BUworks BW Reporting: Funds Management (Intro)

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 3 hours

Description: Participants will learn the basics of Business Warehouse reporting (including sorting/grouping, filtering, adding/removing data, and creating customized reports) in the context of monitoring department and/or center funds. We will explore how to track budgets, actuals (expenses and revenues) and commitments (budget encumbrances). The workshop focus will be on the Unrestricted Budget to Actual by Funds Center report suite, which provides views of data from the summary level to the line item detail level. If time allows, we will also consider the Designated/Restricted fund report suite.

Target Audience:

• Employees who are reasonably new to the University or to their shopping role
• Departmental managers or administrators who want to review reporting basics specific to funds management.

Prerequisites/Requirements:

• Check with your supervisor to confirm that this course is appropriate to your business role (documentation not required).
• At least minimal experience using SAP in your current business role(s). It is not necessary to have used a Business Warehouse report.

BUworks BW Reporting: Grant Management Reporting (Intro)

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 2.5 hours

Description: Participants will learn the basics of Business Warehouse reporting (including sorting/grouping, filtering, adding/removing data, and creating customized reports) in the context of monitoring grants activity. We will explore budget and actual (revenues and expenses) activity at the grant, sponsored program, sponsored class, and general ledger account levels. Our exploration will include several reports in the Grants Management (GM) area.

Target Audience:

• Employees who are reasonably new to the University or to their shopping role
• Departmental managers or administrators who want to review reporting basics specific to managing grants.

Prerequisites/Requirements:

• Check with your supervisor to confirm that this course is appropriate to your business role (documentation not required).
• At least minimal experience using SAP in your current business role(s). It is not necessary to have used a Business Warehouse report.

BUworks BW Reporting: Labor Distribution Reporting (Intro)

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 2.5 hours

Description: Participants will learn the basics of Business Warehouse reporting (including sorting/grouping, filtering, adding/removing data, and creating customized reports) in the context of monitoring employee pay. We will investigate activity by organizational unit and by department/center, which will allow us to view payments to students and employees beyond the Organizational Unit boundary. Reports examined will include the Labor distributions Payroll Inquiry by Employee (PA15) report and the Labor Distributions: Funds Center report.

Target Audience:

• Employees who are reasonably new to the University or to their shopping role
• Departmental managers or administrators who want to review reporting basics specific to payroll reporting basics.

Prerequisites/Requirements:

• Check with your supervisor to confirm that this course is appropriate to your business role (documentation not required).
• At least minimal experience using SAP in your current business role(s). It is not necessary to have used a Business Warehouse report.

BUworks BW Reporting: Procurement Reporting (Intro)

Course type: Hands-on lab; participants will use their own data in the production environment

Course level: Introductory

Expected duration: 2.5 hours

Description: Participants will learn the basics of Business Warehouse reporting (including sorting/grouping, filtering, adding/removing data, and creating customized reports) in the context of monitoring purchasing activity. We will explore methods to investigate purchase requisitions, purchase orders, vendor invoices, and vendor payments. Our exploration will involve two reports: the Purchasing Document Lifecycle (PDL) and Boston University Spend (BUS) reports.

Target Audience:

• Employees who are reasonably new to the University or to their shopping role
• Departmental managers or administrators who want to review reporting basics specific to purchasing.

Prerequisites/Requirements:

• Check with your supervisor to confirm that this course is appropriate to your business role (documentation not required).
• At least minimal experience using SAP in your current business role(s). It is not necessary to have used a Business Warehouse report.

Journal Entry Training

This course will cover the basics of how to use SAP to create a journal using FV50 and ZJVUPLOAD. Users will learn how to view workflow and find the approvers of their journal entries.