Post on 09-Dec-2016
transcript
SEM and BudgetPreparation
David ReifschneiderSr. Consultant, SAP SI America
„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 2
Agenda: SAP‘s Higher Education Budgeting Solution
Position Budgeting
BW Structure and Content
111
333
222
Introduction: Budget Requirements
SEM-BPS
444
Conclusion555
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Budget Requirements
Budget Preparation
l estimates by departments, budget directors
l consolidation and dept. hearings
l executive approval
l submission of budget to legislative body
Legislative Enactment
l Budget committee consideration
l Hearings, considerations, recommendations
l Adoption of budget by passage of appropriation
Budget Execution
l Administration of revenues, personnel, purchasing ...
l Accounting
Reporting andPostaudit
l Interim and year-end financial and statistical reporting
l Audits, reviews, proposals
Budget Preparation
l Estimates by departments, budget directors
l Consolidation of dept. budgets
l Budget Review
l Budget Submission
Other Requirements
l Controlled access to budget data
l User-friendly interfaces (includingweb enabled)
l Planning and what-if scenarios
l Position Budget preparation
l SAP SEM
Budget Execution
l Administration of revenues, personnel, purchasing ...
l Accounting
Reporting andPostaudit
l Interim and year-end financial and statistical reporting
l Audits, reviews, proposals SAP R/3
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BW Technical Architecture
Business InformationWarehouse Server
AdministratorWorkbench
BAPIBAPI
3rd Party OLAPclient
3rd Party OLAPclient
OLAP ProcessorOLAP Processor
Staging EngineStaging Engine
InfoCubesInfoCubesMetadata
RepositoryMetadata
Repository
ODSODS
client
Business Explorer
BAPIBAPI
RFCRFC
WebBrowser
http
APIAPI
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EA-PS Related Extractors and Retractors
n Extractors to pull data from R/3
FM Master Data: Fund, Funds Center, Functional Area,Commitment Item, etc.
HR Master Data: Organizational Unit, Position, etc.
CO Master Data: Cost Center, Order, Project
FM Transaction Data: FM Budget, Commitment, Actuals
Special Ledger Transaction Data: Actuals, etc.
n Retractors to post data back to R/3
FM Budget
PBC Budget
CO/PS Planning
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Predefined InfoCube Data Model
BW Business Content
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Predefined InfoCube Data Model- Add’l Details
BW Business Content
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What Comprises SAP SEM?
CorporatePerformance
Monitor(CPM)
Business Planning & Simulation
(BPS)
BusinessInformation Collection
(BIC)
StakeholderRelationshipManagement
(SRM)
SAP SEM
BW
BusinessConsolidation
(BCS)
n A suite of analytical applicationscomprise SEM
n Applications are robust and easyto customize
n Applications integrate with BWand thus SAP R/3
n BPS application can be easilycustomized for use in Higher Edbudget preparation
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Business Information Warehouse
SEM-BPS
SAP SEM
SEM-BPS Technical Structure
SAP R/3
EA-PS FM
COHR
Other Transaction
Systems
Extract data from thesource system into aSAP BW InfoCube
Retract data from SAP BWinto your source system
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n Refers to BW InfoCubes for characteristics and keyfigures
n Includes comparative and other relevant data as needed
n Allows manual planning, calculated formulas andinterfaces to Microsoft Excel
n User defined filter and selection variables
n Define planning levels, layouts and profiles
n Status Monitor
SEM-BPS Features
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SEM-BPS Features – Sample Layout
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n PBC is the abbreviation for the SAP PositionBudgeting and Control module housed within the HRsuite of applications
n Offers solution that integrates the Human Resourceand Financial aspects of Personnel activities
n Allows the user to view a breakdown of the FundsManagement totals by position
n Functions as a sub-ledger to Funds Management
n Allows the user to view salary and benefit totals byFunds Center (Department)
What is Position Budgeting and Control?
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n Integrates budget for Funds Management and PBC
n Brings together the budget required to finance human
resources with the management of human resources
n Applies FM processes for monetary budget to PBC
n Optimizes the assignment of employees and positions to
funds by making commitments and actuals visible
Position Budgeting and Control Benefits
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n Allows multiple employees to be assigned to and financedvia a single position
n Creates an encumbrance in Funds Management and PBCwhen a position is financed
n Multiple sources can be used to fund a single position
n Checks that all persons are financed before payroll isprocessed
n Reduces commitment at each Payroll posting
n Provides the option to perform an availability control forboth FTE and dollars within customizable toleranceprofiles.
Key Functionality of Position Budgeting and Control
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Budget (FM acc. Assignment)
HR Funds Management
Position Pre-commitment
Person
Payroll simulation
Commitment
Generate pre-commitments forpositions
Payroll Run Actual
Generate Commitments foremployees
Position Budgeting and Control - Commitments
The actual payroll postingreduces the commitments for
employees
Budget isReserved for each position/person
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Any Questions?
Conclusion
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