- Contents
- Summary
Statement
- Open Salary
Commitments>>Open Salary Commitments for [Cost
Object type] (RWR)
Salary
by Posting Month-G/L>>[Cost Object type] Salaries
by Post Month (RWR)
- Salaries
by Service Month-Cost>>[Cost Object type]
Salaries by Service Mon (RWR)
- Vacation
by Payroll>>[Cost Object type] -- Vacation
by Payroll Category (RWR)
- Vacation
by Month-G/L>>[Cost Object type] -- Vacation
by Month (RWR)
- G/L
and Cost Salaries>>[Cost Object Type] G/L
and Cost Salaries (RWR)
Summary
Statement
Purpose
This SAP report lists expenses and revenue for the entire
profit center, a single cost object, or multiple cost objects.
The report data is extracted as of the current fiscal month
or another selected time period. The user can also select
customized display options. (See the Reports:
Summary Statement documentation.)
From the SAP User Menu screen, use the following navigation
path or transaction code:
|
Navigation
Path:
|
- User menu
- Role ZMIT
- Planning/Budgeting
- LDS
- Information System
- Choose Report
|
|
Transaction
Code:
|
/nsarp
|
1. Open the Cost Center folder
2. Open the Summary Statement subfolder
3. Open the Summary Statement transaction
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Field Name
|
Description
|
|
Fiscal Period
|
Enter the 2-digit fiscal month and 4-digit fiscal year.
Default is current fiscal month and current fiscal year.
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|
Cost Element Group
or value(s)
|
Enter one or more 6-digit cost elements. The default
group is a standard grouping of common cost elements.
You may use the Matchcode button to select other predefined
groups or enter cost elements of your own choice.
|
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Profit Center
|
The 7-character profit center number.
This report requires that the user select one of the
following: a profit center, a cost object, or a project
number.
|
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Project or [Cost Object type]
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Project, WBS element, internal order or cost center
Enter one or more cost object within one or more of
the cost object categories.
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Term Code
|
Click in the box to include cost objects with the selected
term codes. Leave the box unchecked to exclude cost
objects with selected term codes.
OPEN - fully active
1 - active, but in the closing period.
2 - closed, but changes are possible.
3 - completely closed, and no changes are allowed.
|
|
Supervisor of Selected Objects
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The 9-digit MIT ID for the supervisor of the cost object(s)
selected above.
|
Features of this Report
- The button on the Function Bar named About this Report
provides documentation on how to enter the fields on this
report.
- Users can drill down to the Detail Transaction Report
(DTR) from within this report.
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Open
Salary Commitments>>Open Salary Commitments for [Cost
Object type] (RWR)
Purpose
This report displays the remaining commitment dollars for
a selected cost object or group of cost objects sorted by
cost element.
From the SAP User Menu screen, use the following navigation
path or transaction code:
|
Navigation
Path:
|
- User menu
- Role ZMIT
- Planning/Budgeting
- LDS
- Information System
- Choose Report
|
|
Transaction
Code:
|
/nsarp
|
1. Select the cost object type you wish to display salary
commitments and open the folder
2. Open the Open Salary Commitments folder
3. Open the Open Salary Commitments for
[Cost Object type] report
|
Field Name
|
Description
|
|
Period / Year from
|
The 2-digit fiscal period and the 4-digit fiscal year
to be used for the beginning date of the report.
|
|
Period / Year to
|
The 2-digit fiscal period and the 4-digit fiscal year
to be used for the end date of the report.
|
|
Cost Element Group
or Value(s)
|
Enter one or more 6-digit cost elements or use the
default cost element group.
|
|
Appointment ID Group
or Value(s)
|
Enter one or more 8-digit LDS Appointment ID's or use
the default appointment ID group.
|
|
Project ID Group
or Value(s)
|
|
|
Note
|
This
field only appears on the report selected
from the Projects section of the report
tree.
|
|
Enter one or more 8-digit project ID's or use the default
project group.
|
|
[Cost Object type] Group
or Value(s)
|
Enter one or more 7-digit cost objects. This screen
will only accept cost object types that match the area
of the report tree from which the report was selected.
For reports selected from the Projects portion of the
tree, a project ID may be entered instead of a WBS element.
|
Features of this Report
- The report displays open loaded and unloaded LDS commitments
for the period selected.
- Salary commitments are subtotaled by cost element.
- You can see the monthly distribution of commitments for
an appointment. In the body of the report, click on a teal
colored appointment line, then select the Call Up Report
button. You will see the report Open Salary Commitment Details
by Month.
When you want to go to the Commitments by Month (detail)
report, for example, you must double-click on an appointment
line, or select an appointment line and select the Call
Up Report button. If you double-click on other lines,
you will cause expansion or collapsing of the data lines.
If you click on a non-appt. line and use the Call Up
Report button, you will get a copy of the criteria
selection screen with the warning message: "Check
the selection conditions." Use the Back button
 to
back out of that screen and then select a correct line
to proceed.
Also, from the Commitments by Month report you can drill
down to the individual appointment by double-clicking
on a teal line displaying a date range.
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Salary
by Posting Month-G/L>>[Cost Object type] Salaries
by Post Month (RWR)
Purpose
This report produces a view of salaries from the perspective
of the General Ledger. The salary dollars are displayed in
the time period when they were posted in the General Ledger
as contrasted to the following report that places the dollar
amounts in the time periods when the service was actually
provided. (See the example described in the Salaries by
Service Month-Cost report below.)
There are four sections to this report. They are G/L Commitments
including vacation credit, G/L Commitments not including vacation
credit, G/L Actual including vacation credit, and G/L Actual
not including vacation.
From the SAP User Menu screen, use the following navigation
path or transaction code:
|
Navigation
Path:
|
- User menu
- Role ZMIT
- Planning/Budgeting
- LDS
- Information System
- Choose Report
|
|
Transaction
Code:
|
/nsarp
|
1. Select the cost object type you wish to display for salaries
by posting month and open the folder
2. Open the Salaries by Posting Month-G/L
folder
3. Open the [Cost Object type]
Salaries by Posting Month report
|
Field Name
|
Description
|
|
Period/Year From
|
Enter the 2-digit fiscal period and the 4-digit fiscal
year for the beginning of the selected reporting period.
|
|
Period/Year To
|
Enter the 2-digit fiscal period and the 4-digit fiscal
year for the end of the selected reporting period.
|
|
Payroll Category Group
or Value(s)
|
Enter one or more 4-digit codes for the MIT Payroll
Category or use the default payroll category group.
|
|
Cost Element Group
or Value(s)
|
Enter one or more 6-digit cost element numbers or use
the default cost element group.
|
|
Appointment ID Group
or Value(s)
|
Enter one or more 8-digit LDS appointment ID's or use
the default appointment ID group.
|
|
[Cost Object] Group
or Value(s)
|
Enter one or more 7-digit cost objects (cost center,
internal order, or WBS element) or use the default cost
object group.
|
Features of this Report
- The report divides the annual commitment dollars into
salary, EB, lab allocation, overhead, and total columns.
- Displays total commitment by appointment and by pay category.
- When there is Actual as well as Commitment data, this
report has two major parts, one for G/L Commitments and
one for G/L Actual.
- In all cases, this report breaks the data into two sections
of commitments, one including vacation credit, and one without
any vacation adjustments. If there is a G/L Actual part,
then that major section also is broken down into these two
sections.
- This report presents the G/L view, while the Salaries
by Service month shows the Cost view.
- A 'view' of data is simply the name for how data is stored.
In LDS, there are two views of distribution line data, the
Cost view and the G/L view. This report presents the G/L
view.
- The G/L view stores OPEN commitment values only, period
by period, for a distribution line. Thus, the values in
the G/L view change over time as open commitments are liquidated.
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Salaries
by Service Month-Cost>>[Cost Object type] Salaries
by Service Month (RWR)
Purpose
This report displays salary distributions for the time periods
when the service was actually rendered in contrast to the
Salaries by Posting Month report. That report lists
the salaries based on the dates the costs actually are posted
to the General Ledger. For example, weekly staff will always
have the last week of the previous month posted to the General
Ledger in the current month, whereas they actually worked
that week in the previous month. Retroactive changes would
also be reported differently in the two reports.
In the Service Month report you would see the dollars
reported in the time period when the work was done. In the
General Ledger report those dollars would all appear in the
month they were posted. The report displays individual appointments
within a cost object, organized by payroll category. The salary
is displayed in columns by base salary, EB, Lab Allocation,
Overhead, and total loaded salary. There are four sections
to this report. They are Cost Commitments including vacation
credit, Cost Commitments not including vacation credit, Cost
Actuals including vacation credit, and Cost Actuals not including
vacation.
From the SAP User Menu, use the following navigation path
or transaction code:
|
Navigation
Path:
|
- User menu
- Role ZMIT
- Planning/Budgeting
- LDS
- Information System
- Choose Report
|
|
Transaction
Code:
|
/nsarp
|
1. Select the cost object type you wish to display for salaries
by service month and open the folder
2. Open the Salaries by Service Month-Cost
folder
3. Open the [Cost Object type]
Salaries by Service Mon report
|
Field Name
|
Description
|
|
Period/Year From
|
Enter the 2-digit fiscal period and the 4-digit fiscal
year for the beginning of the time period selected.
|
|
Period/Year To
|
Enter the 2-digit fiscal period and the 4-digit fiscal
year for the end of the time period selected.
|
|
Payroll Category Group
or Value(s)
|
Enter one or more 4-digit codes for the MIT Payroll
Category. Can also use an existing payroll category
group.
|
|
Cost Element Group
or Value(s)
|
Enter one or more 6-digit cost element numbers or use
the default cost element group.
|
|
Appointment ID Group
or Value(s)
|
Enter one or more 8-digit LDS appointment ID's or use
the default appointment ID group.
|
|
[Cost Object] Group
or Value(s)
|
Enter one or more 7-digit cost objects (cost center,
internal order, or WBS element) or use the default cost
object group.
|
Features of this Report
- The report produces a summary version of salary for a
cost object, organized by appointment.
- This report can show data for a short or long period,
including past and future dates.
- This report presents the Cost view, while the Salaries
by Posting Month shows the G/L view.
- A 'view' of data is simply the name for how data is stored.
In LDS, there are two views of distribution line data, the
Cost view and the G/L view. This report presents the Cost
view.
- The Cost view represents period by period commitment values
for the distribution.
- When there is Actual as well as Commitment data, this
report has two major parts, one for Cost Commitments and
one for Cost Actual.
- In all cases, this report breaks the data into two sections
of commitments, one including vacation credit, and one without
any vacation adjustments. If there is a Cost Actual part,
then that major section also is broken down into these two
sections.
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Vacation
by Payroll>>[Cost Object type] -- Vacation by
Payroll Category (RWR)
Purpose
This report displays loaded and unloaded dollars committed
for vacation by payroll category. For the selected vacation-eligible
cost object (or group of cost objects), varying report views
are provided.
From the SAP User Menu, use the following navigation path
or transaction code:
|
Navigation
Path:
|
- User menu
- Role ZMIT
- Planning/Budgeting
- LDS
- Information System
- Choose Report
|
|
Transaction
Code:
|
/nsarp
|
1. Select the cost object type you wish to display and open
the folder
2. Open the [Cost Object type]
Vacation by Payroll Category folder
3. Open the [Cost Object type]
Vacation by Payroll Category report
|
Field Name
|
Description
|
|
Research Vac Eligible Pay Cat Group
|
Enter the 4-digit code for an MIT Payroll Category.
The only pay categories eligible for vacation tracking
in LDS are 1002 and 1004.
|
|
Organization Object Group
or Value(s)
|
Enter the 8-digit HR Organization ID or a group of
ID's.
|
|
[Cost Object type] Group
or Value(s)
|
Enter the 7-digit LDS cost object number or a group
of numbers to identify a cost object to be included
in the report. These cost objects must be internal orders
or WBS elements.
|
|
Project ID Group
or Value(s)
|
|
|
Note
|
This
field only appears on the report selected
from the Projects section of the report
tree.
|
|
Enter one or more 8-digit project ID's or use the default
project group.
|
Features of this Report
- On the report selection screen, clicking the Reports button
opens a dialog box where you can select the view you want.
They are Commitment Vacation by Month, Actual Vacation by
Month or you can choose to see both views combined.
- Only payroll categories 1002 and 1004 are eligible for
vacation credits.
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Vacation
by Month-G/L>>[Cost Object type] -- Vacation
by Month (RWR)
Purpose
This report displays views of vacation commitments and vacation
actuals, in a monthly format, according to the G/L view, described
below in the "Features of this Report" section.
From the SAP User Menu, use the following navigation path
or transaction code:
|
Navigation
Path:
|
- User menu
- Role ZMIT
- Planning/Budgeting
- LDS
- Information System
- Choose Report
|
|
Transaction
Code:
|
/nsarp
|
1. Select the cost object type you wish to display and open
the folder
2. Open the Vacation by Month
folder
3. Open the [Cost Object type]
Vacation by Month report
|
Field Name
|
Description
|
|
Research Vac Eligible Pay Cat Group
or Value(s)
|
The 4-digit code for an MIT Payroll Category. The only
pay categories eligible for vacation tracking in LDS
are 1002 and 1004.
|
|
Organization Object Group
or Value(s)
|
The 8-digit HR Organization ID or a group of ID's.
|
|
Project ID Group
or Value(s)
|
|
|
Note
|
This
field only appears on the report selected
from the Projects section of the report
tree.
|
|
Enter one or more 8-digit project ID's or use the default
project group.
|
|
[Cost Object type] Group
or Value(s)
|
The 7-digit LDS cost object number or a group of numbers
to identify a cost object to be included in the report.
These cost objects must be internal orders or WBS elements.
|
Features of this Report
- On the report selection screen, clicking the Reports button
opens a dialog box where you can select the view you want.
They are Commitment Vacation by Month, Actual Vacation by
Month or you can choose to see both views combined.
- Vacation adjustment dollars are totaled by fiscal month,
loaded and unloaded.
- This report presents the G/L view of vacation commitments.
- A 'view' of data is simply the name for how data is stored.
Here, the G/L view stores OPEN commitment values only, period
by period, for a distribution line. Thus, the values in
the G/L view change over time as open commitments are liquidated.
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G/L
and Cost Salaries>>[Cost Object Type] G/L and
Cost Salaries (RWR)
Purpose
This report provides G/L Actual, G/L Commitment and Cost
Commitment amounts for every cost object and distribution
line, for the period selected. See the "Features of this Report"
below for more detail.
From the SAP User Menu, use the following navigation path
or transaction code:
|
Navigation
Path:
|
- User menu
- Role ZMIT
- Planning/Budgeting
- LDS
- Information System
- Choose Report
|
|
Transaction
Code:
|
/nsarp
|
1. Select the cost object type you wish to display and open
the folder
2. Open the G/L and Cost Salaries
folder
3. Open the [Cost Object type]
G/L and Cost Salaries report
|
Field Name
|
Description
|
|
Period / Year from
|
Enter the 2-digit fiscal period and the 4-digit fiscal
year to be used for the beginning date of the report.
|
|
Period / Year to
|
Enter the 2-digit fiscal period and the 4-digit fiscal
year to be used for the end date of the report.
|
|
Cost Element Group
or Value(s)
|
Enter one or more 6-digit cost elements or use the
default cost element group.
|
|
Appointment ID Group
or Value(s)
|
Enter one or more 8-digit LDS Appointment ID's or use
the default appointment ID group.
|
|
Project ID Group
or Value(s)
|
|
|
Note
|
This
field only appears on the report selected
from the Projects section of the report
tree.
|
|
Enter one or more 8-digit project ID's or use the default
project group.
|
|
[Cost Object type] Group
or Value(s)
|
The 7-digit LDS cost object number or a group of numbers
to identify a cost object to be included in the report.
These cost objects must be internal orders or WBS elements.
|
Features of this Report
- The content of the report columns are defined below.
The G/L Actual column reflects the actual charges
from the Payroll system. The total and the detailed actual
dollars can only be viewed from the '0'-index line.
The G/L Commitment column contains the remaining
open LDS commitments that are posted to SAP for the
selected period.
The G/L Total column is the sum of the Actual and
Commitment columns.
The Cost Commitment column shows the total LDS salary
commitments for the selected period.
Differences between the data in the G/L total column
and the Cost Commitment column reflect differences
between the actual payroll amounts and the LDS commitments
for that period.
- This report includes adjustments for Change in Hours and
Vacations.
- This report helps the LDS user to identify and interpret
the differences between the Total G/L and Cost Commitment
dollar amounts.
- The report appears as a series of yellow and teal-blue
lines (if you are using the standard SAP display colors).
- The report is sorted with totals at the top. The yellow
lines are in order, descending step by step from the grand
total to the appointment total line. The level of the grouping
is represented by the number of asterisks at the beginning
of the yellow line. One asterisk represents the line of
finest detail.
- Grouped under the yellow sections are teal-blue lines,
numbered 0, 1, 2, etc. This index number is associated with
an internal item number stored in an SAP table.
- The teal-blue report lines appear with their yellow appointment
line, with the appropriate distribution dates displayed
on the teal-blue lines.
- The first teal-blue line for each section is the index
number '0' line. It represents the G/L Actual Total distributions
to the appointment and cost object.
- The G/L Actual data is only associated with the
'0' indexed line. Therefore, the user will see that there
is no detail line that has both G/L Actual and Commitment
data.
- To see the period by period breakdown of the G/L Actual
data, the user must go to the detail reports from the indexed
'0' teal-blue colored line by double clicking on the line.
- The Call Up Report button gives 2 options: Cost/Var/Dtl
or G/L/Cost/Var/Dtl by Month
Select one report by clicking on the title then click
the green check. LDS displays the chosen report.
Each auxiliary report shows the period detail for a single
appointment's salary. The Cost/Var/Dtl report shows the
Detailed allocation to each cost object by month. The
other option, the G/L/Cost/Var/Dtl shows both the G/L
and Cost postings by month and the totals.
You can back out of the auxiliary report with the Back
button
and return to the main report.
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|
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