Commitment Control - KK


Introduction

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 sections:

   Creating New Budget Journals
Working With Existing KK Journals
   Configurations
 KK Queries
   KK Reports
 
     
  • Each training material section on this page contains the following elements:

- A blue section header, containing the heading for the section.
- An overview of the training materials within the section, located beneath the section header.
- The training materials for the section displayed in a list format, located beneath the section overview.

  • Each section of training materials contains training material items such as training guides and job aids.
  • Each list of training materials is displayed in alphabetical order, by title (of the training items).
  • Each training material item is presented with a brief summary that describes the contents of the training material.
  • To view the contents of a training document, simply click the title of the training document.
  • Some training documents may appear in more than one section (if they pertain to multiple sections).

Creating New Budget Journals

This 'Creating New GL Journals' section contains training materials for:

- New User Training for SMART's Commitment Control module (Training Guides).
- Training materials associated with entering, editing, and posting new budget journals into SMART.

  • Adding an Attachment to a Budget Journal
    This job aid explains how to add attachments to a budget journal to store reference information, etc.
    DOC, 798.50 KB

  • Budget Journal Entry Overview - Training Guide
    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.
    DOCX, 929.99 KB

  • Creating a Budget Journal Entry - Training Guide
    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.
    DOCX, 1.59 MB

  • GL Encumbrances
    General Ledger (GL) Encumbrance Journals (non-supplier specific encumbrances) obligate budget at fiscal year-end. This job aid provides the steps in the GL encumbrance process.
    DOCX, 1022.71 KB

  • Importing Spreadsheet Journals in SMART
    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.
    DOCX, 1.11 MB

Working With Existing KK Journals

This 'Working With Existing Budget Journals' section contains training information that pertains to working with existing Budget journals in SMART, such as:

- Editing journals
- Issue (error) resolution and troubleshooting

  • GL Month End Checklist
    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.
    DOCX, 26.36 KB

  • How to Find a Cash Balance in SMART
    This job aid explains how to find a cash balance in SMART.
    DOCX, 2.57 MB

  • Processing Budget Journals - Training Guide
    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.
    DOCX, 1.02 MB

  • Reviewing Budget Check Exceptions
    This job aid shows you how to view budget check exceptions for Purchase Orders, Vouchers, Expense Reports and GL Journals
    DOCX, 811.49 KB

  • Using Budget Inquiries - Training Guide
    This training guide provides information on the Budget Overview component, explains ledger inquiry sets and how to use the Budget Detail Inquiry page.
    DOCX, 1.30 MB

Configurations

KK Queries

This 'Configurations' section contains:
  • Commitment Control configuration information which provides agencies reference material and definitions
This 'KK Queries' section contains:
  • Training materials pertaining to the different Commitment Control queries available in SMART.  Each query listed below contains a tile of the query and a brief summary that describes the query and its function.
  • Budget ChartField Roll-Up Levels
    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.
    PDF, 227.06 KB

KK Reports

This 'KK Reports' section contains training materials pertaining to the different Commitment Control reports that are available in SMART.  Each report listed below contains a title of the report and a brief summary that describes the report and its function.
  • Budget vs. Actuals Reporting
    This job aid provides transaction examples and how the General Ledger ACTUALS ledger and the Commitment Control Ledgers are impacted.
    XLS, 38.00 KB

  • Budget Status Report (GLS8020)
    The Budget Status Report (GLS8020) displays all Commitment Control ledger amounts and the available balance for the budgets selected.
    DOCX, 652.40 KB

  • Using the Cash Control Report
    This report provides the Cash Control Balances by a specific time period: prior month, prior year, current month, or current year.
    DOC, 635.00 KB

  • Using the Current Obligations Report
    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.
    DOC, 1020.50 KB