Custom Data

Using the $SumMIT Custom Data options, you can keep very accurate records of account status - more accurate than is possible with CAO data alone (that is, CAO budgets, actuals, SANDI data, and PO commitments).

For example, you can use custom data options to enter custom budgets, commitments, and chart overrides for use in $SumMIT forecast reports. You can enter monthly budgets for use in $SumMIT custom reports. With Personnel Entry (SumSal), you can create a local database of personnel commitments (see below for more).

$SumMIT custom data (except for SumSal data) is stored in a custom database on MITVMA. Any user authorized to access CAO data for an account can access its custom data.

The Custom Data menu options are briefly described below.

• Budget
  Maintain custom FY budget records that can replace CAO budgets in the forecast report Budget column.

  Maintain monthly budgets for use in $SumMIT's pre-programmed Custom Reports.

• Chart Override
  Maintain custom data on account authorized amount, expiration date, and future year reserve for use in forecast reports.

  Your chart overrides can be used instead of CAO chart data to determine forecast period end date and account "available dollars".

• Commitment
  Maintain data on "commitments" (that is, planned or future expenses not yet recorded in the CAO database) by account and object code.

  Your commitments entered via Custom Data can be added to the forecast report's Projected column.

• Personnel (same as SumSal)
  In an ORACLE database on a department workstation, maintain data on personnel commitments (including current and future accounts, persons, salaries, distributions, and more).

  You can opt to substitute custom personnel commitments for CAO forecast data in $SumMIT forecast reports.

  You can run the following Personnel Entry reports on your local database,
  - Personnel Commitments by Account (PCA),
  - Personnel Salary Distribution by Name.
  

For more details, see the printed booklets "Custom Data - Budgets, Commitments, and Chart Overrides" and "Custom Data - Personnel Entry".