Use the Criteria tab of the Commitment Inquiry/Report screen to set up selection filters, sort options and other parameters for viewing commitments that were calculated by the Compute Commitments process.
Depending on your role or function, uses of this report include the following:
Supervisors may use it view outstanding commitments for their employees.
Project managers may use it to view outstanding commitments for specific project.
An accounts payable clerk may use it to view outstanding commitments for certain groups of employees.
From this section, choose the types of commitments you want to include in the report.
This non-editable field displays the date and time that commitments were last calculated. The report will capture commitments that fall within this date. To capture more recent commitments, Compute Commitments must be run either by an authorized individual or as per a scheduled process.
Select this check box to include amounts from expense authorizations, including advances, in the report.
Select this check box to include amounts from expense reports.
Use fields in this section to determine which employee group(s) to include in the inquiry/report. Select the functional role first, and then select the groups assigned to that role.
From the Function drop-down list, select the role. For example, if your functional role is "supervisor," select that role and the groups you supervise will display in the Group field.
The groups assigned to the functional role you selected display in the Group field. Click the group(s) you want to include in the inquiry/report.
Click Select All to include all the employees groups displayed in the Group field.
Select fields in this section if you want the report to display commitments by project.
From the Range Option drop-down list, select from the following options:
All
One
Range
From Beginning
To End
This field displays the expense report types of all the commitments currently computed. Select the expense types you want to include in the inquiry/report.
Click Select All to include all the expense report types displayed in the Expense Report Types field.
Select one of the options in this section to determine how the report/inquiry results are sorted.
Select Employee to sort the report/inquiry by Employee.
Select UDT02 to sort the report/inquiry by Employee.
Click Execute to process your report/inquiry. To view the results, click the Results tab.