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Shared Financial System March 13, 2002

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.

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Shared Financial System March 13, 2002

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  1. Shared Financial System March 13, 2002 AGENDA • Welcome • UW-System Update • UW-Madison Update • Questions and Closing • Next Meeting

  2. UW-System Update General System Update

  3. Salary Encumbrance Development Display of new web screens

  4. Functions Available at Startup • Bulk load from external files • Web maintenance application • Authorization in place • Automatic summarization and posting to SFS GL • Drilldown links to detail in WISDM • Automatic payroll liquidations

  5. Functions Available at Startup • Business Unit choice to use • Requires an appointment in IADS • Provides files to external systems • PAR • Legacy Payroll

  6. SFS Madison Campus Update General Project Update

  7. Major Goals for July 2002 • Transition reporting needs to SFS • Eliminate Mainframe Processes • INQM • INQC • INQV • GENT • Accounting Control Ledgers • FMR Reports • Data Retrievals and other hardcopy reports

  8. 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

  9. Goals for July 2002 (cont.) • Complete critical WISDM enhancements • Implement 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 support • Establish new on-going procedures

  10. Goals for July 2002 (cont.) • Participate with the new Payroll Interface project • Payroll encumbrance and expenditure information no longer on mainframe • Support critical Project/Grant processes • Eliminate reports that use mainframe payroll encumbrance or expenditure data

  11. Options to ViewNon-salary Requisitions

  12. Options to ViewNon-salary Requisitions • WISDM – drill from a summary report • WISDM – journal search • Requisition data view (legacy view)

  13. WISDM – Drill From Summary

  14. WISDM – Drill From Summary

  15. WISDM – Journal Search

  16. WISDM – Journal Search

  17. WISDM – Requisition Data View

  18. New Data View Plans

  19. New Data View Plans • WISDM based • Up-to-date • Eliminates reconciliation • Combines budgets, expenses, encumbrances and revenue into a single view • More history • Can use familiar tools, such as BrioQuery, access, MSQuery, etc

  20. New Data View Plans • ACTRAN • FMR • Prior_yr_cash • Cash_bal133_144 • Project Star and Payroll Star

  21. New Data View Plans • What happens next? • Data dictionary • Authorization • Timeline

  22. WISDM Training Schedule

  23. WISDM Updates • New Materials Available - “How To” Guide • WISDM Usage Information Available • New Project/Grants Reporting Tree • Link from RSP Web Site

  24. Other SFS Updates • Roll-forward Budgets for Project/Grants • Reduction of Legacy Class Codes • Month-end remains last Friday of month

  25. Questions? Next Meeting, May 14, 2002

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