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IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services1
CERN – European Organization for Nuclear Research
AIS Management Decision Support1CET – An Overview 1
CERN – European Organization for Nuclear Research
Administrative Information ServicesAIS Stakeholders Meeting – March 2006 1
CERN – European Organization for Nuclear Research
Administrative Information ServicesCET – An Overview 1
IT-AIS-MDS
CETCET CERN Expenditure Tracking CERN Expenditure Tracking
Introduction to CET and basic financial concepts
June 2007IT-AIS-MDS
Introduction to CET and basic financial concepts
June 2007IT-AIS-MDS
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services2
CERN – European Organization for Nuclear Research
AIS Management Decision Support2CET – An Overview 2
What do you learn today…?What do you learn today…? After the presentation, you should be able ...
to know what is CET and how to access it to understand the purpose of the main CET reports to distinguish between payments, commitments,
provisions etc. to get a better idea about financial transactions to use advanced features like virtual units and ranges to discover the flexibility of CET Information Centre to schedule reports for automatic execution
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services3
CERN – European Organization for Nuclear Research
AIS Management Decision Support3CET – An Overview 3
AgendaAgenda
1 CET Overview
2 Basic Terminology
3 Financial Concepts
5 Advanced Features
6 CET Information Centre
4 CERN Specialities
7 Report Scheduling (Pushing Data)
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services4
CERN – European Organization for Nuclear Research
AIS Management Decision Support4CET – An Overview 4
AgendaAgenda
1 CET Overview
2 Basic Terminology
3 Financial Concepts
5 Advanced Features
6 CET Information Centre
4 CERN Specialities
7 Report Scheduling (Pushing Data)
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services5
CERN – European Organization for Nuclear Research
AIS Management Decision Support5CET – An Overview 5
Where to find CETWhere to find CET Inside CERN use the following URL
cet
From outside CERN https://cet.cern.ch/
Officially supported browser Internet Explorer (CERN Nice version)
And CET normally should work with All major browsers in a recent version
(e.g. IE 6/7, Firefox 2.0, Safari 2, Konqueror 3.5 etc.)
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services6
CERN – European Organization for Nuclear Research
AIS Management Decision Support6CET – An Overview 6
Some Words about CETSome Words about CET Gathers its data from the various financial
applications used at CERN (mainly Qualiac) Access is granted based upon official CERN
roles, EDH signature rights and CFU contract accesses
Data is extracted daily (extractions run during the night)
CET (among other applications like HRT, SMT, IC, CFUtk etc.) is maintained and further extended by the AIS-MDS team:
Per Gunnar Jönsson (SL) Chris Dixon (STAF) Jan Janke (STAF) Piotr Sliwa (FELL)
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services7
CERN – European Organization for Nuclear Research
AIS Management Decision Support7CET – An Overview 7
Main MenuMain Menu
Contracts
Transactions
Summaries
Information Centre
Status of book closing and extractions
User PreferencesStored Reports Virtual Units
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services8
CERN – European Organization for Nuclear Research
AIS Management Decision Support8CET – An Overview 8
User PreferencesUser Preferences
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services9
CERN – European Organization for Nuclear Research
AIS Management Decision Support9CET – An Overview 9
User PreferencesUser Preferences
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services10
CERN – European Organization for Nuclear Research
AIS Management Decision Support10CET – An Overview 10
Column Selector
Default Columns
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services11
CERN – European Organization for Nuclear Research
AIS Management Decision Support11CET – An Overview 11
Ordering Selector
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services12
CERN – European Organization for Nuclear Research
AIS Management Decision Support12CET – An Overview 12
Output format
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services13
CERN – European Organization for Nuclear Research
AIS Management Decision Support13CET – An Overview 13
Drilldown
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services14
CERN – European Organization for Nuclear Research
AIS Management Decision Support14CET – An Overview 14
Custom Query Input
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services15
CERN – European Organization for Nuclear Research
AIS Management Decision Support15CET – An Overview 15
Custom Query Input
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services16
CERN – European Organization for Nuclear Research
AIS Management Decision Support16CET – An Overview 16
Custom Query Input
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services17
CERN – European Organization for Nuclear Research
AIS Management Decision Support17CET – An Overview 17
PDF in CET ReportsPDF in CET Reports PDF output
preserves the layout of the report results representation,
allows browser independent printing and is convenient for sending report results as email
attachment.
Be careful: The output is always generated on an A4 page. I.e. the number of nicely displayable columns is
limited.
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services18
CERN – European Organization for Nuclear Research
AIS Management Decision Support18CET – An Overview 18
AgendaAgenda
1 CET Overview
2 Basic Terminology
3 Financial Concepts
5 Advanced Features
6 CET Information Centre
4 CERN Specialities
7 Report Scheduling (Pushing Data)
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services19
CERN – European Organization for Nuclear Research
AIS Management Decision Support19CET – An Overview 19
Basic TerminologyBasic Terminology
Pay 20% On Order and 80% on Deliv.H/w: CHF 3,000
I would liketo buy some
Hardware
Commitment : 3000Payment to supplier: 600Open Commit. : 2400
Definitions….
Commitment: Amount agreed to pay
Payment on Budget Code: Amount charged to Budget Code
Open Commitment:Commitment – Payment (Budget Code)
Payment to Supplier:Amount paid on invoice
8 / 06
9 / 06
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services20
CERN – European Organization for Nuclear Research
AIS Management Decision Support20CET – An Overview 20
9 / 05
Basic TerminologyBasic Terminology
Pay 20% On Order and 80% on Deliv.H/w: CHF 3,000
Budget:
Definitions….
Commitment: Amount agreed to pay
Payment on Budget Code: Amount charged to Budget Code
Open Commitment:Commitment – Payment(Budget Code)
Provisioned next year:Money from this year’s budget set aside for next year expenses
Payment to Supplier:Amount paid on invoice
Year 2006Commitment : 3000Payment to supplier: 600Provision: Paid on Budget Code:Open Commit. :
14002000
10002006 2007
2,000.00
1,000.00
8 / 05
12 / 06
2000
- 600
Open Commit:Provision:
1000
1400
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services21
CERN – European Organization for Nuclear Research
AIS Management Decision Support21CET – An Overview 21
Basic TerminologyBasic Terminology
Pay 20% On Order and 80% on Deliv.H/w: CHF 3,000
Budget:
Year 2007Commitment : 3000Carry Over: Bill from supplier: Paid from Provision: Paid on Budget Code:
Definitions….
Commitment: Amount agreed to pay
Payment on Budget Code: Amount charged to Budget Code
Open Commitment:Commitment - Payment
Provisioned next year:Money from this year’s budget set aside for next year expenses
Payment to Supplier:Amount paid on invoice
Carry Over:Open Commitments at the end of last year
Paid on Provision:Amount paid on invoices using money provisioned last year
10002400
10001400
2006 2007
2,000.00
1,000.00
8 / 05
12 / 05
01 / 07
9 / 05 Open Commit:Provision:
1000
1400
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services22
CERN – European Organization for Nuclear Research
AIS Management Decision Support22CET – An Overview 22
Annual vs. Annual vs. Pluri-Annual CommitmentPluri-Annual Commitment
Special Offer :Pay 20% On Order and 80% on Deliv.
H/w: CHF 3,000
Annual commitmen
t
2006
2007
The chosen time period must not exceed one (financial) year.
Pluri-annual
commitment
2006 ?
2007 ?
CHF 3000
CHF 2400
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services23
CERN – European Organization for Nuclear Research
AIS Management Decision Support23CET – An Overview 23
Annual vs. Annual vs. Pluri-Annual CommitmentPluri-Annual Commitment
Special Offer :Pay 20% On Order and 80% on Deliv.
H/w: CHF 3,000
Annual commitmen
t
2006
2007
Pluri-Annual ?
Pluri-annual
commitment
2006 ?
2007 ?
CHF 3000
CHF 2400
CHF 5400 ?
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services24
CERN – European Organization for Nuclear Research
AIS Management Decision Support24CET – An Overview 24
Annual vs. Annual vs. Pluri-Annual CommitmentPluri-Annual Commitment
Special Offer :Pay 20% On Order and 80% on Deliv.
H/w: CHF 3,000
Annual commitmen
t
2006 CHF 3000
2007 CHF 2400
Pluri-annual
commitment
2006
2007
Pluri-annual commitment= payment
More than one year is selected.
CET automatically switches to the pluri-
annual
versions of the columns, if
the time period
refers
to a time period not m
atching a single
(financial) year.
CHF 600
CHF 2400
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services25
CERN – European Organization for Nuclear Research
AIS Management Decision Support25CET – An Overview 25
Terminology in a CET ExampleTerminology in a CET Example
Summaries
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services26
CERN – European Organization for Nuclear Research
AIS Management Decision Support26CET – An Overview 26
Terminology in a CET ExampleTerminology in a CET Example
CET Pivot
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services27
CERN – European Organization for Nuclear Research
AIS Management Decision Support27CET – An Overview 27
Terminology in a CET ExampleTerminology in a CET Example
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services28
CERN – European Organization for Nuclear Research
AIS Management Decision Support28CET – An Overview 28
Terminology in a CET ExampleTerminology in a CET Example
PaymentsCommitments
Budget
Paid to Supplier
Open Commit.
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services29
CERN – European Organization for Nuclear Research
AIS Management Decision Support29CET – An Overview 29
AgendaAgenda
1 CET Overview
2 Basic Terminology
3 Financial Concepts
5 Advanced Features
6 CET Information Centre
4 CERN Specialities
7 Report Scheduling (Pushing Data)
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services30
CERN – European Organization for Nuclear Research
AIS Management Decision Support30CET – An Overview 30
Paid on Budget Code vs. Paid to SupplierPaid on Budget Code vs. Paid to Supplier
According to our system we have paid you the full amount of 50K
But we have only received
20K…
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services31
CERN – European Organization for Nuclear Research
AIS Management Decision Support31CET – An Overview 31
Paid on Budget Code vs. Paid to SupplierPaid on Budget Code vs. Paid to Supplier
Paid to Supplier > Paid on Budget Code
Invoice (partially) Paid on Provision
Paid on Budget Code > Paid to Supplier
Money has been provisioned
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services32
CERN – European Organization for Nuclear Research
AIS Management Decision Support32CET – An Overview 32
ProvisioningProvisioning Allocate money now for future expenses Used to balance accounts towards end of year DPOs are the experts on provisioning
Skip provisioning excursus
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services33
CERN – European Organization for Nuclear Research
AIS Management Decision Support33CET – An Overview 33
Provision Columns in CETProvision Columns in CET
Last year
This year
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services34
CERN – European Organization for Nuclear Research
AIS Management Decision Support34CET – An Overview 34
How to explain the difference?How to explain the difference?
Paid on Budget Code > Paid to Supplier
Paid on Budget Code: 257,313
Paid to Supplier: 248,633
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services35
CERN – European Organization for Nuclear Research
AIS Management Decision Support35CET – An Overview 35
How to explain the difference?How to explain the difference?
Paid on Budget Code > Paid to Supplier
Paid on Budget Code: 257,313
Paid to Supplier: 248,633
Paid on Budget Code ( 257,313 )- Provisioned Next Year ( 15,000 )+ Provision Paid This Year ( 6,320 )-------------------------------------------------Paid to Supplier ( 248, 633 )
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services36
CERN – European Organization for Nuclear Research
AIS Management Decision Support36CET – An Overview 36
Cost Centre Nature Activity Code
WHO?WHO?
Cost Centre (Cost Accounting)Cost Centre (Cost Accounting)
Intersection CodeIntersection Code 92640 92640 (LHC Controls)(LHC Controls)
Organic Unit Organic Unit AB-COAB-COProject Project GCHGCHPPA/Sub-PPA PPA/Sub-PPA FHC-000 FHC-000 (LHC (LHC Machine)Machine)
or a Team Account…
Main Building Blocks of a Financial TransactionMain Building Blocks of a Financial Transaction
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services37
CERN – European Organization for Nuclear Research
AIS Management Decision Support37CET – An Overview 37
Cost Centre Nature Activity Code
WHAT?WHAT?
Nature Code (General Ledger)Nature Code (General Ledger)
PostsPosts 615 Entretien6152220 Entretien routes6152230 Entretien nettoyage6152320 Entretien chauffage
Category High level classificatione.g. 61 - Consumables
Main Building Blocks of a Financial TransactionMain Building Blocks of a Financial Transaction
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services38
CERN – European Organization for Nuclear Research
AIS Management Decision Support38CET – An Overview 38
Cost Centre Nature Activity Code
WHY?WHY?
Activity Code (Analytical)Activity Code (Analytical)
6 Technologie du vide et des basses temperatures
66 Materiaux pour basses temperatures
667 Elements Cryogeniques
Main Building Blocks of a Financial TransactionMain Building Blocks of a Financial Transaction
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services39
CERN – European Organization for Nuclear Research
AIS Management Decision Support39CET – An Overview 39
667
Elements Cryogeniques
6152290
Entretien divers
92640
AB-CO
GCH
FPC-000
Cost Centre Nature Activity Code Currency
EUR
Amount
25000
Main Building Blocks of a Financial TransactionMain Building Blocks of a Financial Transaction
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services40
CERN – European Organization for Nuclear Research
AIS Management Decision Support40CET – An Overview 40
Lifecycle of an OrderLifecycle of an Order
User
Budget Holder
request
authorise Qualiac
EDH
workflow
Purchasing
Goods Reception
order
invoice
delivery
CET
monitor
Order EDH Pipe Paid Commit Open StatusCA123 111235 0 0 3000 3000 73Order EDH Pipe Paid Commit Open StatusCA123 111235 0 2000 3000 1000 91
instructions
CET...Order EDH Pipe Paid Commit Open StatusCA123 111235 3000 0 0 0 -Order EDH Pipe Paid Commit Open StatusCA123 111235 0 0 3000 3000 30
Finance
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services41
CERN – European Organization for Nuclear Research
AIS Management Decision Support41CET – An Overview 41
Pipeline & Order StatusPipeline & Order Status Pipeline
Shows "committed" expenses not yet in Qualiac … … from EDH, CFU Amounts are estimates Once an order is committed in Qualiac, it disappears
from the pipeline
Qualiac users: When deleting DAIs from Qualiac In order to make sure that deleted DAIs do not appear
in the CET pipeline, the Qualiac function SUPDAI must be used for deletion
Order Status Shows the financial status of a transaction
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services42
CERN – European Organization for Nuclear Research
AIS Management Decision Support42CET – An Overview 42
Most Important Order StatusesMost Important Order Statuses
Code Description
30 Transfert en comptabilité, facturation
49 Réception
52 Edition bon de réception
72 Facture détaillée
91 Mise au paiement
96 Poubelle (DAI, codes supprimés)
97 Archivage
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services43
CERN – European Organization for Nuclear Research
AIS Management Decision Support43CET – An Overview 43
Flashback: Terminology in a CET ExampleFlashback: Terminology in a CET Example
PaymentsCommitments
Budget
Paid to Supplier
Open Commit.
Pipeline
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services44
CERN – European Organization for Nuclear Research
AIS Management Decision Support44CET – An Overview 44
AgendaAgenda
1 CET Overview
2 Basic Terminology
3 Financial Concepts
5 Advanced Features
6 CET Information Centre
4 CERN Specialities
7 Report Scheduling (Pushing Data)
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services45
CERN – European Organization for Nuclear Research
AIS Management Decision Support45CET – An Overview 45
CERN Specialities in CETCERN Specialities in CET Contracts
Contract data from CFU (Contract Follow-Up) and Qualiac
Draft contract expenditure is integrated into the "pipeline"
Contract life cycle:1. A divisional request (DR) is made to request money2. A market survey (MS) follows3. Invitation to tender (IT)4. Contract is concluded5. Contract is put into Qualiac
Data of thedraft contractavailable in CFU, but notin Qualiac!
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services46
CERN – European Organization for Nuclear Research
AIS Management Decision Support46CET – An Overview 46
CERN Specialities in CETCERN Specialities in CET Contracts
Contract data from CFU (Contract Follow-Up) and Qualiac
Draft contract expenditure is integrated into the "pipeline"
Contract life cycle:1. A divisional request (DR) is made to request money2. A market survey (MS) follows3. Invitation to tender (IT)4. Contract is concluded5. Contract is put into Qualiac
Data for allphases of acontract isavailable inCET.
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services47
CERN – European Organization for Nuclear Research
AIS Management Decision Support47CET – An Overview 47
Contracts in CETContracts in CET
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services48
CERN – European Organization for Nuclear Research
AIS Management Decision Support48CET – An Overview 48
Contracts in CETContracts in CET
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services49
CERN – European Organization for Nuclear Research
AIS Management Decision Support49CET – An Overview 49
Contracts in CETContracts in CETBase Data
FC Authorized Amount
Paid to Supplier
Forecasted ExpenditureBreakdown by Budget Code
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services50
CERN – European Organization for Nuclear Research
AIS Management Decision Support50CET – An Overview 50
Contracts in CETContracts in CET
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services51
CERN – European Organization for Nuclear Research
AIS Management Decision Support51CET – An Overview 51
CERN Specialities in CETCERN Specialities in CET Team Accounting
Separation of CERN and non-CERN money Accounting is very close to bank statements
Cash flow, budget and balances Two main categories of team accounts
T1…T4 Institutes, Teams etc. T5…T9 Collaborations, Experiments
There is a big difference in how team codes ofthe different categories are handled
Sign in balance columns is inversed compared tothe rest of CET
Negative amounts: Money owed to CERN Positive amounts: Balance in the team's favour
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services52
CERN – European Organization for Nuclear Research
AIS Management Decision Support52CET – An Overview 52
Team AccountingTeam Accounting Teams T1…T4 with expenditure ceiling
Followup of this account is a matter of ensuring that the payments and foreseen expenditure do not exceed the ceiling
No details by activity code and nature available Teams T1…T4 without expenditure ceiling
No agreed ceiling Spending is possible up to the limit of the 'cash'
that is available in the 'cashflow' account No details by activity code and nature available
Teams T5…T9 Details by activity code and nature are available No cashflow transactions available, instead cash flow
balance is provided
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services53
CERN – European Organization for Nuclear Research
AIS Management Decision Support53CET – An Overview 53
Team Accounting in CETTeam Accounting in CET Four reports are dedicated to teams
Team Transactions Request for Funds (Team RFF Transactions) Totals for Teams Team Graphs
Skip team account excursus
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services54
CERN – European Organization for Nuclear Research
AIS Management Decision Support54CET – An Overview 54
Team Accounting in CETTeam Accounting in CET Four reports are dedicated to teams
Team Transactions Request for Funds (Team RFF Transactions) Totals for Teams Team Graphs
Actual Transactions
Cashflow Transactions
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services55
CERN – European Organization for Nuclear Research
AIS Management Decision Support55CET – An Overview 55
Team Accounting in CETTeam Accounting in CET Four reports are dedicated to teams
Team Transactions Request for Funds (Team RFF Transactions) Totals for Teams Team Graphs
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services56
CERN – European Organization for Nuclear Research
AIS Management Decision Support56CET – An Overview 56
Team Accounting in CETTeam Accounting in CET Four reports are dedicated to teams
Team Transactions Request for Funds (Team RFF Transactions) Totals for Teams Team Graphs
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services57
CERN – European Organization for Nuclear Research
AIS Management Decision Support57CET – An Overview 57
Team Accounting in CETTeam Accounting in CET Four reports are dedicated to teams
Team Transactions Request for Funds (Team RFF Transactions) Totals for Teams Team Graphs
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services58
CERN – European Organization for Nuclear Research
AIS Management Decision Support58CET – An Overview 58
AgendaAgenda
1 CET Overview
2 Basic Terminology
3 Financial Concepts
5 Advanced Features
6 CET Information Centre
4 CERN Specialities
7 Report Scheduling (Pushing Data)
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services59
CERN – European Organization for Nuclear Research
AIS Management Decision Support59CET – An Overview 59
CET Advanced FeaturesCET Advanced Features Virtual units
Create your own units for specific monitoring purposes.
Ranges Query data for a range of values.
Stored reports Store criterias for a particular report for easy reuse.
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services60
CERN – European Organization for Nuclear Research
AIS Management Decision Support60CET – An Overview 60
CET Advanced FeaturesCET Advanced Features
Virtual Units
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services61
CERN – European Organization for Nuclear Research
AIS Management Decision Support61CET – An Overview 61
Virtual UnitsVirtual Units Available in CET and HRT Can be used in all reports Container for different items of various types
Persons Cost centres Organic and PPA units Experiments and institutes Projects Contracts
Items of different types can be mixed up Are processed at the time a report is executed
(runtime) Changing a virtual unit affects all reports it is used in
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services62
CERN – European Organization for Nuclear Research
AIS Management Decision Support62CET – An Overview 62
Editing Virtual UnitsEditing Virtual Units
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services63
CERN – European Organization for Nuclear Research
AIS Management Decision Support63CET – An Overview 63
Editing Virtual UnitsEditing Virtual Units
An additional budget code has been added.
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services64
CERN – European Organization for Nuclear Research
AIS Management Decision Support64CET – An Overview 64
Using Virtual UnitsUsing Virtual UnitsInstead of only queryingthe expenses for IT-AIS-MDS, the reportwill also search forexpenses charged to thebudget code 47115 (IT-AIS-HR).
IT-AIS-MDS
47115
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services65
CERN – European Organization for Nuclear Research
AIS Management Decision Support65CET – An Overview 65
RangesRanges Use of ranges is possible in fields like
Organic Unit, PPA Unit, Budget Code, Project, Experiment …
Specify range limits by using a colon ':' Ranges only having a left or a right bound are accepted
as well Two bounds - 47115:47118 Right bound - :47118 Left bound - 47115:
Comma separated value lists are also possible E.g. for Organic Unit, PPA, Budget Code, Project etc.
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services66
CERN – European Organization for Nuclear Research
AIS Management Decision Support66CET – An Overview 66
CET Advanced FeaturesCET Advanced Features
Stored Reports
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services67
CERN – European Organization for Nuclear Research
AIS Management Decision Support67CET – An Overview 67
Stored ReportsStored Reports All CET reports can be "stored" Very useful if a particular report is executed
regularly and uses a non-trivial set of input criteria
Storing a report means: Saving the criteria that have been defined for it
Stored reports can be executed via the Report Folder Accessible from the main menu
It is now possible to schedule stored reports for automated and unattended execution!
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services68
CERN – European Organization for Nuclear Research
AIS Management Decision Support68CET – An Overview 68
AgendaAgenda
1 CET Overview
2 Basic Terminology
3 Financial Concepts
5 Advanced Features
6 CET Information Centre
4 CERN Specialities
7 Report Scheduling (Pushing Data)
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services69
CERN – European Organization for Nuclear Research
AIS Management Decision Support69CET – An Overview 69
CET Information CentreCET Information Centre MDS is constantly asked
to enhance existing report Add extra information
to implement new reports Combination of reports A and B
in both cases the enhancements are often of interest only for a few users
Information Centre allows users to create reports themselves because they know best what they need!
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services70
CERN – European Organization for Nuclear Research
AIS Management Decision Support70CET – An Overview 70
CET Information CentreCET Information Centre Allows:
creating personal reports targeted at specific needs sending created reports to other users scheduling reports for automatic unattended execution
Supports: access rights identical to standard CET accessing the same data as is used for standard CET
reports standard and pivot style reports simple conditions creation of search criteria input fields different output types (HTML, Excel, PDF and XML)
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services71
CERN – European Organization for Nuclear Research
AIS Management Decision Support71CET – An Overview 71
CET IC – Main PageCET IC – Main PageToolbar
Folders
Reports
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services72
CERN – European Organization for Nuclear Research
AIS Management Decision Support72CET – An Overview 72
CET IC – Report Editor 1/2CET IC – Report Editor 1/2Toolbar
Tables
Joins
Selected columns
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services73
CERN – European Organization for Nuclear Research
AIS Management Decision Support73CET – An Overview 73
CET IC – Report Editor 2/2CET IC – Report Editor 2/2
Add dynamic search criteria
Static conditions
Group resultsOrder results
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services74
CERN – European Organization for Nuclear Research
AIS Management Decision Support74CET – An Overview 74
CET IC – Report ExecutionCET IC – Report Execution
An IC report looks like a standard CET report More information is available at:
http://ais.web.cern.ch/ais/apps/cet/InformationCenter/IC Main.html
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services75
CERN – European Organization for Nuclear Research
AIS Management Decision Support75CET – An Overview 75
AgendaAgenda
1 CET Overview
2 Basic Terminology
3 Financial Concepts
5 Advanced Features
6 CET Information Centre
4 CERN Specialities
7 Report Scheduling (Pushing Data)
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services76
CERN – European Organization for Nuclear Research
AIS Management Decision Support76CET – An Overview 76
Report SchedulingReport Scheduling Pushing data vs. pulling data
Instead of manually executing a report each time certain data is required, a report is executed automatically in regular intervals.
The results of the report's execution are sent by email. More than one recipient for the report results can be
defined.
Use cases Overview of my section's or group's budget. What's in the pipeline and coming next ? What's the situation of the team accounts I am
responsible for ? …
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services77
CERN – European Organization for Nuclear Research
AIS Management Decision Support77CET – An Overview 77
Report SchedulingReport Scheduling What can be scheduled ?
Almost everything ! Information Centre reports Standard CET (stored) reports
What kind of execution intervals are available ? Daily, weekly, monthly For weekly and monthly execution, the concrete day
can be chosen (i.e. day of the week or month).
Where do I get more information ? On the web:
http://ais.web.cern.ch/ais/apps/hrt/ReportScheduling/welcome.html
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services78
CERN – European Organization for Nuclear Research
AIS Management Decision Support78CET – An Overview 78
The Data comes to you…The Data comes to you…2) Click here to configurethe report to be scheduledfor automated execution.
1) Select the report you would like to beexecuted regularly.
Info
rmatio
n C
enter R
epo
rt
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services79
CERN – European Organization for Nuclear Research
AIS Management Decision Support79CET – An Overview 79
The Data comes to you…The Data comes to you…
2) Click here to configurethe report to be scheduledfor automated execution.
1) Select the report you would like to beexecuted regularly.
Stan
dard
Rep
ort
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services80
CERN – European Organization for Nuclear Research
AIS Management Decision Support80CET – An Overview 80
The Data comes to you…The Data comes to you… Configure how thescheduling should work…
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services81
CERN – European Organization for Nuclear Research
AIS Management Decision Support81CET – An Overview 81
The Data comes to you…The Data comes to you…Wait for the daily email,coming each morning,once per week or once per month.
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services82
CERN – European Organization for Nuclear Research
AIS Management Decision Support82CET – An Overview 82
AgendaAgenda
1 CET Overview
2 Basic Terminology
3 Financial Concepts
5 Advanced Features
6 CET Information Centre
4 CERN Specialities
7 Report Scheduling (Pushing Data)The End
The End
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services83
CERN – European Organization for Nuclear Research
AIS Management Decision Support83CET – An Overview 83
Additional ResourcesAdditional Resources Slides of this presentation
http://ais.web.cern.ch/ais/presentations/welcome.html
Online help pages: http://ais.web.cern.ch/ais/apps/cet/
Guided tour and team transaction tutorial http://ais.web.cern.ch/ais/apps/cet/tutorial/
tutorials.html
IT-AIS-MDS
CERN – European Organization for Nuclear Research
Administrative Information Services84
CERN – European Organization for Nuclear Research
AIS Management Decision Support84CET – An Overview 84
The End.The End. Questions & answers Thank you for your attention
L'argent [..] est un bon serviteur et un mauvais maître.
-- Alexandre Dumas Fils ("La dame aux camélias")
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