Versions Compared

Version Old Version 5 New Version Current
Changes made by

Saparnell

Saparnell

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Lived Name eta Aug 2022

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 July 13” so we can address it prior to the Thursday, July 14, 2022 release to Production.

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

Table of Contents

Table of Contents


Lived Name

As part of UCSD's transition to displaying Lived Name in all applicable tools, we expect FINAH to display Lived Name starting in August 2022.  Currently the Legal Name seen in Oracle is being displayed for all employees in FINAH.


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.


Ui expand
titleFINAH-Contract-View

FINAH-Contract-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-958

SNOW tickets addressed: CS1113774
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
titleFINAH-ContractRevenue-View

FINAH-ContractRevenue-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-959

SNOW tickets addressed: CS1113774
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
titleFINAH-PPM-TransactionDetail-View

FINAH-PPM-TransactionDetail-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-918

SNOW tickets addressed: CS1094277, CS1076676, CS1089553 and CS1086959
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 Full



Ui expand
titleFINAH-ProjectCosts-View

FINAH-ProjectCosts-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-919

SNOW tickets addressed: CS1094277

Added the following fields:

  • Expenditure Created By Email Address
  • Expenditure Created By Employee ID
  • Expenditure Created By ID And Name
  • Expenditure Created By Identity AD Username
  • Expenditure Created By Name Full
  • Expenditure Created By Username
  • Expenditure Last Updated By Email Address
  • Expenditure Last Updated By Employee ID
  • Expenditure Last Updated By ID And Name
  • Expenditure Last Updated By Identity AD Username
  • Expenditure Last Updated By Name Full
  • Expenditure Last Updated By Username



Ui expand
titleFINAH-UCSDGeneralLedger-View

FINAH-UCSDGeneralLedger-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-917

SNOW tickets addressed: CS1094277 and CS1078692

Added the following fields:

  • Journal Created By Username



Ui expand
titleFINAH-UCSDGeneralLedgerInterface-View

FINAH-UCSDGeneralLedgerInterface-View

Epic:  

Jira Legacy
serverITS PRO
serverIdebe8394f-6d75-344c-8d9c-717cb778a1eb
keyFINAHMAINT-940

SNOW tickets addressed:  CS1094277 and CS1078692 and CS1124278

Added the following fields:

  • Expenditure Batch - for transactions that come from PPM expenditure aka where "Transaction Entity Code" = 'EXPENDITURES'
  • Expenditure Comment - for transactions that come from PPM expenditure aka where "Transaction Entity Code" = 'EXPENDITURES'
  • Expenditure Transaction Document - for transactions that come from PPM expenditure aka where "Transaction Entity Code" = 'EXPENDITURES'
  • Expenditure Transaction Document Entry - for transactions that come from PPM expenditure aka where "Transaction Entity Code" = 'EXPENDITURES'
  • User Expenditure Batch - for transactions that come from PPM expenditure aka where "Transaction Entity Code" = 'EXPENDITURES'
  • Journal Created By Username
  • PO Number
  • SLA Event Created By Email Address
  • SLA Event Created By Employee ID
  • SLA Event Created By ID And Name
  • SLA Event Created By Identity AD Username
  • SLA Event Created By Name Full
  • SLA Event Created By Username



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?