Use the fields on the View Commitments Inquiry 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 to 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.
Commitments
From this section, choose the types of commitments you want to include in the report.
| Field | Description |
|---|
| Last Calculated Date/Time
|
This non-editable
Last Calculated Date/Time 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.
|
| Include Expense Authorizations
|
Select the
Include Expense Authorizations check box to include amounts from expense authorizations, including advances in the report.
|
| Include Expense Reports
|
Select the
Include Expense Reports check box to include amounts from expense reports.
|
Employee
Use fields in this section to determine which employee group(s) to include in the Commitment inquiry/report. Select the functional role first, and then select the groups assigned to that role.
| Field | Description |
|---|
| Function
|
From the
Function drop-down, select the role. For example, if your functional role is
supervisor, select that role and the assigned groups that you supervise. These are displayed in the
Select Employee Groups subtask.
|
| Group Range
|
From the
Group Range drop-down, select from the following options:
- All - All groups assigned to functional role are included in the inquiry.
- Selected - Select specific records you wish to include from the
Select Employee Groups subtask.
|
Project
Select fields in this section if you want the report to display commitments by project.
| Field | Description |
|---|
| Range Option
|
From the
Range Option drop-down, select from the following options:
- All
- One
- Range
- From Beginning
- To End
|
Expense Report Types
Select the range of expense report types to include in the inquiry/report.
| Field | Description |
|---|
| Range
|
From the
Range drop-down, one of the following options:
- All - All groups assigned to functional role are included in the inquiry.
- Selected - Select specific records that you want to include from the
Select Expense Report Tasks subtask.
|
Sort By
Select one of the options in this section to determine how the report/inquiry results are sorted.
| Field | Description |
|---|
| Employee
|
Select
Employee to sort the report/inquiry by employee.
|
| Project
|
Select
Project
to sort the report/inquiry by employee.
|
Select Employee Groups Subtask
Use this subtask to select groups that you want to include in the inquiry.
| Field | Description |
|---|
| Selected
|
A check mark indicates a row is selected and will be included when generating report results. Click the check box to select or clear a row.
|
| Group
|
This field displays the group assigned to the functional role.
|
Expense Report Types Subtask
Use this subtask to select the expense report types that you want to include in the inquiry.
| Field | Description |
|---|
| Selected
|
A check mark indicates a row is selected and will be included when generating report results. Click the check box to select or clear a row.
|
| Description
|
This field displays the Expense Report Type description.
|
