Summary

The Budget Adjustments Search screen is used to create a filtered list of budget adjustments that originate from multiple areas of the Cirrus application. Each displayed budget adjustment transaction will include (if applicable) the Account number, New Budget amount, Post Date, Fiscal Year and Period, Batch Type, Batch number or name, Description, Transfer From Account and Transfer Amount, Resolution Number, Home Department, and Author.

The processes that can create budget adjustments on a GL Account are AP> Invoices, GL> Budget Adjustments, PO> Change Orders, and PO Roll Over POs.

Step by Step

1     Open the Budget Adjustments Search screen (GL> Budget Adjustments Search).

2     Filter the displayed budget adjustment data. 

• Enter information into the fields in the Filters section and then press ENTER or click the Search button to update the records that display in the window.
• The Fiscal Year From and Fiscal Year To fields are used to filter the adjustment transactions by a range of fiscal years.
• The Period drop-down menu is used to filter the periods displayed for the selected fiscal years.
• The Account field is used to filter the adjustment transactions by an individual account.
  • Enter an account or click the field label search button to select one from a list.
  • You can enter a partial account to filter accounts by an account section.
• The New Budget field is used to filter the adjustment transactions by the dollar value entered in the New Budget field on the adjustment.
• The Adjustment Type field is used to limit the search results to Adjustment transactions, Transfer transactions, or both.
  • The Transfer From Account and Transfer Amount fields are used to filter the transactions by the account a budget transfer adjustment was transferred from or by the amount of a budget transfer adjustment. These fields will not be enabled if Adjustment is selected in the Adjustment Type field above.
• The Author field is used to filter the adjustment transactions by the Cirrus users who created the adjustment.
• The Process field is used to filter the adjustment transactions by a specific Cirrus batch process.
  • Once a Process is selected, you can use the Batch field to limit the results to a single batch.
• The Home Department field is used to filter the adjustment transactions by a specific Home Department.
• The Resolution Number field is used to filter the adjustment transactions by a specific Resolution Number.
• The Keyword field is used to search through the Description field for all budget adjustments and return the relevant results.
  • Use the * (asterisk) as a wild card to expand the search to include partial keywords. For example, if a user enters "Maintenance" in the Keyword field, the results will be limited to accounts that include "Maintenance" in the description. But if a user enters "Mai*" in the Keyword field, the results will include accounts that include "Maintenance" in the description as well as accounts that include terms such as "Mail" and "Main".
  • Use "AND" and "OR" operators to narrow or expand the search results.
    • For example, a search for "Tax and FICA" would return the "FICA Tax Payable" result. A search for "Tax or Taxes" would return "Tax Preparation" and "State Taxes" results.
• Click the Search button to update the adjustment transaction data that displays in the data grid below.
• Click the vertical Ellipsis to export the information that displays in the data grid to an MS Excel or comma-separated value spreadsheet.