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Grants Management Campus Training

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					Grants Management Campus Training


       Friday, May 30, 2003
                Agenda

   Module Integration
   Project/Grant ChartFields
   Expenditure Summary Report
   Analysis Types/Groups
   Expenditure Detail Report
   Proposal Process Rollout
      Grants Module Integration -
               Finance
Human Resources
                         Personnel                                           Grants
                           Data
                                             *
                                             Projects, Activities and
                                                  Budget Data
                  Personnel Enc./ Exp.



                                                                              Revenue and
    Payables                                                                     F&A
                                                   Projects                                        Contracts

                                         *                                                   *

                                                                                                 LOC and Invoicing


   Purchasing
                                                                            General Ledger
                                                                        *
                                                                                                     Billing
                                                                                             *
                                                                                                    Billed Data


        * Required                                                                                Receivables
        for Grants
                                                                                             *
                                   Grants Module Integration –
                                       Human Resources
                                                                                                                                                                           Nightly
                                                                                                                               Chartfield                              Encumbrance
Combination Edit                               Custom Report Comparison of Inactive                BUD0003
                                                                                                                             Combinations                             Update Process                                                     The delivered
   Rules will be         Auto App              Acct Codes to current Acct Codes from                will load
                                                                                                                              available for                             updates the                                                    App Msg updates
  configured to          Msg to HR              staging table data. Compare the Acct                the Acct
                                                                                                                                  entry                                HR_Acctg_Ln                                                     the HR_Acctg_Ln
 feed chartfields                                Codes attached to Positions on the                   Code
                                                                                                                              attaching to                               Table with                                                       Table in FIN
combinations to                                       Dept. Budget Earns Table                        Table
                                                                                                                               Positions                               encumbrance
HR. This may be
  run on a daily                                                                                                                                                        transactions
      basis.
                                                                             C

                                                                            Yes                                                                                                                                        B
                                                                                                                                                     No
        B                  Position/Position Level
                                    Budget
                         1-Est. position                                                                        Pay Distribution                   Payroll accounting
                         2-Est. Dept. Budget @                          New Par form                             Modification                      entries created on
                                                                                                No                                      No                                                             Central Authority will inactivate
 The chartfield                  position level                                                                    needed?                           HR_Acctg_Ln
 inactivation will be    3-Est. encumbrance                                                                                                           Table in HR                                      Chartfield after new PAR form is
 reflected in the               definition                                                                                                                                                               approved and position are
 App Msg , which                                                                                                                                                                                         modified by Payroll for the
 will inactive Acct                                                                        Yes                                                                                                                     employee
 Codes on the HR                                                                                                                                    Payroll process is
 side.                                                                                                                                               run. Personnel               Start Par form
                                                         Prior to payroll processing,                  Department updates as
                                                                                                                                                       earnings are             process to modify
                                                        Department determines the                     needed the account code
                                                                                                                                                     attached to the            Positions available    C
                                                          account code distribution                  distri bution on Positions in
               Legend                                                                                                                                New chartfields             for an employee
                                                              changes needed                             Dept. Budget Earns.
                                                                                                                                                      during confirm            employees record.
      FS Owned Process
                                                                                                                                                           No                          Yes
                                                                                                                                                                                                                                                     The Proj_Resource table
                                                                                                Department will be able to change
                                     Department Prepares            A                                                                                                                                  Log into                     Retro              will be populated from
      HR Owned Process                                                                              the HR account codes and
                                     Classification Action                                                                                            Inactive Acct                                   Retro Page               Processing of            the HR_ACCTG_LN
                                                                                                percentage distributed to each for                                        Yes     New Par form                      Yes
                                     Request Form                                                                                                        Code?                                          in HR                  existing payroll      table is FIN. The Journal
                                                                                                 each poition within the bounds of
                                                                                                                                                                                                      Application                   lines?            Generator will populate
      Department Owned                                                                          custom Department Level Security
                                                                                                                                                                                                                                                               the GL.
      Process
                                                                                                                                                                                       No                                            No
                                                                                                                                                 Department runs same
                                                                                                       Departmentwill not be
      Budget Owned Process                                                                                                                     custom report based on the                                                  Transactions will used
                                                                                                       able to save the page
                                                                                   Maintain                                                      department chartfield to               A                                  for reporting, analysis
                                                                                                        until the distribution
                                                                                  Dept.-level                                                 determine if any Acct Code is                                                 and billing purposes
                                                                                                           equals 100%.
      Cost Acct. Owned                                                             Security                                                            inactivated.
      Process
          Project ChartFields

   Business Unit
   Project ID
   Activity ID
   Resource Type
   Resource Category
   Resource SubCategory
   Budget Category Type
Summary Report
Running the Reports
Running the Reports
Running the Reports
Running the Reports
Running the Reports
Running the Reports
                                 Analysis Types
Analysis Types                           Descriptions      Types of Transactions Using this Analysis Type
ACT              Actual Cost                            Accounts Payable Voucher


CCA              Commitment Adjustments                 Purchasing - Purchase Order Adjustment


COM              Commitment incl. PO & Subcont          Purchasing - Purchase Order Commitment


CRV              Commitment Reversals                   Purchasing - Purchase Order Liquidation
BUD              Total Cost Budget                      Budget Lines
GLE              GL Expense                             General Ledger Journal Entry
MEC              Manual Encumbrance                     Online Entry into Projects.
PAY              Time and Labor Actual                  Payroll Transaction
REQ              Requisition                            Purchasing - PreEncumbrance


RRV              Requisition Reversals                  Purchasing - PreEncumbrance Liquidation


SFA              Sponsor F&A                            Indirect Cost Expenditures - Actuals
TLA              Time and Labor Estimate                Payroll Encumbrances
                                 Analysis Groups
                                             Relationship to
                                                    Other
  Analysis                                         Analysis
     Types            Descriptions                  Types      Raw Values            Report Results
BUD          Total Cost Budget                    1.00                 10,000.00                 10,000.00
ACT          Actual Cost                          1.00                       50.00                     50.00
GLE          GL Expense                           1.00                       10.00                     10.00
MEC          Manual Encumbrance                   1.00                        5.00                      5.00
SFA          Sponsor F&A                          1.00                       46.50                     46.50
COM          Commitment incl. PO & Subcont        1.00                      500.00                    500.00
CCA          Commitment Adjustments               1.00                       25.00                     25.00
CRV          Commitment Reversals                 -1.00                      20.00                    -20.00
PAY          Time and Labor Actual                1.00                      400.00                    400.00
TLA          Time and Labor Estimate              1.00                      600.00                    600.00
REQ          Requisition                          1.00                      700.00                    700.00
RRV          Requisition Reversals                -1.00                      70.00                    -70.00
Detail Report
                   Roll-out

   Proposal Process Roll-out
   Report Roll-out

				
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posted:10/11/2011
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