Go to Main Content

Day 6 – Budget Analysis, Basic FM Reporting & Research Fund Analysis

Expand All | Collapse All

[lightweight-accordionsub1 title=”Pre-class Material” expanded=”true” tag=”h4″]

[/lightweight-accordionsub1] [lightweight-accordionsub1 title=”In-class Material” expanded=”true” tag=”h4″]

[lightweight-accordionsub2 title=”Morning” expanded=”true” tag=”h4″]

 Reference Guides
1 Setting up Excel for use with SAP
2 ZFM1 – Funding: Funds Center or Fund Report
3 ZFTR008 –  Total Funding Activity Report
4 ZFIR079 – FI Postings Line Item Report

and

Line Item Functionality

5 ZFTR111 – Funds Center Report

Exercise 1

[/lightweight-accordionsub2] [lightweight-accordionsub2 title=”Afternoon” expanded=”true” tag=”h4″]

 Reference Guides
1 Budget to Plan Reconciliation Report
2 Commitment Accounting Assignments Report (Linking Table)
3 Budget Movement Report for Funds Centers
4 Funds Center/Funds Balance Listing Report
5 Monthly PI Report

Exercise 2 

[/lightweight-accordionsub2] [/lightweight-accordionsub1] [lightweight-accordionsub1 title=”Post-class Resources” expanded=”true” tag=”h4″]

 

Additional Reference Guides
ZFIR079A – All Postings Line Item Report
ZFTR017F – FC and Fund Balance Listing Report
ZFTR055 –  Budget Movement Report for Funds Center
ZFIR055_FUNDS – Budget Movement Report for Funds

 

  • Simulation:   How to Locate your Funds Center Hierarchy

FAST_TIP_JULY2016

  • Simulation: How to Create and Retrieve Report Selection Screen Variants

sim_image_selection_variant

  • Simulation: How to Create Custom Line Item Reports

uPerform_Sim_May2016_title_pg

  • Simulation: How to use Dynamic Selections in FIS Reports

[/lightweight-accordionsub1]

COURSE EVALUATION