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Shared Financial System March 13, 2002. AGENDA Welcome UW-System Update UW-Madison Update Questions and Closing Next Meeting. UW-System Update. General System Update. Salary Encumbrance Development. Display of new web screens. Functions Available at Startup. - PowerPoint PPT Presentation
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Shared Financial System Shared Financial System March 13, 2002March 13, 2002
AGENDAWelcomeUW-System UpdateUW-Madison UpdateQuestions and ClosingNext Meeting
UW-System UpdateUW-System Update
General System Update
Salary Encumbrance Salary Encumbrance DevelopmentDevelopment
Display of new web screens
Functions Available at StartupFunctions Available at Startup
Bulk load from external filesWeb maintenance applicationAuthorization in placeAutomatic summarization and posting to
SFS GLDrilldown links to detail in WISDMAutomatic payroll liquidations
Functions Available at StartupFunctions Available at Startup
Business Unit choice to useRequires an appointment in IADSProvides files to external systems
PARLegacy Payroll
SFS Madison Campus UpdateSFS Madison Campus Update
General Project Update
Major Goals for July 2002Major Goals for July 2002
Transition reporting needs to SFSEliminate Mainframe Processes
INQM INQC INQV GENT Accounting Control Ledgers FMR Reports Data Retrievals and other hardcopy reports
Goals for July 2002 (cont.)Goals for July 2002 (cont.)
Data Warehouse Replacement for views UW-UA_ACTRAN UW-UA_ACTRAN_Budgets UW-UA_CASH_BAL133_144 UW-UA_FMR_BUDGETS UW-UA_FMR_ENC_EXP UW-UA_FMR_RECEIPTS UW-UA_PRIOR_YR_CASH ESIS_AWARD_FMR
Goals for July 2002 (cont.)Goals for July 2002 (cont.)
Complete critical WISDM enhancementsImplement access to new SFS data using views
to simply usage Payroll Star Project Star
Improve the timing and availability of data on the Shared Financial System
Provide training and supportEstablish new on-going procedures
Goals for July 2002 (cont.)Goals for July 2002 (cont.)
Participate with the new Payroll Interface projectPayroll encumbrance and expenditure
information no longer on mainframeSupport critical Project/Grant processesEliminate reports that use mainframe payroll
encumbrance or expenditure data
Options to ViewOptions to ViewNon-salary RequisitionsNon-salary Requisitions
Options to ViewOptions to ViewNon-salary RequisitionsNon-salary Requisitions
WISDM – drill from a summary report
WISDM – journal search
Requisition data view (legacy view)
WISDM – Drill From SummaryWISDM – Drill From Summary
WISDM – Drill From SummaryWISDM – Drill From Summary
WISDM – Journal SearchWISDM – Journal Search
WISDM – Journal SearchWISDM – Journal Search
WISDM – Requisition Data ViewWISDM – Requisition Data View
New Data View PlansNew Data View Plans
New Data View PlansNew Data View Plans
WISDM basedUp-to-dateEliminates reconciliationCombines budgets, expenses, encumbrances
and revenue into a single viewMore historyCan use familiar tools, such as BrioQuery,
access, MSQuery, etc
New Data View PlansNew Data View Plans
ACTRANFMRPrior_yr_cashCash_bal133_144
Project Star and Payroll Star
New Data View PlansNew Data View Plans
What happens next?Data dictionaryAuthorizationTimeline
WISDM Training ScheduleWISDM Training Schedule
Date of Session Time and Location
March 12, 2002 1PM - Pyle Center
March 27th, 2002 9AM - To be determined
April 10th, 2002 9AM - To be determined
April 24th, 2002 9AM - To be determined
May 1st, 2002 1PM – To be determined
May 29th, 2002 9AM - To be determined
June 12th, 2002 9AM - To be determined
June 19th, 2002 1PM – To be determined
WISDM UpdatesWISDM Updates
New Materials Available - “How To” GuideWISDM Usage Information AvailableNew Project/Grants Reporting TreeLink from RSP Web Site
Other SFS UpdatesOther SFS Updates
Roll-forward Budgets for Project/Grants
Reduction of Legacy Class Codes
Month-end remains last Friday of month
Questions?Questions?
Next Meeting, May 14, 2002
