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Financial Data Management Documents

Access predefined reports and use Business Objects for student financial details by department. Retrieve payment information and review financial aid awards. Learn about accessing reports and contact for queries.

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Financial Data Management Documents

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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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