Functional Area: Grants Management / Display Total Records
Purpose
Use this procedure to display summary information in the special ledger. The individual postings are summarized according to the criteria selected for your search.
Trigger
Perform this procedure when you need to access/report on summary information in the special ledger at a high level or low level in the special ledger. For example, a high level search might search on the entire cost center whereas a lower level search might search on all records for a given fund, cost center, functional area, and GL account.
Prerequisites
None
Menu Path
Use the following menu path to begin this transaction:
- Select AccountingFinancial AccountingSpecial Purpose LedgerPlanningDisplay Totals to go to the Display Totals Records: Initial Screen.
GD13
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.
- This is a summary report only.
Work Instruction
Functional Area: Grants Management / Display Total Records
Procedure
1. / Start the transaction using the menu path or transaction code.
Display Totals Records: Initial Screen
2. / As required, complete/review the following fields:
Field / R/O/C / Description
Ledger / Required / A type of record keeping system that maintains financial data consistent with specific areas of accounting for transactional recording, reporting and analysis purposes
Example:
ZA
3. / Perform one of the following:
If You Want To / Then
Optimize the column width of the output so that the display of the list is as compact and as narrow as possible / Select to the left of Optimize column width.
Include summary records with a zero balance / Select to the left of Display zero records.
4. / Click .
Display Totals Records: Selection Ledger XX
5. / As required, complete the following fields:
/ Do not run this report wide open. Enter at least the Fiscal Year, Fund and/or cost center you wish to search on.
6. / Click .
Ledger XX: Display of All Data Records and Key Fields
7. / Perform one of the following:
If You Want To / Then / Go To
View individual record details / 1. Click on the record line you want to display.
2. Click . / Step 8
Sort the Funds Center in ascending order / 1. Click on the Funds Center header.
2. Click . / Step 11
Set filters / Click . / Step 13
Change the layout / Click . / Step 17
Exit this transaction / -- / Step 20
Details
8. / Review the displayed information.
9. / Click .
10. / Return to Step 7.
Ledger XX: Display of All Data Records and Key Fields (2)
11. / Review the displayed information.
12. / Return to Step7.
Define filter criteria
13. / Click the column name which you wish to add to the Filter criteria column.
14. / Click to add the selected column to theFilter criteriacolumn.
/ Repeat as desired for additional sorting.
15. / Click .
16. / Return to Step7.
Change layout
17. / Perform one of the following:
If You Want To / Then
Add a column name to theColumn setfield / 1. Click on the column name in the Columns field you wish to add.
2. Click .
Delete a column name from theColumn setfield / 1. Click on the column name in the Columns set you wish to delete.
2. Click .
18. / Click .
19. / Return to Step7.
20. / Click until you return to the SAP Easy Access screen.
21. / You have completed this transaction.
8/31/2017
Ver: / 24_GL_GD13_Disp Total Records_0_JournalEntries_06.udc
© University of Cincinnati / 1/9
Work Instruction
Functional Area: Grants Management / Display Total Records
Result
You have displayed a summary information for the special ledger.
Comments
None
8/31/2017
Ver: / 24_GL_GD13_Disp Total Records_0_JournalEntries_06.udc
© University of Cincinnati / 1/9