.. Financial Operations Labor Distribution System LDS Reports: Appointment Reports Contents List of Transfer-In Depts>>LDS List of Transfer-In Departments/Appointments Consolidated Salary Exp (DACCA)>>LDS Consolidated Salary Expense Analysis (DACCA) Salary Expense Analysis>>LDS Salary Expense Analysis by Individual (DINDI) Staff Apt Distribution (SANDI)>>LDS Staff Appointments and Distributions (SANDI) Personnel Distr. by Org.>>Personnel Distribution by Organization X-Schedule>>X-Schedule Personnel Comm. by LD Object>>Personnel Commitments by LD Object Personnel Sal. and Eff. Dist.>>Personnel Salary and Effort Distribution Effort/Salary>>Effort/Salary - Monthly - Ap 12 M (RWR) Stipend/Tuition Appointment>>LDS - List Stipend & Tuition Appointments List of Transfer-In Depts>>LDS List of Transfer-In Departments/Appointments A department that is "live" in LDS is considered to be a home organization for transfer-in appointments. This report generates a list of all transfer-in appointments to that home organization. The report can also extract a list of all transfer-in appointment ID's for the home organization. 1. From the User Menu screen, use the following navigation path or transaction code: Navigation Path: - User menu - Role ZMIT - Planning/Budgeting - LDS - Information Systems Transaction Code: /nsarp 2. Double-click on Choose Report. Result: The "Display Report Tree ZLD1" screen is displayed. 3. Click on the Appointments folder under the LDS Information System tree. 4. Click on the List of Transfers-In Dept folder. 5. Double-click on LDS List of Transfer-In Departments/Appointments. Field Name Description Home Organization Enter the 8-digit LD organization ID. Selections Also List Transfer-In Appointment ID's Check the box if you want a listing of all the appointments with transfer-in distributions. Features of this Report Provides a list of other department's LD organization numbers whose appointments charge salary to cost objects owned by this home organization. The user may request a detailed list of the appointments with transfer-In charges. This report can be used by the home organization to generate the list of additional LD organizations needed to complete their variance processing. top Consolidated Salary Exp (DACCA)>>LDS Consolidated Salary Expense Analysis (DACCA) This facsimile of the Payroll report of the same name presents a listing of posted salary expenses for the selected cost object(s) owned by the home department for the selected fiscal period. The report is used to verify effort on projects. 1. From the User Menu screen, use the following navigation path or transaction code: Navigation Path: - User menu - Role ZMIT - Planning/Budgeting - LDS - Information Systems Transaction Code: /nsarp 2. Double-click on Choose Report. Result: The "Display Report Tree ZLD1" screen is displayed. 3. Double-click on the Consolidated Salary Exp (DACCA) folder under the LDS Information System tree. 4. Double-click on LDS Consolidated Salary Expense Analysis. Field Name Description Controlling Area MIT (default) Organization Enter the 8-digit LD organization ID. Fiscal Year/Period Enter the 4-digit fiscal year followed by 2-digit fiscal period. Default is current fiscal period. Note For this report, you will want to enter a prior fiscal period in the current fiscal year. MIT ID The 9-digit MIT ID number. Appointment ID The 8-digit LDS appointment ID. Payroll Category The 4-digit code for a MIT payroll category. Cost Object/ Cost Element Cost Object: Enter a cost center, internal order, or WBS element. Cost Element: Enter the 6-digit MIT cost element. Features of this Report The data is displayed with one line per appointment within a cost object. For monthly appointments, loaded and unloaded salaries are listed by MIT ID within a cost element. The report also shows distribution percentage and distribution period dates. For weekly appointments, loaded and unloaded distribution dollars are listed by MIT ID within a cost element. It also shows the number of hours charged to the cost object, and the week ending date of each distribution period. Salary totals are presented by cost element. A button at the top of the report allows user to look up LDS appointment or payroll appointment details. The user must enter the correct home organization for the related cost object for the report to produce data. The user will not get an error message, but the system will generate an empty report if the requested cost object is owned by another home organization. top Salary Expense Analysis>>LDS Salary Expense Analysis by Individual (DINDI) Generates a facsimile of the Payroll DINDI report in LDS. The report displays salary expenses for weekly appointments, displayed with one line for each distribution within each pay period from the beginning of the fiscal year to the date the report is generated. 1. From the User Menu screen, use the following navigation path or transaction code: Navigation Path: - User menu - Role ZMIT - Planning/Budgeting - LDS - Information Systems Transaction Code: /nsarp 2. Double-click on Choose Report. Result: The "Display Report Tree ZLD1" screen is displayed. 3. Click on the Appointments folder. 4. Open the Salary Expense Analysis (DINDI) folder. 5. Double-click on Salary Expense Analysis by Individual (DINDI). Field Name Description Controlling Area MIT (default) Organization Enter the 8-digit HR organization number. Appointment ID The 8-digit LDS appointment ID. Payroll Category The 4-digit code for a MIT payroll category. Selection LDS Distributions (default) or Actual Distributions Features of this Report Salary data can be displayed by effort only, or by dollars only, or by effort and dollars. This report is used for weekly appointments only. The report produces data for all completed pay periods in the current fiscal year. top Staff Apt Distribution (SANDI)>>LDS Staff Appointments and Distributions (SANDI) This facsimile of the Payroll SANDI report lists salary and distributions for appointments within a home department, as well as transfer-in distributions to accounts owned by the home department. Note that in LDS, users have the option of producing this report for monthly and/or weekly appointments. 1. From the User Menu screen, use the following navigation path or transaction code: Navigation Path: - User menu - Role ZMIT - Planning/Budgeting - LDS - Information Systems Transaction Code: /nsarp 2. Double-click on Choose Report. Result: The "Display Report Tree ZLD1" screen is displayed. 3. Click on the Appointments folder. 4. Open the Staff Appt Distribution (SANDI) folder. 5. Double-click on Staff Appointments and Distribution (SANDI). Field Name Description Controlling Area MIT (default) Organization Enter the 8-digit HR organization number. Appointment ID Enter the 8-digit LDS appointment number. Pay Category Enter the 4-digit code for payroll category. Appointment Selection Options Process Monthly Appointments (default) or Process Weekly Appointments Features of this Report The first section of the report presents an appointment's salary and distribution details for the current FY for all appointments in the home department. The appointments are sorted by name and appointment ID. Salary and distribution details for the appointment are sorted by start and end dates of the distribution. Each distribution line shows the loaded and unloaded distribution (including EB, OH, and Lab Allocation). Each distribution line shows the amount paid out to that distribution for the current period and the amount paid FY to date. The second section of the report lists transfer-in distributions to accounts owned by the home department. Transfer-in distributions are sorted by each appointment's home department, name, appointment ID and the distribution start and end dates. top Personnel Distr. by Org.>>Personnel Distribution by Organization The report lists salaries and distributions within an organization for a selected period. Data for cost objects are presented and totaled in cost object type columns on the right side of the report. The report may be limited to specific payroll categories. 1. From the User Menu screen, use the following navigation path or transaction code: Navigation Path: - User menu - Role ZMIT - Planning/Budgeting - LDS - Information Systems Transaction Code: /nsarp 2. Double-click on Choose Report. Result: The "Display Report Tree ZLD1" screen is displayed. 3. Click on the Appointments folder. 4. Open the Personnel Distr. by Org folder. 5. Double-click on Personnel Distribution by Organization. Field Name Description Payroll Category The 4-digit number corresponding to payroll category. You can also choose several or a range of payroll categories. You can also use the Multiple Selection button to select more than one range of organizations and/or nonconsecutive categories. Organization Enter the 8-digit HR organization number. You can also choose several or a range of organizations. You can also use the Multiple Selection button to select more than one range of organizations and/or nonconsecutive organizations. From Date Beginning date of the reporting period. Default is the beginning of the current fiscal year. To Date Ending date of the reporting period. Default is the end of the current fiscal year. Distribution Dollars Selections Click on the radio button to choose loaded or unloaded salary. This selection determines how the salary distributions are displayed. Salary Percentages Selections Click on the radio button to choose to display or suppress salary percentages on the report. Features of this Report The commitments are listed by LD object. For each appointment the report displays the FTE (Full Time Equivalent) salary. Dollars are shown as loaded. The report displays all appointments (in contrast to the similarly formatted X-Schedule that shows only faculty appointments). Vacation and change-in-hours data are included in this report. The user can drill down to see individual appointment detail. The output of this report is wider than some computer display formats. If you cannot view the complete home department number in the right-hand column, go to the bottom of your screen, drag the scroll bar to the right, and then click on the right-hand scroll button until you can see the whole department number. top X-Schedule>>X-Schedule 1. From the User Menu screen, use the following navigation path or transaction code: Navigation Path: - User menu - Role ZMIT - Planning/Budgeting - LDS - Information Systems Transaction Code: /nsarp 2. Double-click on Choose Report. Result: The "Display Report Tree ZLD1" screen is displayed. 3. Click on the Appointments folder. 4. Open the X-Schedule folder 5. Double-click on X-Schedule. This report lists salaries and distributions for all faculty appointments (for payroll category 1001) within an organization for the specified reporting period. The report is in order by cost element. Field Name Description From Date This is the beginning date of the reporting period. The default is the beginning of the current fiscal year. To Date This is the ending date of the reporting period. The default is the end of the current fiscal year. Organization Enter the 8-digit organization number for the department. You may use one or more organizations or a range of organizations. You can also use the Multiple Selection button to select more than one range of organizations and/or nonconsecutive organizations. Selection Include transfer-in appointments. Check this box if you are requesting the report to include appointment data from other departments for this home department's cost object distributions. Features of this Report The X-Schedule shows faculty salary data. A user can compare faculty costs with overall costs for a department by using the Profit Center report for comparison. top Personnel Comm. by LD Object>>Personnel Commitments by LD Object The report lists open commitments for salaries and distributions for the department by cost object or by a group of cost objects. It displays appointments within cost elements with one line for each time period and percentage or adjustment. 1. From the User Menu screen, use the following navigation path or transaction code: Navigation Path: - User menu - Role ZMIT - Planning/Budgeting - LDS - Information Systems Transaction Code: /nsarp 2. Double-click on Choose Report. Result: The "Display Report Tree ZLD1" screen is displayed. 3. Click on the Appointments folder 4. Open the Personnel Comm. by LD Object folder. 5. Double-click on Personnel Commitments by LD Object. Field Name Description Select Cost Object Cost Center (CC), Internal Order (IO), WBS Element (WBS), or Proposal Object Users may select one cost object, a list of cost objects, or a range of cost objects. You can use more than one type of cost object at a time. Select Supervisor LDS Salary Supervisor Enter the 9-digit MIT ID of the salary supervisor. You can enter more than one supervisor using the Multiple Selection button . The salary supervisor is also known as appointment supervisor. For more information, see Enter Salary and Distribution Information. Enter at least one cost object that belongs to the supervisor. or Cost Object Supervisor Enter the 9-digit MIT ID of the cost object supervisor. You can enter more than one supervisor using the Multiple Selection button . The cost object supervisor is assigned by the Office of Sponsored Programs, the Office of Budget and Financial Planning, or Controllers Accounting Office. You don't have to enter a cost object. Features of this Report Breaks out direct and indirect (employee benefits or EB, overhead or OH, and Lab Allocation) costs by appointment and by appointment percentage over the distribution line time period. Displays total amount for the cost center. Column with CFWD/RETRO flags: A distribution line displays CFWD to indicate a Carry Forward commitment which has been created during the variance process (salary, distribution, or vacation). This occurs if the user selected LDS as correct in the variance process and there is an effect on a prior period. The CFWD commitment applies to the current fiscal period only because it is adjusting for an anticipated future correction to be made by Payroll. A distribution line displays RETRO to indicate a retroactive adjustment. It indicates that a distribution to a prior fiscal period was changed, and therefore the displayed commitment reflects the amount of the adjustment. This report offers three auxiliary reports that provide a context for the data, such as detailed OH rates or payroll comparison data. The buttons at the top of this report indicate the choices: OH Rates - For information only, this produces a listing of the overhead rates contained in the selected costing sheet for this cost object. Salary Variance - This button produces a report comparing LDS salary data with payroll salary data for the selected line. User must click on a data line, then click on this button. Distr. Variance - This button produces a report comparing LDS distribution data with payroll distribution data for the selected line. User must click on a data line, then click on this button. Note All undergraduate students' salaries are projected for the fiscal year so commitments may be higher than expected. top Personnel Sal. And Eff. Dist.>>Personnel Salary and Effort Distribution Displays pay amounts by period and by cost object for an individual appointment. 1. From the User Menu screen, use the following navigation path or transaction code: Navigation Path: - User menu - Role ZMIT - Planning/Budgeting - LDS - Information Systems Transaction Code: /nsarp 2. Double-click on Choose Report. Result: The "Display Report Tree ZLD1" screen is displayed. 3. Click on the Appointments folder. 4. Open the Personnel Sal. And Eff. Dist folder. 5. Double-click on Personnel Salary and Effort Distribution. Field Name Description MIT ID One or more 9-digit MIT ID numbers. Supervisor The 9-digit MIT ID associated with the optional appointment supervisor listed in the salary line. The appointment supervisor field is maintained at the option of any person with the authority to change the appointment. Each salary line has a default (9999999999) supervisor MIT ID number entered by LDS when the salary record lines are created. Cost Element One or more cost elements. LD Object Enter one or more cost objects. You must use cost objects of the cost object type (CC, IO, or WBS) that match the branch of the reporting tree where you selected the report. Selection Include Effort-Only distribution. (The default excludes Effort Only distributions.) [Old Appointments Cut-Off Date] Ignore Appointments terminated before ___________. (The Default is today's date.) Features of this Report This report uses the appointment termination date to select only active appointments. The report can include Effort-Only distributions. The user must identify either an appointment supervisor or enter one or more MIT ID numbers. top Effort/Salary>>Effort/Salary - Monthly - AP 12 M (RWR) Compare distribution of effort and salary percentages over a 12-month period. Report on gross and net dollars, including vacation and excluding vacation. 1. From the User Menu screen, use the following navigation path or transaction code: Navigation Path: - User menu - Role ZMIT - Planning/Budgeting - LDS - Information Systems Transaction Code: /nsarp 2. Double-click on Choose Report. Result: The "Display Report Tree ZLD1" screen is displayed. 3. Click on the Appointments folder 4. Open the Effort/Salary folder. 5. Double-click on Effort/Salary - Monthly - AP 12 M. Field Name Description Year Fiscal year for the reporting range. Period (Ledger) Fiscal period for the beginning of the reporting range. Organization Appointment Group or Value(s) Enter one or more 8-digit HR Organization ID's or use the default organization group. Payroll Category Group or Value(s) Enter one or more of the 4-digit codes for the MIT payroll categories or use the default payroll category group. Cost Element Group or Value(s) Enter one or more 6-digit MIT cost element numbers or use the default cost element group. MIT ID Group or Value(s) Enter one or more 9-digit MIT ID number or use the default MIT ID group. Appointment ID Group or Value(s) Enter one or more 8-digit LDS Appointment ID's or use the default appointment ID group. Features of this Report This report provides a monthly breakdown of dollars for four different data views (gross with or without vacation and net distribution with and without vacation). Gross refers to the effort amount before a vacation credit is applied. Net indicates a dollar amount after the vacation credit is applied to this cost object. This report ideally should be used when there are appointments whose distributions have been set up to separate effort from dollar distributions. The default selection parameters associated with this report will generate a very large amount of data. This report will be most useful if you limit the selection criteria. top Stipend/Tuition Appointment>>LDS - List Stipend & Tuition Appointments This report displays stipend and tuition appointments side by side, for each graduate student for the selected time period and HR organization. It provides a list of all matched and unmatched pairs of appointments. 1. From the User Menu screen, use the following navigation path or transaction code: Navigation Path: - User menu - Role ZMIT - Planning/Budgeting - LDS - Information Systems Transaction Code: /nsarp 2. Double-click on Choose Report. Result: The "Display Report Tree ZLD1" screen is displayed. 3. Click on the Appointments folder. 4. Open the Stipend/Tuition Appointments folder. 5. Double-click on LDS - List Stipend & Tuition Appointments. Field Name Description Controlling Area MIT (default). Organization Enter the 8-digit HR organization number. MIT ID Enter the 9-digit MIT ID number for the selected graduate student. Stipend Appointment ID The 8-digit LDS appointment ID associated with the student's selected stipend appointment. Tuition Appointment ID The 8-digit LDS appointment ID associated with the student's selected tuition appointment. From Date The beginning date for the reporting period. Format is mm/dd/yyyy. To Date The end date for the reporting period. Format is mm/DD/yyyy. Selections List appointment salaries (default). List appointment distributions (default). Sort By MIT ID - The 9-digit MIT ID number. Last Name - The last name of the appointee. Note This report sorts first by appointment type, then by either MIT ID or last name. Sort Options Option One: Lists graduate students in alphabetic order. RA stipends and their matched tuition records appear first, followed by a separate alphabetic listing of "tuition only" appointments. Option Two: Lists all graduate students sorted by name. All the RA stipends and any tuition appointments are grouped together under the student's name. Features of this Report The report highlights students with only stipend appointments or only tuition appointments. The report can be produced showing only salaries or only distribution percentages. The default shows both. Note There is no LDS data available for TA and fellowship appointments because they are not processed through the Payroll department. However, actual payments do appear in your Summary Statement after these awards have been disbursed. top Copyright 2001 © Massachusetts Institute of Technology SAP for MIT Documentation on the Web Valid From: 07/23/2001