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Hello FINAH Developers - The below fields are now available for you in UAT.  If you find an issue, please email busintel@ucsd.edu right away with the subject line “FINAH UAT due August 10” so we can address it prior to the Thursday, August 11, 2022 release to Production.

Keep up with our future enhancements here: FINAH Bugs and Enhancements In Progress

Table of Contents

Table of Contents


Thank You Report Developers!

Special thanks to the report developers who submitted enhancement requests. 

  • Cheryl Kettnich
  • Heather Sears
  • Eva Thiveos


Lived Name

As part of UCSD's transition to displaying Lived Name in all applicable tools, FINAH will display Lived Name starting in August 2022.  This means any report displaying employee Name fields will automatically display the employee Lived name where available and the Legal name where no Live name is indicated.  This will not break any reports or data integration objects, unless you are filtering for a specific name.

Live name is now available in the following views;

  • FINAH-Award-View
  • FINAH-ChartStringCombination-View
  • FINAH-Contract-View
  • FINAH-ContractRevenue-View
  • FINAH-PPMTransactionDetail-View
  • FINAH-Project-View
  • FINAH-ProjectCost-View
  • FINAH-ProjectPersonnelRole-View
  • FINAH-UCSDGeneralLedger-View
  • FINAH-UCSDGeneralLedgerBalances-View
  • FINAH-UCSDGeneralLedgerInterface-View

Epic:

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-935

SNOW ticket addressed: CS0989015


Test Your Requested Enhancements

Items marked with an asterisk (*) are report breaking enhancements if you have these fields in your report and you have not take the appropriate remediation steps.


FINAH-PPM-TransactionDetail
Ui expand
titleProject Bill to Customer
title

Multiple Views

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-987

SNOW tickets addressed: CS1113774 CS0885436 and CS0692062
Added the following fields:

  • Contract Created By Email Address
  • Contract Created By Employee ID
  • Contract Created By ID And Name
  • Contract Created By Identity AD Username
  • Contract Created By Name Full
  • Contract Created By Username
  • Contract Last Updated By Email Address
  • Contract Last Updated By Employee ID
  • Contract Last Updated By ID And Name
  • Contract Last Updated By Identity AD Username
  • Contract Last Updated By Name Full
  • Contract Last Updated By Username
Ui expand
  • Project Bill To Customer
  • Project Bill To Customer Code
  • Project Bill To Customer Code And Name

To the following views:

  • FINAH-Project-View
  • FINAH-ChartStringCombination-View
  • FINAH-UCSDGeneralLedger-View
  • FINAH-UCSDGeneralLedgerBalances-View
  • FINAH-
PPM
  • UCSDGeneralLedgerInterface-
TransactionDetail-View
  • View



Ui expand
titleProject Bill to Customer & Task Bill to Customer

Multiple Views

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-918989

SNOW tickets addressed: CS1094277, CS1076676, CS1089553 and CS1086959 CS0885436 and CS0692062
Added the following fields:

  • Contract Created By Email Address
  • Contract Created By Employee ID
  • Contract Created By ID And Name
  • Contract Created By Identity AD Username
  • Contract Created By Name Full
  • Contract Created By Username
  • Contract Last Updated By Email Address
  • Contract Last Updated By Employee ID
  • Contract Last Updated By ID And Name
  • Contract Last Updated By Identity AD Username
  • Contract Last Updated By Name Full
  • Contract Last Updated By Username
  • Project Funding Issue Amount
  • Transaction Created By Email Address
  • Transaction Created By Employee ID
  • Transaction Created By ID And Name
  • Transaction Created By Identity AD Username
  • Transaction Created By Name Full
  • Transaction Created By Username
  • Transaction Created DateTime
  • Transaction Invoice Line Requester Email Address
  • Transaction Invoice Line Requester Employee ID
  • Transaction Invoice Line Requester ID And Name
  • Transaction Invoice Line Requester Identity AD Username
  • Transaction Last Updated By Email Address
  • Transaction Last Updated By Employee ID
  • Transaction Last Updated By ID And Name
  • Transaction Last Updated By Identity AD Username
  • Transaction Last Updated By Username
  • Transaction Last Updated DateTime
  • Transaction Requisition Line Requester Email Address
  • Transaction Requisition Line Requester Employee ID
  • Transaction Requisition Line Requester ID And Name
  • Transaction Requisition Line Requester Identity AD Username
  • Transaction Requisition Line Requester Name FullProject Bill To Customer
  • Project Bill To Customer Code
  • Project Bill To Customer Code And Name
  • Task Bill To Customer
  • Task Bill To Customer Code
  • Task Bill To Customer Code And Name

To the following views:

  • FINAH-ContractRevenue-View
  • FINAH-ProjectCost-View



Ui expand
titleFINAH-PPM-TransactionDetail-View

FINAH-PPM-TransactionDetail-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-986

SNOW tickets addressed: CS0885436 and CS0692062
Added the following fields:

  • Project Bill To Customer
  • Project Bill To Customer Code
  • Project Bill To Customer Code And Name
  • Project Budget Period Budget Amount
  • Project Budget Period Funding Amount
  • Project Budget Period Unbudgeted Amount
  • Task Bill To Customer
  • Task Bill To Customer Code
  • Task Bill To Customer Code And Name
  • Transaction Source = Will be populated for "Transaction Type" 'Expenditure', 'Commitment', and 'Revenue'



Customer Service Reminder

Warning

Data in UAT is not ready to be shared with end customers, is not considered completely validated and can change suddenly.  For optimal customer satisfaction, do not connect your production solutions to packages / data sources that are in UAT.  If you choose to share UAT items with end customer, be explicit that the data and report is in UAT and can change suddenly or be broken by UAT changes.


Follow our Enhancement Testing Steps

Tip
Use this UAT time to adjust your reports as needed prior to the Production release where your customers will be able to see any issues these enhancements cause. 
  • Cognos: Use the packages in Cognos DEV > Financial Activity Hub > Financial Activity Hub Packages UAT to build your report and select Hana QA.  Do not select Hana Prod as the report will fail.  Using Hana QA will allow you to see the below enhancements with Oracle Production data. 
  • Tableau: Sign into Tableau on your Tableau desktop tool and open your report.  Add a new data source with the same name and -QA at the end of the title.  Using this data source will allow you to see the below enhancements with Oracle Production data.
  • Hana QA:  FINAH data in Hana QA is production Oracle data loaded daily, just like in Hana PROD.

If you find an issue, please include in your email to busintel@ucsd.edu the following:

  • What browser are you using?
  • What environment are you using?  Cognos DEV, QA or PROD?  Or Tableau?
  • What data source / package are you using?
  • What results were you expecting?