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Slide notes: At The Management Reports section in the Warehouse, we have a Budget Report Writer that is designed for quick and easy Report Writing of Budget Reports that work hand-in-hand with the GL.

 

 

 

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Slide notes: With access to this Report Writer, we can choose 'Write Budget Reports'.

 

 

 

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Slide notes: The Report Writer is also available in the Budget Module. Let us have a look at that before we continue here.

 

 

 

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Slide notes: Select the Application Menu.

 

 

 

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Slide notes: Select the Budget Module.

 

 

 

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Slide notes: Here the entry is called 'GL Bud ManReps: Define' but it is an entry to the same Budget Report Writer.

 

 

 

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Slide notes: And here we have the Budget Report Writer again. Now that we have seen that, we will back out of this option and continue with the original option that we entered from the Report Warehouse. While we will not show it now, we may note that in fact, the Budget Writer is also available in the System Business Objects, at the Report Writer options.

 

 

 

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Slide notes: The Budget Report Writer works with 4-digit Keys, and to do a new Report we just use a new Key that is not yet in this Report Library. A lookup will reveal the current Keys.

 

 

 

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Slide notes: The fact that nothing comes up after entering this Key means it is a new Key, and a new Report that we are writing. In fact, we want to show a quick example of how easy it is to do a new Report with this Budget Report Writer.

 

 

 

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Slide notes: Of course our Report needs a name to recognize it by, and if we want to use the same name as the Report Heading, then we can just copy and paste it there, but we can also use a different Report Header if we want.

 

 

 

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Slide notes: Footer is optional and in this case we will skip it.

 

 

 

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Slide notes: We need to use one of the available templates, which will determine the layout and format of the Report.

 

 

 

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Slide notes: Breaks are optional, and we can use up to 3 Breaks on 1 Report, from the GL Report Flags. This makes for powerful Management style options for the Report results.

 

 

 

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Slide notes: We choose our scaling, i.e. how to display the numbers.

 

 

 

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Slide notes: And the only remaining requirement is to either use a Data Selector that will select the Accounts to include for this Report, or even better, to list our selection criteria on the fly.

 

 

 

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Slide notes: The 1st line of criteria never includes "and" or "or", but all subsequent lines do. In this case, we just want all Accounts from the IT Services Department, and therefore we can just state the Department as the basis for selection.

 

 

 

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Slide notes: We do not need any more lines of criteria in this case, so we just press ESCAPE.

 

 

 

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Slide notes: After defining the Report for the 1st time, it is a good idea to SAVE it.

 

 

 

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Slide notes: Now we can recall the Report and perform it.

 

 

 

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Slide notes: Well, that was really quick and easy to write a Budget Management Report! In the other tutorials for this Report Writer, we look at some other aspects and the available alternatives to write the Reports we want.

 

 

 

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