Functional Area: Budget / Display Budget Entry Documents
Purpose
Use this procedure to display budget entry documents.
Trigger
Perform this procedure when displaying budget entry documents.
Prerequisites
None
Menu Path
Use the following menu path to begin this transaction:
- Select AccountingPublic Sector ManagementFunds ManagementInformation SystemLine ItemsBudget (BCS)Display Budget Entry Documents to go to the Entry Document screen.
FMEDDW
Helpful Hints
- The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
- On certain screens you may have to scroll to view some data entry fields.
Work Instruction
Functional Area: Budget / Display Budget Entry Documents
Procedure
1. / Start the transaction using the menu path or transaction code.
Entry Document
2. / As required, complete/review the following fields:
Field / R/O/C / Description
Budget Category / Required / Used to distinguish between the different ledgers - Payment Budget & Commitment Budget - in which the budget data is stored
Example:
9F
Entry Document Number / Optional / The number assigned to a budget document upon entry into the system.
Example:
1000000012
Created by / Optional / Initials of user who created the report or query
Example:
OriginaI Application / Optional / Original application that is calling the budgeting process of Budget Control System (BCS); Examples of applications which use BCS : BAPI-ED Entry document created from a BAPI interface, BAPI-UPD Mass data process triggered by a BAPI, BWB Document created in the budgeting workbench (BWB), GM Grants Management and PP Planning processor in Funds Management
Example:
Created on / Optional / Date the document was created
Example:
06/29/2005
Document Date / Optional / The date the document is created
Example:
06/29/2005
Person Responsible / Optional / Person responsible for the work center
Example:
Text Name / Optional / Name of a standard text describing the budgeting or the budget update (supplement, return, transfer)
Example:
Value Type / Optional / BCS supports two value types: Budget (B1) corresponds to the approved budget and Release (R1) corresponds to the budget for which consumption authorization exists. The value type "Release" is only available if the release has been activated.
Example:
Version / Optional / In planning, versions are maintained to represent multiple scenarios based on different assumptions and conditions.
Example:
Fiscal Year / Optional / The fiscal year for which this transaction is relevant
Example:
2005
Budgeting Period / Optional / A self-contained part of a fiscal year; Every budgeting transaction is allocated to one or more budgeting periods.
Example:
Int. Bdgt. Process / Optional / Internal Budget Process; characterizes the basic process that is used to post a budget entry document or release budget for consumption
Example:
Budget Type / Optional / Type of compensation plan budget to create
Example:
Document Status / Optional / File used to control the processing of a document
Example:
Entry Document Line / Optional / Line number of the entry document
Example:
Grant / Optional / An award to the university as additional resources to support instruction, research, or public service; A type of financial assistance awarded to an organization for the conduct of research or other program as specified in an approved proposal
Example:
Fund / Optional / A fund is a separate & distinct fiscal/accounting object containing a complete self-balancing set of accounts used to segregate cash and other financial resources, together with associated liabilities, residual equities, and related changes. Amounts are separated by fund so that certain activities can be performed or objectives achieved in accordance with special regulations, restrictions, or limitations. Funds are classified into fund types, which have distinctive accounting and reporting requirements.
Example:
Funds Center / Optional / Organizational unit responsible for execution of an assigned budget
Example:
Commitment item / Optional / Number representing the Commitment Item being processed
Example:
FunctionaI Area / Optional / Organizational unit in Accounting that classifies the expenses of an organization by functions such as Instruction, Research, Public Service, Academic Support, Student Services, Institutional Support, Operation and Maintenance, Scholarship and Fellowship, Auxiliaries, Hospital, None
Example:
Funded Program / Optional / A funded program enables you to record budget, control postings, and monitor the performance of internal projects. Funded programs can vary from simple activities to complex projects, and can cross an organization's fiscal years, funding sources, and organizational units.
Example:
/ The only required fields on this screen are FM Area , which is defaulted in, and Budget Category , which is always 9F. All other fields are optional, but some should be used to narrow down the selection, or else all budget entry documents will be displayed, which could be thousands. The most frequently used characters for filtering this report are fund and funds centers. It is also apparent the ranges can be used, as well as multiple selections (the yellow arrow to the right of the range).
3. / Click .
Selection List for Entry Documents
4. / Perform any of the following:
If You Want To / Then
Sort a column in ascending order / Click .
Sort a column in descending order / Click .
Filter / Click .
Sum / Click .
Subtotal / Click .
Send the report to Excel / Click .
Send the report to a text file (i.e. Word) / Click .
Save list in file / Click .
Change the layout of the report (add/remove columns or change the order of the columns) / Click .
Choose a saved layout / Click .
Save a new/changed layout / Click .
/ Review the displayed information. You can double-click on the document number to drill-down to the source documentation.
5. / You have completed this transaction.
6. / Click until you return to the SAP Easy Access screen.
9/20/2017
Ver: / BU_FMEDDW_DispBudEntDocs_0.udc
© University of Cincinnati / 1/8
Work Instruction
Functional Area: Budget / Display Budget Entry Documents
Result
You have displayed a reporting of budget entry documents.
Comments
None
9/20/2017
Ver: / BU_FMEDDW_DispBudEntDocs_0.udc
© University of Cincinnati / 1/8