.. Financial Operations Departmental Financial Planning View Plan in Account Managers Report Contents Overview Run the Account Managers Report See Distribution Across Fiscal Years Overview You can run the Account Managers Report to see the total amount planned over all fiscal years. In the example used in Planning for Multiple Fiscal Years, the total plan amount over all fiscal years was $12,000: $6,000 for fiscal year 2000 and $6,000 for fiscal year 2001. For more information about the Account Managers Report, see Reports: Account Managers Report.   Note New planning data only appears on the report after you save the plan. top Run the Account Managers Report You can create a new session to keep one session open to create the planning screens and one open for the Account Manager Report. 1. Follow the menu path: System>>Create session to create a second session. 2. Use the following navigation path from the "SAP Easy Access" screen or type in the transaction code from any screen: Navigation Path: - User Menu - Role ZMIT - Reports - Account Mgr Report Transaction Code : /nza24 3. Enter the plan version in the Budget Version field. 4. Enter the beginning calendar month and year in the From field. 5. Entering the ending calendar month and year in the To field. If you budgeted for more than one fiscal year, enter the last fiscal year of your plan to see the total amount planned for all fiscal years. Since plan amounts are totaled over the entire fiscal year, whatever fiscal period you enter will allow you to see the total plan for the entire fiscal year. 6. Enter the cost object in the appropriate cost object field. 7. Click the Execute button to run the report. Result: SAP generates the Account Managers Report. 8. Use the right scroll buttons to see the beginning and ending reporting periods that you selected. top See Distribution Across Fiscal Years 9. Click on an amount for the cost element group in the Budget column. Result: The "AMR BUDGET LISTING" window appears showing the distribution of the plan amount across fiscal periods for the fiscal years you entered on the report entry screen. Scroll to the right to see the Budget column. Budget Listing for Fiscal Years 2000 and 2001 Column Description COST OBJECT The cost object for which funds were planned. COST EL The cost element for which amounts were planned for fiscal periods. COST EL DESCRIPTION The text description for each cost element. PERIOD Format is fiscal period/fiscal year. For example, 1 / 2001 is period 1 of fiscal year 2001. MONTH END The calendar month and year corresponding to the fiscal period/fiscal year. BUDGET The amount budgeted for each fiscal period and year. 10. For further information, click on a budget amount to see the "Display Cost Elements/Activity Inputs Planning: Period screen" which you completed to make the fiscal plan. (SAP may open a pop-up box. Close it by clicking the close box in the title bar.) 11. Click the Overview button to see the Overview screen. Then click the Back button to display the Initial screen. 12. Click the Exit button to return to the AMR Budget Listing window. 13. You can click the Print button to print the information in the "Budget Listing" window, or click the Back button to return to the summary level of the Account Managers Report. top   Copyright 2001 © Massachusetts Institute of Technology SAP@ MIT Documentation on the Web Valid From: 03/15/2001