Finance AFQ -- SMPH Maintenance and Utilities

https://dataviz.med.wisc.edu/sense/app/03b59d2f-68d4-4b78-a5fc-281140f59fd8/overview

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Finance AFQ

Brief Description

This app provides FP&M Division 71 expenses and sales credits for allocating maintenance and utility expenses per square feet.

Data Classification

Internal

Developer

Melissa Chan

Primary Audience

SMPH Fiscal Affairs Accountant. This app is open to employees in 530230.

Data Sources

FINANCE_QVDs_WISDM/PERIOD_SUMMARY_STAR_FACT.QVD
FINANCE_QVDs_WISDM/ACCOUNT_DIMENSION.QVD
FINANCE_QVDs_WISDM/DEPARTMENT_DIMENSION.QVD
FINANCE_QVDs_WISDM/FUND_DIMENSION
FINANCE_QVDs_WISDM/ACCOUNTING_PERIOD_DIMENSION.QVD
FINANCE_QVDs_WISDM/PROGRAM_DIMENSION.QVD
FINANCE_QVDs_WISDM/PROJECTS_DIMENSION.QVD

Integrated Financial: Source of Funds.xls

Data Load Schedule

Annually on October 1st

Definitions

Omitted Projects: Project IDs 1330001, 1440001, 144A000, 1350001, 1610001, 1350001, 2330001 are flagged as 'Omitted'
Account Sum: Accounts are categorized as follows: Accounts 25* = 1a. Utilities, 24* = 2. mtc, 570* = 3. debt P&I, 906* = 1b. Utilities Sales Cr, 9050 = 4a. Internal sales credits, 9051 = 4b. Ext sales credits, 1* = 5.
Debt Interest: Expenses for account 5706
Program Sum: Identifies program 4

Division Groupings:
1. Schools (07,12,17,19,27,34,37,40,42,48,49,52,53,54,55,56,57,63,87,88,93)
2. Overhead (01,02,03,04,05,06,71,77)
3. All other (10,45,50,51,80,85,86,92,96,98)

See WISER Glossary

Plans for Future Development


Additional Notes

This app excludes:
- Funds 128 and 236
- Period 0

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