SEM and BudgetPreparation

David ReifschneiderSr. Consultant, SAP SI America

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 2

Agenda: SAP‘s Higher Education Budgeting Solution

Position Budgeting

BW Structure and Content

111

333

222

Introduction: Budget Requirements

SEM-BPS

444

Conclusion555

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 3

Budget Requirements

Budget Preparation

l estimates by departments, budget directors

l consolidation and dept. hearings

l executive approval

l submission of budget to legislative body

Legislative Enactment

l Budget committee consideration

l Hearings, considerations, recommendations

l Adoption of budget by passage of appropriation

Budget Execution

l Administration of revenues, personnel, purchasing ...

l Accounting

Reporting andPostaudit

l Interim and year-end financial and statistical reporting

l Audits, reviews, proposals

Budget Preparation

l Estimates by departments, budget directors

l Consolidation of dept. budgets

l Budget Review

l Budget Submission

Other Requirements

l Controlled access to budget data

l User-friendly interfaces (includingweb enabled)

l Planning and what-if scenarios

l Position Budget preparation

l SAP SEM

Budget Execution

l Administration of revenues, personnel, purchasing ...

l Accounting

Reporting andPostaudit

l Interim and year-end financial and statistical reporting

l Audits, reviews, proposals SAP R/3

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 4

BW Technical Architecture

Business InformationWarehouse Server

AdministratorWorkbench

BAPIBAPI

3rd Party OLAPclient

3rd Party OLAPclient

OLAP ProcessorOLAP Processor

Staging EngineStaging Engine

InfoCubesInfoCubesMetadata

RepositoryMetadata

Repository

ODSODS

client

Business Explorer

BAPIBAPI

RFCRFC

WebBrowser

http

APIAPI

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 5

EA-PS Related Extractors and Retractors

n Extractors to pull data from R/3

FM Master Data: Fund, Funds Center, Functional Area,Commitment Item, etc.

HR Master Data: Organizational Unit, Position, etc.

CO Master Data: Cost Center, Order, Project

FM Transaction Data: FM Budget, Commitment, Actuals

Special Ledger Transaction Data: Actuals, etc.

n Retractors to post data back to R/3

FM Budget

PBC Budget

CO/PS Planning

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 6

Predefined InfoCube Data Model

BW Business Content

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 7

Predefined InfoCube Data Model- Add’l Details

BW Business Content

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 8

What Comprises SAP SEM?

CorporatePerformance

Monitor(CPM)

Business Planning & Simulation

(BPS)

BusinessInformation Collection

(BIC)

StakeholderRelationshipManagement

(SRM)

SAP SEM

BW

BusinessConsolidation

(BCS)

n A suite of analytical applicationscomprise SEM

n Applications are robust and easyto customize

n Applications integrate with BWand thus SAP R/3

n BPS application can be easilycustomized for use in Higher Edbudget preparation

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 9

Business Information Warehouse

SEM-BPS

SAP SEM

SEM-BPS Technical Structure

SAP R/3

EA-PS FM

COHR

Other Transaction

Systems

Extract data from thesource system into aSAP BW InfoCube

Retract data from SAP BWinto your source system

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 10

n Refers to BW InfoCubes for characteristics and keyfigures

n Includes comparative and other relevant data as needed

n Allows manual planning, calculated formulas andinterfaces to Microsoft Excel

n User defined filter and selection variables

n Define planning levels, layouts and profiles

n Status Monitor

SEM-BPS Features

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 11

SEM-BPS Features – Sample Layout

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 12

n PBC is the abbreviation for the SAP PositionBudgeting and Control module housed within the HRsuite of applications

n Offers solution that integrates the Human Resourceand Financial aspects of Personnel activities

n Allows the user to view a breakdown of the FundsManagement totals by position

n Functions as a sub-ledger to Funds Management

n Allows the user to view salary and benefit totals byFunds Center (Department)

What is Position Budgeting and Control?

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 13

n Integrates budget for Funds Management and PBC

n Brings together the budget required to finance human

resources with the management of human resources

n Applies FM processes for monetary budget to PBC

n Optimizes the assignment of employees and positions to

funds by making commitments and actuals visible

Position Budgeting and Control Benefits

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 14

n Allows multiple employees to be assigned to and financedvia a single position

n Creates an encumbrance in Funds Management and PBCwhen a position is financed

n Multiple sources can be used to fund a single position

n Checks that all persons are financed before payroll isprocessed

n Reduces commitment at each Payroll posting

n Provides the option to perform an availability control forboth FTE and dollars within customizable toleranceprofiles.

Key Functionality of Position Budgeting and Control

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 15

Budget (FM acc. Assignment)

HR Funds Management

Position Pre-commitment

Person

Payroll simulation

Commitment

Generate pre-commitments forpositions

Payroll Run Actual

Generate Commitments foremployees

Position Budgeting and Control - Commitments

The actual payroll postingreduces the commitments for

employees

Budget isReserved for each position/person

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 16

Any Questions?

Conclusion

„ SAP SI 2003, SEM & Budget Prep, David Reifschneider Page 17

Copyright 2003 SAP Systems Integration AG. All rights reserved

n No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission ofSAP Systems Integration AG. The information contained herein may be changed without prior notice.

n Some software products marketed by SAP Systems Integration AG and its distributors contain proprietary softwarecomponents of other software vendors.

n Microsoft®, WINDOWS®, NT®, EXCEL®, Word®, PowerPoint® and SQL Server® are registered trademarks ofMicrosoft Corporation.

n IBM®, DB2®, DB2 Universal Database, OS/2®, Parallel Sysplex®, MVS/ESA, AIX®, S/390®, AS/400®, OS/390®, OS/400®,iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere®, Netfinity®, Tivoli®, Informix and Informix®Dynamic ServerTM are trademarks of IBM Corporation in USA and/or other countries.

n ORACLE® is a registered trademark of ORACLE Corporation.

n UNIX®, X/Open®, OSF/1®, and Motif® are registered trademarks of the Open Group.

n Citrix®, the Citrix logo, ICA®, Program Neighborhood®, MetaFrame®, WinFrame®, VideoFrame®, MultiWin® and otherCitrix product names referenced herein are trademarks of Citrix Systems, Inc.

n HTML, DHTML, XML, XHTML are trademarks or registered trademarks of W3C®, World Wide Web Consortium,Massachusetts Institute of Technology.

n JAVA® is a registered trademark of Sun Microsystems, Inc.

n JAVASCRIPT® is a registered trademark of Sun Microsystems, Inc., used under license for technology invented andimplemented by Netscape.

n MarketSet and Enterprise Buyer are jointly owned trademarks of SAP AG and Commerce One.

n SAP, R/3, mySAP, mySAP.com, xApps, xApp and other SAP products and services mentioned herein as well as theirrespective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over theworld.

n REA and advertizeX are trademarks of SAP Systems Integration AG in Germany and in several other countries all over theworld.

n All other product and service names mentioned are trademarks of their respective companies.