The FWRSUMA is a report of budget totals and expenses for a Fund, Organization, Accounts and Program (FOAP). The FWRSUMA is primarily used for specific Organization budget activity but can also report roll-up totals. The report lists Adopted Budget, Current Year Adjustments, Adjusted Budget, Current Period Activity, Year-to-Date Activity, Budget Reservations and Available Balance for each line item account code. The report summary calculates Personnel/Labor, Non-Personnel Expenses and Combined Expense Totals.
|#||Parameter Value||What to Type||Examples|
|01||Fiscal Year||Enter the 2 digit Fiscal Year||20 for Fiscal Year 2020|
|02||Chart of Accounts||Leave as the default of 1||Chart of Accounts is always 1|
|03||Fund Code||Enter the Fund Code||1000 for the General Fund or other...|
|04||Organization Code||Enter the Organization Code|
A40901 for the EWL division at Sylvania
or A409 for a total of all expenses of all departments in the EWL division (accumulative)
|05||Account Code||Recommend leaving this BLANK for all accounts||Leave Blank|
|06||Program Code||Enter the Program Code or leave blank||Leave Blank or enter specific Program Code|
|07||Activity Code||LEAVE BLANK||Leave Blank|
|08||Location Code||LEAVE BLANK||Leave Blank|
Today's Date for the current fiscal year or to run for previous fiscal years.
A shortcut to fill in today's date > On line 9 where the date is highlighted, click on any alpha character key and then the Enter or Return key on your keyboard and the result will auto-fill the current date.
NOTE: If you are running year-end reports, you must change the Period Date to the end date of the fiscal year and also change the Fiscal Year on line 1.
Line 1: 18
Line 9: 30-JUN-2018
When all the Values have been completed, click on the 'Save Parameter Save as' in the lower 'Submission Section' to save this set and then click on the 'Save' button. If you don't need to save the Values, click on the Submit button in the Submission Section and click on the 'Save' button. Most reports do not need a report name. Contact the Training Team if you want to know more about naming your report.
Go to the 'Report Viewer' to view/print your report.
For help with viewing/printing a Banner report from Report Viewer, refer to: Viewing/Printing a Banner Report.
What a FWRSUMA report looks like;