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Tips for Viewing Financial Data in IRIS. For Cost Centers: Activity Enter KSB1 on the command line and press enter.

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Presentation on theme: "Tips for Viewing Financial Data in IRIS. For Cost Centers: Activity Enter KSB1 on the command line and press enter."— Presentation transcript:

1 Tips for Viewing Financial Data in IRIS

2 For Cost Centers: Activity Enter KSB1 on the command line and press enter.

3 For Cost Centers: Activity Viewing Costs/Balances: KSB1 Display Line Item Detail Enter the Cost Center and Posting Period Hit the execute button.

4 For Cost Centers: Activity These are the actual line items that posted to your cost center. To see the actual Document, Double - click on a Line Item. In this example, I clicked on the First Line Item (431100).

5 For Cost Centers: Activity This will give you the actual element, document number, posting date, etc. The hat icon will tell you what user posted the document. Hit the green arrow key to back out

6 For Cost Centers: Budgets Enter Y_DEV_ on the command line. Press Enter.

7 For Cost Centers: Budgets Viewing Budgets for Cost Centers: Y_DEV_ Then enter your Fund, and hit the execute button. You will usually enter one fund at a time.

8 For Cost Centers: Budgets For more detail, click on the Fund Line (the Blue Line)…

9 For Cost Centers: Budgets Hit the green button to back out.

10 FOR WBS ELEMENTS: Activity Viewing Activity for WBS Elements S_ALR_ Type into the command field….and hit the green check

11 FOR WBS ELEMENTS: Activity Select from the matchbox list Hit the green check in the Enter profile box….

12 FOR WBS ELEMENTS: Activity Enter the appropriate WBS Element, along with Fiscal Year and Period, and hit the execute button. Also, enter in Cost Element Group, PS_PLN_ACT.

13 FOR WBS ELEMENTS:Activity For additional detail, click on a particular Cost Element.

14 FOR WBS ELEMENTS: Activity Next, click on the first Project Line Item selection. Project actual cost line items.

15 FOR WBS ELEMENTS: Activity Then select enter (green check)…

16 FOR WBS ELEMENTS: Activity To go to the source document for the line item, double click on a particular line.

17 FOR WBS ELEMENTS: Activity Click on the green arrow to back out.

18 FOR WBS ELEMENTS: Budgets Checking Budgets and Budget Variances on WBS Elements: When you look for a WBS Element in Funds Management, the WBS Element is a fund with the exact same number. Y_DEV_ Enter on the command line, and hit the green check Enter the appropriate Fund you want to look at, and hit the Execute Button.

19 FOR WBS ELEMENTS: Budgets For more detail, double click on the blue line that the fund is on.

20 FOR WBS ELEMENTS: Budgets Use the green arrow to back out.

21 Tips for Viewing Financial Data in IRIS THE END!


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