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Reports Overview The Summary Statement is a monthly report listing transactions
posted against a cost element group, individual or consolidated
groups of profit centers, projects, or cost objects. The report
displays information for the current month, the fiscal year-to-date,
and over the life of the cost object. This information can
be viewed either against the current Institute budget or a
departmental budget plan. The advantage of running the Summary
Statement on-line is that the data is reported in real time. The Summary Statement is composed of three levels of financial
detail: the Transaction Totals, the Transaction Listing, and
the SAP source document. You can move through the levels by clicking on an amount
under some of the columns on the report. Displaying
the Summary Statement Use the following navigation path from the SAP User Menu
screen or type in the transaction code from any screen:
Navigation
Path: - User Menu Transaction
Code : /nzstm Result: A three-tabbed
screen is displayed for you to enter all the selection criteria
for running the Summary Statement. Complete the Selection
Criteria section first before moving to the next one. Move
between the sections by clicking on the tab. Entering
the Selection Criteria Fields Enter the fiscal period, company code, cost element group,
profit center group, profit center, or cost object, budget
version, report type, and some optional fields. 1. Click on the Selection Criteria tab, if it is not the
first tab displayed. 2. 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.
Field Name Description Fiscal Period Type in the fiscal month and fiscal year. Month Ending You cannot enter information in this field. Use the
Fiscal Period field to select the desired month. Cost Element Group The default cost element group, CEMIT-0 will run a
standard version of the Summary Statement. To find out
more information about other cost element groups, see
Reporting Fundamentals:
Selection Options for Cost Element Groups. Company Code Profit Center Your department number prefaced by the letter "P" for
a consolidated or full department report.
Note
Running
the Summary Statement for a profit center
could result in a very long report. Project Project number for a consolidated project (parent/child
WBS elements) report. Include lower level WBS's Check this box to display all the lower level WBS elements
associated with the higher level WBS element, usually
the project number. Be sure to enter a WBS element.
You first need authorization for the cost object to
see the WBS element levels. If you want to see all the WBS elements under the WBS
element you are running the report on: 1. Type in the transaction code (/ncj03) and
press the Enter/Return key. WBS Level Use this field to limit the display of lower WBS levels;
for example if you want to see only one level. Type
in the level number (such as 2 or 3) of the lower WBS
elements. You can display more than one level by filling
in the To field on the right, such as 2 to 5.
Be sure to complete the WBS Element and the
Include lower level WBS's fields.
Note
Only
WBS element numbers with data will be displayed
on the report. Cost Center Enter an individual cost center, two or more nonconsecutive
cost centers, or a range of cost centers. Term Code Click in the box to include the cost objects by status
on the report. Values are: blank = open for charges between start and end dates 1 = active, but in the closing period 2 = no longer in use 3 = completely closed, and no charges are allowed This field is useful for more than one cost object
or a range of cost objects because you can preselect
only active or open ones to be displayed. Supervisor MIT ID Enter the MIT ID of the cost object's supervisor. To
find the supervisor's ID number, use the Matchcode button
Exclude Blanket Orders Unchecked, all open blanket POs will appear in the
Commitment Listing. If checked, blanket POs will be
excluded from the Commitment Listing. Budget Version Defaults to the current Institute budget, version 0.
If a departmental budget plan exists, you can enter
the plan number to view the actuals against the department
plan figures. 3. When you are finished, click on the Print Options
tab. Entering
the Print Options Fields Use this screen to select the printer and printing options
for the Summary Statement and DTR, if you are printing immediately. 1. 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 Field Name Description Print immediately on printer Check this field only if you want your report
executed and printed immediately without being displayed
on the screen. Type in the printer name you want the
report sent to. (Remember that the printer name is case-sensitive.)
To search for your printer, use the Matchcode button
Prints the report double-sided.
Note
The
duplex option works only on duplex printers. Prints the report single or double-sided according
to the printer's default. 2. Click on the Column Options tab.
Entering
the Column Options Fields 1. Type in the number that represents the order you want
the columns to appear on the report. (On a PC, delete the
number first by putting the cursor in front of it and using
the Delete key.) 2. If you want to remove the column from the report, delete
the number. (On a Mac, click on it and then use the space
bar or the Delete key. On a PC, put the cursor in front of
it and use the Delete key.) Click the Execute button For information on the first level of the executed report: >>Go
to Summary Statement: Transaction Total Level |
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(PC: 
)
search function to find the data you want. (See 
for entering nonconsecutive numbers or multiple ranges of
data. (See 
. 
(F8) to run the report.