QAD 2016 Enterprise Edition Training Guides > Financials-Advanced > Budget Reports > Hands-On Exercises
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Hands-On Exercises
Important: The exercises in this chapter use the ISBGT and CC-ADM budget codes, which you create using the exercises in Budgeting. If you have not completed the exercises in the Budgeting chapter, the ISBGT and CC-ADM budgets will not exist for you to report on using the exercises in this chapter.
Exercise 1: Budget Overview
Log in to entity 10USACO or 22UKCO.
Note: To run the Budget Overview report for the parameters outlined in this exercise, you may need to display hidden report criteria using Tools|Manage Filter Fields.
1 Run the Budget Overview (25.5.3.2) report for budget ISBGT.
 
Field
Data
Budget Code
ISBGT
Measure 1-5
Budget
Time frame:
 
Field
Data
Reporting Period 1
1
Reporting Period 2
2
Reporting Period 3
3
Reporting Period 4
4
Reporting Period 5
All
Reporting Year 1 - 5
<current GL calendar year>
Version Measure 1 - 5
Use Active Budget
Time Frame Type 1 - 4
From-To Period
Time Frame Type 5
Life to Date
Operational Budgets Only
(If this filter field does not appear, make it visible in Tools | Filter Fields)
No
Exercise 2: Budget vs Actuals
Important: Ensure that the Budget and History daemons are running and that the status of the CC-Adm budget is operational.
1 Open the QMI Documentation/Financial Activities folder on the desktop.
2 From the Budget Reports folder in the Financials Activities folder, download the HO budget reports 2<MMM> USD.xlsx files for the current and next two calendar months/GL periods, where <MMM> represents the month. For example, if the current month is May, download the Excel files for May, June, and July. Use File|Download in GoogleDocs.
Use the files with suffix GBP if working in domain 22UKCO.
The files are saved to My Documents/Downloads.
3 Return to the QAD application.
4 Use Journal Entry Excel Integration (25.13.1.6) to import the three Excel spreadsheets you just downloaded to create actuals data for three months of the current GL calendar year.
5 Run the Budget Overview (25.5.3.2) report for budget CC-Adm.
6 Click Tools | Manage Filter Fields and add filter fields for a total of eight columns. (Report Period, Reporting Year, Time Frame type, Measure, Version Measure)
 
Field
Data
Budget Code
CC-ADM
Measure 1-4
Budget, Actuals, Budget-Actuals, (Budget-Actuals) / Budget * 100
Measure 5-8
Budget, Actuals, Budget-Actuals, (Budget-Actuals) / Budget * 100
Reporting Period 1-4
Latest GL period from the three months of data imported.
If you imported data for, for example, May, June, and July, specify period 7.
Reporting Year 1-8
<current GL calendar year>
Reporting Period 5-8
1 to 12
Time Frame
From-To Period (All)
Version Measure
Use Active Budget (All)
Exercise 3: Budget Detail Report
Log in to 10USACO or 22UKCO
1 Run the Budget Detail (25.5.3.1) report using the following criteria:
 
Field
Data
Budget Code
CC-ADM
Reporting Period 1
Current and next GL periods
Reporting Year
Current GL calendar year