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Corporate Documents that Relate Student and Financial Data

Corporate Documents that Relate Student and Financial Data. March 22,2006 – 1:30 pm to 3:30 pm Hale Auditorium March 30, 2006 – 8:30am to 10:30 am Rackham Amphitheatre. MAIS Linc Documents. Predefined Reports for the FA/SF Data Set - Support Material (Using Business Objects)

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Corporate Documents that Relate Student and Financial Data

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  1. Corporate Documents that Relate Student and Financial Data March 22,2006 – 1:30 pm to 3:30 pm Hale Auditorium March 30, 2006 – 8:30am to 10:30 am Rackham Amphitheatre

  2. MAIS Linc Documents • Predefined Reports for the FA/SF Data Set - Support Material (Using Business Objects) • UM Data Warehouse Overview - Quick Reference Sheet • Use Business Objects to Run a Predefined Report - Step by Step Procedures

  3. Student Financial Detail by Department • Designed to help users complete their month Financial Reconciliation activities • Data Warehouse Business Objects Corporate document • Prompts for Accounting Period, Department, and Fiscal Year • Returns all SFN (Student Financial Journal Entries) based on the prompt information

  4. Student Financial Detail by Department-cont’d

  5. Student Financial Detail by Department-cont’d

  6. Total Payments for Employee and Fiscal Year • Allows a review of all payments made to an employee (or student payments via Payroll) regardless of source of payment • Uses FN06, PY01, and SA04 Universes • Must have access to all three Universes to retrieve all the data • Prompts for Beginning and Ending Accounting Period, Emplid, and Fiscal Year • Returns Payments issued via Procurement, Payroll, and Student Financials. One view for each Payment source

  7. Total Payments for Employee and Fiscal Year-cont’d

  8. Total Payments for Employee and Fiscal Year-cont’d

  9. Total Payments for Employee and Fiscal Year-cont’d

  10. FinAid Award Summary and Detail by Org • Reviews comprehensive information about a department’s awards • Originally created by College of Engineering to fulfill a reporting need • Can be run by a single department or multiple departments • Provides 6 total reports each on a different tab; First 3 are high level-summary reports with information rolled up to a department or award level, last 3 provide individual student information

  11. FinAid Award Summary and Detail by Org-cont’d

  12. FinAid Award Summary and Detail by Org-cont’d

  13. FinAid Award Summary and Detail by Org-cont’d

  14. FinAid Award Summary and Detail by Org-cont’d

  15. FinAid Award Summary and Detail by Org-cont’d

  16. FinAid Award Summary and Detail by Org-cont’d

  17. Service Indicator Report by Program • Review the active Student Financial Service indicators assigned to select students • Data Warehouse Business Objects Corporate document • Prompts for Primary Academic Program and Term • Returns all students in that Program with a Negative Financial Service Indicator

  18. Service Indicator Report by Program-cont’d

  19. Getting Access to the Reports • To get access to the reports you need to fill out a M-1 Cover form plus the form indicated below: • Combined Predefined Data Warehouse Reports with SF/FA data: M1-DW form, roles to request are Student Financials/Financial Aid, Payroll and Financial-General Ledger/Budget/Procurement/Asset Mgmt

  20. Wrap Up • Questions? Comments? Ideas? Tips? Suggestions? • Email us at boug.committee@umich.edu

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