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TMS & SAS Reporting . Michael Rothlisberger Sherry J. Oligny. Proposed TMS SAS Reporting. The TMS project team is currently working on requirements for proposed SAS reporting to facilitate the departments’ budget monitoring in future.
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TMS & SAS Reporting Michael Rothlisberger Sherry J. Oligny
Proposed TMS SAS Reporting • The TMS project team is currently working on requirements for proposed SAS reporting to facilitate the departments’ budget monitoring in future. • Project team members include EIM, ESS, Finance & Accounting/AP, and AAF Business Manager, and PMO representation. • Your feedback is encouraged!
Proposed TMS SAS Reporting How does travel reflect in my budget? The goal is to provide in SAS balanced reporting of approved TMS travel requests and actual PeopleSoft travel expenses so that budget owners (Department Chairs, Deans, etc.), Business Managers, and/or other department staff/administrators who provide budget management/travel assistance can monitor/track travel for their departments. Travel Request (aka Travel Authority) • Just like PCard, the requested amount will show as a “pre” or “quasi” encumbrance in your SAS reports. Travel Expense • Just like PCard, once an employee expenses the travel, the “pre” or “quasi” encumbrance is released and replaced with the actual expense.
Proposed SAS Reporting • Proposed SAS reporting will reflect travel expenses throughout the process, from travel request through travel expense and reimbursement processes. • Proposed SAS reporting is also intended to provide additional travel information for departments, including approval chain and pipeline (i.e., to show where something is “stuck” in the approval workflow). • Proposed SAS reporting is also intended to provide all travel “quasi” encumbered or actuals charged to your department’s SpeedCharts—even if you were not in the TMS approval chain—when you have access in SAS to your department’s data. • With the proposed SAS reporting, you can create custom reports and/or export data to Excel for your use outside of SAS.
