Banner 9 - Organization Budget Report (FGIBDST)
Organization Budget Status (FGIBDST) can be used to view budget information for any FOAP combination. However, this report will not show Cash Balances. For Cash Balances, please review the following information on FGITBAL.
Banner 9 - Budget Inquiry - FGIBDST
Frequently Asked Questions
- How do I view transaction-level details for a balance and export them to Excel?
Click the field for the amount you want to investigate, open Related, and choose “Transaction Detail Information [FGITRND]”. To export the details to Excel, click Tools and then click “Export”. When finished, click X to close the FGITRND screen and the X button to close the FGIBDST screen.
- How do I view transaction-level details for a balance and export them to Excel?
Click the field for the amount you want to investigate, open Related, and choose “Transaction Detail Information [FGITRND]”. To export the details to Excel, click Tools and then click “Export”. When finished, click X to close the FGITRND screen and the X button to close the FGIBDST screen.
- What do the column headings (Adjusted Budget, YTD Activity, Commitments, Available Balance) mean?
ADJUSTED BUDGET is the budgeted amount by account code. YTD ACTIVITY is the amount spent or received by account code. COMMITMENTS are encumbrances created by the eVA Purchase Order process. AVAILABLE BALANCE is the remaining balance by account code and will show as negative if no Adjusted Budget existed for the account code.
- What do the transaction type codes in FGITRND mean (e.g., PORD, INNI, JEXX)?
Common codes shown in FGITRND include: PORD = Purchase Order; CORD = Change Order to Purchase Order; PRCD = Cancellation of Purchase Order; END = Encumbrance; INNI = Direct Pay Invoice; INEI = Invoice with Encumbrance (PO); INNC = Invoice Credit; CRXX = Credit; JEXX = Journal Entry; XAR = Accounts Receivable Transaction from IFAS AR XBS - Bookstore; XCR = Cash Receipts (Deposits) from IFAS XPC - Copy; XPH = Phone; XPR = Payroll transactions; XAX = American Express Distribution; JE16, XNC = Miscellaneous Journal Entries (such as copy, postage, telephone).
- How do I interpret the columns on the budget report?
Read the report left to right: Adjusted Budget shows the amount allocated at the start of the fiscal year. Year to Date (YTD) shows the amount spent to date. Commitment shows outstanding purchase orders awaiting payment (these move to YTD once paid). Available Balance shows the total remaining funds available.
- How do I view transaction-level details for a value shown on the report?
Click the value you want to investigate, then choose Related → “Transaction Detail Information [FGITRND]”. To exit the FGITRND view, click the X.
- How can I export the transaction details or report to Excel?
When viewing results, open Tools and click “Export.” The export can be opened in Excel so you can manipulate columns and cells. After reviewing, click the X to exit FGIBDST or run a new query.
- What should I do if I can’t find my organization or get no results?
Use the ellipses next to the ORGANIZATION field to perform a search. Confirm you entered CHART = M and the correct two-digit fiscal year. Remember you can leave ACCOUNT and FUND fields blank to broaden results. For additional assistance, contact TCSS@umw.edu.