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Hello FINAH Developers - The below enhancements are included in the this month's FINAH Release.

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

Learn more about the Financial Activity Hub in the FINAH Quick Start Guides.

Table of Contents

Table of Contents


Schedule for February

  • 6 Thursday, end of day: release enhancements to User Acceptance Testing

  • 13 Thursday, end of day: release enhancement to Production

  • 14 Friday, end of day: delete QA models


Thank You Report Developers!

Special thanks to the report developers who submitted enhancement requests. 

  • Shan Poon
  • Lindsay Root
  • Heather Sears


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.

KR Award Funding Source - Multiple Views

Epic: 

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1905

SNOW tickets addressed:  CS2354988

Fields added to the views:

  • KR Award Funding Source Code
  • KR Award Funding Source Name
  • KR Award Funding Source Name and Code

Views impacted:

  • FINAH-Award-View
  • FINAH-ChartStringCombination-View
  • FINAH-ContractInvoiceDetail-View
  • FINAH-ContractRevenue-View
  • FINAH-Contract-View
  • FINAH-PPM-Balances-View
  • FINAH-PPM-TransactionDetail-View
  • FINAH-ProjectCostAdjustment-View
  • FINAH-ProjectCosts-View
  • FINAH-ProjectPersonnelRole-View
  • FINAH-Project-View
  • FINAH-TE-ExpenseTransactionDetail-View
  • FINAH-TE-RequestDetail-View
  • FINAH-UCSDGeneralLedgerBalances-View
  • FINAH-UCSDGeneralLedgerInterface-View
  • FINAH-UCSDGeneralLedger-View

Project Is Cost Reimbursable - Multiple Views

Epic: 

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1886

SNOW tickets addressed:  CS2308002

Fields added to the views:

  • Project Is Cost Reimbursable Count
  • Project Is Cost Reimbursable Flag

Views impacted:

  • FINAH-ChartStringCombination-View
  • FINAH-ContractInvoiceDetail-View
  • FINAH-ContractRevenue-View
  • FINAH-PPM-Balances-View
  • FINAH-PPM-TransactionDetail-View
  • FINAH-ProjectCostAdjustment-View
  • FINAH-ProjectCosts-View
  • FINAH-ProjectPersonnelRole-View
  • FINAH-Project-View
  • FINAH-TE-ExpenseTransactionDetail-View
  • FINAH-TE-RequestDetail-View
  • FINAH-UCSDGeneralLedgerBalances-View
  • FINAH-UCSDGeneralLedgerInterface-View
  • FINAH-UCSDGeneralLedger-View

FINAH-ProjectCosts-View

Epic: 

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1870

SNOW tickets addressed:  CS2295894

Fields added to the views:

  • Expenditure Comment Employee Name
  • Expenditure Comment Funding Source Code
  • Expenditure Comment OrigPTF
  • Expenditure Comment Project Code
  • Expenditure Comment Task Code
  • Expenditure Derived Original Transaction Reference

FINAH-ProjectCosts-View & FINAH-PPM TransactionDetail-View

Epic: 

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1872

SNOW tickets addressed:  CS2280275 

Logic update - FINAH by default rounds to 2 decimal places, this was causing an inconsistency as Oracle is rounding to 5 decimal places.  The following fields in the indicated views have been updated to round to 5 decimal places in order to match Oracle.

  • Expenditure Raw Cost

  • Expenditure Burdened Cost

  • Expenditure Dist Raw Cost*

  • Expenditure Dist Burdened Cost*

    *in FINAH-ProjectCost-View only

FINAH-UCSDGeneralLedger-View

Epic: 

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1900

SNOW tickets addressed:  CS2346773

Fields added to the views:

  • Added a pre-built filter for "Journal Balance Type" in ('Actual', 'Projected')


UAT - 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 User Acceptance Testing (UAT) 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 > Student Activity Hub > Student 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 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 Production data.
  • Hana QA:  SAH data in Hana QA is production 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? 

Reminder: QA data sources will be deleted the Friday after the enhancements are migrated to Production.