Budget Profit and Loss By Org/Acct (AOC1, AOC2)

Use the Budget Profit and Loss By Org/Acct (AOC1, AOC2) screen to run a standard P&L statement by organization and general ledger account categories using computed allocations.

This report displays Organization Budget in a P&L format summarized at the Org level and Account Level. The report presents the budget for the fiscal year by month.

You can filter the data displayed in the report:

• Select a time period from the FY-Period drop-down list.

• Select the P&L format to define the major cost elements.

• The Budget/Outlook drop-down list allows you to select either the base budget or the latest updated forecasts.

Group By

Select the type of grouping you want to use. Choose from the following options:

• By Org - Select this option to display the report from the Org perspective, with Accounts under each Org,

• By Acct - Select this option to display the report from the Account perspective.

Period

• FY -  Click to select a time period from the FY-Period drop-down list.

• End Date - Click to select the end date for the fiscal year.

Budget Group

Click to select the budget group.

FS Code

Enter, or click to select the Financial Statement code to use.

Details

Select the View Qtrs check box to display Org/Acct quarterly or click the Combined check box to combine all levels of report information for viewing or printing.

Org ID

Click to select the Org ID.

You must provide information for all enabled fields in order for the report to run as expected, else an error message displays.

Subtasks

After you select the Org ID and set other options, click Details ink to display the report information.