Enhanced Financial Reports Showcase.ppt

Enter course name here Enter course name here Course Content Report Distribution—Universal Work List (uwl) General Reporting Notes Standard Monthly User Reports Account Balance Listing Real Internal Order Reports GM Reports Management Balances Which Data on Reports Should Match? Common Report Usage General SAP Tips Resources Questions Roles Role--Table—FM_800_000 (FM Reporting Display) View Report Distribution Maintenance Run enhanced financial Most Business Office users should already have this role. You can use t-code SU01D to validate whether the user has the appropriate role assigned. Report Distribution—Universal Work List (uwl) Comparison of UWL reports vs. Running Reports in R3 Report Distribution—Universal Work List (uwl) Report Distribution—Universal Work List (uwl)—GM Reports PIs, CoPIs and individuals listed as Responsible Parties on the Responsibilities tab will receive reports based on GM Aims logic. PI’s will receive the Project Financial Report for each award where they are the PI. This will include the Grant View (consolidated) and the Sponsored Program View (minor). Co-PI’s will receive the Sponsored Program view of the Project Financial Report, Monthly Transaction List and Budget Changes reports. Also note that if a faculty member is both a PI and a CoPI, the subject line on their Project Financial Reports will not differentiate between the two reports. If they open the file and the first report is a GRANT VIEW, then that is their PI file. If the first page is a SPONSORED PROGRAM VIEW, then that is their CoPI file. Report Distribution—Universal Work List (uwl) BO Process for Distributing Monthly Financial Reports Determine who should receive monthly reports. Look up alias in InfoType 105 for recipient column. Enter in all caps. Use t-code listed on report grid to set up variant for each report. Follow standard naming convention. There are 14 characters available For characters 1-7, enter the first 7 numbers of the cost center. The nex