.. Reports Analysis of Expired/Overrun Accounts Report Contents Overview Displaying the Analysis of Expired/Overrun Report Entering the Fields on the Analysis of Expired/Overrun Report Executing the Report Reading the Analysis of Expired/Overrun Report Downloading the Report Printing the Report Overview This report summarizes WBS expiration dates as well as WBS overruns. It displays information contained in the former GL12 and GL22 reports. top Displaying the Analysis of Expired/Overrun Accounts Report Use the following navigation path from the SAP User Menu screen or type in the transaction code from any screen: Navigation Path: - User Menu - Role ZMIT - Reports - Research Reports - Expired/Overrun Transaction Code : /nzexp Result: The "Analysis of Expired/Overrun Accounts" entry screen is displayed. top Entering the Fields on the Analysis of Expired/Overrun Accounts Report Type in or select one or more of the fields listed in the following table. Remember, more precisely defined reports generally take less time to run. In some fields, you can use the Matchcode (PC: ) search function to find the data you want. (See Getting Started: Matchcodes.) Many fields offer Multiple Selections for entering nonconsecutive numbers or multiple ranges of data. (See Reporting Fundamentals: Selection Options for Setting Report Parameters.) Fiscal year is a required field. You can run this report by project, WBS element, or profit center alone or by combining them. The WBS ending date is optional. Field Name Description Project (Project, WBS, or Profit Center is required) Type in or select the project number or range of project numbers. WBS Element (Project, WBS, or Profit Center is required) Type in or select the WBS element or the range of the WBS elements. WBS El. Ending Date (optional) Type in or select the latest ending date of the WBS element to be included in the report. Profit Center (Project, WBS, or Profit Center is required) Type in or select the profit center (your department number prefaced by the letter "P" ) or a range of profit centers. Fiscal year (required) Type in the fiscal year you want to review. Fiscal period (required) Type in the fiscal period you want to review. Report control (optional) The following options are pre-selected. Click in the box to deselect them. include total for report Shows a total of all WBS elements displayed on the report. Include overrun only if > 0 Runs the report only for WBS elements with an overrun amount greater than zero. If the overrun amount is zero, then don't select this field or the report will not run. Term Codes Selection (required) The following options are preselected. Click in the box to deselect them. Account is open. The account is fully active. 1 Closed but statements print The account is in a holding state while final close-out actions take place. The account is about to be terminated but charges can be applied up to the termination date. 2 Closed but statements print This code is not used. 3 Terminated The account is completely closed, and no changes are allowed. top Executing the Report Click the Execute button (F8) to run the report. top Reading the Analysis of Expired/Overrun Accounts Report The report is broken down first by profit center and then by project. The information listed below is provided for each project. 1st horizontal row Column Name Description WBS Element Displays the WBS element number. WBS Element Description Description assigned to the research project. Expiration Date The expiration date of the WBS element. Authorized/Funds avail An authorized total is the amount of funding from a research sponsor available to be spent on a WBS element. The authorized total does not represent actual income to the Institute, but rather a promise from a sponsor or donor to support a particular project at an agreed-upon level of funding. In most cases, as expenses occur on the project, the sponsor or donor is billed and income is received to offset the project expenses. Eventually, this revenue will equal the agreed-upon authorized total for the project. Cumulative Expenditures Amount that has been spent since the beginning of the project. Commitment Amount Amount of outstanding commitments. Overrun Amount that the project is overrun. 2nd horizontal row Column Name Description Supervisor Supervisor of the project. Term Code Termination code that reflects the status of the WBS element: 1 = Closed. Pre-end date charges allowed. 2 = No longer in use. 3 = Terminated. Charges not allowed. Overrun with commitment Amount that the project is overrun with commitments. Totals are listed after each project and profit center. If you selected include total for report on the entry screen, a cumulative total for the entire report is shown on the bottom. top Downloading the Report For instructions on downloading this report, see Reports: Reporting Fundamentals: Downloading Reports: Using the Save Option. top Printing the Report Click the Print button on the Toolbar to print the report immediately on your default printer; or Follow the menu path: List>>Print to select your printer first. Result: The "Print Screen List" window appears. For more information on printing, see Reports: Reporting Fundamentals: Printing Reports. top Copyright 2001 © Massachusetts Institute of Technology SAP for MIT Documentation on the Web Valid From: 02/23/2001