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ISP TEAM
STATUS REPORTS
December 12, 2000
General
Ledger Status
The
General Ledger Conference Room Pilot participants were:
Tommye Arnold, Financial Administration
Dave Boling, Financial Administration
Melissa Clarke, Budget
Susan Dean, Darden
Jane Johansen, Financial Administration
Mike Lutz, Development
Nancy Pace, Medicine
Transactions tested included:
• Creating, approving, and posting manual journal entries
• Using Alias to fill account code combinations in JEs
• Using Workflow to route journals from preparer to designated
approver
• Using cross-validation rule for Entity /Fund Source match
• Creating and generating mass allocation for imputed interest
program
• COA maintenance of values and setup procedures
• Inquiries on journal entries and COA values
The CRP was a success in testing the transactions and pointing out issues
that should be addressed. The team is now working to address those issues,
beginning to test the integration of the General Ledger transactions with
the other Oracle applications, and assisting the technical team in developing
and testing modifications, conversions, and interfaces.
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Funds
Management Status
The Funds
Management Conference Room Pilot participants were:
Lisa Waterbury, Medicine
Melissa Pelletier, Business Operations
Ellen Missana, A&S
Tommye Arnold, Financial Administration
Tim Conlon, Sponsored Programs
Melissa Clarke, Budget
Brenda Boyd, Curry
Mary Smith, Engineering
Florence Buchholz, Facilities Management
Tom Dod, Sponsored Programs
Vonda Durrer, Sponsored Programs
Mike Glasgow, Sponsored Programs
Transactions tested included:
• PTA Setup/Modification
• Budgeting
• Entering Expenditures Online in OGM
• Entering/Reversing Manual Non-Labor Encumbrances
• Cost Transfers with Expenditure Inquiry Functionality
• Costing and Burdening Processes
• Award Status Inquiry / Project Status Inquiry
• G & C Invoicing - Single Award / LOC Awards
• Processing and Viewing of LD Expenditures/Encumbrances
• At-risk/On-hold Award Status
The CRP was a success in testing the transactions and pointing out issues
that should be addressed. The team is now working to address those issues,
beginning to test the integration of the Funds Management transactions
with the other Oracle applications, and assisting the technical team in
developing and testing modifications, conversions, and interfaces.
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Labor
Distribution Status
The
Labor Distribution Conference Room Pilot participants were:
Nancy Bertram, A&S
Tonja Moore, Medicine
Susie McCormick, ITC
Cyndy Williams, Continuing and Professional Studies
Darrell Kozuck, Human Resources
Dorothy Moyer, Human Resources
Tammy Rowzie, Human Resources
Nancy Knight, Engineering
Transactions tested included:
• Entered org default labor schedules, org default accounts,
org suspense accounts setups
• Entered and modified labor schedules
• Imported/distributed/summarized & transferred non-Oracle pay
sublines to GM
• Created/liquidated/updated/summarized & transferred labor
encumbrances
• Entered/approved distribution adjustments
• Reviewed transaction details in GM using PSI and Expenditure
Inquiry
The CRP was a success in testing the transactions and pointing out issues
that should be addressed. The team is now working to address those issues,
beginning to test the integration of the Labor Distribution transactions
with the other Oracle applications, and assisting the technical team in
developing and testing modifications, conversions, and interfaces.
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Accounts
Receivable & Cash Management Status
The Accounts
Receivable Conference Room Pilot participants were:
Stella Loftin, Housing
Frances Cruz, Facilities Management
Jeanne Cushman, Cooper Center
Donna Collier, Darden
Barbara Yowell, Athletics
Joyce Pattison, Continuing and Professional Studies
Ken Sinarski, Financial Administration
Janet Jones, Financial Administration
Rosa McAllister, Financial Administration
Transactions tested included:
Process: Customer
Setup and Maintenance
Department Cases: Create, maintain, and deactivate customers
Central Cases: Department
cases plus merge customers
Process:
Transactions
Department Cases: Create and maintain invoices, credit memos,
debit memos, and deposits.
Central Cases: Same
cases as Departments.
Process: Receipting
Department Cases: None.
Central Cases: Create
batches. Apply, unapply, and reverse receipts
Process: Collections
Department Cases: None.
Central Cases: Call
customer and record actions; run aging report
The CRP was a success in testing the transactions and pointing out issues
that should be addressed. The team is now working to address those issues,
beginning to test the integration of the Accounts Receivable transactions
with the other Oracle applications, and assisting the technical team in
developing and testing modifications, conversions, and interfaces.
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Purchasing
& Accounts Payable Status
The
Purchasing/Accounts Payable Conference Room Pilot participants were:
Jackie Daniel, ITC
Faye Cline, Engineering
Cyndy Williams, Continuing and Professional Studies
Annie Taylor, Wise
Bobbie McClemens, Business Operations
Dolores Hildebrand, Procurement Services
Doris Roach, Procurement Services
Donna Webster, Procurement Services
Debbie Lane, Procurement Services
Paul Willis, Provost's Office
Bill Martin, Facilities Management
Sandra Adkins, Wise
Lisa Atkins, Medicine
Transactions tested included:
• Adding a vendor into the vendor file
• Entering purchase requisitions
• Autocreating requisitions into purchase orders
• Using direct entry purchase orders (known as limited purchase
orders or LPO's today)
• Entering invoices
• Completing on-line receivers
• Issuing checks
• Templates
• Forwarding documents
• Modifying existing documents
The CRP was a success in testing the transactions and pointing out issues
that should be addressed. The team is now working to address those issues,
beginning to test the integration of the Purchasing/Accounts Payable transactions
with the other Oracle applications, and assisting the technical team in
developing and testing modifications, conversions, and interfaces.
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Order
Entry & Inventory Status
The
Order Entry/Inventory Conference Room Pilot participants were:
John McHugh, ChemStores
Richard Baugher, ChemStores
Calvin Branch, ChemStores
Ana Lynch, Procurement
Transactions tested included:
• Creating internal requisitions to order items from ChemStores
• Creating pick lists for ChemStores
• Entering ship/confirm documentation to record the delivery
of items from ChemStores
The CRP was a success in testing the transactions and pointing out issues
that should be addressed. The team is now working to address those issues,
beginning to test the integration of the Order Entry/Inventory transactions
with the other Oracle applications, and assisting the technical team in
developing and testing modifications, conversions, and interfaces.
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Finance
Reports & Data Warehouse Status
The Reports
team continues to use the needs inventory to assess reporting requirements
for the University and match the requirement to the best Oracle reporting
tool. They have completed the first model report that will allow project
managers to view cash balances by project-to-date, fiscal year-to-date,
etc., both in summary view and with drill down to detail capabilities.
This report will be built and tested in the coming weeks.
The team is also evaluating Oracle-designed standard reports in each application
to determine whether they require modification. And they are beginning
to "UVAize" the Award Status Inquiry and Project Status Inquiry tools
that all project managers to view their project or award status at any
point in time.
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