7/28/2019 FM Questionnaire

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SAP R/3 Enterprise Ext. 2.0: Learning Map for Public Sector Consultants 

RECENT UPDATES   IEWER SOFTWARE   SEARCH

Step 1: Learn What You Need

Update your core competence - must know 

Extend your competence - nice to know 

Step 2: Prepare for Your Project

Learn which implementation tools, guides, and

support are available  Learn how to access the tools and content and

how to get support 

RELATED WORKSHOPS   LIVE EXPERT SESSIONS   Q & A

 

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Update Your Core Competence - Must Know

Funds Management Open/Close  Learning time: 2.5 hours

 At the end of this unit you will be able to:

Understand how the following BCS configuration items are relevant to U.S. Federal Budgeting: overall budgets, fundtype, creation of additional budget line, budget workbench layout

Configure the following BCS items: overall budgets, fund type, creation of additional budget line and budget workbenchlayout

gfedc Overview / Introduction Funds Management Presentation (PDF)74 mins (31 pages)

Nov. 17, 2003

 

 After completing this presentation, you will be able to create FM budget master records in accordancewith a standard U.S. Federal model, including the following: budget type (budget type, consistencycheck, define budget types for consumable budget) and budget document types.

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gfedc Budgetary Ledger Integration Presentation (PDF)60 mins (25 pages)

Nov. 17, 2003

 

 After completing this presentation, you will be able to:

Understand an overview of the new budgetary ledger: overview of delivered budgetary ledgerareas, fields available for derivation in each area or sample derivation rules in each area

Configure each of the delivered budgetary ledger areas: Budgeting, expended appropriations forbudgeting, actuals, expended appropriations for actuals, miscellaneous receipts

Execute or use the trace tool to test and debug configuration

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gfedc MRP Commitment Updating Presentation (PDF)14 mins (6 pages)

Nov. 17, 2003

 

 After completing this presentation, you will be able to:

Understand that no new configuration is required to enable this configuration

Observe the integration between MRP and FM

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Close 

FM Account Derivation: FMDERIVE Open/Close  Learning time: 30 mins

 After completing this presentation, you will be able to:

Explain the fundamental ideas of the derivation tool in FM

Explain the differences between the old derivation logic and the new tool

gfedc Overview / Introduction Derivation Tool Presentation (PDF)30 mins (14 pages)

Nov.18, 2003

  After completing this presentation, you will be able to: Explain the key features of the FM derivation tool

Structure the existing methods to be used in the derivation tool

Execute and use the extra functions coming with the tool, such as trace functionality or test

7/28/2019 FM Questionnaire

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functionality

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gfedc Derivation Strategy (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Identify the derivation steps to be used to reflect our business procedures

Create or structure the derivation rules in such a way to make best usage of the derivation tool If you are upgrading from a release prior to IS-PS 4.62 / 4.7 you can define the upgrade strategy

to be used for the existing derivations

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gfedc Baseline Customizing (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Set up or configure the FM derivation rules, selecting the right predefined methods, or addingcustomized rules

Create or structure the FM derivation strategy

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gfedc Derivation Steps (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Explain the different derivation rules

Set up the pre-delivered SAP derivation rules

Create additional customer-specific tools

Set-up the derivation stragegy

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gfedc User Enhancements (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to: Set up or configure user-enhancements to come up with your own coding within the FM derivation

tool

Set up or configure additional fields for existing SAP standard rules

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Close 

Budgeting and Control System Open/Close  Learning time: 7 hours

 At the end of this unit you will be able to:

Use BCS to support your budget planning, your budget execution and to monitor the availability of your funds

Create and explain Master Data scenarios and their implications

Manage your budget life cycle using Status Management Create, maintain and structure your budget

Configure your own checks to guarantee your data consistency

Configure your year end processes

gfedc Overview: Positioning and Keydesign - BCS Customizing and Functionality Presentation (PDF)38 mins (16 pages)

Nov. 17, 2003

 

 After completing this presentation, you will be able to:

Understand how BCS is placed as a component of Funds Management

Understand how BCS is integrated in FI / CO / FM / HR 

Know the basic settings

Explain SAP’s approach towards budgeting in the Public Sector, consisting of budget preparationand budget execution

Be able to identify the tools available for the individual business process steps

Know and set up the main feature of BCS: budget categories, versions, value type, document type,processes, budget types

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Create and structure your budget using budget types and processes

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gfedc Master Data and Budget Structure Presentation (PDF)72 mins (30 pages)

Nov. 17, 2003

 

 After completing this presentation, you will be able to:

Know which dimensions are available and what they are meant for and how to control the use of 

them Create and explain master data scenarios and their implications

Know what is a budget structure

Know how to control or not budget and posting adresses

Set up and configure theses budget structure

Execute or use maintenance tools

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gfedc Status Management Presentation (PDF)26 mins (11 pages)

Nov. 17, 2003

 

 After completing this presentation, you will be able to:

Explain how the different phases of you budget life cycle can be represented in BCS using Status

Management Set up per status the relevant combinations between processes and budget type to map this model

 Assign per role the authorizations to pilot your cycles

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gfedc Budget Preparation / Planning Processor Presentation (PDF)98 mins (41 pages)

Nov. 17, 2003

 

 After completing this presentation, you will be able to:

Explain or demonstrate how playing with budget source data, different versions, formulas and keyfigures you can prepare you budget for the next fiscal years

Set up or configure the planning processor in this way (planning layout, planning profile…)

Create or calculate per budget addresses your budget / budgets for next years

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gfedc Budget Maintenance / Budgeting Workbench Presentation (PDF)45 mins (19 pages)

Nov. 17, 2003

 

 After completing this presentation, you will be able to:

Explain or demonstrate how you will maintain your budgets during the year using supplement andtransfer

Set up or configure additional checks to guarantee data consistency

Execute or use workflow process linked to your business flow

Display or extract relevant data for the management of your budgets

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gfedc Revenues Increasing Budget Presentation (PDF)62 mins (26 pages)

Nov. 17, 2003

 

 After completing this presentation, you will be able to:

Understand, how revenues increasing the expenditure budget make it possible to use additionalrevenues to map out additional expenditure budget which is available mainly for specific purposes

Understand how incoming invoices or payments can trigger an increase in the budget

Define for such requirements, rvenues icreasing the budget (RIB) rules for when and how suchbudget increases should take place

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gfedc  Active Availability Checking Presentation (PDF)60 mins (28 pages)

Nov. 12, 2003

 

 After completing this presentation, you will be able to:

Specifying the budget values to be checked using filter settings

Setting tolerance limits for a budgeting process: defining availability control checking proceduresfor the updated and summarized budget, as well as for commitment and actual postings

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Performing multilevel active availability control in order to identify possible budget underruns oroverruns when funds are being committed

Using several availability control functions in parallel

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Close 

Grants Management Open/Close  Learning time: 8.5 hours At the end of this unit you will be able to understand the goal of the workshop and the contents of the workshop.

gfedc Overview / Introduction / GM Customizing and Functionality Presentation (PDF)30 mins (13 pages)

Nov. 18, 2003

 

 After completing this presentation, you will be able to:

Understand the position of GM within SAP’s solution offerings for Public Services customers

Understand the general functionality offered in the initial release

Understand the future direct and development points for GM

Introduce and discuss the master data available in GM

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gfedc Global & Special Ledger Settings Presentation (PDF)30 mins (15 pages)Nov. 18, 2003

 

 After completing this presentation, you will be able to configure the GM Global settings.

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gfedc Master Data Presentation (PDF)120 mins (62 pages)

Nov. 18, 2003

 

 After completing this presentation, you will be able to:

Configure Grants Management master data including the grant type

Explain the use of GM master data objects and their relationships: sponsored class, sponsoredprogram, fund, sponsor, grant and assignments

Execute and demonstrate the GM master dataThis item was approved by field experts, so we expect you benefited. Select... Please specify:

gfedc Supported Scenarios Presentation (PDF)60 mins (25 pages)

Nov. 18, 2003

 

 After completing this presentation, you will be able to:

Understand and explain the cost sharing/matching concept with rules and rates

Understand and explain the pre-award costs

Understand and explain workflow of grant master and budgeting

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gfedc Budgeting Presentation (PDF)

76 mins (38 pages)Nov. 18, 2003

 

 After completing this presentation, you will be able to:

Understand and explain the GM budgeting concept and overall functionality, including budgetintegration with Funds Management (FM)

Configure GM budgeting: budget documents types, splitting rules and FM integration

Execute and demonstrate the GM budgeting functionality

Understand the GM Availability Control (AVC) concept

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gfedc Indirect Costs (Overhead / F&A Costs) Presentation (PDF)38 mins (20 pages)

Nov. 18, 2003

 

 After completing this presentation, you will be able to:

Understand and explain the GM Indirect Cost (IDC) concept Configure the IDC rules

Execute and demonstrate the functionality

7/28/2019 FM Questionnaire

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gfedc Billing Presentation (PDF)45 mins (23 pages)

Nov. 18, 2003

 

 After completing this presentation, you will be able to:

Understand and explain the GM Billing concepts

Configure the GM Billing rules

Execute and demonstrate the functionality

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gfedc Reporting Presentation (PDF)23 mins (11 pages)

Nov. 18, 2003

 

 After completing this presentation, you will be able to:

Understand and explain the reporting concept

Execute and demonstrate the GM reports

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gfedc  Authorizations Presentation (PDF)2 mins (3 pages)

Nov. 18, 2003

  After completing this presentation, you will be able to understand the basic idea of the standardauthorization objects.

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gfedc Records Management Integration Presentation (PDF)60 mins (30 pages)

Nov. 18, 2003

 

 After completing this presentation, you will be able to:

Understand and explain the Records Management integration and functional uses for GMcustomers

Configure Records Management for use with GM

Demonstrate the functionality

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Close 

Position Budgeting and Control (coming soon) Open/Close 

 At the end of this unit you will be able to:

Use the industry solution SAP R/3 Human Resources Extension Set 2.0

Get used to the settings for the implementation of PBC-Commitment Processor

gfedc Overview / Introduction Commitment Processor (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Explain the system landscape of PBC

Position the commitment process within the Position Budgeting & Control solution

Explain the features of the commitment processor

Explain the time period

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gfedc Data Basis for PBC – Commitment Processor (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Set up or configure the data basis in personal administration, organizational management andpersonnel cost planning

Explain or demonstrate the cost distribution

Execute or use PBC relevant Infotype and views

Create position / persons to be financed

Determine financing requirements

Explain the role concept

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gfedc Commitment Processor functionality (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Explain the principle of creating encumbrances /commitment items

Determine objects to participate at the automated commitment run

Determine financing sources Finance persons / positions

Explain the FM Availability Control functionality

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gfedc Reporting & Special Features (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Report on vacancies

Get knowledge about personal cost savings

Execute reports for fiscal year change

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Close 

Records Management for Public Sector (coming soon) Open/Close 

 At the end of this unit you will be able to:

Explain or demonstrate the requirements of the DOMEA concept for public administrations and how RMPS supports youin your daily work, ranging from simple business processes

Handle the Records Management Public Sector (RMPS) including the electronic desk, records browser and recordsmodeller

Support your own business processes with the case management in RMPS

Set up or configure the necessary customizing steps

gfedc Overview / Introduction (coming soon) Presentation (PDF)

  After completing this presentation, you will be able to:

Explain the structure and assembly of a record

Describe the relevance of cases

Explain the use of cirulars and workflows used for the description of processes

Give an overview about the basic architecture of RMPS

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gfedc Records and Records Model (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Create a record model and a case model

Create and use records

 Assign clear denotations (unique identifiers for records and cases)

 Arrange file plans

Configure the customizing

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gfedc Circulars and Workflows (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Create ad-hoc workflows

Define circular templates

Configure the customizing of circulars Give a forecast about the use of workflows

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  gfedc Incoming Post Item (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Describe the incoming post and the structure of an incoming post item

Configure the customizing for an incoming post item

Understand the use of workflows for mapping the incoming post processes

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gfedc Content Models (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Create new content models

Define meta data and assign them to the content models

Explain the use of content models for records, cases and documents

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gfedc Disposal and Archiving (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Describe disposal scenarios Explain the archiving scenarios

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gfedc System Architecture (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Describe the structure of the service provider framework 

Explain the meaning and the use of service providers

 Attend the registry

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gfedc Integration (coming soon) Presentation (PDF) 

 After completing this presentation, you will be able to:

Describe the procedure for the involving of objects

Explain the steps to set up new service providers

Understand the meaning of workflow management for the integration

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Close 

Germany Only: Travel Expenses Open/Close  Learning time: 3.5 hours

 At the end of this unit you will be able to show and implement all enhancements made in R/3 Enterprise Ext. Set 2.0 for the

Public Services Sector in Germany.For all generic enhancements in Travel Management which can also (but not only) be used in the Public Services Sectorplease refer to the Travel Management unit in the cross-industry Learning Maps of RKT.

gfedc Germany Only: Trennungsgeld-Abrechnung Presentation (PDF)60 mins (41 pages)

Sept. 5, 2003

 

In dieser Präsentation erhalten Sie einen Überblick über die Funktionen zur Trennungsgeldverwaltungfür den Öffentlichen Dienst Deutschland, deren Grundlagen gemäß Bundesgesetzgebung in R/3Enterprise 1.10 entwickelt wurde und deren Erweiterung gemäß Landesgesetzgebung nun mit R/3Enterprise Ext. Set 2.0.

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gfedc Germany Only: Trennungsgeld-Abrechnung - Beispiel  SAP Tutor (SIM)20 mins (96 steps)

Sept. 15, 2003

 

Dieses SAP Tutorial erklärt die Trennungsgeld-Abrechnung am Beispiel einer Trennungsgeldmaßnahmemit auswärtigem Verbleib.

7/28/2019 FM Questionnaire

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gfedc Germany Only: Trennungsgeld-Abrechnung - Dokumentation Document (PDF)120 mins (21 pages)

Sept. 5, 2003

 

Weitere Informationen zur Trennungsgeld-Abrechnung finden Sie in dieser Dokumentation (SAPBibliothek).

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Close 

Summary Open/Close 

Summary 

 After completing the section above, you should:

Discuss open issues in the Live Expert Sessions 

Equip yourself for onsite work in Step 2: Prepare For Your Project 

Do you think you are now ready for your next project?

If you wish, you can extend your competence in the nice-to-know section below.

 Yes No, becausenmlkj nmlkj

 Close 

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Extend your comptetence - Nice to know

Position Budgeting and Control Open/Close 

How to Guide BW Presentation (PDF)30 mins (18 pages)

Nov.18, 2003

 

 After completing this presentation, you will be able to:

Understand the creation of the source system

Handle the installation of business content

 Assign data source to info source Create and execute info packages

 Activate data in ODS objects

Update data targets (info cubes) from ODS objects

Handle the multi provider

Execute reporting via queries

How to Guide PBC Workflow Presentation (PDF)45 mins (34 pages)

Nov. 18, 2003

 

 After completing this presentation, you will be able to:

Understand the way of working

Execute the automatic workflow customizing

Execute the type linkage

 Activate the workflow for PBC

Set up or configure the role definition

Handle trouble shooting

How to Guide PBC Customizing (German) Presentation (PDF)105 mins (53 pages)

Nov.18, 2003

 

Nach Durchsicht der Folienpräsentation werden Sie folgendes können:

Einstellungen vornehmen und verstehen im Funds Managent, Grants Management, HumanRessources, Personalkostenplanung, Abrechnungssimulation, Organisations-Management,Position Budgeting Customizing

Geschäftsjahreswechsel durchführen

Einstellungen kennen für verteilte Umgebungen

Einstellungen kennen für Workflow

Overview Position Budgeting and Control  Document (PDF)30 mins (5 pages)

Nov.18, 2003 

 After completing this document, you will be able to understand the development backgrounds for

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  PBC.

Q & A Position Budgeting and Control  Document (PDF)30 mins (5 pages)

Nov.18, 2003

 

This is a question & answer document for Position Budgeting and Control.

Solution Brief   Document (PDF)

30 mins (4 pages)Nov.18, 2003

 

 After completing this document, you will be able to understand and explain the strategic meaning of the PBC as an important link between the human ressources and financial departments of publicsector.

Close 

PBC: HR-CO Integration Open/Close 

 At the end of this unit you will be able to:

Explain or demonsrate the different steps and integration processes between HR and CO (Post Cost Plan, Payroll,...)

Explain or demonstrate the different necessary steps for assign the integration between HR and CO

Demo: Commitment Run SAP Tutor (SIM)2 mins (5 steps)

Oct. 30., 2003

 

 After completing this SAP Tutor session, you will be able to: Explain how to reserve the required budget for each person and vacant position

Select the organizational unit and start the commitment run

Demo: Create Cost Plan SAP Tutor (SIM)2 mins (7 steps)

Oct.21, 2003

 

 After completing this SAP Tutor session, you will be able to:

Create a cost plan

Start the planing run

Demo: Data Collection SAP Tutor (SIM)7 mins (31 steps)

Oct. 21, 2003

 

 After completing this SAP Tutor session, you will be able to:

Explain or demonstrate the data collection für people and organizational objects

Explain the results of the payroll simulation, method: data from payrollDemo: Delete Vacancy  SAP Tutor (SIM)

4 mins (9 steps)Oct. 21, 2003

 

 After completing this SAP Tutor session, you will know how to release a budget for other activities,when a precommitted budget has not been used.

Demo: Drill Down Actuals  SAP Tutor (SIM)5 mins (18 steps)

Oct.21, 2003

 

 After completing this SAP Tutor session, you will be able to execute and use the report "CostCenters: Actuals / Plan / Commitments" after the posting of the payroll results.

Demo: Payroll Run  SAP Tutor (SIM)5 miins (18 steps)

Oct. 21,2003

 

 After completing this SAP Tutor session, you will be able to start the payroll run and to post theresults to acccounting.

Demo: Payroll Simulation  SAP Tutor (SIM)2 mins (6 steps)

Oct. 30., 2003

 

 After completing this SAP Tutor session, you will be able to execute the first step in the planningprocess: to run the payroll simulation for all the persons of an organizational structure.

Demo: Post Cost Plan SAP Tutor (SIM)11 mins (33 steps)

Oct. 30, 2003

 

 After completing this SAP Tutor session, you will be able to:

Handle the transaction to release cost plan

Post the values to CO after the cost plan is reviewed

Demo: Reporting Commitment  SAP Tutor (SIM)4 mins (13 steps)

Oct .30, 2003 

 After completing this SAP Tutor session, you will be able to display the commited budget inaccounting.

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See the statistics for this learning map 

defined objects (not automatically in the background for persons and positions changed).

Demo: Workflow Process SAP Tutor (SIM)6 mins (25 steps)

Oct.30, 2003

 

 After completing this SAP Tutor session, you will be able to:

Check the workflow inbox

Create new work items

Close 

Save & ClosePlease remember to save & close wheneveryou leave this learning map.

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