20210708 FINAH Start UAT Release Notes

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 14” so we can address it prior to the Thursday, July 15 release to Production.

Renaming & Deprecating:

As we've adapted the FINAH views to your needs, we have found changing field names is painful for both report developers and our team due to the name change breaking reports, data integrations and packages / data sources. In an effort to avoid this pain, we are going to introduce a new name change strategy.

ITS-BIA will release new fields with the revised field name in the views that contain the field to be renamed, or where a view is to be renamed ITS-BIA will release as a new view the view with the revised name.
ITS-BIA will allow a transition period for report developers to repoint their reports at the new fields / views.
ITS-BIA will remove the data from the old fields / views and allow a second transition period. This will not break the report but will highlight where the fields / views are still in use as they will become blank.
ITS-BIA will deprecate the fields / views. Any reports the have not transitioned by this point will break.

We'll be using this new strategy on the following items that require name changes:

CBO Account Hierarchy fields will be replaced by Managerial Reporting Account Hierarchy
CBO Fund Hierarchy fields will be replaced by Managerial Reporting Fund Hierarchy
Expenditure ID will be replaced by Transaction Number
Contract Sponsor LOC Number will be replaced by Award Sponsor LOC Number
Contract Sponsor Is Federal Flag will be replaced by Award Sponsor Is Federal Flag
Contract Sponsor Is Federal Count will be replaced by Award Sponsor Is Federal Count
FINAH-Task-View will be replaced by FINAH-ProjectCosts-View

Date		Status
Currently Available	Award Sponsor LOC Number Award Sponsor Is Federal Flag Award Sponsor Is Federal Count FINAH-ProjectCosts-View	Completed
May 6	The following fields will be released for UAT Managerial Reporting Account Hierarchy fields will be added to FinAH Views Managerial Reporting Fund Hierarchy fields will be added to FinAH Views Transaction Number will be added to FinAH Views These fields will be migrated to Production on May 13.	Completed
May 6 – June 3	Report developers will repoint their reports CBO Account Hierarchy fields should be repointed at Managerial Reporting Account Hierarchy fields CBO Fund Hierarchy fields should be repointed at Managerial Reporting Fund Hierarchy fields Expenditure ID should be repointed at Transaction Number Contract Sponsor LOC Number should be repointed at Award Sponsor LOC Number Contract Sponsor Is Federal Flag should be repointed at Award Sponsor Is Federal Flag Contract Sponsor Is Federal Count should be repointed at Award Sponsor Is Federal Count Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View	Completed
June 3	The following will display blank values in Hana QA for UAT CBO Account Hierarchy fields will display blank values CBO Fund Hierarchy fields will display blank values Expenditure ID will display blank values Contract Sponsor LOC Number will display blank values Contract Sponsor Is Federal Flag will display blank values Contract Sponsor Is Federal Count will display blank values Reports built from FINAH-Task-View will display blank values The fields will display blank values in Production starting June 10.	Completed
Updated: June 3 – July 8 (to accommodate July 4th)	End customers will see empty fields in reports that have not yet been repointed by report developers Report developers will repoint their reports CBO Account Hierarchy fields should be repointed at Managerial Reporting Account Hierarchy fields CBO Fund Hierarchy fields should be repointed at Managerial Reporting Fund Hierarchy fields Expenditure ID should be repointed at Transaction Number Contract Sponsor LOC Number should be repointed at Award Sponsor LOC Number Contract Sponsor Is Federal Flag should be repointed at Award Sponsor Is Federal Flag Contract Sponsor Is Federal Count should be repointed at Award Sponsor Is Federal Count Reports built from FINAH-Task-View should be repointed at FINAH-ProjectCosts-View	In Progress
Updated: July 8	The following will be deleted from Hana QA. CBO Account Hierarchy fields CBO Fund Hierarchy fields Expenditure ID Contract Sponsor LOC Number Contract Sponsor Is Federal Flag Contract Sponsor Is Federal Count FINAH-Task-View	Completed
Updated: July 15	The following will be deleted from PROD causing any un-touched reports to break. CBO Account Hierarchy fields CBO Fund Hierarchy fields Expenditure ID Contract Sponsor LOC Number Contract Sponsor Is Federal Flag Contract Sponsor Is Federal Count FINAH-Task-View

Customer Service Reminder:

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.

How to test the new enhancements:

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?

Items marked with an asterisk (*) are report breaking enhancements if you have these fields in your report.

New View: FINAH-UCSDGeneralLedgerInterfaceView

Epic: FINAHCORE-1189

Added the following fields

Account
Account Code
Account Code and Name
Account Effective End Date
Account Effective Start Date
Account Is Current Count
Account Is Current Flag
Account L1
Account L1 Code
Account L1 Code and Name
Account L2
Account L2 Code
Account L2 Code and Name
Account L3
Account L3 Code
Account L3 Code and Name
Account L4
Account L4 Code
Account L4 Code and Name
Account L5
Account L5 Code
Account L5 Code and Name
Account L6
Account L6 Code
Account L6 Code and Name
Activity
Activity Code
Activity Code and Name
Activity Effective End Date
Activity Effective Start Date
Activity Is Current Count
Activity Is Current Flag
Activity L1
Activity L1 Code
Activity L1 Code and Name
Approver ID
Award Fiscal Manager Active Count
Award Fiscal Manager Email Address
Award Fiscal Manager Employee ID
Award Fiscal Manager ID And Name
Award Fiscal Manager Name Full
Award Fund Manager Active Count
Award Fund Manager Email Address
Award Fund Manager Employee ID
Award Fund Manager ID And Name
Award Fund Manager Name Full
Award MSO DBO CAO Active Count
Award MSO DBO CAO Email Address
Award MSO DBO CAO Employee ID
Award MSO DBO CAO ID And Name
Award MSO DBO CAO Name Full
Award Number
Award Principal Investigator Active Count
Award Principal Investigator Email Address
Award Principal Investigator Employee ID
Award Principal Investigator ID And Name
Award Principal Investigator Name Full
Award Project Manager Active Count
Award Project Manager Email Address
Award Project Manager Employee ID
Award Project Manager ID And Name
Award Project Manager Name Full
Batch
Batch Code
Batch Description
Batch Posting Date
Batch Source
Batch Status Code
Calendar Day (DDD)
Calendar Month
Calendar Month (MM)
Calendar Quarter (Q)
Calendar Week (WW)
Calendar Year
Calendar Year (YYYY)
Currency
Entity
Entity Code
Entity Code and Name
Entity Effective End Date
Entity Effective Start Date
Entity Is Current Count
Entity Is Current Flag
Entity L1
Entity L1 Code
Entity L1 Code and Name
Entity L2
Entity L2 Code
Entity L2 Code and Name
Entity L3
Entity L3 Code
Entity L3 Code and Name

Financial Unit
Financial Unit Code
Financial Unit Code and Name
Financial Unit Effective End Date
Financial Unit Effective Start Date
Financial Unit Is Current Count
Financial Unit Is Current Flag
Financial Unit L1
Financial Unit L1 Code
Financial Unit L1 Code and Name
Financial Unit L2
Financial Unit L2 Code
Financial Unit L2 Code and Name
Financial Unit L3
Financial Unit L3 Code
Financial Unit L3 Code and Name
Financial Unit L4
Financial Unit L4 Code
Financial Unit L4 Code and Name
Fiscal Accounting Period
Fiscal Day (DDD)
Fiscal Month
Fiscal Month (MM)
Fiscal Quarter (Q)
Fiscal Week (WW)
Fiscal Year
Fiscal Year (YYYY)
Function
Function Code
Function Code and Name
Function Effective End Date
Function Effective Start Date
Function Is Current Count
Function Is Current Flag
Function L1
Function L1 Code
Function L1 Code and Name
Fund
Fund Code
Fund Code and Name
Fund Effective End Date
Fund Effective Start Date
Fund Is Current Count
Fund Is Current Flag
Fund L1
Fund L1 Code
Fund L1 Code and Name
Fund L2
Fund L2 Code
Fund L2 Code and Name
Fund L3
Fund L3 Code
Fund L3 Code and Name
Fund L4
Fund L4 Code
Fund L4 Code and Name
Future1
Future1 Code
Future1 Code and Name
Future1 Effective End Date
Future1 Effective Start Date
Future1 Is Current Count
Future1 Is Current Flag
Future1 L1
Future1 L1 Code
Future1 L1 Code and Name
Future2
Future2 Code
Future2 Code and Name
Future2 Effective End Date
Future2 Effective Start Date
Future2 Is Current Count
Future2 Is Current Flag
Future2 L1
Future2 L1 Code
Future2 L1 Code and Name
Interentity
Interentity Code
Interentity Code and Name
Interentity Effective End Date
Interentity Effective Start Date
Interentity Is Current Count
Interentity Is Current Flag
Journal ID
Journal Line Number
Journal Source
Journal Source Description
Ledger Encumbrance Type
Ledger Source
Location
Location Code
Location Code and Name

Location Effective End Date
Location Effective Start Date
Location Is Current Count
Location Is Current Flag
Location L1
Location L1 Code
Location L1 Code and Name
Login ID
Login Name
Managerial Reporting Account Hierarchy L1
Managerial Reporting Account Hierarchy L1 Code
Managerial Reporting Account Hierarchy L1 Code and Name
Managerial Reporting Account Hierarchy L2
Managerial Reporting Account Hierarchy L2 Code
Managerial Reporting Account Hierarchy L2 Code and Name
Managerial Reporting Account Hierarchy L3
Managerial Reporting Account Hierarchy L3 Code
Managerial Reporting Account Hierarchy L3 Code and Name
Managerial Reporting Account Hierarchy L4
Managerial Reporting Account Hierarchy L4 Code
Managerial Reporting Account Hierarchy L4 Code and Name
Managerial Reporting Account Hierarchy L5
Managerial Reporting Account Hierarchy L5 Code
Managerial Reporting Account Hierarchy L5 Code and Name
Managerial Reporting Fund Hierarchy L1
Managerial Reporting Fund Hierarchy L1 Code
Managerial Reporting Fund Hierarchy L1 Code and Name
Managerial Reporting Fund Hierarchy L2
Managerial Reporting Fund Hierarchy L2 Code
Managerial Reporting Fund Hierarchy L2 Code and Name
Managerial Reporting Fund Hierarchy L3
Managerial Reporting Fund Hierarchy L3 Code
Managerial Reporting Fund Hierarchy L3 Code and Name
Managerial Reporting Fund Hierarchy L4
Managerial Reporting Fund Hierarchy L4 Code
Managerial Reporting Fund Hierarchy L4 Code and Name
Managerial Reporting Fund Hierarchy L5
Managerial Reporting Fund Hierarchy L5 Code
Managerial Reporting Fund Hierarchy L5 Code and Name
Managerial Reporting Fund Hierarchy L6
Managerial Reporting Fund Hierarchy L6 Code
Managerial Reporting Fund Hierarchy L6 Code and Name
Original Transaction Reference
Program
Program Code
Program Code and Name
Program Effective End Date
Program Effective Start Date
Program Is Current Count
Program Is Current Flag
Program L1
Program L1 Code
Program L1 Code and Name
Project
Project Class Category
Project Class Code
Project Code
Project Code and Name
Project Department Reporting Category
Project Effective End Date
Project Effective Start Date
Project Is Current Count
Project Is Current Flag
Project Manager Employee ID
Project Manager ID And Name
Project Manager Name Full
Project Type
SLA Event Header ID
SLA Event ID
SLA Event Line Accounting Class
SLA Event Line Amount
SLA Event Line Description
SLA Event Line Entry (C/D)
SLA Event Line Number
SLA Event Line Sign
SLA Event Line Signed Amount
SLA Event Original Transaction Reference
Transaction Amount
Transaction Date
Transaction Description
Transaction Entity Code
Transaction Entry (C/D)
Transaction Header Code
Transaction ID
Transaction Line Code
Transaction Number
Transaction Sign
Transaction Signed Amount
Transaction System Counter
Transaction System Date Time

FINAH-Account-View

Epic: FINAHCORE-1201
Removed the following fields:

CBO Account Hierarchy fields

FINAH-ChartStringCombination-View

Epic: FINAH-1246
Added the following fields:

Award Fiscal Manager Active Count
Award Fiscal Manager Email Address
Award Fiscal Manager Employee ID
Award Fiscal Manager ID And Name
Award Fiscal Manager Name Full
Award Fund Manager Active Count
Award Fund Manager Email Address
Award Fund Manager Employee ID
Award Fund Manager ID and Name
Award Fund Manager Name Full
Award MSO DBO CAO Active Count
Award MSO DBO CAO Email Address

Award MSO DBO CAO Employee ID
Award MSO DBO CAO ID And Name
award MSO DBO CAO Name Full
Award Principal Investigator Active Count
Award Principal Investigator Email Address
Award Principal Investigator Employee ID
Award Principal Investigator ID And Name
Award Principal Investigator Name Full
Award Project Manager Active Count
Award Project Manager Email Address
Award Project Manager Employee ID
Award Project Manager ID And Name
Award Project Manager Name Full

Removed the following fields:

CBO Account Hierarchy fields
CBO Found Hierarchy fields

FINAH-Contract-View

Epic: FINAHCORE-1205
Added the following fields:

Award Fiscal Manager Active Count
Award Fiscal Manager Email Address
Award Fiscal Manager Employee ID
Award Fiscal Manager ID And Name
Award Fiscal Manager Name Full
Award Fund Manager Active Count
Award MSO DBO CAO Active Count
Award MSO DBO CAO Email Address
Award MSO DBO CAO Employee ID
Award MSO DBO CAO ID And Name
Award MSO DBO CAO Name Full
Award Principal Investigator Active Count
Award Project Manager Active Count
Award Project Manager Email Address
Award Project Manager Employee ID
Award Project Manager ID And Name
Award Project Manager Name Full
Project Fiscal Manager Active Count
Project Fiscal Manager Email Address
Project Fiscal Manager Employee ID
Project Fiscal Manager ID And Name
Project Fiscal Manager Name Full

Project Fund Manager Active Count
Project Fund Manager Email Address
Project Fund Manager Employee ID
Project Fund Manager ID And Name
Project Fund Manager Name Full
Project ID
Project Manager Active Count
Project Manager Email Address
Project Manager Employee ID
Project Manager ID And Name
Project Manager Name Full
Project MSO DBO CAO Active Count
Project MSO DBO CAO Email Address
Project MSO DBO CAO Employee ID
Project MSO DBO CAO ID And Name
Project MSO DBO CAO Name Full
Project Principal Investigator Active Count
Project Principal Investigator Email Address
Project Principal Investigator Employee ID
Project Principal Investigator ID And Name
Project Principal Investigator Name Full

Removed the following fields:

Contract Sponsor Is Federal Count
Contract Sponsor Is Federal Flag
Contract Sponsor LOC Number

FINAH-ContractRevenue-View

Epic: FINAHCORE-1238
Added the following fields:

Award Fiscal Manager Active Count
Award Fiscal Manager Email Address
Award Fiscal Manager Employee ID
Award Fiscal Manager ID And Name
Award Fiscal Manager Name Full
Award Fund Manager Active Count
Award MSO DBO CAO Active Count
Award MSO DBO CAO Email Address
Award MSO DBO CAO Employee ID
Award MSO DBO CAO ID And Name
Award MSO DBO CAO Name Full
Award Principal Investigator Active Count
Award Project Manager Active Count
Award Project Manager Email Address
Award Project Manager Employee ID
Award Project Manager ID And Name
Award Project Manager Name Full
Project Fiscal Manager Active Count
Project Fiscal Manager Email Address

Project Fiscal Manager Employee ID
Project Fiscal Manager ID And Name
Project Fiscal Manager Name Full
Project Fund Manager Active Count
Project Fund Manager Email Address
Project Fund Manager Employee ID
Project Fund Manager ID And Name
Project Fund Manager Name Full
Project Manager Active Count
Project MSO DBO CAO Active Count
Project MSO DBO CAO Email Address
Project MSO DBO CAO Employee ID
Project MSO DBO CAO ID And Name
Project MSO DBO CAO Name Full
Project Principal Investigator Active Count
Project Principal Investigator Email Address
Project Principal Investigator Employee ID
Project Principal Investigator ID And Name
Project Principal Investigator Name Full

Removed the following fields:

Contract Sponsor Is Federal Count
Contract Sponsor Is Federal Flag
Contract Sponsor LOC Number

FINAH-Fund-View

Epic: FINAHCORE-1201
Removed the following fields:

CBO Fund Hierarchy fields

FINAH-ProjectCosts-View

Epic: FINAHCORE-1187
Added the following fields:

Award REMS Sponsor Agency
Award REMS Sponsor Agency Code
Award REMS Sponsor Category
Award REMS Sponsor Category Code
Award REMS Sponsor Sub-Agency
Award REMS Sponsor Sub-Agency Code
Expenditure Contract Code And Name
Expenditure Contract Code
Expenditure Contract
Task Budget Period Actual Raw Amount
Task Budget Period Budget Raw Amount
Task Budget Period Commitment Raw Amount
Expenditure Dist Accounting Period
Expenditure Dist Fiscal Period Full
Expenditure Dist Fiscal Period Number
Expenditure Dist Fiscal Period Short
Expenditure Dist Fiscal Day (DDD)
Expenditure Dist Fiscal Month (MM)
Expenditure Dist Fiscal Quarter (Q)
Expenditure Dist Fiscal Week (WW)
Expenditure Dist Fiscal Year
Expenditure Dist Fiscal Year (YYYY)

Removed the following fields:

CBO Account Hierarchy fields
CBO Found Hierarchy fields
Expenditure ID

FINAH-UCSDGeneralLedger-View

Epic: FINAHCORE-1209
Added the following fields:

Activity
Activity Code
Activity Code and Name
Activity Effective End Date
Activity Effective Start Date
Activity Is Current Count
Activity Is Current Flag
Award Fiscal Manager Active Count
Award Fiscal Manager Email Address
Award Fiscal Manager Employee ID
Award Fiscal Manager ID And Name
Award Fiscal Manager Name Full
Award Fund Manager Active Count
Award Fund Manager Email Address
Award Fund Manager Employee ID
Award Fund Manager ID and Name
Award Fund Manager Name Full
Award MSO DBO CAO Active Count
Award MSO DBO CAO Email Address
Award MSO DBO CAO Employee ID
Award MSO DBO CAO ID And Name
Award MSO DBO CAO Name Full
Award Principal Investigator Active Count
Award Principal Investigator Email Address
Award Principal Investigator Employee ID
Award Principal Investigator ID And Name
Award Principal Investigator Name Full

Award Project Manager Active Count
Award Project Manager Email Address
Award Project Manager Employee ID
Award Project Manager ID And Name
Award Project Manager Name Full
Future1
Future1 Code
Future1 Code and Name
Future1 Effective End Date
Future1 Effective Start Date
Future1 Is Current Count
Future1 Is Current Flag
Future2
Future2 Code
Future2 Code and Name
Future2 Effective End Date
Future2 Effective Start Date
Future2 Is Current Count
Future2 Is Current Flag
Interentity
Interentity Code
Interentity Code and Name
Interentity Effective End Date
Interentity Effective Start Date
Interentity Is Current Count
Interentity Is Current Flag

Removed the following fields:

CBO Account Hierarchy fields
CBO Found Hierarchy fields
POETAF Code

FINAH-UCSDGeneralLedgerBalances-View

Epic: FINAHCORE-1185
Added the following fields:

Award Fiscal Manager Active Count
Award Fiscal Manager Email Address
Award Fiscal Manager Employee ID
Award Fiscal Manager ID And Name
Award Fiscal Manager Name Full
Award Fund Manager Active Count
Award Fund Manager Email Address
Award Fund Manager Employee ID
Award Fund Manager ID And Name
Award Fund Manager Name Full
Award MSO DBO CAO Active Count
Award MSO DBO CAO Email Address
Award MSO DBO CAO Employee ID
Award MSO DBO CAO ID And Name
Award MSO DBO CAO Name Full
Award Principal Investigator Active Count
Award Principal Investigator Email Address
Award Principal Investigator Employee ID
Award Principal Investigator ID And Name
Award Principal Investigator Name Full
Award Project Manager Active Count
Award Project Manager Email Address
Award Project Manager Employee ID
Award Project Manager ID And Name
Award Project Manager Name Full
Current Fiscal Year Flag
Current Period Flag
Current Quarter Flag
Fiscal Period Beginning Balance
Fiscal Period Beginning Balance Entry Type
Fiscal Period Beginning Balance Entry Type Code
Fiscal Period Beginning Balance Sign
Fiscal Period Beginning Credit Balance
Fiscal Period Beginning Debit Balance
Fiscal Period Beginning Signed Balance
Fiscal Quarter To Date Balance
Fiscal Quarter To Date Balance Entry Type
Fiscal Quarter To Date Balance Entry Type Code
Fiscal Quarter To Date Balance Sign
Fiscal Quarter To Date Beginning Balance
Fiscal Quarter To Date Beginning Balance Entry Type Code
Fiscal Quarter To Date Beginning Balance Entry Type
Fiscal Quarter To Date Beginning Balance Sign
Fiscal Quarter To Date Beginning Credit Balance
Fiscal Quarter To Date Beginning Debit Balance
Fiscal Quarter To Date Beginning Signed Balance

Fiscal Quarter To Date Credit Balance
Fiscal Quarter To Date Debit Balance
Fiscal Quarter To Date Ending Balance
Fiscal Quarter To Date Ending Balance Entry Type
Fiscal Quarter To Date Ending Balance Entry Type Code
Fiscal Quarter To Date Ending Balance Sign
Fiscal Quarter To Date Ending Credit Balance
Fiscal Quarter To Date Ending Debit Balance
Fiscal Quarter To Date Ending Signed Balance
Fiscal Quarter To Date Signed Balance
Fiscal Year To Date Beginning Balance
Fiscal Year To Date Beginning Balance Entry Type Code
Fiscal Year To Date Beginning Balance Entry Type
Fiscal Year To Date Beginning Balance Sign
Fiscal Year To Date Beginning Credit Balance
Fiscal Year To Date Beginning Debit Balance
Fiscal Year To Date Beginning Signed Balance
Fiscal Year To Date Ending Balance
Fiscal Year To Date Ending Balance Entry Type
Fiscal Year To Date Ending Balance Entry Type Code
Fiscal Year To Date Ending Balance Sign
Fiscal Year To Date Ending Credit Balance
Fiscal Year To Date Ending Debit Balance
Fiscal Year To Date Ending Signed Balance
Project To Date Balance
Project To Date Balance Entry Type
Project To Date Balance Entry Type Code
Project To Date Balance Sign
Project To Date Beginning Balance
Project To Date Beginning Balance Entry Type Code
Project To Date Beginning Balance Entry Type
Project To Date Beginning Balance Sign
Project To Date Beginning Credit Balance
Project To Date Beginning Debit Balance
Project To Date Beginning Signed Balance
Project To Date Credit Balance
Project To Date Debit Balance
Project To Date Ending Balance
Project To Date Ending Balance Entry Type
Project To Date Ending Balance Entry Type Code
Project To Date Ending Balance Sign
Project To Date Ending Credit Balance
Project To Date Ending Debit Balance
Project To Date Ending Signed Balance
Project To Date Signed Balance

Removed the following fields:

CBO Account Hierarchy fields
CBO Found Hierarchy fields
POETAF Code