Search Tags: yearend, umsaccouting, deficits
JIRA Reference:
DM-76
-
YE - Deficits - SFA PROJECTS - Liz
Closed
Report Purpose
This report provides PTD revenue budget, revenue balance, BOY fund equity, PTD revenue, PTD expense, and deficits by program for SFA grants.
Report Location
MyCampus > MaineStreet > Enterprise Applications > Financials > Main Menu > Reporting Tools > Query > Query Manager or Query Viewer
Report Name
UMS_DTS_YE_DEFICITS_SFA_PROJ
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 blank to see data from all business units)
Data Fields Generated
| BUSINESS_UNIT | FISCAL_YEAR | ACCOUNTING_PERIOD | PROJ_GRANT_NBR | PROJECT | PROJ_DESCR | DEPTID_CF | FUND | PROGRAM | OPER_UNIT | PROJ_MANAGER | PROJ_START_DT | PROJ_END_DT | PROJ_MINSRC | PROJ_LOC_SRCE | PTD_REV_BUDGET | PTD_REVENUE | REV_(OVER)_UNDER_BUDGET | PTD_EXP_BUDGET | PTD_EXPENSE | EXP_OVER_(UNDER)_BUDGET | NET_BUDGET | CURR_MO_EXP | PROJECT_(BAL)_DEFICIT |
|---|
Tables Used
Criteria Used
- UM_PROJ_CATEGORY = SFA_GRANTS
- FUND_CODE = 20
- PROJECT_BAL_DEFICIT > $0
- substr (A.DEPTID,2,6) NOT between 000010 AND 000099 ----excluding audit departments
/*+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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