Drilling Down to Subledger Details
Reviewing Budget Balances in a Detail Budget Inquiry
When you perform a budget inquiry on a detail budget, you can view the summary balances for the specified range of periods. You can also drill down to the detail balances in the budget.
Note: You can customize this folder form to show the Budget Inquiry information you need. Refer to the Oracle E-Business User’s Guide for more information on modifying and saving folder forms.
To review balances for a detail budget:
- Enter your budget inquiry criteria, specifying a detail budget.
- Query a Summary Account for the inquiry.
- Choose the Show Balances button from the Budget Inquiry window.You see the period-to-date (PTD) Balance for every period in the inquiry range, for the detail budget and summary account you specified.
- Choose the Detail Accounts button to review the detail balances that roll up into the summary balance for the selected period and detail budget.
Related Topics
Reviewing Budget Balances in a Master Budget Inquiry