Enterprise Financial System (EFS)

Original post:
05/10/2012

An issue has been identified when specifially using Google Chrome that causes the appearance of being "stuck" in EFS. It is also causing problems with BPEL. These issues Chrome causes may be impacting the entire community, not just a single person's interactions with the systems.

If you are using Google Chrome, please stop immediately and refer to Oracle's supported browsers.

For Monday May 7

Fiscal year-end approaches. The memo has been posted. Please review the information. Remember to check back in on the FYE website periodically throughout the year-end period. Any changes, clarifications, or updates will be posted there.

There is a new transaction detail report in UM Reports that combines the three old detail reports: Sponsored Transaction Detail – Expense report; Pre-Award Transaction Detail report; Transaction Detail for Current Nonsponsored Funds. Many people are encountering unusual messages or errors when they attempt to run the three older detail reports that were replaced. Read more about where to find this new report here...

Release notes for updates installed April 22, 2012

Fixes and enancements made to EFS last weekend as part of the regular monthly production functionality release. Details are also posted here.

QCPS threshold raised and CPS amendment eliminated

Prior to the change: The QCPS maximum threshold was $24,999.99. A CPS Amendment (change request) was required to make changes to a CPS.

Enhancement: The QCPS maximum threshold will be $49,999.99. In addition, the CPS Amendment (change request) transaction is no longer be available in EFS. See Training Services video for information on how to process changes to a CPS. A job aid is also available.

Sponsored and Cost Share HSAs allowed in Period 913

Prior to the change: Only HSAs that involved non-sponsored accounting lines were allowed to be posted into Period 913.

Enhancement: A change has been made to the processing logic for HSAs at fiscal year end. Starting this July, all HSAs that contain non-sponsored, cost share, or sponsored accounting lines that adjust pay periods in prior fiscal years will be allowed in period 913. If the HSA is adjusting pay periods in the new fiscal year, it will still be associated to the current open period in the new fiscal year in Finance. A new Delete button has also been added to the UM HSA View screen. HSAs are eligible for deletion only by the user who saved the HSA and if the status is New.

UM Budget Variance Report

This PeopleSoft report is a budget to budget comparison that identifies budget amount differences between the previous year budget and the new year budget for individual ChartField strings. Data is split into sections for excluded and non-excluded rows.

Report Navigation:
UM Budgeting > UM Final Budgeting > UM Department Users > UM Reports
UM Budgeting > UM Final Budgeting > UM RRC Managers > UM Reports
UM Budgeting > UM Final Budgeting > UM Budget Office > UM Reports

Fix to eProcurement Review and Submit page

The "Add to Favorites" button will now appear on the Review & Submit page of the requisition in eProcurement.

Credit Invoice Workflow

As a result of an audit finding and based on best practices, functionality has been added to the Billing Module in EFS to capture the approval of non-sponsored credit invoices. Billing Specialists now will route all credit invoices to their cluster's designated approver in EFS. Once the credit invoice and any related rebill invoice are marked in a bill status of PND, the approver will receive an email requesting their approval. For more details, Billing Specialists should review the Adjust Entire Bills Job Aid and designated Approvers should review the Credit Invoice Approval Job Aid; both can be found here.

New financial ChartField string entry in HRMS

Changes have been made in HRMS to frequently used pages that contain combo code information (Earnings Distribution, Pay Entry and Display Pay Entry, Additional Pay and Historical Salary Adjustments). Now these pages will provide a choice of entering and viewing either a combo code or its associated financial chartfield string. A job aid has been developed by Training Services that contains navigation paths to the improved pages, screen shots, and other helpful information.

What is a combo code? In HRMS (and the Student system), combination codes (or combo codes) are used to represent budgeted chartfield strings that exist in the financial system. PeopleSoft provides the combo code functionality as part of its delivered integration between their financial, human resources, and student systems.

The changes to HRMS to allow the option to view or enter a combination code by its corresponding financial chartfield string were made as part of the EFS Improvements Initiative.