1. NIH/LOC 51 QUARTERLY REPORT

2. Sign onto IRIS, and enter transaction CNS41.

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4. Enter “0000000000001” into the PS Info Profile field.

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6. Select: Goto -  Variant  Get Variant

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8. Enter “Aldena1” into the Variant field. Press Execute

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10. 1 selection criteria is selected. This variant should pull all Projects and WBS Elements with a Letter of Credit Code of 51.

11. NIH/LOC 51 QUARTERLY REPORT

12. Once you execute, the report will bring up all Projects and associated WBS Elements with a LOC of 51.

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14. To make this report look better, I usually just pull the WBSE’s only. To see just the WBS Elements, click on: View  Select Object Types  And then deselect the Project Definition Button.

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16. Green arrow through the Hierarchy Level message. No entry is needed.

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19. To add a field, click on the “Choose Fields” Button

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21. You will then view all fields for possible selection. For this report, I usually add the letter of credit field.

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24. You then download as an unconverted text file. Then convert to an Excel file. Then save as an Excel Spreadsheet.

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27. Now, run a Schedule G to display the financial info. Use transaction ZSCG, then enter the period desired.

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29. Once the Schedule G finishes, you will need to save it as an unconverted text file for use in Monarch.

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32. Now go to Monarch, and open up the saved Schedule G text file.

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34. You will need to put this in a manageable form in order to download the expenses to Excel. Open the Schedule G model located at I:Depts/CR/Common/Bill/R3SchG

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36. Now click on: Window  Table

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38. You will not need the first column that comes up (Function), but everything else should be used.

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40. Click on: File  Export Table And take to Excel

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43. You now have 2 Excel Spreadsheets (The Master Data and the Schedule G) that can be joined by using access. The end result will look like this…

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45. THE END!!!