You can perform online inquiries about your master and detail budgets. General Ledger compares summary balances between your master and detail budgets, and checks for budget variances and violations. In addition, you can drill down from summary balances to detail account balances, and then to budget journal details.

Prerequisites

• Define your master/detail budget relationships

• Enter budget amounts or budget journals

To perform a budget inquiry:

1. Navigate to the Budget Inquiry window.

2. Enter the Ledger and Budget you want to review. You can enter a master budget, detail budget, or a budget not associated with a master-detail relationship. However, you must enter a budget which has at least one open budget year.

   Note: You can only query budgets if your data access set provides read access to the ledger and balancing segment value or management segment value assigned to the budget.

3. Enter the Currency of the budget balances you want to review. You only see budget amounts entered in the specified currency.

4. Enter the range of accounting periods to include in your inquiry. The accounting period range must be within an open budget year.

5. Choose the Inquiry Type you want to perform. Your Inquiry Type choices depend on whether you are performing the inquiry on a master or detail budget.

   • For a detail budget, you can only choose Drilldown this Budget to see detail budget balances with a drilldown to detail accounts.

   • For a master budget, you can choose any of the following inquiry types:

     Drilldown this Budget: Review master budget balances with a drilldown to detail accounts.

     Query Detail Budgets: Review master and detail budgets together with a drilldown to detail accounts.

     Query Budget Violations Only: Review only those periods for which the sum of the detail budget balances exceeds the master budget balance.

6. Select a display Factor:

   Units: Full currency precision.

   Thousands: Divides balances by 1,000; rounds to three decimal places.

   Millions: Divides balances by 1,000,000; rounds to three decimal places.

   Billions: Divides balances by 1,000,000,000; rounds to three decimal places.

7. Enter an optional Summary Template name to limit the summary accounts for your inquiry. If you do not enter a template name, you can inquire on any summary account in your ledger.

8. Query a Summary Account.

9. Choose the Show Balances button to review summary balances based on your inquiry criteria.

   Note: To view summary account balances, your data access set must provide read access to the parent value, such as "T", which is used in the summary account.