Skip to Content

Budget Classes

Are you brand new to SAP?

If you are brand new to SAP and have limited experience, we recommend that your first step be the completion of the Getting Started with SAP Business Client workshop from ITAC. Class dates are available by logging into the SAP Portal and clicking on the Training and Development tab. Click the Technology Tools link under Course Catalog and click the "Getting Started with SAP Business Client" link for available class dates. If you need assistance registering for this class, please contact ITAC by calling 512-245-4822.

Are you new to Budgeting?

If you are new to budgeting and budget classes are not available, one-on-one training with a budget analyst can help you get up to speed in the tasks that are specific to your job and situation. Once you have a good grasp of the basic concepts and reports, then our workshops will help you get to the next level - doing what you need to do more expertly and efficiently!

Also, be sure to check out our many How-To & Reference Documents and Training Documents.

Email the Budget Office to set up a one-on-one training session at any time.

What's next?

Budget Classes!

Although budget classes do not have prerequisites, we recommend that budget classes be taken in the order shown below. Each class will build on the next helping you reach your SAP and budgeting proficiency goals.

Even if you have previously taken these classes we encourage you to refresh your knowledge by retaking these classes periodically. This will help you stay current with the latest developments for budgeting and SAP.

Expand below for full course descriptions:

Expand or Collapse all.
  • Budgeting by Fund 101 is for anyone who is an account manager, or assistant to an account manager that is responsible for budgeting, maintaining, or monitoring accounts at Texas State.

    The class is designed to introduce the user to fund accounting concepts, account structure at Texas State, and how budgeting works in connection with the fund types. Account structure is outlined in detail.  The class also discusses rules around transferability between funds or fund groups. Finally the class will instruct the end user on two important elements of budgeting by type of fund:  how to read an account in budget to actual and what happens to the account at the end of the year.

    This class is held in JCK 460 and it is recommended you bring a list of your accounts to class with you. 

  • Report Fundamentals will help you gain proficiency with SAP and includes SAP terminology and report functionality. This builds a foundation from which you can advance to budget reporting, grant reporting, time reporting and other SAP tasks.

  • Budget to Actual training is the next step we recommend. You will learn about the most widely used SAP report on campus. We'll teach you how to report available budget, verify postings (budget, actual revenue and actual expense), verify encumbrances, reconcile monthly actual postings, compare prior year expenditures to current year expenditures and look at reserve/fund balances.

    (Note: Budget to Actual does not pull up funds that begin with 8. If all of your funds do, please skip this workshop.)

  • Budget-Related Reports (I & II) are for users who are already accustomed to working with SAP as well as with the budgeting process itself. It will help you fine-tune your skills with the most commonly used budgeting reports and introduce you to some you may not have tried. To allow plenty of hands-on time, this workshop has been divided into two sessions--be sure to sign up for both if you can!  The reports covered include:

    • FMEDDW - Drilldown for Budget Entry Documents
    • ZOPEN_ENCUMBRANCE - Current Open Encumbrances
    • ZOVERBUDGET - Over Budget Report (End Users)
    • ZBUDGETBALANCE - Budget Balance Report
    • ZFMRP_RFFMEP1AX - All Postings
    • FMBB - Budget Transfers
  • Salary Budgets is for users who are responsible for tracking and reconciling salary and salary-related actions for their organizations. It will help you fine-tune your skills with the most commonly used salary reports and introduce you to some you may not have tried. The reports covered include:

    • ZFM_SAL_RECON - Salary Reconciliation Report
    • ZFISALFRINGE - Salary Fringe Report
    • PA20 - Display HR Master Data
    • PO13D - Display Position
    • BEx Analyzer

Most of our workshops are held in a computer lab and include hands-on activities using your actual accounts. Prior to the class, be sure you have the necessary levels of security access in SAP and know your account numbers. If you need assistance with either of these please feel free to contact our office.

We do not provide handouts for any Budget classes. If you prefer handouts to use during the class, you can download printable PDFs from the Training Documents page for each workshop.

If you want to attend a class that is listed as full on the Training and Development tab of SAP, please sign up to be wait-listed for the class. We will use the wait list to contact potential participants should space become available after class registration has closed.

Ready to take a workshop?

All Budget Training courses are listed in the Training and Development tab in SAP. Click on the Training and Development tab and then click the Budget link in the Course Catalog section.

Course Catalog location of Budget Link