sap navigation for sponsored programs
TRANSCRIPT
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Research Administration Practices (RAP) SessionsSAP Navigation for Sponsored Programs
Presented by:
Emily Goldman – Senior Accounting Officer, Vice President for FinancePeggy Bryan – Manager of Finance and Administration, Dept. Urban Studies and PlanningCarole Trainor – Senior Research Administration Education & Support Specialist
Research Administration Practices (RAP) Sessions - SAP Navigation for Sponsored Programs
April 29, 2020
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Agenda
• Welcome and Introductions• Review data flow KC to SAP• Benefits of SAP at Award Phase• SAP Navigation Demo• Resources
Research Administration Practices (RAP) Sessions - SAP Navigation for Sponsored Programs
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Introductions
Emily Goldman – Senior Accounting Officer, Vice President for Finance
Peggy Bryan – Manager of Finance and Administration, Dept. Urban Studies and Planning
5
Research Administration Practices (RAP) Sessions 4.7.2020
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KC is the system of record for Sponsored Programs at MIT. It integrates data created and stored in KC, such as DLC Unit Administrators, Business rules and Routing Maps, Sponsors, Organizations (Subaward organization), and Address Book entries (Non-MIT Personnel) with information from the MIT Data Warehouse, such as Human Resources appointment data. KC also pulls data from CITI Program training records, including financial COI, Human Subjects, RCR, etc.
Kuali Coeus Data Flow
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KC Data FlowM
IT D
ata
War
ehou
se
Kuali Coeus Central Data MyCOI
Scope of WorkBudgetProposal submittal letter/Letter of IntentCompliance status (as needed)
Kuali Coeus Modules
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RAS creates the KC award in Hold status. This temporary status gives time to complete pre-award requirements and discuss special terms and conditions with the PI. The Notice of Agreement (NOA) is provided to the DLC (AO/FO).
Award
Funding Institute Proposal #
HOLD
An Award remains in Hold status until compliance requirements are met. This includes:Conflict of Interest (COI) disclosure Is complete and reviewedCOI Training is complete (not expired)Animal UseHuman Subjects
KC Award Data Flow to SAP
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When the KC Award is in Active or Pending status, information feeds to SAP (MIT’s financial system of record) through an afternoon daily feed. KC feeds award data to MIT’s Data Warehouse in an overnight feed.
KC to SAP Data Flow
Award
Time & Money
Effective Date
Obligated Distributable Amount
Obligated End Date
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KC Award SAP
WBS Element Account ID
Lead Unit Profit Center
PI/PD Supervisor
Unit Administrator: ADMINISTRATIVE OFFICER or OTHER _INDIVIDUAL_TO_NOTIFY
Addressee**limit to one addressee; receives SAP 001s
Unrecovered F&A Rate Costing Sheet
On/Off Campus OH Adjustments
Award ID Award Number
Sponsor ID Sponsor code
Prime Sponsor code Primary Sponsor
Sponsor Award Number Contract number
Award Type Agreement Type
Effective Date WBS Begin Date
Obligated Distributable Amount Authorized Total
Obligated End Date WBS expiration date
KC Award - SAP Data Map
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USING SAP DURING THE LIFE OF AN AWARD
Research Administration Practices (RAP) Sessions - SAP Navigation for Sponsored Programs
• USEFUL TOOL WITH NAVIGATING THROUGH THE LIFE OF AN AWARD After the award has been activated in KC, you are able to review activity on a daily basis, run reports, track payments, find and resolve posting errors, etc.
• ABILITY TO RECONCILE ACCOUNTS AND DISPUTE AND/OR CORRECT ERRORS QUICKLY
SAP provides you with the ability to drill down on transactions to get more detail about a particular posting. If you are able to review your accounts frequently, then the FRC process becomes less burdensome as you may be able to resolve issues before you officially reconcile your accounts.
• RUNNING REPORTS Being able to run certain reports is essential in managing your award (this will be reviewed next). It is also helpful to Sponsored Accounting if the DLCs are being pro-active, as we (DLCs) can be less of a liability and more of a team player during the post-award period.
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USING SAP DURING THE LIFE OF AN AWARD
Research Administration Practices (RAP) Sessions - SAP Navigation for Sponsored Programs
• BETTER COMMUNICATION WITH SPONSORED ACCOUNTING AND RASSAP is an excellent tool for DLCs because it provides us with the knowledge we need regarding the activity of an award; thus keeping the lines of communication open between the DLC and Sponsored Accounting and RAS regarding an issue that may arise – i.e. billing issues, incorrect set-up of the costing sheet, correction to an obligated amount/authorized totals, etc. All of these issues can have an impact on managing the award. But SAP allows us to address issues as they happen rather than during closeout.
By understanding and using SAP on a daily basis, we can successfully manage an award from cradle to grave.
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SAP Demo – Favorites menu• How to establish a Favorites menu
• Log on to SAP• Right click “Favorites”• “Insert Transaction” allows you to
type “Transaction” (described in the following slides) and saves direct link under “Favorites”
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SAP Demo – Favorites• Common menu items include:• ZSTM – Summary Statement• CJ03 – Display Work Breakdown Structure• FB03 - Display Document• ZDTR – Detail Transaction Report• FBL5N – Customer Line Items• VA43 – Display Sales Contract
The above information may also be accessed via the Summary Statement, and clicking on certain fields
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ZSTM – Summary Statement Search
12
3
1 = Enter Cost Object, will pull up
all accounts if there is a multi
account structure award
2 = WBS Element means
sponsored account beginning
with “6” or “2”, enter Cost Object
will pull up information on this
single account
3 = Report Type, when marked
“Individual”, pulls information for
the single account. When
marked “Project”, pulls
information for all accounts
within a multi account structure
Click Execute ( ) and Summary
Statement appearsResearch Administration Practices (RAP) Sessions - SAP Navigation for Sponsored Programs
Summary statement –
see aggregate charges
by g/l, total expenses,
and total revenues
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ZSTM – Summary StatementFrom Summary Statement, navigating to other important information is possible:1 = Detail Transaction Report2 = Authorized Total, Displays information about distributed and distributable amounts in a multi account structure
1
2
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ZSTM – Summary Statement (con’t)From Summary Statement, navigating to other important information is possible:3 = Sponsored Billings. Display screen with sponsored billing information
3
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CJ03 – Display Work Breakdown Structure (single account)
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Research Administration Practices (RAP) Sessions - SAP Navigation for Sponsored Programs
CJ03 – Display Work Breakdown Structure (Parent / Child)
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Display Cost Object
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FB03 - Display Document
Research Administration Practices (RAP) Sessions - SAP Navigation for Sponsored Programs
FB03 – to retrieve an invoice copy
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ZDTR – Detail Transaction Report
Research Administration Practices (RAP) Sessions - SAP Navigation for Sponsored Programs
ZDTR – to see a breakdown of individual charges by g/l
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Research Administration Practices (RAP) Sessions - SAP Navigation for Sponsored Programs
FBL5N – Customer Line Items SearchCustomer number info –to see if an invoice has been paid or cancelled
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Research Administration Practices (RAP) Sessions - SAP Navigation for Sponsored Programs
FBL5N – Customer Line Items
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Research Administration Practices (RAP) Sessions - SAP Navigation for Sponsored Programs
VA43 – Display Sales Contract Search
Sales contract – to ensure the billing schedule is accurate and up to date
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Research Administration Practices (RAP) Sessions - SAP Navigation for Sponsored Programs
VA43 – Display Sales Contract
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ResourcesContact information (VPF)
For all billing issues email: [email protected] WBS Closeouts email: [email protected] all under recovery email: [email protected]
Sponsored Accounting Directory: https://vpf.mit.edu/staff/134
VPF Online Training https://vpf.mit.edu/calendar/training
Research Administration Practices (RAP) Events: https://ras.mit.edu/research-administration-practices-rap
[email protected] (Research Administration Support team)