|
|
|
The Budget Threshold Report lists the percentage of the
budget that has been expended. This report is produced when
actual month-to-date charges in the ledger file exceed the
percentage of the budget allocated for each month, as
specified in user-defined thresholds. One of the options when
you produce this report is to activate alerting through an
interface with the ServicePlus Service Desk when the
thresholds have been exceeded.
The report is generated by executing MICF inquiry ACTSVD.
We recommend that you schedule this MICF inquiry weekly in
production reporting so you can use it to adjust the
budget. Figure 6-46 is sample of the report.
INTENDED USE:
One of the options when you produce this report is to
activate alerting through an interface with the ServicePlus
Service Desk when the thresholds have been exceeded.
DATA SOURCE (file/timespan):
ACTRCP - Current Ledger File at the MONTHS time span.
DATA ELEMENTS USED:
COSTCTRn - User-Defined Cost Center Codes
INVCCAT - Invoice Category
RCPCHG - Amount Billed
RCPCPC - Billable Computation Code
RCPRAT - Billing Rate
RCPSTAT - Billing Status
HOW TO PRODUCE THE REPORT:
o Enter the CA MICS Workstation Facility (MWF).
o Choose option 2, CA MICS Information Center Facility
(MICF).
o Choose option 2, Database Inquiries.
o Select ACTSVD, whose Catalog Group is FINANCE.
o Select options for Budget Threshold Report
+------------------------------------------------------------------------------------------------+ | | |----------------------- Budget Threshold Report ---------------------------------------- | | Command ===> | | | | Threshold Alerting ===> YES (YES/NO) | | | | Report format name ===> COSTCTR (COSTCTR/COMPCODE) | | | | Cost center level of line items ===> 1 (1 - 3 ) | | | | Generate report when budget amount exceed percent ===> 25_ (0-999) | | threshold | | | | Budget Table number ===> 01 (00 = Work or 01 = Active) | | | | | | Press ENTER to validate, END to run, or CANCEL to terminate execution. | +------------------------------------------------------------------------------------------------+
Threshold Alerting - YES|NO. Defaults to NO.
If the option is set to YES, the ServicePlus Service Desk
will be alerted when the percent of the budget actually
used exceeds the threshold specified by the Percent
Budget Amount Threshold option.
For more information on using the ServicePlus Service
Desk alert facility, see Section 4.9 of the PIOM.
Report Format - COMPCODE | COSTCTR. Defaults to COMPCODE.
Computation code format prints line items that are
summarized by computation code and rate. Cost center
format prints line items that are summarized at the cost
center level.
Cost Center Level - 1 | 2 | 3. Defaults to 1.
This field defines the cost center level at which line
items will be summarized on the report. Valid values are
1 to 3.
Percent Budget Amount Threshold - 0-999. Defaults to 0.
This field defines the threshold. Use it to specify what
percent of the budget is allocated for each month. The
Budget Threshold Report will be produced when the percent
of the budget actually used exceeds this threshold.
Budget Table - Work | Active. Defaults to Work.
The active budget table contains budgeted amounts for the
last accounting period. The active budget is referred to
as (01).
The work budget table contains all the budgeted amounts in
the active table, plus budgeted amounts for future
accounting periods, such as next month or next fiscal
year. Budgeted amounts are copied from the work table to
the active table by the CLOSETBL batch job when they
become effective. The work budget table is referred to as
(00).
USAGE CONSIDERATIONS
This inquiry provides a user exit that you can use to
perform additional data selection from the CA MICS database.
To invoke this exit, you must first copy the shared inquiry
into your private MICF catalog; then select it for
modification. Finally code SAS statements in the SELECT
macro, bracketed by the %MACRO and %MEND statements.
The default for the SELECT macro is null. This macro is
invoked when the observations are read from the specified
CA MICS files. You can use it to delete observations from
the data as it is selected. For example, in a system
activity study, you could select the cost centers that start
with A. You would then code the following:
%MACRO SELECT;
IF COSTCTR1 =:'A';
%MEND SELECT;
Note that you do not have to code the %MACRO and %MEND
statements; they are already provided for you.
COMPLEX REPORT
CA MICS IS Management Support System
Budget Threshold Report
TO: Security DEVELOPMENT: Security FMT: Computation Code
1034 Wood Oak DR. PAGE NO. - 1
Reston, VA. 21234 BILL DATE - 08/16/07
STATUS: BILL
Budget Used: 25%
CATEGORY RESOURCE / UNITS QUANTITY RATE CHARGES BUDGET % BUDGET EXPENDED
---- -------------------------- ------------- ------------- ----------------- -------------- -----------------------
1100 CENTRAL PROCESSOR(S)
(0023) TCB SECONDS 7687.799 $3.0000 $23,063.40 $50,000 46.13
(0024) SRB SECONDS 491.690 $4.0000 $1,966.76 $7,000 28.10
(0252) STEPS 18744.000 $6.0000 $112,464.00 $150,000 74.98
1200 CHANNELS
(0097) 1000 EXCPS 11624.121 $5.0000 $58,123.79 $75,000 77.50
Figure 6-46. Budget Threshold Report
| Copyright © 2012 CA. All rights reserved. | Tell Technical Publications how we can improve this information |