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FIN System Menu:

OFIS-Online Financial Information Menu

Management Information Summaries

Encumbrance Ledger Inquiry

Financial Index Inquiries

Financial Coding Descriptions

Payroll Load Rates

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Management Information Summaries (MIS)

The Management Information Summaries provide budget status by budget number, organization code and fund. The financial data can be displayed by various reporting categories at different levels of the organizational hierarchy within administrative offices and colleges.

To select MIS from the FIN Main Menu:

Action: [2] ­ Management Information Summaries
[Send]

MIS Menu

The MIS Menu lists the online reports that are available.

Options Available:

The following options are available for Budget Status by Budget Number (#4) and Budget Status by Organization (#5).

Level of Detail: The cursor automatically goes to this field after you enter the budget number. There are four possible levels of detail:

Major Object ­ If you want the data displayed by major object detail, leave this field blank.

Subobject ­ To summarize by subobject, enter a [2].

Discretionary Salary Detail ­ Entering a [3] in this field displays the discretionary salary information at the subobject code level and all other expenditure categories at the major object code level. No other salary information is displayed.

Line Detail ­ To see line detail, enter a [4] and then enter the object/subobject code you are requesting detail on (e.g. 01 60).

Report Period: Possible options for Report Period are:

Blank ­ This displays the data by grant year-to-date for grant budgets and biennium-to-date for all other budgets.

[B] ­ A "B" in Report Period displays biennium-to-date for grant or project budgets.

[P] ­ A "P" in Report period displays the closing balances for the previous month.

[O] ­ An "O" displays biennium previous month close for grant or project budgets.

Biennium: This defaults to the current biennium

Budget Status by Budget Number

To display this screen from the MIS menu:

Action: [4] ­ Budget Status by Budget Number
[Send]

The Budget Status by Budget Number Menu displays all the options available. By indicating the budget number and pressing [Send], this inquiry will default to the following:

Major Object Detail
Current Biennium
Grant Year-to-Date for Grants only, or
Biennium-to-Date for all others.

To display data for a selected budget number:

"budget number"
[Send]

Options Available:

Level of Detail: The cursor automatically goes to this field after you enter the budget number. There are four possible levels of detail:

Major Object ­ If you want the data displayed by major object detail, leave this field blank.

Subobject ­ To summarize by subobject, enter a [2].

Discretionary Salary Detail ­ Entering a [3] in this field displays the discretionary salary information at the subobject code level and all other expenditure categories at the major object code level. No other salary information is displayed.

Line Detail­To see line detail, enter a [4] and then enter the object/subobject code you are requesting detail on (e.g. 01 60).

Report Period: Possible options for Report Period are:

Blank ­ This displays the data by grant year-to-date for grant budgets and biennium-to-date for all other budgets.

[B] ­ A "B" in Report Period displays biennium-to-date for grant or project budgets.

[P] ­ A "P" in Report period displays the closing balances for the previous month.

[O] ­ An "O" displays biennium previous month colse for grant or project budgets.

To choose another screen from here:

Enter the action code for the desired screen (2, 3, 5, 6)
[Send]

Budget Status by Organization

Organization code status can be requested at various levels of detail: program/category, budget type, budget class and program type at the major object, subobject, discretionary or line detail level.

To display this screen from the MIS menu:

Action: [5] ­ Budget Status by Organization
[Send]

To display this screen from within MIS:

Action: [5] ­ Org Status
[Send]

By indicating the organization code and pressing [Send], this inquiry will default to the following levels of detail:

All Program/Categories
All Budget Types
All Budget Classes
All Program Types
Major Object Detail
Current Biennium

To display data for a selected organization code:

"10-digit organization code"
[Send]

Options Available:

Level of Detail: There are four possible levels of detail:

Major Object ­ If you want the data displayed by major object detail, leave this field blank.

Subobject ­ To summarize by subobject, enter a [2].

Discretionary Salary Detail ­ Entering a [3] in this field displays the discretionary salary information at the subobject code level and all other expenditure categories at the major object code level. No other salary information is displayed.

Line Detail ­ To see line detail, enter a [4] and then enter the object/subobject code you are requesting detail on (e.g. 01 60).

Report Period: Possible options for Report Period are:

Blank ­ This displays the data by grant year-to-date for grant budgets and biennium-to-date for all other budgets.

[B] ­ A "B" in Report Period displays biennium-to-date for grant or project budgets.

[P] ­ A "P" in Report period displays the closing balances for the previous month.

[O] ­ An "O" displays biennium previous month colse for grant or project budgets.

Budget Type, Budget Class, Program/Category, Program Type: All these fields can be used to request the budget status based on specific codes. Refer to the Financial Coding Descriptions section for an explanation of these codes.

To display budget status for a particular budget type: (e.g., 05 = Grants & Contracts)

"budget type"
[Send]

To choose another screen from here:

Enter the action code for the desired screen (2, 3, 4, 6)
[Send]

Budget Status by Fund

The Budget Status by Fund can be selected by fund type, appropriation, program and category, and will summarize all university budgets falling under the selected criteria.

This screen may be displayed from the MIS Main Menu or from any screen within MIS.

To display this screen from the MIS menu:

Action: [6] ­ Budget Status by Fund
[Send]

To display this screen from within MIS:

Action: [6] ­ Fund Status
[Send]

To display data for a selected fund:

"fund type"
[Send]

Options Available:

Report Period: Possible options for Report Period are:

Blank ­ This displays the data by grant year-to-date for grant budgets and biennium-to-date for all other budgets.

[P] ­ A "P" in Report period displays the closing balances for the previous month.

To choose another screen from here:

Enter the action code for the desired screen (2, 3, 4, 5, 7)
[Send]

State Budget Summary Request

The State Budget Summary Request can be selected by organization code, program, category, budget type, budget class, and program type.

This screen may be displayed from the MIS Main Menu or from any screen within MIS.

To display this screen from the MIS menu:

Action: [7] ­ State Budget Summary Request
[Send]

To display this screen from within MIS:

Action: [7] ­ State Budget Summary Request
[Send]

To display data for a selected organization code:

"organization code" Optional-default is user organization code or all organization codes for central offices.
[Send]

Options Available: (at least one must be selected)

Program

Category

Budget Type

Budget Class

Program Type

Permanent, Temporary, Carry-forward, or Salary Service

Level of Detail: There are six possible levels of detail:

Blank ­ This displays the data by major object code.

[2] ­ A "2" in the Detail field summarizes the data by subobject code

[3] ­ A "3" in the Detail field displays the discretionary salary information at the subobject code level and all other expenditure categories at the major object code level. No other salary information is displayed.

[4] ­ A "4" in the Detail field displays line detail for an object/subobject code. you must also enter the object/subobject code for which you are requesting detail (e.g. 06 10).

[5] ­ A "5" in the Detail field displays totals for revenues into the budget by class.

[6] ­ A "6" in the Detail field displays line detail for specific class and source of revenue. You must enter the revenue class and/or source for this option.

[7] ­ A "7" in the Detail field displays the revenue sources for this budget by class and source.

To choose another screen from here:

Enter the action code for the desired screen (2, 3, 4, 5, 6)
[Send]