Course 8: Basic Funds Management Reporting

Pre-class Material

In-class Material

 Reference Guides
1 Setting up Excel for use with SAP
2 ZFM1 – Funding: Funds Center or Fund Report
3 ZFTR008 –  Total Funding Activity Report
4 ZFIR079 – FI Postings Line Item Report

and

Line Item Functionality
5 ZFTR111 – Funds Center Report

 

Post-class Resources

 

Additional Reference Guides
ZFIR079A – All Postings Line Item Report
ZFTR017F – FC and Fund Balance Listing Report
ZFTR055 –  Budget Movement Report for Funds Center
ZFIR055_FUNDS – Budget Movement Report for Funds

 

  • Simulation:   How to Locate your Funds Center Hierarchy

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  • Simulation:  How to Create and Retrieve Report Selection Screen Variants

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  • Simulation: How to Create Custom Line Item Reports

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  • Simulation:  Line Item Report Enhancements

  • Simulation:  How to use Dynamic Selections in FIS Reports

  • Simulation:  Purchase Order Reporting

COURSE EVALUATION