IRIS System Upgrade - University of Kentuckymyhelp.uky.edu/rwd/HTML/Upgrade/Upgrade_Changes_v1.pdf · 2008-10-29 · IRIS System Upgrade v1 3 Upgrade Information • Takes place during

IRIS System Upgrade v1

IRIS System Upgrade v1 1

IRIS SystemUpgrade

•Upgrade Information

•Why upgrade?

•End-User Changes

•Upgrade Information Help

•Questions & Answers


AgendaAgenda


3

Upgrade InformationUpgrade Information•Takes place during Thanksgiving holidays

Should be available on Monday, December 1, 2008Training system upgraded prior to production

•Portal SAP functionality not changing

•SAP GUI transaction functionality not changing significantly

•Some screen appears slightly different

•Minimal terminology changes

3

4

BW, BPS, and Budget (FMBB)BW, BPS, and Budget (FMBB)•No changes in Business Warehouse (BW) and

Business Planning Simulation (BPS) systems

•No changes in Budget screen FMBB (budget transfers and revisions)

4


5

Why Upgrade?Why Upgrade?•Support for current version (4.72) expiring

•Provides the technical infrastructure to carry the SAP system until 2012

•Allows for future SAP functionality enhancements


Global Changes

Global Changes



Upgrade CopyrightUpgrade Copyright•Displays Copyright

system message on first logon

Press Enter or click on Continueto complete the logon

Will not appear in future


Global Changes Global Changes –– SAP Easy Access MenuSAP Easy Access Menu•Campus Management now Student Lifecycle

Management



Global Changes Global Changes –– Date EntryDate Entry•Use F4, F4, then F2


•Different look, same fieldsGlobal Changes Global Changes –– Variant ScreenVariant Screen



SLCM Changes

Student Lifecycle Management (SLCM)

Changes


CM/SLCM ChangesCM/SLCM Changes•Campus Management (CM) now Student Lifecycle

Management (SLCM)



CM/SLCM ChangesCM/SLCM Changes–– Student FileStudent File•Tab order more logical for student lifecycle

• Holds• Admission• Admission Checklist• Majors/Minors/Options• Transcripts Requests• Recruitment• Registration• Enrollment Certification Request• Application for Degree• Correspondence• Scholarships • General Data• Applications• Program Type Progression• Status• Activity Documents• Requirement Catalogs• UK Degrees Awarded


CM/SLCM Changes CM/SLCM Changes –– Student FileStudent File• Recruitment• Applications• Admission• Admission Checklist• Major/Minors/Options• Registration• Program Type Progression• General Data• Holds• Status• Advisor(s) (was on Master Data)• Requirement Catalogs• Application for Degree• UK Degrees Awarded• Enrollment Certification Request• Transcripts Requests• Correspondence• Activity Documents

Curr

ent

Upgr

ade



CM/SLCM Changes CM/SLCM Changes –– Student FileStudent File•Prncpl Org Unit now Principal OU


CM/SLCM Changes CM/SLCM Changes –– Majors/Minors/OptionsMajors/Minors/Options•Display, Change/Create, and Delete icons/buttons

simplified



CM/SLCM Changes CM/SLCM Changes –– Advisors TabAdvisors Tab•Advisor(s) tab now on Student File

•See QRC for format details


CM/SLCM Changes CM/SLCM Changes –– Student Master DataStudent Master Data•More logical tab order groupings


• Address Overview• Standard Address• Personal Data• PCC Units• Transcripts/Tests• Best SAT/ACT• Special Attributes• Student Category• Visa/Residence Data• Athletics• Advisors (now on Student File)• Related Persons• ADA• Vet. Status Eligibil• Additional Data• Fee Calculation Data• Bank Data• Contract Objects• Medical Info• myPasscode_AD• Registration Oblig.• Identification Nos.


CM/SLCM Changes CM/SLCM Changes ––Student Master DataStudent Master Data• Personal Data• Standard Address• Address Overview• Additional Data• Visa/Residence Data• Special Attributes• Transcripts/Tests• Best SAT/ACT• PCC Units• Related Persons• Fee Calculation Data• Student Category• Contract Objects• Grant Assignment (was Sponsored

Data)• Athletics• Vet. Status Eligibil• ADA• Medical Info• myPasscode_AD• Registration Oblig.• Identification Nos.

Curr

ent

Upgr

ade


CM/SLCM Changes CM/SLCM Changes –– Student Master DataStudent Master Data•Prncpl Org Unit now Principal OU



CM/SLCM Changes CM/SLCM Changes –– Student Master DataStudent Master Data•Extras menu added

•Provides Change Document information


CM/SLCM Changes CM/SLCM Changes –– Address Overview TabAddress Overview Tab•Standard Address now an address usage type•Address time delimiting added



FI and GM Changes

Finance AndGrant Changes


FI Changes FI Changes –– F.08F.08•Summarization Level removed•Business Area Allocation checkbox, Keep Print

Parameters for Output checkbox, and Output Variants section options added



FI Changes FI Changes –– F.10, FBL3N, FBL4N, F.51, F.08, F.54F.10, FBL3N, FBL4N, F.51, F.08, F.54

•Complex Search Help icon now Search Help button

•Ledger Grp, Ledger, Ref Key (Head) 1, and Ref Key 2 added


FI Changes FI Changes –– FB02 and FBD2FB02 and FBD2



FI Changes FI Changes –– ZFI_PARK_FROM_FILEZFI_PARK_FROM_FILE•Radio buttons moved


FI Changes FI Changes -- BPBP•Control Data tab now Customer Tax Data tab•Tax ID field removed



FI Changes FI Changes –– FM_FUNCTIONFM_FUNCTION•Changed to transaction format


FI Changes FI Changes –– S_ALR_87012328/S_ALR_87012284S_ALR_87012328/S_ALR_87012284

•Fin. Statement Vers. field removed•Assignment Line field added



FI Changes FI Changes –– New ToolbarNew Toolbar• Added to S_ALR_87012083, S_ALR_87012089,

S_ALR_87012103, S_ALR_87012104, S_ALR_87012341, S_ALR_87012173, S_ALR_87012177, S_ALR_87012182, S_ALR_87012195, S_ALR_87012195, F.41


FI Changes FI Changes –– S_KI4_38000039S_KI4_38000039•Overlaps radio button now Validity Overlaps

Interval•Complete radio button now Validity Covers

Complete Intvl



FI and GM Changes FI and GM Changes –– Filter IconFilter Icon•Integrated filter selection and value entry


GM Changes GM Changes -- GMGRANTDGMGRANTD•Overhead Costs tab now three tabs – Overhead

Costs, Overhead Cost Limits, and Overhead Cost Refund



GM Changes GM Changes -- GMGRANTDGMGRANTD•Replenishment tab now Report Tracking/

Monitoring tab


HR Changes

Human Resources Changes



HR Changes HR Changes –– Organizational Assignment 0001Organizational Assignment 0001•Grant and Func. Area short text added


HR Changes HR Changes –– Additional Personal Data 0077Additional Personal Data 0077•Veteran Discharge Date field added



HR Changes HR Changes –– Additional Personal Data 0007Additional Personal Data 0007•Veteran Status choices expanded


HR Changes HR Changes –– Absences 2001Absences 2001•Payroll ID field now Payroll Identifier



HR Changes HR Changes –– UK Hospital TabUK Hospital Tab•Skills (0024) now Qualifications (0024)


HR Changes HR Changes –– PPOSEPPOSE•Person Collective Search Help search option added



HR Changes HR Changes –– CAT2CAT2•Multiple Selection for Personnel Number status

tabs now text


HR Changes HR Changes –– PT_QTA10PT_QTA10•Display Absence Quota Information now Absence

Quota Information for Concurrent Employment



HR Changes HR Changes –– PT_QTA10PT_QTA10•Further Selections, Search Helps and Sort Order

Ascending pushbuttons moved


HR Changes HR Changes –– PT_QTA10PT_QTA10•Reporting Period entry simplified



HR Changes HR Changes –– PT_QTA10PT_QTA10•Person ID selection field added


HR Changes HR Changes –– PT_QTA10PT_QTA10•OrgStructure pushbutton added



HR Changes HR Changes –– ESS ESS –– US Taxes: OverviewUS Taxes: Overview•New table format


HR Changes HR Changes –– ESS ESS –– AD & D EnrollmentAD & D Enrollment•Insurance Option box moved



HR Changes HR Changes –– ESS ESS –– Personal Data Overview Personal Data Overview •New table format


HR Changes HR Changes –– ESS ESS –– Address OverviewAddress Overview•New table format



HR Changes HR Changes –– ESS ESS –– Family Member/DependentsFamily Member/Dependents•New table format


MM Changes

Materials Management Changes



•Same fields, new formatMM Changes MM Changes –– Variant ScreenVariant Screen


PM Changes

Plant Maintenance Changes



PM Changes PM Changes –– IW33 Work OrdersIW33 Work Orders•Menu item Order Documents now Documents for

Order


PM Changes PM Changes –– IW33 Work OrdersIW33 Work Orders•Report Planned/Actual button now Rep. Plan/Act



PM Changes PM Changes –– IR02 Work CenterIR02 Work Center•HR Assignment button now HRMS


PM Changes PM Changes –– IR02 Work CenterIR02 Work Center•Copy From button now Template



PM Changes PM Changes –– IR02 Work CenterIR02 Work Center•Standard Values Overview table added


PM Changes PM Changes –– IW47 ConfirmationIW47 Confirmation•Cancel button changed



PM Changes PM Changes –– IW47 ConfirmationIW47 Confirmation•S and ActType (act) columns switched


PM Changes PM Changes ––ZIW38 PM Orders: SelectionZIW38 PM Orders: Selection•Short Text now Description


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Upgrade Information HelpUpgrade Information Help• Upgrade information (updated as needed)

IRIS/ASG Upgrade Cornerhttp://www.uky.edu/IRIS/Upgradecorner/Contains updated news items

myHelp Upgrade Traininghttp://myhelp.uky.edu/rwd/HTML/IRISUpgrade.htmlContains upgrade quick reference cards (QRCs) and upgrade presentations

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Upgrade Information HelpUpgrade Information Help

• For technical problems (password, system problems, etc.) or problem of unknown origin

Customer Service Center at 257-1300 or by email [email protected]

• For functional problems (use of a specific function, interpret information, etc.)

Call respective department or unit (e.g., Accounts Payable, General Accounting, Purchasing, Compensation, Registrar, etc.)

• For questions regarding upgrade reference materialsIRIS Training team at [email protected]



Questions and Answers

Questionsand Answers