The Summarized Budget Activity (SBA) inquiry page is for users who want to select specific lines to roll budgets dollars. Selection on this inquiry page is done when the COA selection criteria on the Parameters for Budget Roll (PBRP) reference page will not suffice. Those records marked as 'selected' (Selected is Yes) will have lines created on a budget transaction to move budget dollars out of a past year and into a new year. This is not a common inquiry page used by many users.
The following three points are important to understand before searching using the Budget Line field:
The ordering of fields in the Budget Line concatenation is according to the lowest required level of the budget structure used in the Load SBA job. See the Budget Structure page for that order.
Searching is facilitated by the asterisk (*) between the forward slashes (/). Entering a value and leaving slashes out, searches all fields concatenated for that value.
There is a space after each forward slash (/). It is important to remember to include this space when searching.
The Mark All Selected and Mark All Not Selected grid level actions allow you to update all records displayed in the grid (not every record on the table). The Save or Save and Close actions then finish the update. To apply the same action to records on other pages in the grid, you must navigate to each page in the grid and apply the same action.