News and Messages - 2017

About PeopleSoft Financials and its related business processes

Please note that information on these EFS Updates may have changed since they were posted. Certain content referenced on this page may also have been removed from the website (old, obsolete, or no longer correct).

Messages are listed in order by date (most recent at the top).

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PeopleSoft Financials 9.2 messages

Audience Date Message
Reporting 8/25/2017 Last night's clone copy of FSRPT from FSRPD completed normally. Data Warehouse, PeopleSoft Queries, UM Analytics and Reporting Center data should be current through 8/24/2017.
Requisition preparers, Procurement Specialists 8/25/2017 The Procurement batch processing issue preventing requisitions from sourcing to PO's has been resolved. Requisitions should source at the normal scheduled jobs at 10 am, 1 pm, 3pm and 4pm.
Reporting 8/24/2017

NOON UPDATE Financial Reporting: The EFS Reporting system and Finance UM Reports will be unavailable while technical teams resolve the reporting systems issue. 

As of noon today: Resolution is expected to take approximately 5 - 6 hours. During this time Financial UM Reports will be UNAVAILABLE. Data warehouses, UM Analytics, and HR/Student UM Reports will be available but will continue to reflect data from end of day on Monday, August 21. Data updates to data warehouses, UM Analytics and UM Reports are expected to be resolved with data warehouse loads on Friday, August 25. Visit the University’s Service Status page for updates. ServiceNow users can refer to PRB0045005 for more information.


Earlier today we posted:

The clone of data from EFS production environment (FSPRD) to the financial reporting environment (FSRPT) is having issues completing. Because of this, UM Reports, data warehouse FS_PS tables, EFS query tree, PS_UMR tables, and UM Analytics may be missing data posted in EFS on August 22, 2017 and August 23, 2017. Data is current in the identified sources as of Monday, August 21, 2017. System support staff are working to resolve the issues but have no ETA for resolution. Messages will be issued/updated as status updates becomes available. 

Sorry for the inconvenience this may be causing.

Requisition preparers, Procurement Specialists 8/24/2017

EFS Procurement Users
Yesterday during the 4:00 pm PO batch processing, the budget check job for Purchase Orders did not complete successfully. EFS Module Support is working to resolve this issue but we wanted to give you an update to allow people to continue business as needed. The current status is:

  • POs in this batch have not completed budget check and were not dispatched to suppliers
  • Today’s batch budget check processing is on hold until this problem has been resolved

In order to process a new PO today, Procurement Specialists will need to budget check the requisition and the PO manually. Please follow the steps below to complete this process as needed:

  1. Create Requisition (Req Preparer)
  2. Approve Requisition (Approvers)
  3. Budget Check the Requisition (Procurement Specialist)
  4. Wait for the normally scheduled job to source the PO or Procurement Specialist may expedite (Batch, Procurement Specialist)
  5. Budget Check the PO or PO Change Order (Procurement Specialist)
  6. Wait for the normally scheduled job to dispatch the PO or Procurement Specialist may dispatch the PO manually (Batch, Procurement Specialist)

The normally scheduled jobs run at 10 am, 1 pm, 3 pm, and 4 pm. Purchasing Services will be sending out additional job aid information on these tasks directly to Procurement Specialists soon.

Finance leaders, cluster directors, finance supervisors 8/24/2017

NEW Productivity Queries: Nine additional productivity queries have been created and are available using the Query Viewer in the Reporting Instance of EFS. The queries can assist departments in monitoring workloads for preparers and approvers for the following transactions:

Expense Reports

  • UM_EX_ER_COUNT_APPROVER_DEPT  
  • UM_EX_ER_COUNT_APPROVER_RRC  
  • UM_EX_ER_COUNT_PREPARER_DEPT  
  • UM_EX_ER_COUNT_PREPARER_RRC  

Vouchers

  • UM_AP_VCHR_COUNT_APPROVER  
  • UM_AP_VCHR_COUNT_PREPARER  

Requisitions and PO Change Orders

  • UM_PO_REQ_COUNT_APPROVER  
  • UM_PO_REQ_COUNT_REQUESTER 
  • UM_PO_CHNGORDER_COUNT_APPROVE

These new queries supplement the existing productivity queries that count only preparer activity:

  • UM_PRODUCTIVITY_ER_FY
  • UM_PRODUCTIVITY_PO_FY
  • UM_PRODUCTIVITY_REQ_FY
  • UM_PRODUCTIVITY_VCHR_FY
  • UM_PRODUCTIVITY_TA_FY
  • UM_PRODUCTIVITY_CA_FY
  • UM_PRODUCTIVITY_JE_FY
  • UM_PRODUCTIVITY_BI_FY
PCard, My Wallet, Expense Preparers 8/22/2017

PCard: Updated transaction detail display for expense preparers 
Expense preparers can now view information provided by the cardholder without having to click into each PCard transaction individually. Two fields have been added to the expense preparer view: Additional Details(justification) and Attachments
Navigation: Employee Self -Service > Travel and Expenses > Expense Reports > Create/Modify, and click on the My Wallet link.

Payroll Accounting 8/10/2017

RESOLVED: Daily payroll encumbrances delayed into UM Reports

Performance of the payroll encumbrance calculation process issues have been resolved. There is no longer a one-day delay for all daily payroll encumbrances being brought into UM reports. As always, updated payroll encumbrance data is available within HRMS via the online inquires UM Encumbering by Combo Code or UM Encumbering by Employee ID. Navigation in HRMS: UM Payroll Accounting > UM Encumbering

All 8/9/2017 Period 1 is closed
General Ledger, Reporting 8/7/2017 Period 913 Carryforward posted
Payroll Accounting 8/3/2017 Biweekly payroll encumbrances are not available

Due to system processing delays, biweekly payroll encumbrances processed on Wednesday night will not be available on financial reports until tomorrow August 4th.  Payroll encumbrances on financial reports are current through Friday, July 29th.

All 8/2/2017 7:50 a.m. update: Batch processing is still running. August accounting period is now open.
All 8/2/2017

August 2 6:30 a.m. update
At 11:15 p.m. on Monday, July 31, the University’s primary data center experienced a sudden power outage resulting in many systems becoming unavailable including MyU/PeopleSoft. As of Tuesday evening, August 1, MyU/PeopleSoft data was restored to the same point it was at when the power went out at 11:15 p.m. Monday. Any work performed in the Enterprise Financial System (EFS, PeopleSoft Financials) after 11:15 p.m. on Monday, July 31, will have to be re-done.

All 8/1/2017 The WBOB data center lost power overnight. All systems are down. No ETA for recovery.
Payroll Accounting, Reporting 7/31/2017 Daily payroll encumbrance processing on Hold
Due to technical system upgrades over the next few days, there will be no daily payroll encumbrance adjustments processed on Monday, July 31 and Tuesday, August 1. Payroll encumbrance processing will resume as normal Wednesday, August 2 and will be available on reports in the Reporting Center on Thursday morning.
Endowments, General Ledger, Reporting 7/26/2017 The market value distribution entry is scheduled to be posted early next week. Period 913 carryforward will be run on Sunday, August 6.
All 7/24/2017 Period 913 is closed.
Sponsored projects, AR/Billing, Purchasing 7/24/2017

Release notes, changes made over the weekend

Purchasing: Contract Administrator link on the Maintain Purchase Order page
Prior to the change, the Contract Administrator's information could not be updated once the requisition sourced to a PO. Procurement specialists can now click on the new Contract Administrator hyperlink when processing a CPS-related PO change order to switch the Contract Administrator to another employee or update the existing Contract Administrator's information on the CPS contract.

Purchasing: People are now able to see a voucher’s associated receipt(s) on one of the most commonly used Purchase Order (PO) inquiry pages: the PO Interface Inquiry page. This will be helpful to when reconciling blanket and CPS-related POs that have many receipts and vouchers. Navigation: Accounts Payable>Review Accounts Payable Info>Interfaces>Purchase Order

Accounts Receivable/Billing: The Accounts Receivable Item List page has been modified so the Customer Name displayed next to the Customer ID field will no longer wrap to multiple lines. Navigation: Accounts Receivable > Customer Accounts > Item Information > Item List 

Grants, Projects, Contracts: Several changes to the Notice of Grant Award (NOGA)  have been made, including: Improved formatting for greater definition and clarity; addition of new fields  fund code, function, contract administrator, project team, and long title; new messages have been added to direct the reader to appropriate resources if key information is missing from the NOGA (for example, no billing specialist listed, no Fund entered). Navigation: Grants > Awards > UM Noga Report 

Payroll Accounting 7/20/2017

Payroll Accounting Distributions: Review UM Inactive Combo Codes Report

Starting at 1:00 p.m. on Monday, July 24 all FY17 non-sponsored combo codes will be deactivated after the close of period 913. Departments will have until 4:00 p.m. on Thursday, July 27 to make distribution corrections or submit budget journals in EFS to activate needed combo codes. This will prevent salary and fringe payroll transactions from hitting departmental default strings (program 21853) for the July 23 pay end date.

Payroll Accounting 7/20/2017 The last day for Period 913 Retro Distributions was Monday, July 17.
Reporting 7/19/2017

Reporting impact on July 30

There will be an impact to the freshness of the data warehouses and associated reporting in UM Reports, UM Analytics, and Web Query Tool on Sunday, July 30. Reports will be available but will reflect data as of Friday 7/28. Neither the legacy data warehouse or the Enterprise data warehouse will be refreshed that day. Finance, HR, and Student reports will be impacted on July 30. Again, reports will be available but will reflect data as of Friday 7/28.

All 7/13/2017

FIXED: The Reporting Center run was successful last night. 

The reports are now correct. The data within the reports is as of Wednesday, 7/12/17.

Billing Specialists 7/13/2017

A change was implemented in the Standard Billings Module this morning. 

EFS will display 25 bill lines per group now. The old display limit was 10 per group. If more than 25 bill lines are present, the buttons near the top of the line tab can be used to display the next group of bill lines.

All 7/12/2017 Fiscal Year-End dates have been updated and deadlines changed for period 913. Visit FYE website for details.
All 7/12/2017 Period 12 is closed as of 10:52 a.m. Period 913 should be open for use.
GL 7/11/2017

The Period 12 deadlines will remain as published - closing tomorrow morning.  Period 913 will be open at 7:00 am tomorrow morning. We are aware of the issues caused by UMReports and are reviewing the Period 913 deadlines. Thanks for your patience.

All 7/5/2017

FIXED: Reporting Center and FY18 accounts

Non-sponsored FY18 budget data is now being displayed in the Reporting Center as it should.

All 6/26/2017

Fiscal year-end reminders!

Today is the last check run until July 3--all invoices with a due date of July 5, 2017 and earlier will be paid today. There are a number of other important transaction processing deadlines this week. Be sure to check all the deadlines for system processing on the fiscal year-end calendar.

Payroll 6/19/2017

Fiscal year-end: Sponsored payroll encumbering
In past years, on the last pay date of the fiscal year, all payroll encumbering was suspended until the start of the new year on July 1. This procedure is followed to facilitate the closing of the fiscal year for non-sponsored chartstrings, but it results in a short gap where no sponsored payroll encumbering data is visible on financial reports. As recommended by the Payroll Accounting work group, enhancements have been made which will allow sponsored payroll encumbrances to continue during this period. On June 21, only non-sponsored and cost-share payroll encumbrances will be zeroed out. Payroll encumbrances for sponsored chartstrings will continue to be available on reports throughout the fiscal year transition. All non-sponsored and cost-share payroll encumbering will resume on July 1. Reminder: No daily payroll encumbrance adjustments will be available between June 21 and July 7. 

Changes to undergraduate fringe charges
Currently, an employee's primary job determines whether they are eligible for fringe charges. While undergraduate job records are not typically assessed fringe, this will still occur if an undergrad employee has a primary job record that is fringe-eligible. As recommended by the Payroll Accounting work group, enhancements have been implemented which will ensure that no fringe is charged to a job record with an employee class of 'UND', regardless of primary job setting. This change will begin with the first pay period in fiscal year 2018 (pay end date 06/25/17).

All 6/26/2017

Fiscal year-end reminders!

Today is the last check run until July 3--all invoices with a due date of July 5, 2017 and earlier will be paid today. There are a number of other important transaction processing deadlines this week. Be sure to check all the deadlines for system processing on the fiscal year-end calendar.

Payroll 6/19/2017

Fiscal year end: Sponsored payroll encumbering
In past years, on the last pay date of the fiscal year, all payroll encumbering was suspended until the start of the new year on July 1st. This procedure is followed to facilitate the closing of the fiscal year for non-sponsored chartstrings, but it results in a short gap where no sponsored payroll encumbering data is visible to users on financial reports.

As recommended by the Payroll Accounting work group, enhancements have been made which will allow sponsored payroll encumbrances to continue during this period. On June 21st, only non-sponsored and cost-share payroll encumbrances will be zeroed out.  Payroll encumbrances for sponsored chartstrings will continue to be available on reports throughout the fiscal year transition. All non-sponsored and cost-share payroll encumbering will resume on July 1st.  

Reminder:  No daily payroll encumbrance adjustments will be available between June 21st and July 7th. 

Payroll 6/19/2017

Changes to undergraduate fringe charges
Currently, an employee's primary job determines whether they are eligible for fringe charges.  While undergraduate job records are not typically assessed fringe, this will still occur if an undergrad employee has a primary job record that is fringe-eligible.  As recommended by the Payroll Accounting work group, enhancements have been implemented which will ensure that no fringe is charged to a job record with an employee class of 'UND', regardless of primary job setting.  This change will begin with the first pay period in fiscal year 2018 (pay end date 06/25/17).

All 6/15/2017

Fiscal year-end reminders!

There are a number of important transaction processing deadlines tomorrow and next week. For example, an important deadline next week is that all vouchers with match exceptions and budget exceptions must have any issues resolved by 2:00 p.m. on June 23; any vouchers that require central approval must be fully approved by any departmental and certified approvers by that same time. Be sure to check all the deadlines for system processing on the fiscal year-end calendar.

All 6/9/2017 Period 11 is now closed.
Payroll Accounting 6/9/2017

Payroll Accounting Distributions for FY 2018
On Sunday, June 11th, Accounting Services will be completing the payroll accounting distribution roll for fiscal year 2018.  All current and future-dated payroll accounting distributions will be automatically copied forward into the new 2018 entry and available for review on Monday, June 12th.

Reminder: After the distribution roll is complete, if there are any distribution changes needed for the 26th pay period that should also apply to the 1st pay period in 2018 - distribution changes must be made in both 2017 and 2018.

Vendor/ Supplier Maintenance 6/7/2017

Vendor/Supplier Setup

Due to the increase in volume of vendor setup and change requests, it is taking longer to get to each request. It may take between 5 and 10 business days to process vendor/supplier requests until the backlog clears.

Voucher Specialists 5/26/2017 (FIXED) Vouchers scanning for Perceptive Content/ImageNow is down
Perceptive Content/ImageNow is currently experiencing an issue where scanned Vouchers are not moving from their Batches in to Workflows after being approved. Engineers are investigating the issue. Only Vouchers are affected, other types continue to scan into workflows as expected.
All 5/22/2017

Changes made to the system over this past weekend (routine updates/release notes)

AR/Billing
These pages have been updated to display up to 15 activity rows in the grid by default with an option to view more using the “View All” link for the Item Activity grid. The Payment Method for a payment activity will also be displayed:

  • Accounts Receivable > Customer Accounts > Item Information > Item List, Item Activity tab 
  • Accounts Receivable > Customer Accounts > Item Information > View/Update Item Details, Item Activity

These pages have been updated to display up to 15 activity rows in the grid by default with an option to view more using the “View All” link for the Item Activity grid. In addition, within each activity row it displays up to 15 Accounting Lines with an option to view more using the “View All” link for the Accounting Line grid:

  • Accounts Receivable > Customer Accounts > Item Information > Item List, Item Accounting Entries tab 
  • Accounts Receivable > Customer Accounts > Item Information > View/Update Item Details, Item Accounting Entries tab

Sponsored, PRF Number Search 
A new field has been added to the Maintain Proposal search page that will now provide the ability to search for a Proposal using a PRF Number. Grants > Proposals > Maintain Proposal 

Treasury
The investment pools menu in Cash Management has been simplified to focus on the specific work needs of the deparmental users.

Vendor/ Supplier Maintenance 5/17/2017

Vendor/Supplier Setup

Due to the increase in volume of vendor setup and change requests, it is taking longer to get to each request. It may take between 5 and 10 business days to process vendor/supplier requests until the backlog clears.

All 5/10/2017

Fiscal Year-End FY17

The fiscal year-end calendar for FY17 is available now: http://finsys.umn.edu/fye/index.html

All 5/9/2017 Period 10 is now closed.
Budget 04/24/2017 Period 9 carryforward has been posted
All  04/24/2017

Changes made to the system over this past weekend (routine updates/release notes)

Payroll Accounting, encumbering calculation prorating additional pay against job data.

Corrections were made to the payroll encumbrance process to more closely align with payroll actuals processing of additional pay and leaves of absence (including sabbaticals). 

  • Will now prorate additional pay when an employee's appointment ends or begins in the middle of a pay period. 
  • Will no longer prorate employees whose additional pay ends or begins in the middle of a pay period but their appointment does not. 
  • Use of unpaid earn codes like TUP and SLU in additional pay will now reduce encumbrances. 
  • Leaves of absence activity entered in Absence Management will now be considered, (including sabbaticals). 
  • Unpaid leave activity will reduce REG earnings. 
  • All full or partially paid leave activity will be reflected using the LVL or LVP earnings code rather than REG. 

There will be no payroll encumbrance processing on Monday April 24 or Tuesday April 25. Processing will resume on Wednesday April 26 and updated payroll encumbrances will be available in reporting the following day.

Budget Justification link name display update  

Navigation: Grants > Awards > Project Budgets 
The Budget Justification link display was updated to "Justification" if a justification has been added to the budget row. If no justification exists for a budget row, the link will display as "Add Justification".

Billing customer contacts security updates to allow people to select links when they have View Only access to the component . 

Navigation: Customers > Customer Information > General Information: "General Info Links" 
Security was updated to allow people to select the "Contact Info" link (from the above navigation) for people with access to the Customer Request or Customer viewing activities. From this link people can access the Customer Contact Information to see email addresses associated to the contact or select the "Documentation" link from the Contact Customers link to see the preferred invoice delivery method (mail or email). Security was also updated to provide the ability to navigate directly to the Customer Contact Information pages to access this same information using Navigation: Customers > Contact Information.

Payroll Accounting, Retro Distribution

After submission on the Review/Approval page: 

  • Retros can now be deleted after submission as long as no workflow action or system processing has occurred. A delete button is now available on the UM Retro Distribution Review/Approval page. 
  • A direct retro can only be deleted by the person who submitted it. 
  • Auto-approved retros can only be deleted prior to system processing. 
  • Retros pending Certified Approver or effort approval cannot be deleted once an approver has completed a workflow action (approve or deny). 
  • Retros with a status of "Complete" cannot be deleted. 

Reminder, processing of direct retros in an approved status now occurs twice a day at 11:00 a.m. and 5:00 p.m. 

Unsubmitted direct retros are no longer available on the Review/Approval page. Previously, if a retro preparer failed to submit a direct retro, the retro ID was still returned in the search results on the UM Retro Distribution Review/Approval page. This caused confusion when viewing the direct retro as all accounting detail was highlighted yellow due to the missing information. Now when searching on the review/approval page, the unsubmitted direct retro will no longer appear in the search results nor will it display a "no results found" message. Preparers will need to return to the UM Retro Distribution Entry page and submit the direct retro.

All 04/24/2017 Original post
04/21/2017

WebNow changes for those not on campus

Beginning Sunday April 23, 2017, people will be required to use VPN to access WebNow from off campus. This will primarily impact people when working from home or other non-University locations. WebNow has experienced a notable increase in off capus activity that appears to be hacking attempts. This change to require VPN use will ensure that access to University data from off campus is protected and secured. VPN is not required for users accessing WebNow from any of the University's official campuses.

Please visit the VPN website, to download a supported VPN client and access setup instructions. If you need further assistance with VPN or have questions about WebNow, please contact the Technology Help Service Desk (1HELP): http://it.umn.edu/help or 612-301-4357.

Budgeting 04/20/2017
Original post
04/18/2017

UM Budgeting RESOLVED
HR Data Refresh button has been corrected. The Budget office will be contacting users that may have been impacted.

UM Budgeting
Please refrain from pressing the HR Data Refresh button on the Positions page at this time.  The data is dropping one pay period from the Current FY Salary column.

Payroll Accounting 04/17/2017

NEW! Introducing mid-day direct retro processing 

Based on your feedback, a mid-day run of direct retro processing will now occur Monday through Saturday between 11am and 1pm. This will begin today, Monday April 17. All direct retros eligible for the mid-day processing must be in an approved status before 11am to be picked up by this batch. Any direct retros approved after that time will be processed in the nightly batch starting at 5pm. Although the direct retros have been processed in HRMS, they will not be available on UM Reports until the following day.

All 04/13/2017

Service Interruption for EFS Financial Helpline

During the week of April 24 the University Financial Helpline will be relocating within WBOB. We may not be able to offer phone assistance during our move. We will try to offer specific times as soon as a firm schedule is set. If we have any phone service intrruption, please email controller@umn.edu to open a self-service ticket.

All 04/11/2017

Period 9 now is Closed

Reporting 03/30/2017 UM Analytics - Finance GL Subject Area
Transactions posted to the ledgers in EFS yesterday, 3/29/2017, were not processed in the Finance GL subject area last night and are not available for financial analyses today. Transaction posted to EFS ledgers yesterday and today should be available in the Finance GL subject area for financial analyses tomorrow 3/31/2017.
External Sales 01/31/2017
for April 1, 2017

Mn Local Sales Tax Changes. The following new local sales and use tax will start on April 1, 2017: Lake County transit sales and use tax 0.5 percent. For more information about local sales and use taxes visit the Mn Department of Revenue website.

All 03/27/2017
For April 1 & 2

MyU and PeopleSoft applications will be unavailable Saturday and Sunday, April 1 and 2 

The systems will be unavailable as updates are made to the PeopleSoft development platform, PeopleTools, bringing it to version 8.55. This update helps our PeopleSoft systems remain stable and secure, and ensures that we retain vendor support. Please plan accordingly. Impacts:

  • MyU and PeopleSoft applications, and some applications dependent on them, will be unavailable while the update is in progress.
  • Since it is tax season, be aware that during the outage there will be no online access to W-2 and 1098-T forms. People are encouraged to download these forms in advance. Access will be restored April 2.
  • Aside from downtime during the weekend, no significant impact is expected and no action is required as a result of this update.
  • Extensive planning and testing has been completed.
  • Scheduling was coordinated with all U business areas.

During the weekend of April 1-2, updates will be available on the University’s Service Status page.

All 03/09/2017 Period 8 is now closed.
Payroll Accounting 02/21/2017 Additional Summer Faculty Earn Code for Research
In response to requests from the Finance user community, HR has provided an additional earnings code to help distinguish between research and instruction for summer earnings. Earnings code SSS is renamed to "Summer Session Instruction". The old earnings code SMR is active again and will be used for "Summer Session Research". These earnings codes are meant to be used only for summer session. More information about using these earnings codes will be included in the summer appointments instructional packet that will be distributed by HR in the spring.
Accounts Payable 02/16/2017

Monday is a banking holiday

Banks in the United States are closed on Monday. Per the University's usual procedure, payments will be generated tomorrow evening (Friday) for anything scheduled to pay on Monday.

All 02/16/2017

Accounts Payable batch processing did not run last night due to a system issue. Processing will resume again this evening.

Expense reports are impacted by this issue as well.

Payroll Accounting 02/15/2017

Retro Distributions did not process

Retro Distributions that were submitted Tuesday, February 14th were not processed in HRMS and sent to Finance. These transactions are not available on reports. Retro transactions will be processed today and available in reporting on Thursday, February 16th. Retro transactions in reporting are current as of Monday, February 13th. 

All 02/9/2017

Period is Closed

Period 7 is now closed

External Sales 01/31/2017 for April 1, 2017

Mn Local Sales Tax Changes
The following new local sales and use tax will start on April 1, 2017: Lake County transit sales and use tax 0.5 percent.
For more information about local sales and use taxes visit the Mn Department of Revenue website.

Payroll Accounting

Updated Feb 6, 2017

For 01/31/2017

Direct Retro Entry page and duplicate distribution lines - Resolved
A fix for this issue was pushed out on Friday night (February 3, 2017).

Orignial Message: When entering a direct retro that spans pay periods where an employee may have had a department or position change, the preparer will see two distribution lines representing the same combo code. The distribution lines will contain different pay period ranges, split at the point of department or position change. If both of the duplicated distribution lines are selected, upon saving the preparer will receive the error message: "Data being added conflicts with existing data." When this message is received, the direct retro is automatically deleted when leaving the page. System support staff are working on a solution. Until fixed, if you see duplicate combination codes separated only by pay period ranges, select only one range when completing the first retro, followed by a second retro to complete the remaining pay period range.

All 01/30/2017

Release notes from changes made over the weekend

Standard Bill Entry 
Navigation: Billing > Maintain Bills > Standard Billing > Address Link or Address Info in the drop down menu 
We have corrected an issue that was introduced during the PeopleSoft image upgrade in November. The Contact Name field will no longer be available for edit if the Attention To field value is blank. To have a contact name appear in the Bill To: section of an invoice, the standard business process is to select a contact from the Attention To drop down list. If the contact is not in the list, please complete a Customer Maintenance Request so the contact can be set up in EFS.

UM Inactive Combo Codes Report 
The goal of these changes is to ensure that the report returns results only if action is needed in distribution entry to prevent future payroll activity from distributing to the department's suspense chartstring (program 21853). The updated report is a useful tool to monitor invalid distribution data throughout the fiscal year, including the fiscal year end transition. To access the report in HRMS, navigate to the UM Payroll Accounting folder and select UM Inactive Combo Codes Report. This report is available to all those with the following roles: Distribution Entry, Retro Distribution Entry, and Certified Approver. People who do not perform one of these functions who still need to view Payroll Accounting data in HRMS may request the 'Payroll Accounting View' role through the HRMS online ARF process. This view-only role grants people the ability to view in HRMS submitted retros, distribution information, UM Invalid Combo Codes report, and various other payroll accounting informational pages.

UM Retro Distribution Entry 
These changes are meant to provide people with more information about the salary expenses they are moving, avoid confusion, and also prevent common processing errors at the point of entry. 

  • After selecting 'Get Distributions' on the Direct Retro Distribution page, the grid that displays will now show pay period range information for each employee record, earning codes, and combo code distribution line. New fields have been added to display first pay period begin date and number through last pay period begin date and number. This will make it easier to see which specific pay periods will be affected when adjusting a particular line. 
  • Pressing the 'Get Combo CD' button on the Direct Retro Adjustment page will now function the same way that it does on the Distribution Entry page. Previously, the Direct Retro Adjustment page presented a 'Multiple Combo Codes Found' error in situations where the chartfields entered were correct but other optional chartfields existed. Going forward, any chartfields with no value entered will be interpreted as a blank, rather than a wildcard when retrieving the combination code. 
  • People will now be prevented from entering a retro for an individual whose corresponding job code, position, or Department ID is inactive for the date range in question. The message will say 'The line you have chosen has an inactive job code, position number and/or HR DeptID.' Before proceeding, the underlying job code/position number/DeptID must be activated for the affected time period. Contact HR to resolve the issue, and then the retro can be entered normally.
Req reparers and approvers 1/25/2017 Today is the last day to create, approve, and fully process a VCPS. The new procedure for these types of payments is now to use the non-PO-related payment process. See the email sent on January 9 with the subject line: VCPS process being eliminated.
JE preparers and approvers 1/25/2017

Accounting Services has noted an increase in University departments using the adjusting periods in the General Ledger (915, 921, 922, etc.) for journal entries. Adjusting periods in the General Ledger are for Accounting Services use only. The only exception is at year-end when departments can use Period 913 only. Journal entries posted to these periods will be stopped from posting or reversed and deleted. Please make sure you are using the appropriate period for all journal entries. Thanks for your understanding an assistance.

All 1/11/2017

Period is Closed

Period 6 is now closed.

Payroll 1/10/2017 Update on direct retro processing
All direct retros from Friday, December 30th and Monday, January 2nd have been manually processed to the General Ledger and are now available on UM Reports. All pending direct retros since January 5th were sent for processing last night.  However, due to the high volume of outstanding direct retros, not all were completed. As a result, any remaining retros will be processed in tonight's batch and available on UM reports tomorrow. If you have any questions, please contact the University Financial Helpline at 4-1617.
Payroll 1/5/2017 Direct retro processing on hold until 1/9/2017
An issue was discovered that prevented retros submitted and approved between Friday, December 30th and Monday, January 2nd, from being processed to the General Ledger.  These direct retros will display a status of complete in HRMS, but are not available on financial reports. We have resolved the original issue, but manual steps must be taken to process the missing direct retros.  As central completes these steps, all direct retro processing will be on hold until Monday, January 9th. This is to avoid further data complications due to additional retro activity. Departments can continue to enter direct retro's, however, they will remain in a pending status until Monday.   
External Sales

10/28/2016

For 1/1/2017

Notification of new local sales and use taxes

The following new local sales and use taxes will start on January 1, 2017:

For more information visit the Minnesota Department of Revenue's local tax information web page.

11/21/16 update: The Fergus Falls local sales and use tax of 0.5 percent will be ending on December 31, 2016. See the Fergus Falls General Notice (pdf) for more information.


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