Schedule of Allotment Balance Report (KKR008)
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Schedule of Allotment Balance Report (KKR008)
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Report Description
The Schedule of Allotment Balances Report allows users with security access to run a report to reflect recorded Allotments, Encumbrance, expenditures, and associated remaining balances for designated time periods grouped by designated ChartField and ChartField combinations.
Report Navigation: Main Menu > Florida PALM > Reports> KK > Schedule of Allotment Balances Report
See the sample layout report below.
Business Roles
The following business roles have access to this report:
Business Process Models
This report can be found in the following business processes:
- 10.3.1 Perform Month-End Close
- 20.1.2 Manage Agency Allotments
- 20.1.4 Agency Estimated Revenue
- 90.2.3 Monitor and Closeout Grant
- 90.3.2 Monitor and Closeout Contracts
Selection Criteria
The report data can be filtered by the following selection criteria:
| Data Field Name | Data Field Details |
|---|---|
Business Unit | Required |
As of Date | Optional |
ChartField Selection | Optional |
Account | Optional |
Fund | Optional |
Budget Entity | Optional |
Category | Optional |
Organization | Optional |
State Program | Optional |
Grant | Optional |
Contract | Optional |
OA1 | Optional |
OA2 | Optional |
Report Layout
The layout of the report is listed below. Description of data fields can be found in the .
| Data Feild | Florida PALM RECORD.FEILD mapping |
|---|---|
| Report Header | |
Business Unit | Run Control Page value |
As of Date | Run Control Page value |
Account | Run Control Page value |
Fund | Run Control Page value |
Budget Entity | Run Control Page value |
Category | Run Control Page value |
Organization | Run Control Page value |
State Program | Run Control Page value |
Grant | Run Control Page value |
Contract | Run Control Page value |
OA1 | Run Control Page value |
OA2 | Run Control Page value |
| Report Detail | |
| Account | KK_ACTIVITY_LOG.ACCOUNT |
Account Description |
|
Fund | KK_ACTIVITY_LOG.FUND_CODE |
Budget Entity | KK_ACTIVITY_LOG.BUDGET_REF |
Category | KK_ACTIVITY_LOG.PRODUCT |
Budget Period | PS_KK_ACTIVITY_LOG.BUDGET_PERIOD |
Organization | KK_ACTIVITY_LOG.DEPTID |
State Program | KK_ACTIVITY_LOG.CHARTFIELD2 |
Grant | KK_ACTIVITY_LOG.PROGRAM_CODE |
Contract | KK_ACTIVITY_LOG.CHARTFIELD1 |
OA1 | KK_ACTIVITY_LOG.CLASS_FLD |
OA2 | KK_ACTIVITY_LOG.CHARTFIELD3 |
Allotments |
|
Expenditures (MTD) |
|
Expenditures (YTD) |
|
Encumbrances |
|
Allotment Balances |
|
Version History
Date | Revision Description |
12/01/2023 | Original Version |
| 04/09/2025 | Updated Report Layout and added Report Sample Layout and Selection Criteria. |
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