Commitment Control - KK
This page contains the SMART training materials associated with the Commitment Control (KK) module in SMART. The SMART KK training materials are organized into the following categories:
- Creating New Budget Journals - New user training for KK and training materials associated with entering, editing, and posting new budget journals into SMART
- Working with Existing KK Journals - Training information that pertains to working with existing budget journals such as editing journals and issue (error) resolution and troubleshooting
- Configurations - KK configuration information which provides agencies reference material and definitions
- KK Queries - Training materials pertaining to the different KK queries available in SMART
- KK Reports - Training materials pertaining to the different KK reports available in SMART
Creating New Budget Journals
This job aid explains how to add attachments to a budget journal to store reference information, etc.
This job aid contains key terms and concepts, a high level explanation of the end-to-end budget journal process, an overview of budget journal security roles and a list of the SMART budget ledgers.
This training guide covers understanding budget journal and budget transfer types, steps for creating a new budget journal entry, budget transfers and how to copy a budget journal.
This training guide explains budget spreadsheet journal uploads, lists the requirements for importing budget spreadsheet journals into SMART and demonstrates the steps to successfully import a budget spreadsheet journal.
Working With Existing KK Journals
Agency month-end processing is important in the SMART General Ledger as it allows SMART reports to display the correct monetary amounts. Also, month-end processing will ensure that the appropriation and cash budgets are impacted correctly.
This job aid explains how to find a cash balance in SMART.
This training guide describes the types of errors that might occur during the budget journal process and how to review and correct budget journal entry errors.
This job aid shows you how to view budget check exceptions for Purchase Orders, Vouchers, Expense Reports and GL Journals.
This training guide provides information on the Budget Overview component, explains ledger inquiry sets and how to use the Budget Detail Inquiry page.
Configurations - KK
This job aid explains the different ChartField value roll-up (translation) levels used in Commitment Control and Reporting. The different trees and tree levels is also discussed.
These queries were created to assist agencies trying to reconcile their Budget Period (BP)## ACTUALS in IBARS to SMART.
These queries provide the values in Commitment Control for the prior day (remain static during the day), are comparable to the Budget Status Report (GLS8020) and add more reporting options.
This query provides the values in Commitment Control at the end of Fiscal Year 20##.
This job aid provides transaction examples and how the General Ledger ACTUALS ledger and the Commitment Control Ledgers are impacted.
The Budget Status Report (GLS8020) displays all Commitment Control ledger amounts and the available balance for the budgets selected.
This report provides the Cash Control Balances by a specific time period: prior month, prior year, current month, or current year.
This report provides a listing of all encumbrances from Purchase Orders and Travel Authorizations and pre-encumbrances from Requisitions (for pre-encumbering agencies only) that have a remaining balance that is not equal to zero.