| 01/02/2003 |
The address to send backup to CAO for journal
vouchers has been changed in the journal voucher documentation. |
| 11/14/2002 |
The Analysis of Billing (WIP) Report, a research
report, has been removed from the zmit report menu. |
| 07/19/2002 |
When creating a journal voucher, CAO
can now enter an internal order for an underrecovery
G/L account. See the documentation at:
Financial
Operations>>Journal Voucher >> Creating
a Journal Voucher Using the Fast Entry Format
Financial
Operations>>Journal Voucher >>QUICK GUIDE
for Creating Journal Vouchers
Financial
Operations>>Journal Voucher Uploads >> Prepare
Charges for Upload
Financial
Operations>>Journal Voucher Uploads >> QUICK
GUIDE for Uploading Journal Vouchers |
| 05/24/2002 |
The entry screen for the Parked Credit
Card and Posted Credit Card reports,
and the Parked JV and Posted JV reports
has been modified slightly. The cost object exclusion
checkboxes (on the bottom of the screen) have been moved
to the left of the each cost object and the corresponding
entry fields have been disabled for input if the checkbox
is enabled. See the documentation at:
Reports>>Transaction
Reports>>Parked/Posted Credit Card Transactions
Rpt Reports>>Transaction
Reports>>Parked/Posted Journal Voucher Report |
| 04/11/2002 |
Instructions for downloading the G/L account
list to a spreadsheet file on the Macintosh has been added
to the documentation.
Financial
Operations>>G/L Account List |
| 03/08/2002 |
Documentation for the SAP environments and
clients has been expanded in the "Getting Started"
section:
Getting
Started>>Overview |
| 02/28/2002 |
With the new release of SAP 6.10 on the Macintosh,
you can now create a unique color scheme and change the
font size on the SAPgui screen. For more information,
see:
Getting
Started>>Changing Screen Colors and Font Sizes on
the SAPgui |
| 01/17/2002 |
The amount for requiring vendor justification
when purchasing from an external vendor has been increased
from $3,000 to $5,000. See the updated documentation at:
Purchasing
& Payment>>Requisitioning in SAP>>Introduction
|
| 12/31/2001 |
You can now copy a departmental financial
plan for the same cost object and cost element(s) from
the zmit menu. Find out how at:
Financial
Operations>>Departmental Financial Planning>>Copy
a Plan
From the Master Data folder on the zmit menu,
you can run a list of active and unblocked G/L accounts.
See the documentation at:
Financial
Operations>>G/L Account List
One new report and an updated report has been added
to the Research Reports. The Aging Report for Departments,
Labs, and Centers has replaced the Aging by Invoice
Report. A new report, Sales Contract per WBS element,
has been added to the Customer Reports, a subcategory
of the Research Reports. Documentation is available
at:
Reports>>Aging
Report for Departments, Labs, and Centers
Reports>>Sales
Contract per WBS element |
| 12/06/2001 |
The Print Options entry screen for the
Summary Statement has been changed. The Print button
on the DTR Selection Criteria screen has been grayed
out. See the updated documentation at:
Reports>>Summary
Statement
Reports>>Detail Transaction Report (DTR) |
| 11/20/2001 |
A new company code field has been added
to the Upload Dept. Financial Planning screen used for
uploading financial planning spreadsheets. See the updated
documentation at:
Financial
Operations>>Departmental Financial Planning>>Upload
Your File
For the paper Departmental Financial Planning Spreadsheet
Upload quick reference card, see Paper
Documents. |
| 11/01/2001 |
Documentation for the rewritten Summary
Statement and Detail Transaction Report (DTR) is now
available:
Reports>>Summary
Statement
Reports>>Detail Transaction Report (DTR) |
| 10/26/2001 |
Documentation for the revised Account
Managers Report (AMR) is now available:
Reports>>Account
Managers Report (AMR) |
| 09/07/2001 |
Instructions for posting JVs in period
13 has been added to the documentation:
Financial
Operations>>Journal Voucher >> Creating
a Journal Voucher Using the Fast Entry Format
Financial
Operations>>Journal Voucher >>Quick Guide
for Creating Journal Vouchers
For the paper JV quick reference card, see
Paper
Documents. |
| 07/23/2001 |
The screen titles for displaying and
changing LDS appointments have changed and an entry
field has been added to the Personnel Distribution by
Organization report:
Financial
Operations>>Labor Distribution System>>Appointments:
Display, Change, and Delete
Reports>>Appointment
Reports>>Personnel Distr. by Org.>>Personnel
Distribution by Organization |
| 07/02/2001 |
A new section on changing the display of
the Document Overview Screen has been added to the journal
voucher documentation:
Financial
Operations>>Journal Vouchers>>Alternate Display
of the Document Overview Screen |
| 06/19/2001 |
Some of the wording in the rules governing
journal vouchers has been clarified. The object code ranges
have also been removed from the documentation:
Financial
Operations>>Journal Vouchers>>Rules Governing
Journal Vouchers |
| 05/21/2001 |
A new company code field has been added to
the "JV for Internal Provider Billing" screen
used to upload billing data to journal vouchers:
Financial
Operations>>Internal Provider Billing>>Uploading
Billing Data to Journal Vouchers: Part II
|
| 05/21/2001 |
The "Electronic Journal Voucher"
screen now supports multiple company codes for uploading
journal vouchers:
Financial
Operations>>Journal Voucher Uploads>>Set
Up the Upload Process
Financial
Operations>>Journal Voucher Uploads>>Quick
Guide for Uploading Journal Vouchers |
| 05/21/2001 |
The Customer Balance Display Report (/nfd10n)
has replaced the Customer Account Balance Report (/nfd10):
Reports>>Customer
Balance Display |
| 05/21/2001 |
A new company code field has been added
to the following reports:
Reports>>Fund
Analysis Report
Reports>>Purchasing Overview by Vendor Report
|
| 05/21/2001 |
A new company code field has been added to
the "Set Personnel Area" dialog box that pops
up when creating a new LDS appointment.
Financial
Operations>>Labor Distribution System>>Appointments>>Create
Appointments |
| 05/21/2001 |
The paper quick reference cards for the
JV Upload and the JV Upload for Internal Providers have
been updated with the new company code field:
Paper
Documents |
| 05/21/2001 |
A definition for company code is now
available in the SAP
for MIT Glossary. |
| 04/30/2001 |
The rules governing journal vouchers have
had a small edit. The bullet point stating that "fund
revenues and expense G/L accounts may be used only in
conjunction with internal orders for funds" was removed:
Financial
Operations>>Journal Vouchers>>Rules Governing
Journal Vouchers |
| 04/13/2001 |
The Site
Map and Glossary
have been updated for SAP 4.6. |
| 04/06/2001 |
A new Quick Guide for the Account Managers
Report (AMR) is now available:
Reports>>Account
Managers Report (AMR)>>QUICK GUIDE for the Account
Managers Report |
| 03/30/2001 |
The new SAP Basic Skills Self-Study has been
updated to fix a few typos and layout errors:
Paper
Documents |
| 03/27/2001 |
The paper quick reference card for Navigating
the SAP User Menu Screen has been updated and expanded:
Paper
Documents |
| 03/23/2001 |
The documentation for the following Customer
Reports has been updated for SAP 4.6:
Customer
Account Balance
Customer
Line Items
Customer
Addresses |
| 03/21/2001 |
The paper quick reference card for Departmental
Financial Planning Spreadsheet Uploads has been updated
for SAP 4.6. Also, a new paper quick reference card for
Internal Provider Billing is now available:
Paper
Documents |
| 03/16/2001 |
The new SAP Basic Skills Self-Study, updated
for SAP 4.6, is now available:
Paper
Documents |
| 03/15/2001 |
The web documentation for Departmental Financial
Planning has been updated for SAP 4.6. The paper quick
reference card is available as well:
Financial
Operations>>Departmental Financial Planning
Paper
Documents |
| 03/15/2001 |
The paper quick reference card for Internal
Provider JV Uploads has been updated for SAP 4.6:
Paper
Documents |
| 03/14/2001 |
The web documentation for Internal Provider
Billing has been updated for SAP 4.6:
Financial
Operations>>Internal Provider Billing |
| 03/09/2001 |
Advanced Topics & Tips has been updated
for SAP 4.6. The section on Sending Documents via SAP
Mail has been discontinued. The functionality for sending
documents and reports using SAP mail has changed and it
is no longer recommended.
Advanced
Topics & Tips |
| 03/02/2001 |
The documentation for creating and maintaining
Favorites has been expanded:
Getting
Started>>Favorites |
| 02/28/2001 |
The LDS documentation has been updated for
SAP 4.6:
Financial
Operations>>Labor Distribution System |
| 02/27/2001 |
The following Purchasing Reports documentation
has been updated for SAP 4.6:
Reports>>Purchasing
Overview by Vendor Report
Reports>>Purchasing
Overview by Cost Collector Report
Reports>>Payment
Report |
| 02/23/2001 |
The following Research Reports documentation
has been updated for SAP 4.6:
Reports>>Research
Volume Report
Reports>>Analysis
of Billing (WIP) Report
Reports>>Analysis
of Expired/Overrun Report
Reports>>Aging
by Invoice Report
Reports>>Cleared
Invoices Report |
| 02/16/2001 |
The Fund Analysis Report documentation has
been updated for SAP 4.6:
Reports>>Fund
Analysis Report |
| 02/13/2001 |
The Recapitulation of Expense Report documentation
has been updated for SAP 4.6:
Reports>>Recapitulation
of Expense Report |
| 02/13/2001 |
The Closing Status Report documentation has
been updated for SAP 4.6:
Reports>>Closing
Status Report |
| 02/09/2001 |
The Requisitioning in SAP documentation has
been updated for SAP 4.6. The paper quick card for creating
requisitions is also now available from the Paper Documents
web page:
Purchasing
& Payment>>Requisitioning in SAP
Paper Documents |
| 02/09/2001 |
The Account Managers Report documentation
has been updated for SAP 4.6:
Reports>>Account
Managers Report (AMR) |
| 02/09/2001 |
The Profit Center Volume Report documentation
has been updated for SAP 4.6:
Reports>>Profit
Center Volume Report |
| 02/06/2001 |
The Manual Funds Reservations documentation
has been updated for SAP 4.6. The paper quick card is
also now available from the Paper Documents web page:
Financial
Operations>>Manual Funds Reservations
Paper Documents |
| 02/06/2001 |
The Reporting Fundamentals documentation
has been updated for SAP 4.6:
Reports>>Reporting
Fundamentals |
| 01/29/2001 |
The SAP 4.6 upgrade is complete, and
documentation is now available. Documentation for primary
functions has been updated for SAP 4.6. All other documentation
will be updated soon. The documentation in the process
of being updated is marked with "NOT
UPDATED FOR SAP 4.6" on the top of the page.
|
| 01/26/2001 |
More SAP 4.6 quick cards are now available.
Journal Voucher Spreadsheet Uploads, The Account Managers
Report, and an updated Approving SAP Requisitions. You
can order or download these documents from the new Paper
Documents web page for post-upgrade documentation:
Paper
Documents |
| 01/07/2001 |
In preparation for the SAP 4.6 upgrade,
self-studies and quick cards are now available. The
self-study courses, one for the PC platform and one
for the Macintosh platform, describe the changes to
the SAP system in version 4.6. Several quick cards are
available as a preview to working in SAP 4.6. You can
order or download these documents from the new Paper
Documents web page for post-upgrade documentation:
Paper
Documents |
| 11/09/2000 |
Information on batch printing of report variants
for frequently used zmit reports has been added to the
report variants documentation:
Reports>>Reporting
Fundamentals>>Report Variants |
| 10/27/2000 |
A menu option and new fastpath
for using a spreadsheet to create and upload planning
data have been added to the "MIT Financial System"
(/nzmit) screen. For more information on uploading
your financial plans see Financial
Operations>>Departmental Financial Planning.
|
| 10/19/2000 |
The Quick Guide for Uploading
Journal Vouchers is now available:
Financial
Operations>>Journal Voucher Uploads>>QUICK
GUIDE for Uploading Journal Vouchers |
| 09/18/2000 |
Two LDS Appointment reports have
been enhanced. The Personnel Commitments by LD Object
report allows you to select more than one cost object
supervisor and salary supervisor and can be run on more
than one type of cost object at a time. The total amount
for each cost center is also printed. The X-Schedule report
has the option of selecting a range of departments. See
the updated documentation at:
Financial
Operations>>Labor Distribution System>>LDS
Reports>> Appointment Reports |
| 09/12/2000 |
A new section has been added
to the documentation on LDS appointments. "How to
Put in a Raise" explains how to put in a salary increase
for monthly and weekly appointments.
Financial
Operations>>Labor Distribution System>>Appointments |
| 09/08/2000 |
Information on how to find out
more about your charges on the Detail Transaction Report
has been added to the reports documentation:
Reports>>Detail
Transaction Report>>Summary Level |
| 09/05/2000 |
The Quick Guide for Creating Requisitions
is now available:
Purchasing
& Payment>>Requisitioning in SAP>>QUICK
GUIDE for Creating Requisitions |
| 08/29/2000 |
The Quick Guide for Approving SAP Requisitions
is now available:
Purchasing
& Payment>>Approving SAP Requisitions>>QUICK
GUIDE for Approving SAP Requisitions |
| 08/18/2000 |
The Quick Guide for the Detail Transaction
Report is now available:
Reports>>Detail
Transaction Report>>QUICK GUIDE for the Detail Transaction
Report |
| 08/10/2000 |
Documentation for managing F&A Underrecovery
on WBS elements is now available:
Financial
Operations>>F&A Underrecovery on Research
WBS Elements |
| 08/10/2000 |
Several new sections have been added to Advanced
Topics and Tips:
Advanced
Topics & Tips>>SAP Adjustment Keys
Advanced
Topics & Tips>>SAP Lab Allocation Keys
Advanced
Topics & Tips>>CEMIT-9 Cost Element Group: Modified
Total Direct Costs (MTDC) Base/NonBase
Advanced
Topics & Tips>>CEMIT-G Cost Element Group: MIT
Fund Fee Base/Non Base
Advanced
Topics & Tips>>CEMIT-H Cost Element Group: Total
Direct Costs (TDC) Base/Non Base |
| 08/08/2000 |
A new section has been added to LDS reports.
"Reports Reconciliation for Monthly Appointments for a
Cost Center" shows how you can run reports for monthly
appointments for a cost center and then reconcile commitment
totals:
Financial
Operations>>Labor Distribution System
|
| 08/08/2000 |
The "How to Use this Documentation"
web page has been updated with augmented instructions
for printing web pages:
How to Use this Documentation |
| 08/03/2000 |
The Requisitioning documentation and Journal
Vouchers documentation now provide a link to the new SAP
Email Event Notification service. You can subscribe
to the new service and receive email messages notifying
you of changes to the status of SAP documents you have
created:
Financial
Operations>>Journal Vouchers
Purchasing
& Payment>>Requisitioning in SAP
|
| 07/31/2000 |
The Requisitioning documentation has
been updated to reflect changes in the procurement guidelines.
Dollar amounts requiring vendor justification have changed.
Also duplicate copies of POs are no longer mailed. See
the updated documentation at:
Purchasing
& Payment>>Requisitioning in SAP
|
| 07/20/2000 |
The Journal Vouchers and Journal Voucher
Uploads documentation has been updated with the proper
G/L accounts for F&A underrecovery processing:
Financial
Operations>>Journal Vouchers
Financial
Operations>>Journal Voucher Uploads |
| 07/12/2000 |
The LDS documentation has been updated with
more information about LDS reports:
Financial
Operations>>Labor Distribution System |
| 07/07/2000 |
The Departmental Financial Planning function
in SAP now includes two options for creating plans: either
using the SAP screens, or uploading the planning data
from a spreadsheet. The documentation has been updated
to include the new upload option:
Financial
Operations>>Departmental Financial Planning |
| 06/16/2000 |
The Summary Statement and the Detail Transaction
Report have been enhanced with more options and an improved
report download:
Reports>>Summary
Statement
Reports>>Detail
Transaction Report |
| 06/16/2000 |
The Journal Vouchers and Journal Voucher
Uploads documentation has been updated per changes to
SAP for underrecovery processing:
Financial
Operations>>Journal Vouchers
Financial
Operations>>Journal Voucher Uploads
|
| 06/07/2000 |
The Profit Center Volume report has been
updated with a recent screen capture of the Profit Center
Volume custom entry screen. Information about report variants
has also been added:
Reports>>Profit Center Volume Report |
| 06/02/2000 |
Information on sponsored research customers
is now available from the "MIT Financial System" or zmit
screen under the Research Reports menu. The Customer Balances
screen displays debits, credits, and balances by fiscal
period so that you can keep track of customers' invoices
and payments. The Customer Line Items screen provides
detailed information on open and cleared line items. The
Customer Addresses screen allows you to look up the mailing
addresses of sponsored research customers with whom MIT
has a contract for scheduled billing:
Reports>>Customer
Balances
Reports>>Customer
Line Items
Reports>>Customer
Addresses |
| 05/12/2000 |
The documentation for the Profit Center Volume
Report has been updated to include clearer instructions
and links to related information. The SAP processes for
this report have not changed:
Reports>>Profit Center Volume Report |
| 04/28/2000 |
There is now a site map providing a table
of contents for all of SAP for MIT Documentation on the
Web. A link to the site map has been added to the navigation
bar at the top of every page:
Site
Map |
| 04/28/2000 |
The LDS documentation has been updated to
reflect enhancements to the system:
Financial
Operations>>Labor Distribution System |
| 04/21/2000 |
Journal Voucher Upload documentation has
been updated to reflect a change to the process for reviewing
the spool request for a background job:
Financial
Operations>>Journal Voucher Uploads
Financial
Operations>>Internal Provider Billing |
| 04/12/2000 |
The Personal Matchcode documentation has
been enhanced with a more detailed explanation of how
the Display All Values button functions:
Advanced
Topics & Tips>>Creating a Personal Matchcode
List |
| 04/11/2000 |
A new button has been added to the Change
Layout window on the Fund Analysis report. The Clear Out
Columns button deletes the column numbers and resets the
column width to zero. The Change Layout window is accessible
when you click on the Change Layout button.
Reports>>Fund
Analysis Report |
| 04/07/2000 |
The documentation for SAP buttons now
includes keyboard shortcuts:
Getting
Started>>SAP Buttons
Getting
Started>>SAP Screens |
| 04/07/2000 |
A new topic in Advanced Topics and Tips explains
how to find SAP button names and keyboard shortcuts while
you work in SAP:
Advanced
Topics & Tips>>Displaying Names and Keyboard
Shortcuts for SAP Buttons |
| 03/23/2000 |
The LDS documentation has been updated to
reflect enhancements to the system:
Financial
Operations>>Labor Distribution System |
| 03/21/2000 |
Departmental Financial Planning documentation
is now available, including a quick guide for creating
a plan:
Financial
Operations>>Departmental Financial Planning |
| 03/03/2000
|
The Recapitulation of Expense Report now
provides an option on the entry screen to include or exclude
cost objects by term code. A new column has also been
added: the Uncommitted column shows the difference between
the Unexpended and Commitment columns.
Reports>>Recapitulation
of Expense Report |
| 02/29/2000
|
The documentation for VIP Credit Card verification
has been updated to include information about the deadline
for verifying credit card transactions. See the Overview
section of:
Purchasing
& Payment>>Approving VIP Credit Card Purchases |
| 02/25/2000
|
Documentation for VIP Credit Card verification
is now available:
Purchasing
& Payment>>Approving VIP Credit Card Purchases |
| 02/25/2000
|
Documentation is now available for the report
for parked or posted VIP Credit Card transactions:
Reports>>Parked
or Posted Credit Card Documents |
| 02/25/2000
|
The Glossary
has been enhanced with the ability to search the SAP for
MIT Documentation on the Web for any term in the glossary.
Click the magnifying glass icon
next to the term to perform the search. |
| 02/24/2000
|
The centrally printed Summary Statement now
includes blanket orders in the Commitment column. The
documentation for Summary Statements has been updated
to reflect this change:
Reports>>Summary
Statement>>Transaction Total Level |
| 02/11/2000
|
Documentation for the new Research Volume
Report is now available. Major enhancements include drill
down to the Summary Statement for the WBS element, three
choices of report layout, sorting capabilities, subtotals
on sorted fields, and the option to include or exclude
cost objects by term code.
Reports>>Research
Volume Report |
| 02/10/2000
|
The Account Managers Report (AMR) has
been updated to include two new fields on the entry
screen: Term Code (for selecting cost objects) and Page
breaks (option to break pages after each cost object
when printing the report). See the documentation at:
Reports>>Account
Managers Report (AMR) |
| 02/03/2000
|
Documentation for the new Fund Analysis
Report is now available. This new version allows for
the display of additional fields and has greater sorting
capability. It also calculates Allocation, EB, and F&A
(formerly OH) if run mid-month.
Reports>>Fund
Analysis Report |
| 01/25/2000
|
The Quick Guide for creating Journal
Vouchers is now available:
Financial
Operations>>Journal Vouchers>>QUICK GUIDE
for Creating Journal Vouchers |
| 01/24/2000
|
A new topic has been added to the Advanced
Topics & Tips section:
Advanced
Topics & Tips>>Sending Documents via SAP Mail |
| 01/14/2000
|
The Reporting Fundamentals documentation
now includes Selection Options for Profit Center Groups:
Reports>>Reporting
Fundamentals>>Selection Options for Profit Center
Groups |
| 01/14/2000
|
A new topic has been added to the Advanced
Topics & Tips section:
Advanced
Topics & Tips>>Creating a Personal Matchcode
List |
| 01/07/2000
|
Internal Provider Billing documentation
is now available:
Financial
Operations>>Internal Provider Billing |
| 12/30/1999
|
Research Reports documentation is now
available from the Reports
table of contents. |
| 12/08/1999
|
Closing Status Report documentation is
now available:
Reports>>Closing
Status Report |
| 12/03/1999
|
Profit Center Volume Report documentation
is now available:
Reports>>Profit
Center Volume Report |
| 11/23/1999
|
Manual Funds Reservations documentation
is now available:
Financial
Operations>>Manual Funds Reservations |
