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Financial Operations
Departmental Financial Planning
View Plan in Summary Statement

Contents
Overview
Run the Summary Statement
See Distribution Across Periods

Overview
You can run the Summary Statement to see the total amount planned over all fiscal years for one fiscal year at a time. 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 2001 and $6,000 for fiscal year 2002.

For more information about the Summary Statement, see Reports: Summary Statement. To see the total planned amount across fiscal years, run the Account Managers Report.

 

Note

New planning data only appears on the Summary Statement after you save the plan.

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Run the Summary Statement

You can create a new session to keep one session open to create the planning screens and one open for the Summary Statement.

1. Follow the menu path: System>>Create session to create a second session.

2. 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
- Summary Statement

Transaction Code :

/nzstm

3. In the Fiscal period field, enter the fiscal period and year you wish to see. Plan amounts are totaled over the entire fiscal year. This means that no matter what fiscal period you enter in the Fiscal period field, the total plan amount for the entire fiscal year will appear. To see the budget for the next year, run the Summary Statement again entering the Fiscal period and 2001 for the fiscal year.

4. Enter the cost object in the appropriate cost object field.

5. Make sure there is an asterisk "*" in the Supervisor field.

6. Enter your plan version in the Version field.

7. Click the Execute button button to run the report.

Result: SAP generates the Summary Statement with your plan amounts in the Budget column.

screen capture:  Summary Statement

Note

The amounts you planned on this cost object appear in the BUDGET column.
The Summary Statement subtotals plan amounts by cost element group.

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See Distribution Across Periods

1. To see how plan amounts are distributed across fiscal periods for a fiscal year, in the Budget column, click on either:

the dollar amount for an individual cost element, or
the total dollar amount for the cost element group

Result: The "Budget Listing" window appears showing the distribution of the plan amount across fiscal periods for the fiscal year you entered on the report entry screen. Scroll down to see the total.

Budget Listing for Fiscal Year 2001

screen capture:  Budget Listing window FY 2000

Note

If you want to see plan amounts for another fiscal year, run the report again entering a different fiscal year.

2. If you want to see plan amounts for the 2002 fiscal year, run the report again entering 2002 for the fiscal year.

3. After the report is run, in the Budget column, click on either:

the dollar amount for an individual cost element, or
the total dollar amount for the cost element group

Result: The "Budget Listing" window appears showing the distribution of the plan amount across fiscal periods for the fiscal year you entered on the report entry screen. Scroll down to see the total.

Budget Listing for Fiscal Year 2002

screen capture:  Budget Listing window FY 2001

Column

Description

Cost El

The cost element for which amounts were planned across fiscal periods.

Period

Format is fiscal period/fiscal year. For example, 1 / 2001 is period 1 of fiscal year 2001.

Budget

The amount budgeted for each fiscal period

2. You can click the Print button button to print the information in the "Budget Listing" window, or click the Cancel button button to return to the Summary Statement.

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Copyright 2001 © Massachusetts Institute of Technology
SAP@ MIT Documentation on the Web
Valid From: 03/15/2001