earch Tags: UM Foundation, Financial aid 

JIRA Reference:   DM-266 - UMS Endowment Shares, Book Value, and Market Value Closed

Report Purpose

This report provides beginning of the year balance, revenue budget, and current balance amounts by program for UM Foundation funded student financial assistance.

Report Location

MyCampus > MaineStreet > Enterprise Applications > Financials > Main Menu > Reporting Tools > Query > Query Manager or Query Viewer

Report Name

UMS_DTS_FA_UM_FOUNDATION 

Report Type

Query

Prompts Required

For information on field values to enter, click the name of the prompt.

Data Fields Generated

FISCAL_YEARACCOUNTING_PERIODBUSINESS_UNITFUND_CODEDEPTIDPROGRAM_CODEPROG_DESCRPROG_RESTR_1_DBOY_BALANCEREV_BUDGETCURRENT_BALANCE

Tables Used

UM_GLQ_REPRTING - Ledger Data

Criteria Used

  • ACCOUNT between 30000 and 89999
  • UM_PROG_RESTR_1_D - Program Restriction 1 in ('UM Foundation Financial Aid', Other UMS Found Financial Aid')
  • FUND_CODE in ('00','10','20','27')
  • And the below is the case statement to select certain DEPTID or PROGRAM_CODE

(CASE WHEN A.DEPTID = '8100107' THEN 'Yes'
WHEN A.DEPTID = '8100108' THEN 'Yes'
WHEN A.PROGRAM_CODE = '10001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '10002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '10081' THEN 'Yes'
WHEN A.PROGRAM_CODE = '10082' THEN 'Yes'
WHEN A.PROGRAM_CODE = '10083' AND ( A.FUND_CODE = '20' OR A.FUND_CODE = '31' ) THEN 'Yes'
WHEN A.PROGRAM_CODE = '10610' THEN 'Yes'
WHEN A.PROGRAM_CODE = '14401' THEN 'Yes'
WHEN A.PROGRAM_CODE = '16001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '20001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '20002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '24401' THEN 'Yes'
WHEN A.PROGRAM_CODE = '30001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '30002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '34401' THEN 'Yes'
WHEN A.PROGRAM_CODE = '40001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '40002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50095' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50175' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50222' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52223' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50230' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50237' AND A.FUND_CODE = '31' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50237' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50240' AND A.FUND_CODE = '31' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50240' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50258' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50277' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50362' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50566' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52103' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52189' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52206' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52254' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52306' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52445' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52491' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52492' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52677' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52679' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52697' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52714' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52844' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52859' THEN 'Yes'
WHEN A.PROGRAM_CODE = '53051' THEN 'Yes'
WHEN A.PROGRAM_CODE = '53126' THEN 'Yes'
WHEN A.PROGRAM_CODE = '53235' THEN 'Yes'
WHEN A.PROGRAM_CODE = '53254' THEN 'Yes'
WHEN A.PROGRAM_CODE = '53269' AND A.FUND_CODE = '20' THEN 'Yes'
WHEN A.PROGRAM_CODE = '54401' THEN 'Yes'
WHEN A.PROGRAM_CODE = '54467' THEN 'Yes'
WHEN A.PROGRAM_CODE = '54474' THEN 'Yes'
WHEN A.PROGRAM_CODE = '59575' THEN 'Yes'
WHEN A.PROGRAM_CODE = '60001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '60002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '60131' THEN 'Yes'
WHEN A.PROGRAM_CODE = '64401' THEN 'Yes'
WHEN A.PROGRAM_CODE = '64458' THEN 'Yes'
WHEN A.PROGRAM_CODE = '64611' THEN 'Yes'
WHEN A.PROGRAM_CODE = '64613' THEN 'Yes'
WHEN A.PROGRAM_CODE = '70001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '70002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '70145' THEN 'Yes'
WHEN A.PROGRAM_CODE = '74401' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80052' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80053' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80054' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80055' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80056' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80057' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80058' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80059' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80060' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80061' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80062' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80063' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80064' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80065' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80066' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80067' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80069' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80070' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80079' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80080' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80081' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80082' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80083' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80084' THEN 'Yes'
WHEN A.PROGRAM_CODE = '81501' THEN 'Yes'
WHEN A.PROGRAM_CODE = '82102' THEN 'Yes'
WHEN A.PROGRAM_CODE = '82103' THEN 'Yes'
WHEN A.PROGRAM_CODE = '82104' THEN 'Yes'
WHEN A.PROGRAM_CODE = '82105' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84452' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84453' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84456' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84457' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84458' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84460' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84461' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84462' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84471' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84473' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84476' THEN 'Yes'
ELSE 'No' END) = 'Yes'

   

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