How-To & Reference Documents

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SAP Basics

Report Fundamentals

SAP Icons

Terminology

Basic Navigation for SAP Reports (from HR Master Data Center website)
Budget Related

All Postings Report

Budget Balance Report

Budget to Actual

Commitment Item Lookup Tables Rolled Up

Funds Crosswalk

FMEDDW-Budget Entry Documents Report

FMBB Budget Transfers

How to Check Reserves

How to Check Revenue

Over Budget Report
Salary Related

Annual Position Budget Report *New Report*

Budgeting by Position

Salary Budgets Presentation

Salaries/Positions Not in Balance

Salary Encumbrance Reconciliation Report

Common Salary-Related GL & Commitment Items

Salary Fringe Report

BEx Analyzer Instructions

Fringe Benefit Calculation Worksheet for FY20 (from HR Website)

Fringe Benefit Calculation Worksheet for FY21 (from HR Website)

PO13D-Display Position (from HR Master Data Center website)

PA20-Display Master Data (training presentation from HR Master Data Center website)

PPOSE-Organization & Staffing Display (from HR Master Data Center website)
General

Over Budget Notification & Escalation Process Information

Outlook Email Rules and Alerts

Open Encumbrance Report Instructions (from Purchasing website)

Please note: Security access is required in order to run some budget reports, including the BEx Analyzer. To get the appropriate access, the Office of Budgeting, Financial Planning & Analysis can help you complete and submit a Budget Development Security Form.

How-To & Reference Documents

SAP Basics

Budget Related

Salary Related

General