Addy Note_Using the Tree Viewer Page 1 of 12 12/13/2016

Using the Tree Viewer in the Standard Budget Ledger

This Addy Note explains how to use the Tree Viewer in the Standard Budget Ledger.

Step Action

1. Navigate to: Main Menu > Tree Manager > Tree Viewer.

2. Enter SBL followed by an underscore (SBL_) in the Search by field.

Click Search.

Addy Note_Using the Tree Viewer Page 2 of 12 12/13/2016

Step Action

3. Select the Tree Name SBL Hierarchy with the most recent effective date. For example: The screenshot displays results dated 01/01/1900 and 8/31/2016. We would select the Tree Name with the effective date of 8/31/2016.

Addy Note_Using the Tree Viewer Page 3 of 12 12/13/2016

Step Action

4. The Standard Budget Ledger (SBL) Hierarchy displays, broken down by the five Divisions: President, Communications and Marketing, Academic Affairs, Administration & Finance, and University Relations.

Addy Note_Using the Tree Viewer Page 4 of 12 12/13/2016

Step Action

5. Click any of the folders with a plus (+) sign to view all four tiers within that Division’s hierarchy.

This allows you to view all the Standard Budget Ledger Divisions, Organizational units, Academic/Business units, Functional groups (if any), and Departments.

Addy Note_Using the Tree Viewer Page 5 of 12 12/13/2016

Step Action

6. Returning to the search results screen from Step 3, we see that there is also the option for SBL ACCT CATEGORY.

Select the Tree Name SBL ACCT CATEGORY.

Addy Note_Using the Tree Viewer Page 6 of 12 12/13/2016

Step Action

7. The Standard Budget Ledger Account hierarchy displays, showing the Revenue Contingency and Contingency categories.

Addy Note_Using the Tree Viewer Page 7 of 12 12/13/2016

Step Action

8. Select either folder to view the related account numbers.

Addy Note_Using the Tree Viewer Page 8 of 12 12/13/2016

Step Action

9. Another use of the Tree Viewer is to view the Standard Budget Ledger reports. After navigating to: Main Menu > Tree Manager > Tree Viewer as we did before, search for FX_GL_Reports in the search criteria field, as shown below.

Addy Note_Using the Tree Viewer Page 9 of 12 12/13/2016

Step Action

10. The FX_GL_REPORTS Tree will display.

Addy Note_Using the Tree Viewer Page 10 of 12 12/13/2016

Step Action

11. Select the SBL Reports folder. The reports are divided into Monthly and Quarterly folders. Note: Financials users do not need to access the Developers Only folder.

Addy Note_Using the Tree Viewer Page 11 of 12 12/13/2016

Step Action

12. By clicking the Monthly and/or Quarterly folders, the last tier of the tree will display, as shown by the green leaf icon. All of the Monthly reports are shown below by name and description.

Addy Note_Using the Tree Viewer Page 12 of 12 12/13/2016

Step Action

13. This is true for the Quarterly reports as well. By selecting the Quarterly folder, the last tier of the tree will display all of the Quarterly report names and descriptions.