Page

Use this page to search and list Revenue Ledger records. After listing the records you want, you can:

• Access the Post Original Revenue Budgets page that enables you to set up new budget records.
• Delete records that have zero balances and no activity in the current year.
• Generate the Revenue Ledger Short Listing report that lists all your revenue records.
• Use Action Bar items to view budget data, adjust budgeted amounts, and transfer revenues between accounts.

Menu Path

From the Fund Accounting menu, select Entry & Processing. From the Budget Ledgers menu, select Revenue Ledger.

Action Bar Items

After you generate a list of budget records, the following items display on the page's Action Bar:

Additional Revenue Ledger Pages

Besides the pages mentioned in the Action Bar Items section, you can access the following from the Revenue Budgets page:

• Post Original Revenue Budgets Page displays when you click Add New. Use this page to set up new budget records in your Revenue Ledger.
• The Revenue Transactions Page appears when you select a record in the Revenue Budgets page's List section and then click OK. This page provides complete data for a selected transaction. A revenue transaction can include a new budget record, budget adjustment, accounts receivable billing, payment record, or fund transfer from one budget unit-account to another.

Delete a Revenue Record

1. On the Revenue Budgets page, in the Selection Criteria section, enter criteria to identify the records to list, and then click Find. To run an advanced search, use the Advanced button.
2. Select the record you want to delete.

3. Click Delete.

   

   An error message displays if the record's budget does not equal zero or if the record has had transactions recorded against it. In either case, the record cannot be deleted and the process ends.
4. Click Yes.

Display Balances in the Period Balances Page

The Period Balances page displays details of a selected revenue record that includes period budget, receipts, and receivable amounts, and related totals.

1. On the Revenue Budgets page, in the Selection Criteria section, enter criteria to identify the records to list, and then click Find. To run an advanced search, use the Advanced button.
2. In the List section, select the record you want.
3. Click Period Balances to display the Period Balances page.
4. Click Back to return to the Revenue Budgets page.

Generate the Revenue Ledger Short Listing Report

1. On the Revenue Budgets page, in the Selection Criteria section, enter criteria to identify the records to list, and then click Find. To run an advanced search, use the Advanced button.
2. Click Print.
3. In the Print window, specify how to generate the report, and then click OK. The default file name of the report is rev_list.rpt.

Fields

Selection Criteria Section

Use these fields to search and list specific revenue records. To list all records in your Revenue Ledger, leave the fields blank.

Field	Description
Year	Four-digit fiscal year. The Year, Budget Unit, and Account fields combine to identify the revenue record for a specific budget unit-account.
*Budget Unit*	Low organization to record transactions in your Revenue Ledger. The ledger's units are defined in the Organization Chart. This field is not displayed if the Full Account Format option is enabled in the Fund Accounting profile. The Full Account Format option is available in versions 22.4 and later.
Account	Account from the range stored in your Fund Accounting profile Revenue fields. The system only accepts accounts within this range. Also, the budget unit-account combination entered must exist in the General Ledger. This field is not displayed if the Full Account Format option is enabled in the Fund Accounting profile.
Account Number	22.4 and later. If the Full Account Format option is enabled in the Fund Accounting profile, enter the full account number based on the format defined in the Fund Accounting profile translation page.
(Ledger) Title	22.4 and later. The Ledger Title may be comprised of the Budget Unit and Account titles but can be edited by a user.
Additional search criteria	Fields identifying a record's reporting structure. The number of fields used in your system and their titles are defined in the Fund Accounting Profile. The reporting structure is set up in your Organization Chart.

List Section

The following display-only fields show the content of a revenue record. Some fields are described in the Selection Criteria section. Fields may display in a different order than listed.

Field	Description
Budget	Total revenue budgeted in the fiscal year for the budget unit-account.
Period Receipts	Total receipts recorded for the budget unit-account in the period identified.
YTD Receipt	Total receipts recorded in the fiscal year to date for the budget unit-account.
Receivable	Total receivables stored in the revenue record. A receivable is a revenue amount that has been billed but has not yet been recorded as a receipt.
Balance	Total budgeted revenues remaining in the fiscal year.
*Budget Unit* Title	Title or description of the budget unit.
Account Title	Title or description of the budget unit account.
(Ledger) Title	22.4 and later. Ledger Title replaces Budget Unit Title and Account Title. It may be comprised of the Budget Unit and Account titles but can be edited by a user.

Totals Section

The following display-only fields store totals in the categories indicated for the revenue records displayed.