Search | Directories | Reference Tools
UW Home > Admin Systems > Systems on Keynes > FIN 

man working image 		Online Guides--    [ FIN ] [ PAS ] [ SDB ]
[ FASTRANS ] [ FAST ]
[Systems Operating Hours]
[Administrative Systems Status]

FIN System Menu:

OFIS-Online Financial Information Menu

Management Information Summaries

Encumbrance Ledger Inquiry

Financial Index Inquiries

Financial Coding Descriptions

Payroll Load Rates

About the Admin Systems:

Getting Access to
Online Systems

Access Forms

Communications Software

Signing On

Passwords

System Hours

Training

Contacts

  

Encumbrance Ledger Inquiry

The Management Information Summaries provide budget status by budget number, organization code and fund. The financial data can be displayed by various reporting categories at different levels of the organizational hierarchy within administrative offices and colleges.

To select Encumbrance Ledger Inquiry from the FIN Main Menu:

Action: [4] ­ Encumbrance Ledger Inquiry
[Send]

Encumbrance Inquiry Menu

The Encumbrance Inquiry Menu lists the ways that encumbrance data may be displayed.

Options Available:

The following option is available for all screens.

Biennium: This defaults to the current biennium

List All Encumbrances for a Budget

To display this screen from the Encumbrance Inquiry menu:

"budget number"

Action: [4] ­ List All Encumbrances for a Budget
[Send]

To view data as displayed:

Moving forward: [Send]
Moving backward: Action: [2] ­ Prev
[Send]

To choose another screen from here:

Enter correct options at the bottom of the screen
[Tab] to the Action Box
"action code for the desired screen" (5, or 6)
[Send]

To return to the Encumbrance Menu:

[Tab] to the Action Box
Action: [3] ­ Encumbrance Menu
[Send]

To request Encumbrance Detail: (Screen 8)

[Tab] to SEL field next to requisition to be viewed
[X] in SEL field
[Send]

List Encumbrances for Budget/Requisition

To display this screen from the Encumbrance Inquiry menu:

"budget number"
"requisition number"

Action: [5] ­ List Encumbrances for Budget/Requisition
[Send]

To view data as displayed:

Moving forward: [Send]
Moving backward: Action: [2] ­ Prev
[Send]

To choose another screen from here:

Enter correct options at the bottom of the screen
[Tab] to the Action Box
"action code for the desired screen" (4, or 6)
[Send]

To return to the Encumbrance Menu:

[Tab] to the Action Box
Action: [3] ­ Encumbrance Menu
[Send]

To request Encumbrance Detail: (Screen 8)

[Tab] to SEL field next to requisition to be viewed
[X] in SEL field
[Send]

List Encumbrances for Budget/Account Code

To display this screen from the Encumbrance Inquiry menu:

"budget number"
"account code" (e.g. 03 34 00)

Action: [6] ­ List Encumbrances for Budget/Account Code
[Send]

To view data as displayed:

Moving forward: [Send]
Moving backward: Action: [2] ­ Prev
[Send]

To choose another screen from here:

Enter correct options at the bottom of the screen
[Tab] to the Action Box
"action code for the desired screen" (4, or 6)
[Send]

To return to the Encumbrance Menu:

[Tab] to the Action Box
Action: [3] ­ Encumbrance Menu
[Send]

To request Encumbrance Detail: (Screen 8)

[Tab] to SEL field next to requisition to be viewed
[X] in SEL field
[Send]

List Encumbrances for Requisition

To display this screen from the Encumbrance Inquiry menu:

"requisition number"

Action: [7] ­ List Encumbrances for Requisition
[Send]

To view data as displayed:

Moving forward: [Send]
Moving backward: Action: [2] ­ Prev
[Send]

To choose another screen from here:

Enter correct options at the bottom of the screen
[Tab] to the Action Box
"action code for the desired screen" (4, or 5)
[Send]

To return to the Encumbrance Menu:

[Tab] to the Action Box
Action: [3] ­ Encumbrance Menu
[Send]

To request Encumbrance Detail: (Screen 8)

[Tab] to SEL field next to requisition to be viewed
[X] in SEL field
[Send]