Titles by Budget Report

The Titles by Budget report lets you review a list of titles that are charged to a certain budget. This helps you monitor the use of your budgets and make sure they are being assigned appropriately. This report is also helpful near the end of the year as you prepare for year-end roll over because it lets you see which titles are still on order against a budget. The report shows the on-order and spent amounts for each title, as well as the on-order and spent amounts for the budget as a whole. You access this report with the Titles by Budget process in the Acquisitions/Reports folder.

Here is a sample Titles by Budget report:

By default, this report shows the unit price, on-order amount, and spent amount for each title. You can click the Display button to display other columns of information, such as the PO number or vendor. You can also click the Sort button to sort the report by one or more of these columns.

To get a list of the outstanding titles against the budget, click the Sort button and choose On Order as the primary sort option. Then mark the Descending sort box and click OK. Horizon displays the outstanding orders at the top of the list.

As you review this report, you may find you need to change the budget that is assigned to a title. You can change the budget as long as you have not printed a voucher for the PO line. (For more information, see Changing a Budget on a PO Line.)

These steps explain how to view, print, or save a Titles by Budget report to a file.

To generate a Titles by Budget report

1 Start the Titles by Budget process.

The default location of this process is the Acquisitions\Reports folder on the navigation bar.

Horizon displays the Code Lookup window.

2 Enter or choose the code of the budget you want in the Budget field.
3 Click OK.

Horizon displays the list of titles charged to the budget.

4 If you want to do so, print the report.
5 If you want to do so, save the report to a file.

 


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