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Getting Started in SAP Finance is a Program

Getting Started in SAP Finance

Started Oct 10, 2018

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Full program description

You must click Begin Course for each course in this program to complete enrollment.

There is no test. You can take the courses in in any order and stop at any time.

The courses show you how to run finance reports that are available to school and district based personnel. You must have the Budget role for your work location in SAP to run any of these reports.

Instructions for each of the transaction codes (T-Codes) in the "Getting Started in SAP Finance" program are also available individually at the following links provided for your convenience.

  • Execute Available Budget Report Y_DVL_58000001 
    Use this procedure to determine available funds. This report displays the Annual Budget, Pre-encumbrances (requisitions), Encumbrances (purchase orders), Actual Expenditures, and Available Budget amounts for all funds, functions, and General Ledger accounts for a specific work location.  You can also display the purchase order, requisition, or warehouse reservation which created the expenditure.

  • Budget Status Summary Report ZF404 
    Use this procedure to display budget status summary. This report displays a summary of the budget amount, MTD (Month to Date) expenditures, YTD (Year to Date) expenditures, pre-encumbrances (requisitions), encumbrances (purchase orders) and budget balance.

  • Execute Budget Status Detail Report ZF400 
    Use this procedure to display budget status detail listing of expenditures. Information displayed includes purchase order number, vendor information, amount and account.

  • Transfer Budget FR58
    Use this procedure to transfer funds from one commitment item to another within a fund.

  • Outstanding Purchase Order Report ZF008 
    Use this procedure to display an outstanding purchase order report.  This report will display all outstanding purchase orders.

Detailed, printable documentation related to other SAP T-Codes including simulations (videos) are also available and requires no log in.