Financial & Human Resources Information Library

Claim on Cash for BU 01 Activities and Projects – 12 Periods Prior Through Current Including Thermidor

• Folder: CLAIM ON CASH
• Description: Claim on Cash – 12 Periods

Description:

• Claim on Cash for prior 12 Periods through Period entered, including Thermidor, for the specified Org
• Includes rollup option for all Orgs reporting to Org entered
• Includes all Funds for given Org ID
• Includes all Activities for given Org ID with attributes Description, Account Executive, and Status
• Includes all Projects for given Org ID with attributes Description, PI, Agency Name, Funding End Date, and Status
• Results in Org, Fund, Activity/Project order

Use:

• Inputs—required fields denoted by an asterisk (*):
  • *OrgID
  • OrgID Rollup (select “Yes” to include all Orgs that rollup to the specified Org)
  • *Period Ending (e.g. 1 = July)
  • *Fiscal Year Ending
  • Include Inactive Activities (Yes/No)
  • Include Inactive Projects (Yes/No)
  • AE or PI (Responsible Person) EMPLID (leave blank to return all AE/PI’s)
  • Activity/Proj (leave blank to return all Activities and Projects)

Security Authorization:

• Access is restricted to users with Management Report Security to the specified Org.
• Reports in the Financial Information Library SECURITY folder generate lists of users security authorization.
• To request access, use the Financial Web Management Reports Security Authorization form. Various levels of access can be requested. To understand how to request the appropriate security, please refer to the Financial Security Overview and Instructions before completing the form.

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