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Service Provider Super User Training

Service Provider Super User Training. Welcome and Ground Rules. Have fun and enjoy the opportunities we have to contribute to SBBC’s future success! Please turn off or silence cell phones and pagers Please do not read or send email messages during class time

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Service Provider Super User Training

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  1. Service ProviderSuper User Training

  2. Welcome and Ground Rules • Have fun and enjoy the opportunities we have to contribute to SBBC’s future success! • Please turn off or silence cell phones and pagers • Please do not read or send email messages during class time • Respect those speaking and asking questions by keeping side discussions to a minimum • Please do not interrupt the person speaking • We will start, break, and end on time • All unanswered questions will be placed in the “Parking Lot” and answers will be distributed later

  3. Logistics Before we get started ...

  4. Classroom Materials Exercises BRITE (Let Me) Concepts (Tell Me) Demonstrations (Show Me)

  5. At the end of this course, you should be able to: Enter and display Manual Allocation Enter and display Direct Activity Allocation Upload allocation spreadsheets Display and drill down on CO documents Display Activity Type Report Course Objectives

  6. SAP Basic Navigation and Fundamentals:Getting Into SAP

  7. BRITE What is BRITE? Broward Innovative Tool for Education, will streamline Broward’s business systems It provides staff with access and real-time data in the latest version of the SAP software. BRITE brings one business system to Broward Schools. BRITE is a project of the Enterprise Resource Planning Department, ERP.

  8. SAP BRITE Website • For end users, SAP will now be accessed through the web. • On Windows-based computers, you will access SAP in Internet Explorer. • There will be a button to access SAP on the ERP Department web page: www.broward.k12.fl.us/erp Click this button to Access the BRITE Portal

  9. Logging Into the BRITE Portal • User Login ID • Entry format = P00012345 • 8 digits starting with the letter p • Personnel Number 12345 • If personnel number is less than • 8 characters, then add leading zero(s) • Password (first time users only) • Entry format= JA021956 • MM = first 2 letters of birth month (JA) • DD = 2-digit birth day (02) • YYYY = 4-digit year of birth (1956)

  10. Initial Password Selection You will click here to change your password

  11. Portal Assistance If you have trouble logging into the Portal, select “Get Support”. Select “Get Support” to Request a New Password

  12. BRITE Portal Screen Single sign on access to systems you need to do your work, including SAP (that means one password!) Tabs in the Portal screen will be customized based on the user’s role All users will have access to the Home and Employee Self Service (ESS) tabs

  13. SAP Access via the BRITE Portal You will select this tab

  14. Icons to remember

  15. Business Areas

  16. Business Area & Hierarchy

  17. Business Areas - Schools

  18. CO Master Data

  19. Cost Center Structure

  20. Internal Order Structure

  21. Activity Types Structure

  22. Secondary Cost Element Structure

  23. Secondary Cost Elements – Svc. Providers

  24. Manual Allocations

  25. KB15N – Enter Manual Allocations • Perform this procedure for either (a) Inter-Departmental Billing (one Sender to one Receiver).

  26. KB16N – Display Manual Allocations • Perform this procedure when you want to view a Manual Cost allocation document that was posted in CO using the transaction KB15N.

  27. Demonstration Scenario: Enter Manual Allocation Transaction Code: KB15N Cost Element: Printing Service Amount: $35.00 (Business Cards #5) Sending CC: Printing Svcs. Fund: 7910 Func Area: 7760000000000000 Rec Cost Center: Elementary School (write it down) Fund: 1000 Functional Area: 7301000000000000 Exercise: Workstation 1: Elm CCtr________________ Doc #____________________ Workstation 2: Elm CCtr________________ Doc #____________________ Workstation 3: Elm CCtr________________ Doc #____________________ Workstation 4: Elm CCtr________________ Doc #____________________ Workstation _: Elm CCtr________________ Doc #____________________ Doc #______________

  28. KB17N – Reverse Manual Allocations • Use this procedure to reverse a manual cost allocation (posted using transaction KB15N), for example, if that posting was done in error.

  29. Demonstration Scenario: Reverse a Manual Allocation Transaction Code: KB17N Document: From Previous Exercise Exercise: Reverse document number created in earlier exercise.

  30. Direct Activity Allocations

  31. KB21N – Enter Direct Activity Allocations • Perform this transaction to post costs to Receivers (other Cost Centers or WBS elements) broken down by activity types and their implied standard cost/rate.

  32. KB23N – Display Direct Activity Allocations • Perform this procedure when you want to view a Direct Activity allocation document that was posted in CO using the transaction KB21N.

  33. Demonstration Scenario: Enter Direct Activity Allocation Transaction Code: KB21N Quantity: 10 Sending CC: BECON Activity Type: BZ0005 Fund: 1020 Func Area: 6200000000000000 Rec Cost Center: Elementary School (write it down) Fund: 1000 Functional Area: 6301000000000000 Exercise: Workstation 1: BZ0001 - CCtr________________ Doc #____________________ Workstation 2: BZ0002 - CCtr________________ Doc #____________________ Workstation 3: BZ0003 - CCtr________________ Doc #____________________ Workstation 4: BZ0004 - CCtr________________ Doc #____________________ Workstation _: BZ000_ - CCtr________________ Doc #____________________ Doc #______________

  34. KB24N – Reverse Direct Activity Allocations • Perform this procedure when you have erroneously posted an activity allocation using transaction code KB21N. This transaction will allow you to reverse that posting.

  35. Demonstration Scenario: Reverse Direct Activity Allocation Transaction Code: KB21N Document: From Previous Exercise Exercise: Reverse document number created in earlier exercise.

  36. Activity Type Report

  37. KSBT – AT Price Report • Generate this report to obtain a report on “activity prices” or “standard costs” pertaining to selected Cost Center(s) and “rate” activity types.

  38. KSBT – AT Price Report

  39. Demonstration Scenario: Activity Type Price Report Transaction Code: KSBT Activity Types: BA0001 to BZ9999 Version: 0 Fiscal Year: 2008 Periods: 1 to 12 Exercise: Execute the Activity Type Price Report

  40. Activity Type Group

  41. KLH3 – Display Activity Type Group • Perform this procedure when the individual Activity Types comprising a specific group(s) are to be analyzed.

  42. Demonstration Scenario: Display Activity Type Group Transaction Code: KLH3 Group: BECON Activity Type: BB0011 Allocation Cost elem: _________________ Exercise: Display Activity Type Group and Drill Down: BC0006 – Allocation Cost elem _________________ BA0017 – Allocation Cost elem _________________ BD0036 – Allocation Cost elem _________________

  43. File Upload

  44. ZCCC_Cost_Activity – Manual Allocation • Use this procedure to execute a Manual cost allocation or a Manual activity allocation using an Excel spreadsheet for upload.

  45. ZCCC_Cost_Activity – Manual Allocation Error Handling Error Free Posted Doc

  46. Demonstration Scenario: File Upload Transaction Code: ZCCC_COST_ALLOCATION Description: Diana’s File Upload Exercise: • Upload the file in test mode • Correct file • Upload the file in test mode • Upload the file in production mode • Document #_______________

  47. Cost Center Report

  48. KSB1 Cost Centers: Actual Line Items • Perform this procedure when you wish to report on costs and revenues by cost center(s), a range of cost centers, or a cost center group together with cost element(s), a range of cost elements, or a cost element group.

  49. KSB1 Cost Centers: Actual Line Items

  50. Demonstration Scenario: Cost Center Line Items Transaction Code: KSB1 Cost Center: 1 to 9999999999 Cost Element: 99102001 (Printing Svcs.) Posting Date: 11/1/07 to 11/30/07 Exercise: Execute report for the following cost elements: • 99102001 • 99501001 • 99106001

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