Checking Organization Budget Status

FGIBDST

FGIBDST Organization Budget Status Form. FGIBDST provides a summary of all activity for an FOP (FUND ORG PROGRAM), excluding items which have been neither approved nor posted. Using FGIBDST, queries can be further defined by ACCOUNT or ACTIVITY.

Note: FGIBDST does not reflect incomplete, unapproved or unposted transactions.

In the Go To... field of the Banner Menu, type FGIBDST. Type <return>. The Organization Budget Status Form will open.
CHART and FISCAL YEAR fields will default. <TAB> through both fields.

At UCSC, the INDEX field is only used by Central Offices for certain transactions.
Leave the THRU FISCAL PERIOD field blank to see all activity for the fiscal year, or specify a fiscal period (01-12) to see activity through that time period..
<TAB> to QUERY SPECIFIC ACCOUNT checkbox. Box can be left unchecked for a relative account listing (i.e., the system will produce a list of all accounts greater than the account code entered into the ACCOUNT field), or can be checked [spacebar] to limit the query to specific account detail.
INCLUDE REVENUE ACCOUNTS. Leave checkbox blank unless your unit has income from revenue type accounts and you wish these totals to be included in the detail below. Check the field [spacebar] to include revenue accounts.
<TAB> to COMMIT TYPE. Leave “Both” (the default).
<TAB> to ORGANIZATION. Provide your Organization code.
<TAB> to FUND. Provide your Fund Code.
<TAB> to PROGRAM. Provide Program Code.
<TAB> to ACCOUNT. Leave blank to query all accounts. Otherwise, enter specific account code.

<TAB> to ACCOUNT TYPE. Leave blank to query all account types, or indicate account type code to limit query to a specific Level 2 account type (e.g., ‘71’ Non-Capital Expenditures). See table below for a list of Level 2 account types.

Level 2 Acct Type	Acct Type Title
71	Non-Capital Expenditures
72	Capital Expenditures
73	Indirect Costs (Contract & Grant O/H)
79	CIP Expenditures
61	Salaries & Wages
66	Retirement & Employee Benefits
51	Tuition & Fees
52	State Government
53	Local Government
54	Federal Government
55	Private Gifts, Grants, & Contracts
56	Sales & Services of Educational Act
57	Service Enterprises
58	Other Services
59	Sales & Services of Auxiliary Ent

<TAB> to ACTIVITY. Leave blank to query on all activity codes (includes transactions with or without activity codes attached), or enter an activity code to limit the query.
<TAB> to LOCATION. The Location Code field is only used by Plant Accounting and Physical Planning & Construction in conjunction with Plant Funds to denote the building for which the corresponding transaction is being posted. All other divisions should always leave this field blank.
Type [control page down] Next Block.
The form displays the budget status for the FOAPAL combination you have entered. To view additional budget lines, scroll up and down using the vertical scroll bar, [page up] and [pagedown] keys, or <> <> arrow keys.
You may jump to FGIBSUM Organization Budget Summary Form via Menu-Options or Right Click-FGIBSUM (see below for instructions).
To start a new query, click the Rollback icon or Right Click-Rollback.
To exit the form, type [control q], Right Click-Exit, or click on in the toolbar.

Jumping to Other Forms from FGIBDST

After you have input your query information in FGIBDST, and typed [control page down] Next Block, you can choose to access other forms which summarize or expand the same data in different ways:

To view Transaction Detail, key [F3], select FGITRND from the Options Menu, or Right Click-FGITRND (Transaction Detail Information).
To view Organization Budget Summary, key Shift+[F2], select FGIBSUM from the Options Menu, or Right Click-FGIBSUM (Organization Budget Summary).
To view Organizational Encumbrance List, key [F4], select FGIOENC from the Options Menu, or Right Click-FGIOENC (Organizational Encumbrance List).
Format Display Preferences provides users with the ability to make format choices, as shown in the screenshot below.