.. Financial Operations Labor Distribution System LDS Functions: Fiscal Year Budget Contents Overview Display the Fiscal Year Budget Overview The Fiscal Year Budget function displays the remaining available funds, by cost object, for the current Fiscal Year. Note If you have problems accessing any department information for which you should have authorization, contact your LDS Support Representative. top Display the Fiscal Year Budget 1. Display the Fiscal Year Budget for a selected cost object. Use the following navigation path or type the transaction code from any screen in SAP: Navigation Path: - User menu - Role ZMIT - Planning/Budgeting - LDS - Appointment - Display - By LD Object or - By Person Transaction Code: /nzl7e (by LD object) /nzl7f (by person)   2. Access the "Appointment Salary and Distribution" screen for an appointment record. Locate the distribution line item containing the LD Object for which you want the budget information and click on that line to select it. 3. Click on the FY Budget button to view the "LD Object Budget" screen. (If you do not see this button at the top of your LDS screen, use the menu path: GoTo >> Fiscal Year Budget.) 4. Click on the Back button to return to the previous screen. Note As in the SAP Summary Statement, WBS elements and Internal Orders contain cumulative commitment data. Cost Centers hold data for the current fiscal year only. The following table describes the fields in the "LD Object Budget" screen: Field Name What to Enter Fiscal Year A four digit numerical value that represents the current fiscal year for the Cost Object (LD Object). LD Object The SAP Cost Object or LDS Proposal Object which you selected from the Appointment Salary and Distribution Screen. Budget/Authorized Total (Loaded $) Total authorized spending amount on the selected Cost Object for the current fiscal year (also known as the Authorized Total). Actual (Loaded $) Total dollar amount spent to date on the selected Cost Object. Commitments Section (Loaded $) Section on commitments Open Purchase Requisitions For the selected Cost Object, the total open purchase requisitions awaiting final departmental authorization. Open Purchase Order The total open purchase order commitments awaiting delivery of goods to be charged to the selected Cost Object. Open Manual Funds Reservations For this Cost Object, the total reserved open commitments created via the Manual Reservation function for non-Purchase Order expenses (e.g., travel expenses for upcoming conferences). Manual Open Items The total LDS open commitments (loaded $) for all appointments distributed to this selected Cost Object. This information cannot be modified directly from this screen. If you determine that changes need to be made, return to the "Appointment Salary/Distribution" screen to make the changes. Note This item is called "Manual Open Items" because the LDS programs create commitments using the SAP Manual Reservation transaction. Current Distrib Changes This reflects changes to the distribution information that you have made during the current session but have not yet saved. Before and After Summary Fields Note When you have not made any changes while the appointment is currently open, the "Before" and "After" fields show the same data. They only show different data while you are actively making changes. Available Before Changes A dollar sum reflecting the remaining budget total available on the selected Cost Object before any changes are made in the Appointment Salary/Distribution screen. Available After Changes A dollar sum reflecting the remaining budget total available on the selected Cost Object after any pending changes are made in the Appointment Salary/Distribution screen and before they are saved. top   Copyright 2001 © Massachusetts Institute of Technology SAP for MIT Documentation on the Web Valid From: 02/28/2001