USAS Coding Instructions
80 Project Record Inquiry
Inquiry only. The Project Record Inquiry (80) screen provides the expenditure budget balance and the net cash activity for a project.
The 80 screen displays data from the project financial (PJ) table. The ability to recall data on this screen is dependent on agency-defined posting levels for the PJ table. Refer to individual fields for information on the related posting level indicator.
To recall data on the 80 screen, the user may enter either the full key or the agency and project number (phase must be blank).
The full key for the 80 screen is:
- Agency,
- Project number,
- Phase,
- Fund and
- Comptroller object, agency object or agency object group.
In order to recall data using the full key, the entire coding block posted to the PJ table must be entered for the system to find a match on the PJ table.
TEXAS S080 UNIFORM STATEWIDE ACCOUNTING SYSTEM MM/DD/YY HH:MM PM
LINK TO: PROJECT RECORD INQUIRY PROD
AGENCY: PROJ NO/PH:
FUND: COMP/AGY OBJ: AGY OBJ GROUP:
TITLE: PROJECT TYPE:
PROJECT MANAGER:
INQ TYPE: CB (MA, PA, YA, CB, PY, PP)
INQ YEAR: INQ MONTH: EXPEND BUDGET BALANCE:
NET CASH ACTIVITY:
BT TITLE AMOUNT BT TITLE AMOUNT
F1-HELP F3-END F4-INTERRUPT F8-FRWD
AGENCY (Required for recall)
Enter the three-digit agency number assigned to the agency.
PROJ NO/PH (Required for recall/Optional for recall)
Note: This is a split field. The first field is the project number PROJ NO), and the second field is the project phase (PROJ PH). The PROJ NO is a required field, and the PROJ PH is an optional field.
Enter the six-digit project number and two-digit project phase. Project number and phase combinations are agency defined on the Project Number Profile (D42). Projects can be split into phases using the Project Control Profile (27).
The ability to recall data on this screen by project phase is dependent on the agency-defined posting level indicators on the Project Number Profile (D42) in the PROJ PH BUDGET IND field.
FUND (Optional for recall – Determined by agency-defined posting levels)
Enter the four-digit fund. Funds are agency defined on the Fund Profile (D23).
The ability to recall data on this screen by fund, comptroller object, agency object or agency object group is dependent on the agency-defined posting level indicators on the 27 screen in the EXP POST LEVEL IND and the REV POST LEVEL IND fields.
COMP/AGY OBJ (Optional for recall – Determined by agency-defined posting levels)
Note: This is a split field. The first field is the comptroller object (COMP OBJ), and the second field is the agency object (AGY OBJ).
Enter the four-digit comptroller object. Comptroller objects are centrally defined on the Comptroller Object Profile (D10).
Enter the four-digit agency object. Agency objects are agency defined on the Agency Object Profile (D11).
The ability to recall data on this screen by fund, comptroller object, agency object or agency object group is dependent on the agency-defined posting level indicators on the 27 screen in the EXP POST LEVEL IND and the REV POST LEVEL IND fields.
AGY OBJ GROUP (Optional for recall – Determined by agency-defined posting levels)
Enter the two-digit agency object group. Agency object groups are agency defined on the Agency Object Group Profile (D25).
The ability to recall data on this screen by fund, comptroller object, agency object or agency object group is dependent on the agency-defined posting level indicators on the 27 screen in the EXP POST LEVEL IND and the REV POST LEVEL IND fields.
TITLE (System generated)
Displays the project title (up to 40 characters) for the project as entered on the D42 screen.
PROJECT TYPE (System generated)
Displays the one-character project type. Project types are agency defined on the Project Type Profile (D06) and are associated with a project on the D42 screen.
PROJECT MANAGER (System generated)
Displays the name of the project manager as entered on the D42 screen.
INQ TYPE (Required for recall)
Enter the two-character inquiry type. The inquiry type is a combination of year and activity. It defines the period of time in which the inquiry will be made.
| CB | Current balance (Default). Displays the cumulative activity through the requested INQ YEAR and INQ MONTH. |
|---|---|
| MA | Monthly activity. Displays the month’s activity for the requested INQ YEAR and INQ MONTH. |
| PA | Prior activity. Displays the prior year’s activity for the requested INQ YEAR (including month 13 activity*) without regard to INQ MONTH. |
| PP | Prior prior. Displays the prior prior year’s cumulative activity for the requested INQ YEAR (including month 13 activity*) without regard to INQ MONTH. |
| PY | Prior year. Displays the prior year’s cumulative activity for the requested INQ YEAR (including month 13 activity*) without regard to INQ MONTH. |
| YA | Year activity. Displays the year-to-date activity for the requested INQ YEAR and INQ MONTH. |
*Note: Month 13 reflects activity occurring in the financial reporting adjustment period of 08/32/YYYY.
INQ YEAR (Required for recall)
Enter the two-digit fiscal year of the inquiry. The fiscal year is the year used in the generally accepted accounting principles (GAAP)-based financial reports and spans September through August. The INQ YEAR defaults to current fiscal year based on the current year indicator on the System Management Profile (97).
INQ MONTH (Required for recall)
Enter the two-digit calendar month of the inquiry. An INQ MONTH of 13 is a valid value and reflects activity occurring in the financial reporting adjustment period of 08/32/YYYY. The INQ MONTH defaults to current calendar month based on the current month indicator on the 97 profile.
EXPEND BUDGET BALANCE (Calculated balance – System generated)
Displays the expendable budget balance. For Inquiry Screen Algorithms, please see USAS Reference.
NET CASH ACTIVITY (Calculated balance – System generated)
Displays the net cash activity. For Inquiry Screen Algorithms, please see USAS Reference.
BT (System generated)
Displays the balance type information. For Balance Types, please see Balance Type Profile (D05).
TITLE (System generated)
Displays the title of the balance type from the Balance Type Profile (D05).
AMOUNT (System generated)
Displays the cumulative total of all applicable transactions for the specified balance type.
Function Key Definitions
| F1 | (Help) Automatically links to the News/Help Table (90) screen. Will transfer to the appropriate type of help depending upon the screen and activity the user is on at the time F1 is pressed. |
|---|---|
| F3 | (End) Returns the screen to the menu associated with that screen. |
| F4 | (Interrupt) Initiates or ends an active interrupt. When ending an active interrupt, F4 returns the user to the original screen showing the same information as was on the screen when the active interrupt was initiated. This does not undo the last action. |
| F8 | (Frwd) Retrieves the following page of information. When agency and project number (phase must be blank) are entered, F8 retrieves the next sequential record for that project. |