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
Thursday, March 7, end of day: release enhancements to User Acceptance Testing
Thursday, March 14, end of day: release enhancement to Production
Friday, March 15, end of day: delete QA models
Thank You Report Developers!
Special thanks to the report developers who submitted enhancement requests.
- Concur Team
- Rehan Ahmed
- Jianjun Li
- Gayathri Narayanan
- Daniel Redfern
- Heather Sears
New Views
New: FINAH-ContractInvoiceDetail-View
In conjunction with the BFS BI team, BIA is excited to release the FINAH-ContractInvoiceDetail-View. This new view builds on is similar to the FINAH-ContractRevenue-View to focus but focused on Contract Invoice information.
This view will have the standard month long UAT for new views and be released to Production in April 2024.
Epic:
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
SNOW tickets addressed: CS1813935
Unique fields include:
- Contract Invoice ID
- Contract Invoice Line Dist ID
- Contract Invoice Line Dist Number
- Contract Invoice Line ID
- Contract Invoice Line Number
- Contract Invoice Receipt Applied Date
- Contract Line Project Active Count
- Contract Line Project Active Flag
- Contract Invoice Line Amount
- Contract Invoice Line Dist Amount
- Contract Invoice Receipt Amount
New: FINAH-TE-UserDelegate-View
In conjunction with the Concur team, BIA is excited to release the FINAH-TE-UserDelegate-View. This new view builds on the FINAH-TE-User-View to include Delegate information.
This view will have the standard month long UAT for new views and be released to Production in April 2024.
Epic:
SNOW tickets addressed:
Unique fields include:
- Funding Source
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.
Award Related Views
Epic:
SNOW tickets addressed: CS1808177, CS1811359, CS1833408
Special Note: The 'KR' in these fields indicates that the data comes from the Kuali Research tool.
- Added the following fields:
- Award Project Manager Count
- Award Project Organization Count
- KR Award PD Number
- KR Award UCSD Sponsor Major Agency
Impacted Views:
- FINAH-Award-View
- FINAH-ChartStringCombination-View
- FINAH-Contract-View
- FINAH-ContractRevenue-View
- FINAH-PPM-Balances-View
- FINAH-PPM-TransactionDetail-View
- FINAH-Project-View
- FINAH-ProjectCosts-View
- FINAH-TE-ExpenseTransactionDetail-View
- FINAH-TE-RequestDetail-View
- FINAH-UCSDGeneralLedger-View
- FINAH-UCSDGeneralLedgerBalances-View
- FINAH-UCSDGeneralLedgerInterface-View
FINAH-Contract-View, FINAH-ContractRevenue-View, FINAH-PPM-TransactionDetail-View
Epic:| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
|
SNOW tickets addressed:
CS1849713Added the followingUnique fields
:- Managerial Reporting Revenue Account Hierarchy L1
- Managerial Reporting Revenue Account Hierarchy L1 Code
- Managerial Reporting Revenue Account Hierarchy L1 Code and Name
- Managerial Reporting Revenue Account Hierarchy L2
- Managerial Reporting Revenue Account Hierarchy L2 Code
- Managerial Reporting Revenue Account Hierarchy L2 Code and Name
- Managerial Reporting Revenue Account Hierarchy L3
- Managerial Reporting Revenue Account Hierarchy L3 Code
- Managerial Reporting Revenue Account Hierarchy L3 Code and Name
- Managerial Reporting Revenue Account Hierarchy L4
- Managerial Reporting Revenue Account Hierarchy L4 Code
- Managerial Reporting Revenue Account Hierarchy L4 Code and Name
- Managerial Reporting Revenue Account Hierarchy L5
- Managerial Reporting Revenue Account Hierarchy L5 Code
- Managerial Reporting Revenue Account Hierarchy L5 Code and Name
- Managerial Reporting Revenue Account Hierarchy L6
- Managerial Reporting Revenue Account Hierarchy L6 Code
- Managerial Reporting Revenue Account Hierarchy L6 Code and Name
- Revenue Account
- Revenue Account Code and Name
- Revenue Account Effective End Date
- Revenue Account Effective Start Date
- Revenue Account Is Current Count
- Revenue Account Is Current Flag
- Revenue Account L1
- Revenue Account L1 Code
- Revenue Account L1 Code and Name
- Revenue Account L2
- Revenue Account L2 Code
- Revenue Account L2 Code and Name
- Revenue Account L3
- Revenue Account L3 Code
- Revenue Account L3 Code and Name
- Revenue Account L4
- Revenue Account L4 Code
- Revenue Account L4 Code and Name
- Revenue Account L5
- Revenue Account L5 Code
- Revenue Account L5 Code and Name
- Revenue Account L6
- Revenue Account L6 Code
- Revenue Account L6 Code and Name
FINAH-PPM-TransactionDetail-View
Epic:
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
SNOW tickets addressed: CS1204179
Added the following fields:
include:
- TE Delegate Can Prepare Count
- TE Delegate Can Prepare Flag
- TE Delegate Can Submit Expense Reports Count
- TE Delegate Can Submit Expense Reports Flag
- TE Delegate Can Submit Requests Count
- TE Delegate Can Submit Requests Flag
- TE Delegate Can View Receipts Count
- TE Delegate Can View Receipts Flag
- TE Delegate User Email Address
- TE Delegate User Financial Unit
- TE Delegate User Financial Unit Code
- TE Delegate User Financial Unit Code And Name
- TE Delegate User Home Department
- TE Delegate User Home Department Code
- TE Delegate User Home Department Code And Name
- TE Delegate User HR Status
- TE Delegate User ID
- TE Delegate User ID And Name
- TE Delegate User Last Separation Date
- TE Delegate User Name First
- TE Delegate User Name Full
- TE Delegate User Name Last
- TE Delegate User Name Middle
- TE Delegate User Profile Approver Email Address
- TE Delegate User Profile Approver Name Full
- TE Delegate User Profile Financial Unit
- TE Delegate User Profile Financial Unit Code
- TE Delegate User Profile Function
- TE Delegate User Profile Function Code
- TE Delegate User Profile Fund
- TE Delegate User Profile Fund Code
- TE Delegate User Profile Funding Source
- TE Delegate User Profile Funding Source Code
- TE Delegate User Profile Ledger
- TE Delegate User Profile Location
- TE Delegate User Profile Location Code
- TE Delegate User Profile PCard Dept Admin Email Address
- TE Delegate User Profile PCard Dept Admin Name First
- TE Delegate User Profile PCard Dept Admin Name Full
- TE Delegate User Profile PCard Dept Admin Name Last
- TE Delegate User Profile PCard Dept Admin Name Middle
- TE Delegate User Profile PCard Dept Admin User ID
- TE Delegate User Profile PCard Dept Admin User ID And Name
- TE Delegate User Profile PCard Dept Admin User System ID
- TE Delegate User Profile Primary Assignment Financial Unit Code
- TE Delegate User Profile Program
- TE Delegate User Profile Program Code
- TE Delegate User Profile Project
- TE Delegate User Profile Project Code
- TE Delegate User Profile Supplier
- TE Delegate User Profile Supplier Code
- TE Delegate User Profile Supplier Code And Name
- TE Delegate User Profile Task
- TE Delegate User Profile Task Code
- TE Delegate User Profile User Group
- TE Delegate User Profile User Traveler Type
- TE Delegate User Reports To Employee ID
- TE Delegate User Reports To ID And Name
- TE Delegate User Reports To Name Full
- TE Delegate User System ID
- TE Delegate User Vice Chancellor
- TE Delegate User Vice Chancellor Code
- TE Delegate User Vice Chancellor Code And Name
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.
Project Related Views
Epic:
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
SNOW tickets addressed: CS1204179, CS1820264, CS1819950, CS1869849
Added the following fields:
- Active TE User Count
- Active TE User Flag
- Derived UC Path Fund
- Derived UC Path Fund Code
- Derived UC Path Fund Code and Name
- Derived UC Path Fund Effective End Date
- Derived UC Path Fund Effective Start Date
- Derived UC Path Fund Is Current Count
- Derived UC Path Fund Is Current Flag
- Derived UC Path Fund L1
- Derived UC Path Fund L1 Code
- Derived UC Path Fund L1 Code and Name
- Derived UC Path Fund L2
- Derived UC Path Fund L2 Code
- Derived UC Path Fund L2 Code and Name
- Derived UC Path Fund L3
- Derived UC Path Fund L3 Code
- Derived UC Path Fund L3 Code and Name
- Derived UC Path Fund L4
- Derived UC Path Fund L4 Code
- Derived UC Path Fund L4 Code and Name
- Derived UC Path Fund VSE Category
- Derived UC Path Fund VSE Category Code
- Derived UC Path Fund VSE Category Code and Name
- Derived UC Path Fund VSE Subcategory L1
- Derived UC Path Fund VSE Subcategory L1 Code
- Derived UC Path Fund VSE Subcategory L1 Code and Name
- Derived UC Path Fund VSE Subcategory L2
- Derived UC Path Fund VSE Subcategory L2 Code
- Derived UC Path Fund VSE Subcategory L2 Code and Name
- Derived UC Path Managerial Reporting Fund Hierarchy L1
- Derived UC Path Managerial Reporting Fund Hierarchy L1 Code
- Derived UC Path Managerial Reporting Fund Hierarchy L1 Code and Name
- Derived UC Path Managerial Reporting Fund Hierarchy L2
- Derived UC Path Managerial Reporting Fund Hierarchy L2 Code
- Derived UC Path Managerial Reporting Fund Hierarchy L2 Code and Name
- Derived UC Path Managerial Reporting Fund Hierarchy L3
- Derived UC Path Managerial Reporting Fund Hierarchy L3 Code
- Derived UC Path Managerial Reporting Fund Hierarchy L3 Code and Name
- Derived UC Path Managerial Reporting Fund Hierarchy L4
- Derived UC Path Managerial Reporting Fund Hierarchy L4 Code
- Derived UC Path Managerial Reporting Fund Hierarchy L4 Code and Name
- Derived UC Path Managerial Reporting Fund Hierarchy L5
- Derived UC Path Managerial Reporting Fund Hierarchy L5 Code
- Derived UC Path Managerial Reporting Fund Hierarchy L5 Code and Name
- Derived UC Path Managerial Reporting Fund Hierarchy L6
- Derived UC Path Managerial Reporting Fund Hierarchy L6 Code
- Derived UC Path Managerial Reporting Fund Hierarchy L6 Code and Name
- Expenditure Invoice Line Quantity
- Expenditure Invoice Line Quantity Unit of Measure
- Expenditure Invoice Line Quantity Unit Price
- Federally Unallowable Expenditure Type Count
- Federally Unallowable Expenditure Type Flag
- PO Line Description
- TE Payment Product Type
- TE Personal Travel Dates
- TE Request Approval Status
- TE Request Business Purpose
- TE Request Contains Personal Travel Count
- TE Request Contains Personal Travel Flag
- TE Request Created by Delegate Count
- TE Request Created by Delegate Flag
- TE Request Created by User Email Address
- TE Request Created by User ID
- TE Request Created by User ID And Name
- TE Request Created by User Name First
- TE Request Created by User Name Full
- TE Request Created by User Name Last
- TE Request Created by User Name Middle
- TE Request Created by User System ID
- TE Request Created Date
- TE Request Created DateTime
- TE Request Event End Date
- TE Request Event Location
- TE Request Event Location Type
- TE Request First Approved Date
- TE Request First Approved DateTime
- TE Request First Submitted For Approval Date
- TE Request First Submitted For Approval DateTime
- TE Request ID
- TE Request Key
- TE Request Name
- TE Request Submitted by Delegate Count
- TE Request Submitted by Delegate Flag
- TE Request Submitted by User Email Address
- TE Request Submitted by User ID
- TE Request Submitted by User ID And Name
- TE Request Submitted by User Name First
- TE Request Submitted by User Name Full
- TE Request Submitted by User Name Last
- TE Request Submitted by User Name Middle
- TE Request Submitted by User System ID
- TE Request Travel City Destination
- TE Request Travel City Origin
- TE Request Travel End Date
- TE Request Travel Start Date
- TE Request Traveler Type
- TE Request Trip Type
- TE Request Type
- TE User Email Address
- TE User Financial Unit
- TE User Financial Unit Code
- TE User Financial Unit Code And Name
- TE User Home Department
- TE User Home Department Code
- TE User Home Department Code And Name
- TE User HR Status
- TE User ID
- TE User ID And Name
- TE User Last Separation Date
- TE User Name First
- TE User Name Full
- TE User Name Last
- TE User Name Middle
- TE User Profile Approver Email Address
- TE User Profile Approver Name Full
- TE User Profile Financial Unit
- TE User Profile Financial Unit Code
- TE User Profile Function
- TE User Profile Function Code
- TE User Profile Fund
- TE User Profile Fund Code
- TE User Profile Funding Source
- TE User Profile Funding Source Code
- TE User Profile Ledger
- TE User Profile Location
- TE User Profile Location Code
- TE User Profile PCard Dept Admin Email Address
- TE User Profile PCard Dept Admin Name First
- TE User Profile PCard Dept Admin Name Full
- TE User Profile PCard Dept Admin Name Last
- TE User Profile PCard Dept Admin Name Middle
- TE User Profile PCard Dept Admin User ID
- TE User Profile PCard Dept Admin User ID And Name
- TE User Profile PCard Dept Admin User System ID
- TE User Profile Primary Assignment Financial Unit Code
- TE User Profile Program
- TE User Profile Program Code
- TE User Profile Project
- TE User Profile Project Code
- TE User Profile Supplier
- TE User Profile Supplier Code
- TE User Profile Supplier Code And Name
- TE User Profile Task
- TE User Profile Task Code
- TE User Profile User Group
- TE User Profile User Traveler Type
- TE User Reports To Employee ID
- TE User Reports To ID And Name
- TE User Reports To Name Full
- TE User System ID
- TE User Vice Chancellor
- TE User Vice Chancellor Code
- TE User Vice Chancellor Code And Name
FINAH-UCSDGeneralLedgerInterface-View
Epic:
| Jira Legacy | ||||||
|---|---|---|---|---|---|---|
|
SNOW tickets addressed:
Added the following fields:
Fields added to the views:
Project Nickname
Project Recharge License Number
Impacted Views:
FINAH-ChartStringCombination-View
FINAH-ContractRevenue-View
FINAH-PPM-Balances-View
FINAH-PPM-TransactionDetail-View
FINAH-Project-View
FINAH-ProjectCosts-View
FINAH-ResourceCommitment-View
FINAH-TE-ExpenseTransactionDetail-View
FINAH-TE-RequestDetail-View
FINAH-UCSDGeneralLedger-View
FINAH-UCSDGeneralLedgerBalances-View
FINAH-UCSDGeneralLedgerInterface-View
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. |
| Warning |
|---|
A duty cycle has been implemented for Hana QA. During this time, Hana QA will not be available. Please schedule your UAT work around this duty cycle.
|
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.
If you find an issue, please include in your email to busintel@ucsd.edu the following:
Reminder: QA data sources will be deleted the Friday after the enhancements are migrated to Production. |