Functional Area: Grants Management / Display Budget Document
Purpose
Use this procedure to display a grant budget document.
Trigger
Perform this procedure when you need to view information about a grant budget.
Prerequisites
None
Menu Path
Use the following menu path to begin this transaction:
- Select Accounting Public Sector Management Grants Management Budgeting Entry Documents Display Budget Document to go to the GM Budget – Display Released Posted Document used by XXXX screen.
GM_DISPLAY_BUDGET
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.
Work Instruction
Functional Area: Grants Management / Display Budget Document
Procedure
1. / Start the transaction using the menu path or transaction code.
GM Budget – Display Released Posted Document used by XXXX
2. / Perform one of the following:
If You Want To / Go To
Search by document number / Step 3
Select a Held or Effective document / Step 6
/ When executing this transaction, the system defaults to the last document number that a user worked on. If this is not the document that is needed you can enter the document you want to review via the following options.
3. / As required, complete/review the following fields:
Field / R/O/C / Description
Document Number / Required / Number for budget document
Example:
40000000034
4. / Click .
5. / Go to Step 9.
6. / Click .
Search
7. / Perform one of the following:
If You Want To View / Then
A document that has not been posted and can be modified or deleted / 1. Click .
2. Double-click a document number on the list.
A document that has been posted in the system
The document can be reviewed or reversed but cannot be modified. / 1. Click .
2. Double-click a document number on the list.
GM Budget – Display Released Posted Document used by XXXX (2)
8. / Review the displayed information.
/ The screen display will vary according to your document selection in previous steps. The GR and CR document types are generated by the GM_BDGT_RELEASE transaction which released budget in both GM and FM. Grant budgets are transferred to FM only after they have been released. The above screen example is a CR document, so both GM and FM budgets are displayed.
/ To view additional Grants management budget data you may have to tab to the List View , Cost Sharing , or Indirect Cost tab. All tabs do not display in this sample screen.
/ The FM budget block will not appear for GU and CU document types; these documents are generated by the GM_ CREATE_BUDGET transaction which only creates unreleased budget in GM.
9. / Perform one of the following:
If You Want To / Then
Expand a data section / Click .
Collapse a data section / Click .
10. / Perform one of the following:
If You Want To / Then / Go To
View FM budget details / Click . / Step 11
View summary for the grant budget for both External (Grant) and Internal (Cost Share) funds / Click . / Step 14
View related documents / Select EnvironmentRelated Documents. / Step 18
View or set different document dimensions / Click . / Step 28
Exit this transaction / --- / Step 31
GM Budget - Display Released Posted Document used by XXXX (3)
11. / Review the displayed information.
12. / Click .
13. / Return to Step 10.
GM Budget Overview
14. / Review the displayed information.
/ Notice that the last line (Internal Funds) on the upper table indicates cost share but has a $0.00 amount. The cost share amount is displayed in the IntFundReq column. Details of the cost share budget displays on the lower table.
15. / Click .
16. / Return to Step 10.
List of Documents in Accounting
17. / Review the displayed information.
18. / Perform one of the following:
If You Want To / Then / Go To
Return to the previous screen / Click . / Step 10
View the source document created in Grants Management / Click . / Step 19
View the FM entry document / Click . / Step 22
View the document change history / Click . / Step 25
Grants Management Budget Document
19. / Review the displayed information.
20. / Click .
21. / Return to Step 18.
Entry Document
22. / Review the displayed information.
/ The system displays the FM budget entry document; note that the budget is now displayed by Commitment Items (GL Accounts) rather than Sponsored Classes.
23. / Click .
24. / Return to Step 18.
Change Document
25. / Review the displayed information.
26. / Click .
27. / Return to Step 18.
GM Budget - Display Released Posted Document used by XXXX (4)
28. / Review the displayed information.
/ You can set-up different views of the document. For example, both Sponsored Classes (Salary and Supplies) are currently displayed. If you are reviewing salaries you can display only the Salaries Sponsored Class by deselecting the Supplies box in the left hand section of the screen.
29. / Click .
30. / Return to Step 10.
31. / Click until you return to the SAP Easy Access screen.
32. / You have completed this transaction.
8/17/2017
Ver: / 08_GM_GM_DISPLAY_BUDGET_Disp Budget Doc_0_GMgmt_02.udc
© University of Cincinnati / 1/12
Work Instruction
Functional Area: Grants Management / Display Budget Document
Result
You have displayed a grant budget document.
Comments
None
8/17/2017
Ver: / 08_GM_GM_DISPLAY_BUDGET_Disp Budget Doc_0_GMgmt_02.udc
© University of Cincinnati / 1/12