DWQuery Budget and Finance Undergoes a Major Upgrade

In support of the NBS budget and finance area release, the NIH Data Warehouse team has upgraded DWQuery for two business areas of the current Data Warehouse—Budget and Finance, and Research Contracts and Grants. As a result, the NIH business community financial capabilities are significantly improved in fiscal year 2004. In the future, nVision—the major modification and upgrade of the NIH Data Warehouse—will provide a complete set of financial reporting functionality.

Benefits of the New DWQuery

The revised DWQuery Budget and Finance business area that went live in mid October offers three major benefits. It

• delivers new data now available from NBS (e.g., the Oracle Project Number) and adds additional information from CAS (e.g., the fifth prior year of detail)


• provides reports that were formerly only available through hardcopy CAS reports


• simplifies the interface in preparation for the move of financial reporting to nVision

New in DWQuery Budget and Finance

•      Data from NBS

Budget and Finance reports for the current year include new data from the NBS:

-     NBS Project Number
-     Accounting Classification Structure (ACS)
-     New 6-character Standard General Ledger Codes
-     NBS Oracle Transaction Codes
-     NBS Process Date

•      History Reports for Payments and Receivables

A new component added to DWQuery Budget and Finance is history reports on payments and receivables. Most of these reports contain the new NBS Project Number. The reports available include:

Payments
-     For Selected Document Number
-     For Selected Vendor
-     For Selected Telecommunication Object Classes

Advances
-     Open Travel Advances by Document Number
-     Open Travel Advances Summary by Traveler

Receivables
-     Billed Receivables

•      Balance of Accounts Reports on Your Desktop

Additional balance of accounts reports are available that allow users to keep track of balances at different levels. These balances can now be displayed using the NBS Accounting Classification Structure (ACS) as well as the familiar Balance of Accounts by Allowance. The MAS report, previously available only through CAS hardcopy, is now included in the DWQuery Budget and Finance business area on the Budget Maintenance page and can be run on demand.

More Information

•       White Paper on This Upgrade

To get the white paper, go to NIH Data Town’s section for Technical Support—click on DW Publications/White Papers and select "Business User White Paper: DW Budget and Finance Upgrade to Support NBRSS."

•       Training

Half-day refresher classes— "Data Warehouse: Budget & Finance Enhancements Supporting NBS"—are now open for registration. More information and registration are available on the CIT Training Web page.