Overview
The Expenditures and Forecasts Report shows the actual expenditures from the beginning of the fiscal year up to the pay date preceding the Report Date, as well as the accruals from day following the pay date to the Report Date, and the forecasts from the day following the Report Date to the end of the fiscal year. The Expenditures and Forecasts Report also includes the Global Costs. This report shows the "Expenditures and Forecasts" information using the filter.
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Human Capital ► Reports ► Human Capital Expenditure and Forecast Report
Expenditure and Forecast Report screen Fields
Fields | Description |
Report Calculation Date | Default date is the current date when generating the report. The user to select any date from previous fiscal years. |
Report Calculation Method | Default is "Calculated". Possible values are "Calculated" and "Actual". |
| Print Logo | If it is checked, the respective country logo will print. |
Include Global Costs | If checked, the Global Costs will be included in the report and calculated as per Residual Global Cost Amount. |
JV Sources | The user can select 0 or multiple JV sources for the employee-related transactions to be included in the report. |
Employee | It shows Employee pick-list in order that the user chooses the desire Employee ID, Last Name and/or First Name, or group of Employees. |
Cost Item | It shows a Cost Items pick-list in order that the user chooses the desired Cost Item ID, Cost Item Name or multiple Cost Items. |
Employee Position | It contains all employee positions in the government. |
Comment | A comment for the Human Capital Expenditure and Forecast Report. |
| Coding Block Filter Type | Possible values are “Coding Block”, “Coding Block Expression Filter”, and “Hierarchical Coding Block Element”. If “Coding Block” is selected, the system will allow the user to enter a coding block that will be used for filtering. “Coding Block Expression Filter” is selected the system will allow the user to enter a coding block expression that will be used for filtering. If “Hierarchical Coding Block Element” is selected, the system will allow the user to select any CoA concept element or ranges of elements, from the segment that are included in the selected CoA Group. |
| Coding Block | This field will allow the user to enter the Coding Block, if Coding Block Filter type is set to “Coding Block”. |
Salary Step | Show the steps number for the pay zone, group, subgroup, level selected above. |
Situation Code Combination | This Situation Code Combination field includes the list of valid situation codes combinations with the associated cost items and financial coding. |
Group By | The user will be able to select a value from this dropdown list from Group by Organization Unit is available. |