Reference materials for each of the introductory Business Warehouse reporting workshops are listed below. Depending upon your needs and your learning style, you may wish to review the materials prior to any workshop you attend. The option exists to review the materials after attending a session, too, of course. Or some employees prefer to print the materials and bring them to the training session so they can take notes.
Note: the instructor will go through the workshop materials in detail when the session convenes.
Introduction to Funds Management (FM) Reporting
Instructor-led FM Reporting Workshop Agenda / Question List
Overview of SAP Modules and Finance Terminology
Useful SAP Account Numbers and Document Types
Office of the Comptroller resource: After-the-Fact Review of Financial Transactions
How to Run – FM Unrestricted Budget to Actual by Fund Center
How to Run – FM Designated-Restricted Balance and Activity
Display Document with Payment information Using FB03 Transaction
Introduction to Grants Management (GM) Reporting
Instructor-led GM Reporting Workshop Agenda / Question List
Overview of SAP Modules and Finance Terminology
GM Master Data Relationships & Definitions
GM Dates and Definitions
GM Award Status Definitions
How to Reconcile Grants on a Monthly Basis
Useful SAP Account Numbers and Document Types
How to Run: GM Budget vs Actual Report
GM Summary of OSP Report Functionality
Display Document with Payment information Using FB03 Transaction
Introduction to Reporting for Shoppers and Approvers
Instructor-led Procurement / Guided BUying Reporting Workshop Agenda / Question List
Procurement Process Overview: Purchase Requisition (PR) creation through vendor payment
Procurement Process Overview: Chronology and BW Reports
Useful SAP Account Numbers and Document Types
How to Run – Purchasing Document Lifecycle (PDL) report
How to Run – BU Spend (BUS) report
How to Run SRM Historical Reports
Frequently-asked Procurement Questions (FAQ) and How to Find Answers
Procurement Reporting: Definitions of Characteristic and Key Figures
Introduction to Payroll Reporting
Instructor-led Payroll Reporting Workshop Agenda / Question List
HCM Feature Comparison of Commonly Used Payroll Reports
HCM Labor Distribution Report Date Definitions
Useful SAP Account Numbers and Document Types
HCM Reporting Folders, Reports and Report Data