Cost transfers are sometimes needed to correct or accurately reflect the appropriate account number and G/L in SAP.
In accordance with federal regulations, cost transfers should be completed within a reasonable time frame from the date of the original transaction and include an explanation for the transfer. If transfers are not completed within 90 days of the original date of transaction, an additional explanation is required regarding the delay.
Non-Payroll Cost Transfer
Non-payroll cost transfers are created to transfer intra-entity expenses or revenue between cost objects (i.e. from one internal order to another internal order), or within cost objects (i.e. from one G/L account to another G/L account within the same internal order). These transactions are created in SAP by using the ECC transaction called ZSGM_COST_TRANSFER. There are four different types of transfers that can be processed using this transaction:
- Expense Only
- Non-Recurring Cost Allocation (Intra-Entity)
Payroll Cost Transfer (eForm)
The eForm is a transaction in SAP that is used to request a payroll cost distribution change. This is a process to charge an employee’s salary by percentage and time frame to cost centers or internal orders which have accepted responsibility for a portion of an employee’s salary. The distribution, and the time period of distribution, are most often based on grant awards and grant award periods. An eForm is entered by an employee with the SAP role Unit Cost Maintenance Initiator in the same cost center approval area as the employee whose salary is to be redistributed. An eForm is approved by a Unit Cost Maintenance Approver in the same cost center approval area. The transaction code of the eForm is ZHPA_EFORM.
The unit which is responsible for eForms is Effort Reporting in the Financial Research Compliance unit in the Controllers Office. Whether you are completing an eForm for a sponsored or non-sponsored account, this unit can provide assistance.