Search Tags: yearend, umsaccouting , deficits
JIRA Reference:
DM-75
-
YE - Deficits - Cost Sharing - Liz
Parked
Report Purpose
This report provides PTD revenue budget, revenue balance, BOY fund equity, PTD revenue, PTD expense, and Deficits by grants or contracts projects
Report Location
MyCampus > MaineStreet > Enterprise Applications > Financials > Main Menu > Reporting Tools > Query > Query Manager or Query Viewer
Report Name
- UMS_DTS_YE_DEFICITS_COST_SHARE (For PROJECT_(BALANCE)_DEFICIT > 0)
- UMS_DTS_YE_DEFICITS_COSTSHARE2 (For PROJECT_(BALANCE)_DEFICIT <> 0)
Report Type
Query
Prompts Required
For information on field values to enter, click the name of the prompt.
- Fiscal Year
- Accounting Period
- Business Unit (Leave it blank if you want to see data from all business unit)
Data Fields Generated
| FISCAL_YEAR | ACCOUNTING_PERIOD | BUSINESS_UNIT | PROJ_GRANT_NBR | DEPT | PROJECT | PROJ_DESCR | PROJ_STATUS | FUND | PROGRAM | PROJ_MANAGER | PROJ_START_DT | PROJ_END_DT | PROJ_MINSRC | PTD_REV_BUDGET | PTD_REVENUE | REV_(OVER)_UNDER_BUDGET | PTD_EXP_BUDGET | PTD_EXPENSE | EXP_OVER_(UNDER)_BUDGET | NET_BUDGET | CURR_MO_EXP | PROJECT_(BALANCE)_DEFICIT |
|---|
Tables Used
Criteria Used
- SUBSTR (DEPTID, 2, 6) NOT BETWEEN 000010 AND 000099
- FUND_CODE in ('04' , '24')
- UM_PROJ_CATEGORY = 'GRANTS_CONTRACTS'
For UMS_DTS_YE_DEFICITS_COST_SHARE: PROJECT_(BALANCE)_DEFICIT > 0
For UMS_DTS_YE_DEFICITS_COSTSHARE2: PROJECT_(BALANCE)_DEFICIT <> 0
/*-PROJECT_BAL_DEFICIT*/
sum (case when substr(A.ACCOUNT,1,1) in ('4','8') then A.UM_PROJECT_TO_DT else 0 end) -
sum (case when substr(A.ACCOUNT,1,1) in ('5','6','7') then A.UM_PROJECT_TO_DT else 0 end)
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