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Objectives
Understand the FI SAP coding Display fund center information
Chec !hether budgets have been updated and theavailable balance has been affected "FD#
Chec current budget and available budget on thebudget report "F$#
Chec original % revised budget at the department level "F$C
Chec the available cash for your Foundation fund& "F'$
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'able of Contents
Task PageSAP Coding (
Funds center hierarchy ) F*S+ ,
"FD# #-
"F$# .("F$C /0
Search for foundation fund number ) F*(S 1#
"F'$ 12
Performance Support (0
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SAP Coding
Fund Center % Cost Center
3rant
Sponsored class
34 Account5 CommitmentItem
*aterial 3roup 6*+(#78
./(##00((
1000#9-
((0000# Supplies
((000( Office)Supplies
(000(2#( Supplies)Office
Term Example
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F*S+
Display hierarchy variant of Fund Centers Drilldo!n to Person ;esponsible
Set)up according to the 7
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+nter >ierarchy ?ariant of 000 and F* Area of 7
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+@pand the folders to display
Superior Fund Centers and
Department Fund Centers&
Double clic a Fund Center
number to drilldo!n&
F*S+ continued
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'he person responsible
is displayed on the $asic
data tab&
F*S+ continued
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'he Superior funds center is
displayed on the >ierarchy
tab&
F*S+ continued
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#8 *a@imum no& of hits
is (00
Clic
Continue
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Double clic the Cost Center&
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Clic +@ecute&
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1 2 3 4
Change 4ayout
button
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Available $alance ;eports
"FD# Chec !hether budgets have been updated and the
available balance has been affected
"F$#
Chec current budget and available budget on thebudget report
"F$C Chec original % revised budget at the departmente
level Available budget
"F'$ Chec the available cash for your Foundation fund
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"FD#
1 pages of available balance information Commitment % Actuals line item detail
;eBuisitions
Purchase Orders Funds ;eservations
'ravel +ncumbrances
Pared actuals 7ot paid by Accounts Payable ;evised5 Consumed5 and Available budget
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"FD#
+nter the Superior Fund Center 6e@ample above8 or a Department Fund
Center 6Or value 6s8 field8 and then clic +@ecute&
At ti t th
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"FD# ) Page # At any time you can turn the
navigation panel On%Off by
clicing this button&
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"FD# ) Page .
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"FD# ) Page /
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"FD# ) Page / continued
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"FD# ) Page 1
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"F$#
# page of available balance information $udget 'ransfers
;eceiver % Sender
;e)allocations
Sender % ;eceiver
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"F$#
+nter the Superior Fund Center 6e@ample above8 or a Department Fund Center
6Or value 6s8 field8 and then clic +@ecute&
At ti t th
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At any time you can turn the
navigation panel On%Off by
clicing this button&"F$# continued
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"F$# continued
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"F$# continued
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"F$C
# page of available balance information Original $udget
;evised $udget 4ine item detail
Available $alance
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At any time you can turn the
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At any time you can turn the
navigation panel On%Off by
clicing this button&"F$C continued
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Drilldo!n and e@porting to
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Drilldo!n and e@porting to
+@cel
Drilldo!n capabilities on Amount in anyreport
+@port to +@cel
Select 4ist from the *enu bar Select +@port Select 4ocal File Select Spreadsheet Clic +nter 7ame the file Clic 3enerate
Drilldo!n on Documents
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Drilldo!n on Documents
starting !ith .-
Clic on 4ine Item 4i to display the FI document&
Drilldo!n on Documents
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Drilldo!n on Documents
starting !ith .- continued
Double)clic on the
Doc& 7umber to
vie! FI documents&
Drilldo!n on Documents
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Drilldo!n on Documents
starting !ith .- continued
ou can double clic the individual documents
to see the FI)CA documents in more detail&
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+@port to +@cel
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+@port to +@cel continued
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7ame the file and change the directory if you !ant to save the
file to another location&
+@port to +@cel continued
Drilldo!n to Print%Save in
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Drilldo!n to Print%Save in
+@cel format
Office Integration
button
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Select *icrosoft +@celradio button
Clic Continue
Office Integration
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'he report is no!
displayed in +@celformat& Clic the File
button to Save a copy to
your computer5 to
change Page Setup to
4andscape before
printing5 and to Print&
Office Integration continued
F*(S
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F*(S
Display Fund number
Separate and distinct fiscal%accounting object
containing a self)balancing set of accounts
Used to budget and control costs
Identify source and use of funding
F*(S I i i l
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F*(S Initial screen
F* Area is al!ays 7
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Clic the *atch code button&
F*(S continued
F*(S ti d
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*a@imum no& of hits
is (00&
Clic
F*(S continued
F*(S ti d
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ou receive a list of Fund
numbers& ou can search on
name&
F*(S continued
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"F'$
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"F'$
At any time you can turn the
"F'$ ti d
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navigation panel On%Off by
clicing this button&"F'$ continued
"F'$ ti d
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"F'$ continued
Drilldo!n to Campus
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Drilldo!n to Campus*anagement documents
Double)clic
on balance&
Drilldo!n to Campus
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do to Ca pus*anagement documents
Clic on the checbo@ against the FI Document for
!hich you !ant to see the FI)CA documents and then
clic the button&
D illd t C
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Drilldo!n to Campus
*anagement documents
Clic on the header
button to vie! header
detail information&
D illd t C
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Drilldo!n to Campus
*anagement documents
Double)clic on
;eference ey to vie!
the FI documents&
D illd t C
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Drilldo!n to Campus
*anagement documents
Double)clic on individual
FI)CA documents to see
the individual FI)CA
documents&
D illd t C
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Drilldo!n to Campus
*anagement documents
ou can double clic the individual documents
to see the FI)CA documents in more detail&
Thank you!
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Thank you!
:e sincerely thanyou for investing your
time !ith us&
uestionsE