This collection of materials – organized by functional area – includes Characteristic definitions, descriptions of data relationships, and items of general interest.

Related to Finance

Overview of SAP Modules and Finance Terminology
The finance area is composed of four different modules, each serving in support and operational roles within various processes and each carrying out many different responsibilities under the financial umbrella. This affects the Business Warehouse because the data contained in a single report may be drawn from one or more modules, each of which uses terminology that may be different from other finance modules. This document briefly describes the four modules – Financial Accounting (FI), Controlling and Project Systems (CO/PS), Funds Management (FM) and Grants Management (GM). The document also highlights synonymous terms drawn from different modules.

Useful SAP Account Numbers and Doc Types
Many of the account numbers used in BUworks are structured in way such that information can be gleaned simply by examining the account number digits. This document describes how to learn more about General Ledger account numbers, Purchase Order numbers, Grant or Internal Order numbers, etc., simply by paying attention to the leading digits of the numbers.

Funds Management (FM) Glossary
Definitions of Variables, Characteristics and Key Figures used in Grants Management and Funds Management reports.

General Ledger (G/L) Income & Expense Descriptions
Follow this link to the Resources page for the Office of the Comptroller’s Resources. The G/L descriptions are in the navigation panel on the right side of the page.

Related to Grants Management

GM Terminology Tutorial (Video)
This video tutorial describes these sponsored research terms: Cost and Fund Center numbers, Grant numbers, Internal Order numbers, and Fund numbers.

GM Master Data relationships & definitions
This document defines several key terms used for tracking awards within BUworks and provides a graphical display of the Grant Management data hierarchy.

GM Award Status Definitions
The GM Budget vs Actuals report uses the Characteristic Award Status. This document provides definitions of the possible states the Characteristic may contain.

GM Dates and Definitions
This document provides definitions for the various date Characteristics used in GM reports.

Grants Management Management (GM) Glossary
Definitions of Variables, Characteristics and Key Figures used in Grants Management and Funds Management reports

GM Summary of Sponsored Program / Research Report Functionality
This document describes the data that each of the Sponsored Program / Research reports was developed to provide.

GM Funds Center Group Definitions
Funds Center Groups and Group Types are presented in a hierarchical format. Groups and group types are defined and maintained by individual schools and colleges. This Quick Reference Guide contains definitions of groups used by all schools currently using this feature.

General Ledger (G/L) Income & Expense Descriptions
Follow this link to the Resources page for the Office of the Comptroller’s Resources. The G/L descriptions are in the navigation panel on the right side of the page.

Related to Human Capital Management

HCM Feature Comparison of Commonly Used Payroll Reports
Three Labor Distribution reports exist, each providing different views of payroll transactions. This document identifies the main features of, and differences among, two of the most commonly used reports: the Labor Distributions Payroll Inquiry by Employee (PA15)  and Labor Distributions: Funds Center.

HCM Labor Distribution Report Dates
Understanding the date Characteristics used in Business Warehouse Labor Distribution reports is essential to understanding report output. This document provides definitions of dates used in the two primary Labor Distribution reports, Labor Distributions Payroll Inquiry by Employee (PA15) and Labor Distributions: Funds Center report. To illustrate the definitions, the document also contains examples of values populating date fields for weekly- and monthly-paid employees.

Related to Purchasing (Guided BUying / SRM)

Procurement Process Overview
This one-page document presents a graphical representation of the Procurement process from Purchase Requisition creation through vendor payment. The context for the document is Business Warehouse reporting, so each step of the process flow indicates corresponding system impact, e.g., commitment creation, expense posting and invoice entry.

Procurement Process – Overview of Chronology and BW Reports
Given where a purchasing document (Purchase Request, Purchase Order, invoice) is during the procurement process, this Help Guide shows which BW report(s) one might use to view specific categories of data.

Guided BUying / SRM FAQ and BW reports to use for answers
This document lists many commonly-asked questions related to the procurement process, from Purchase Request creation through Purchase Order generation, invoice receipt, and vendor payment. For each question, a potential source for finding an answer is listed. In most cases, the recommended source is one or more BW reports. In some cases, Guided BUying is the best path to an answer.

Definitions of Characteristics and Key Figures
This document lists and defines all Characteristics and Key Figures used in reports within the Purchasing (Guided BUying) reporting folder.