Monthly Report Distribution
z-table Instructions

Overview

The z-table for monthly report distribution is a roster of all of the individuals who receive reports, along with the name and variant of each specific report type they receive.

Changes to the z-table are made by submission of Microsoft Excel Templates, according to the following instructions.

Each entry in the table contains the following information

Reviewing Existing z-table entries

Use t-code ZFI_DIS to review the existing table entries. The table can be searched by any of the fields listed above.

Additions to the table

If the unique unique combination of RECIPIENT NAME, REPORT, AND VARIANT NAME doesn't exist in the table already, prepare an entry in the z-table upload template. Type the word "ADD" in the first blank column at the end of each row you are adding. Additions must be submitted in separate worksheet from deletions or changes.

Deletions from the table

If you want to delete an entry from the table, prepare an entry in the z-table upload template. Deletions may be submitted along with changes in the same spreadsheet, but must not be combined with additions. If you delete a VARIANT NAME from SAP, you must delete all entries in the table that use that variant.

Changes to the table

RECIPIENT NAME - you must submit separate ADD and DELETE requests to change the recipient name on an existing table row.

REPORT NAME - you must submit separate ADD and DELETE requests to change the name of a report associated with an existing table row.

• SMUR1 = SMUR Operating Statement (for cash-based fund types)
• SMUR2 = SMUR Transaction Listing (for all fund types)
• SMUR3 = SMUR Monthly Budget Changes (for budgeted fund types)
• SMUR4 = SMUR Income Statement (for budgeted fund types)
• SMUR5 = SMUR Balance Sheet (for cash-based fund types)
  
  
• RIO1 = RIO Monthly Budget Changes = for budgeted non-grant internal orders/funded programs
• RIO2 = RIO Monthly Transaction Listing = for all non-grant internal orders/funded programs
• RIO3 = RIO Income & Expense Statement = for budgeted non-grant internal orders/funded programs
• RIO4 = RIO Operating Statement = for non-budgeted, non-grant internal orders/funded programs

VARIANT NAME - you may submit a single request to change the VARIANT NAME of an existing table row. If you remove a variant from SAP, you must CHANGE or DELETE all entries in the z-table that use that variant. It is acceptable, however, to submit separate ADD and DELETE upates if you want to change the VARIANT NAME of an existing row.

RECURRANCE - Currently, the only acceptable value for RECURRANCE is "MONTH"

TITLE FOR UWL LIST - you must submit separate ADD and DELETE entries if you want to change the TITLE FOR UWL LIST for an existing table row.

FUNDS CENTER - you may submit a single request to change the FUNDS CENTER value for an existing table row. It is acceptable, however, to submit separate ADD and DELETE updates if you want to change the FUNDS CENTER for an existing row.