PeopleSoft System Enhancements

Future Enhancements

Now that the system has been stabilized, there is time to work on system improvements.  Financial System users from a broad cross section of the user community (FSUN, Functional Steering Committee, Cluster Directors), have made suggestions for system enhancements.  Here is the memo explaining what is currently on the table.

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System Enhancements made 7/26/09

Year end receiving for quantity orders

We have a fix from Oracle for the above problem on Quantity based PO’s that have receiving associated with them.   This means that Procurement Specialists will no longer need to enter the quantity receipts.  Casual receivers will be able to receive quantity based Rolled POs. 

This fix does not apply those orders that were accidently received already and locked.  Voucher Specialists will need to process vouchers with an override for No Receipt Found error.  For these, be sure the item is received and forward any asset information to Inventory Services

New Requisition Printing Option

Distribution information will now be included when a requisition is printed from the View Printable Version link.  This link is available to Procurement Specialists on the Maintain Requisitions page in the Purchasing Module.  (Purchasing > Requisitions > Add/Update Requisitions > Find An Existing Value > Maintain Requisitions)

Requisition Category Fix

When requesters use the Look Up for Category on the 'Create Requisitions' page, the categories are no longer displayed in duplicate.

Attachment Issue

Recent attachments created in Internet Explorer and Microsoft 2007 or greater have not been viewable.  This issue has been resolved and users now have the ability to use the two products in tandem.  Attachments created in these versions are now viewable.

Chartfield string on Expense Reports
A change has been made to the hard-copy expense report to display chartfield information for each distribution line of the report.  The layout of the new expense report is very similar to that of the existing report except that it also contains a new distribution line section listing the chartfields right below the expense line section. The new report format can be accessed at the following path:  Travel and Expenses > Travel and Expense Center > Expense Report > Print

Accounts Receivable Direct Cash Journals

Financial Inquiry users will now be able to “Drill to Source” when reviewing Accounts Receivable Direct Cash journals from the Journal Inquiry Details page. The AR source information includes source module accounting entries and deposit id.

Participant Information

The links for the notes field and the donor intent have been enabled on the Participant Information page for Financial Inquiry users.  Users may now review notes to an endowment and the donor intent.

Printing Journals

The Print Journal functionality on a General Ledger journal now displays the optional chartfield information on the report.

Sponsored PeopleSoft Reports and Sponsored UM Reports

Sponsored Project Detail, Sponsored Award Overview, Sponsored Pre-Award Project Detail and Sponsored Pre-Award Overview reports were modified;

1. The data source for non salary and fringe encumbrance related transactions has been changed.  This will clear up the date and missing encumbrance data issues
2. The Run Control (for PeopleSoft reports only) has been modified to no longer save the Current Date in the Accounting Date Through field when it is left blank.  It will now accept a null value on a saved run control.  This will allow future scheduling of the reports, then when the report kicks off on the scheduled date it will use the system date (current date) as the Accounting Date Through value
3. These reports will now display the Funded F&A Base value instead of the Institutional F&A Base

Sponsored Award Summary report was modified;

1. The data source for non salary and fringe encumbrance related transactions has been changed.  This will clear up the date and missing encumbrance data issues
2. The Run Control (for PeopleSoft reports only) has been modified to no longer save the Current Date in the Accounting Date Through field when it is left blank.  It will now accept a null value on a saved run control.  This will allow future scheduling of the reports, then when the report kicks off on the scheduled date it will use the system date (current date) as the Accounting Date Through value
3. The report will now populate based on the DeptID of the Primary Project, instead of the DeptID associated to the Award.

Sponsored Pre-Award Summary report was modified;

1. The data source for non salary and fringe encumbrance related transactions has been changed.  This will clear up the date and missing encumbrance data issues
2. The Run Control (for PeopleSoft reports only) has been modified to no longer save the Current Date in the Accounting Date Through field when it is left blank.  It will now accept a null value on a saved run control.  This will allow future scheduling of the reports, then when the report kicks off on the scheduled date it will use the system date (current date) as the Accounting Date Through value

NOGA report has been modified to state the correct budget amount on the first page of the report

Award Modifications page has been changed to allow general users view access to the Comments Icon/pushbutton on the Award Modifications page

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System enhancements made April 26

Click here for an overview of system enhancements made over the weekend (on April 26).

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System Processing

A technical change has been implemented in both the PeopleSoft Financials production (FSUMPRD) and reporting (FSUMRPT) environments to improve job processing efficiency. This change will allow the system to better determine which server it should use based on processing requirements and capacity. As a result of this change there will be different Server Names in the drop down list on the Process Scheduler Request page when executing processes (see screen shot below).

Although you may still specify a server to execute a process, we recommend that you now leave the Server Name field on the Process Scheduler Request page blank. This allows the system to determine the appropriate server based on current system capacity.

Within the list of new server names, do not select PSCDB and PSOS309. These servers are for internal processing only. If you accidentally select either of these servers, the process will not execute.

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Output Retention

Since the July go-live, the system has generated a large volume of file outputs as part of its normal processing. This output has been increasing since July and the system’s storage capacity is nearing its limit. In order to free up necessary space, a rolling six month retention policy will be implemented starting Sunday, May 2 for both the production and reporting instances of PeopleSoft Financials (please note that UM Reports is not affected by this change).

All output files older than six months will be removed from the servers. No data is being removed from EFS. Only the files generated from processes are being removed. Although most of the file outputs are concentrated around technical log files, report and transaction files are included. For example, if a report was generated in July 2008, the version stored in the EFS will be removed. Any copies of the report stored on the requester's desktop/computer are not affected. Since the data itself still remains in the system, the report can be re-executed using the same parameters to extract the original data requested in July 2008.

An example of a transaction related output file is the purchase order. If a purchase order was dispatched in July 2008 and the unit needs an output file from that PO today, the unit has two options:

• The "View Printable Version" button on the purchase order page can be used to print an unofficial purchase order.
• If an official version is required, a change order would need to be processed to recreate an official output file.

Again, no data is being removed from EFS servers. Only the file outputs older than six months. Some processes may need to be re-executed after the clean-up if the unit requires the output file.

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