What have we got planned for the Official Financial Transactions? The
purpose of this link is to keep you
informed of future enhancements. How did we come up with the plan? Everything appearing here
comes from feedback we receive at forums, experience from the Central Offices (Purchasing, Disbursements, General Accounting
and the Campus Budget Office) and from requests from
users such as you. Got your own ideas? Help us make these transactions meet your needs by e-mailing your ideas to us!
What's Planned
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Status
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System Speed. It's too.... slow.
We hear you! We are in the process of reviewing all parts of the system to figure out how to improve response time.
We've added internal program timers to determine exactly where the most time is being spent. Because we are accessing
IFIS screens behind the scenes, it will never be as fast as being directly on the mainframe, but we hope that by
optimizing the performance and making the navigation between pages flow better, it will result in faster system
all around. Stay tuned. |
In Progress |
List Screens. Create some
more user-friendly list screens that allow searches on descriptions instead of just codes. It is useless to have
a search by buyer code - if you knew the code, you wouldn't be looking it up, right? The new list screens will
allow you to search by buyer name, and even search for names that begin with, end with, or contain a certain set of
characters. And yes, for those who are used to the old way of searching, you'll still be able to search by codes
as well. The following list screens will be available: buyer code, commodity code, mail code, ship to code,
index, account, fund, org, program. Additionally, we also hope to have vendor/payee code and address available.
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In Progress |
Payment Authorization. Enhance
the "View Existing Documents" function to include purged Payment Authorization documents from the Data Warehouse. These
documents will be viewd in the same format on the Summary Page as the current documents. |
Logged |
Approval History. Modify the
Approval History page to spell out the status more clearly. It is not intuitive that a status code of "F" means
Final Approval has been received. |
Logged |
Journal Voucher. Create a process to
liquidate encumbrances on the Web using checkoff boxes rather than requiring a department to
enter the encumbrance information. The user would retrieve a report similar to the Financiallink encumbrance ledger on
Financiallink however the ledger would include check off boxes to either: 1. Remove all of the encumbrances for a
fund/org/program, 2. Remove all of the encumbrances for an index (if report was requested by index), or 3. Remove
only the encumbrances which are checked. The system would create a journal to be posted to IFIS with the document
number configuration similar to the one currently used (EG + user ID + next up number), template GEN, rule class E061.
There are approximately 20,000 line items per fiscal year which the departments must manually prepare to lift
encumbrances. The process described above should save considerable time for campus departments monitoring
ledgers. Also, there appears to be a general consensus that the IFIS encumbrance balances are of little of no value
because they are incorrect. With all of the other demands made of fund managers, priority given for correcting
encumbrance balances is low. A less time consuming process would make it easier to maintain encumbrances balances
and thereby improving the accuracy of the Financiallink and IFIS reports. The primary users of this process would be
campus fund managers. |
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Journal Voucher. Create a process to allow users to retrieve journal data by journal number. The journal header information (doc date,
approval audit trail, and document text) and the transaction detail. Exclude accounts 110000 and 30x000 in the detail
display. Detail could possibly retrieve data from both the operating and general ledger depending the accounts used.
There would either have to be additional selection data required beyond document number, such as ledger date, or
second level selection level which displays the document number and document date as journal numbers can be
duplicated between fiscal years. Autojournal numbers are duplicated throughout the year. |
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Journal Voucher. Create a process to
edit for the following when inactivating index numbers: 1. Outstanding encumbrances 2. Indexes
set up in SYSDATA for STIP distribution 3. Payroll 4. Indexes which are part of Detail Codes in ISIS This ACR was
originally submitted in September 1994 and resubmitted under the IFIS GA module in April 1999 (Form 19721). It is a
high priority for BFS management. |
Logged |
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