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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 October 12” so we can address it prior to the Thursday, October 13, 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. 

  • Kevin Chou
  • Cheryl Kettnich
  • Lindsay Root
  • Heather Sears
  • Eva Thiveos


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.


Ui expand
titleAward Fields - Multiple Views

Award Fields - Multiple Views

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1082

SNOW tickets addressed: CS1192537, CS1235557

Added the following fields:

  • Award Anticipated Direct Cost

  • Award Anticipated Indirect Cost

  • Award Anticipated Total Cost

  • Award Multiple Project Manager Count

  • Award Multiple Project Manager Flag

  • Award Multiple Project Organization Count

  • Award Multiple Project Organization Flag

To the following views:

  • FINAH-Award-View

  • FINAH-Project-View

  • FINAH-ProjectCost-View

  • FINAH-Contract-View

  • FINAH-ContractRevenue-View

  • FINAH-PPMTransactionDetail-View

  • FINAH-ChartStringCombination-View

  • FINAH-UCSDGeneralLedger-View

  • FINAH-UCSDGeneralLedgerBalances-View

  • FINAH-UCSDGeneralLedgerInterface-View



Ui expand
titleFINAH-ContractRevenue-View

FINAH-ContractRevenue-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1083

SNOW tickets addressed: CS0854024

Added the following fields:

  • Bill Event Invoice Status

  • Bill Event Revenue Status



Ui expand
titleFINAH-PPM-TransactionDetail-View

FINAH-PPM-TransactionDetail-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1093

SNOW tickets addressed: CS1089125

Added the following fields:

  • Transaction PO Line Number

  • Transaction PO Line Status

  • Transaction PO Line Total Amount

  • Transaction PO Line Total Invoiced Amount



Ui expand
titleFINAH-ProjectCosts-View

FINAH-ProjectCosts-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHE-1054

SNOW tickets addressed: CS1199090, CS1185978, CS1239185

Logic change:  Change the Expenditure Type Subject to IDC Flag to look at the list of expenditure types associated with the most recent burden structure version rather than the version in effect at the expenditure item date.
Added the following fields:

  • Expenditure Most Recent Accounting Period

  • Reversal Transaction Number

  • Transferred To Project Code And -Task Code

  • Transferred To Transaction Number



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.

  • Hana QA will not be available from 7pm-5am nightly
  • Hana QA will not be available Saturday and Sunday
  • Data loads will occur from 5am-10am on weekdays


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?