202407 FINAH Release Notes

Owned by Saparnell
Last updated: Jul 08, 2024

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


Schedule

    • Friday, July 5, end of day: release enhancements to User Acceptance Testing

    • Thursday, July 11, end of day: release enhancement to Production

    • Friday, July 12, end of day: delete QA models


Thank You Report Developers!

Special thanks to the report developers who submitted enhancement requests. 

  • Lindsay Root
  • Eva Thiveos
  • Kevin Thomas


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.

Views with Accounting Periods

Epic:   FINAHE-1725 - Getting issue details... STATUS

SNOW tickets addressed: CS1988976

Fields added to the views:

  • Last Closed Accounting Period Count
  • Last Closed Accounting Period Flag
  • Last Opened Accounting Period Count
  • Last Opened Accounting Period Flag

Impacted Views:

  • FINAH-ContractInvoiceDetail-View
  • FINAH-PPM-Balances-View
  • FINAH-PPM-TransactionDetail-View
  • FINAH-ProjectCosts-View
  • FINAH-UCSDGeneralLedger-View
  • FINAH-UCSDGeneralLedgerBalances-View
  • FINAH-UCSDGeneralLedgerInterface-View

FINAH-PPMTransactionDetail-Views

Epic:   FINAHE-1727 - Getting issue details... STATUS

SNOW tickets addressed: CS1989558

Fields added to the views:

  • Transaction PO Requisition ID

  • Transaction PO Requisition Number

FINAH-ProjectCosts-Views

Epic:   FINAHE-1721 - Getting issue details... STATUS

SNOW tickets addressed: CS1989558

Fields added to the views:

  • PO Requisition ID

FINAH-ProjectPersonnelRole-Views

Epic:   FINAHE-1719 - Getting issue details... STATUS

SNOW tickets addressed: CS1991521

Fields added to the views:

  • Award Activity Type
  • Award Activity Type Code
  • Award Activity Type Code And Name
  • Award Actual NOA End Date
  • Award Agreement Type
  • Award Anticipated Direct Cost
  • Award Anticipated Indirect Cost
  • Award Anticipated Total Cost
  • Award Approval Required By Sponsor Count
  • Award Approval Required By Sponsor Flag
  • Award Backlog Amount
  • Award Bill Plan Billing Currency Type
  • Award Bill Plan Billing Cycle
  • Award Bill Plan Billing Set Number
  • Award Bill Plan Bill-to Account
  • Award Bill Plan Bill-to Account Number
  • Award Bill Plan Bill-to Contact
  • Award Bill Plan Bill-to Contact Email Address
  • Award Bill Plan Bill-to Party
  • Award Bill Plan Bill-to Party Site Code
  • Award Bill Plan Document Number
  • Award Bill Plan Invoice Grouping
  • Award Bill Plan Invoice Method Classification
  • Award Bill Plan Invoice Method Name
  • Award Bill Plan LOC Enabled Count
  • Award Bill Plan LOC Enabled Flag
  • Award Bill Plan On Hold Count
  • Award Bill Plan On Hold Flag
  • Award Bill Plan Payment Term
  • Award Burden Schedule
  • Award Burden Schedule Cost Code
  • Award Burden Schedule Multiplier
  • Award CFDA Number
  • Award Close DateTime
  • Award Consumed Amount
  • Award Contract Amount
  • Award End Date
  • Award End DateTime
  • Award Expanded Authority Count
  • Award Expanded Authority Flag
  • Award External Funding Source
  • Award External Funding Source Code
  • Award External Funding Source Code And Name
  • Award External Funding Source Cost Share Required Count
  • Award External Funding Source Cost Share Required Flag
  • Award Flow Through Is Federal Count
  • Award Flow Through Is Federal Flag
  • Award Flow Through Sponsor
  • Award Flow Through Sponsor Code
  • Award Flow Through Sponsor Code And Name
  • Award Flow Through Sponsor Is Federal Count
  • Award Flow Through Sponsor Is Federal Flag
  • Award Flow Through Sponsor LOC Number
  • Award Flow Through Sponsor REMS Code
  • Award Flow Through Sponsor REMS Sponsor Agency
  • Award Flow Through Sponsor REMS Sponsor Agency Code
  • Award Flow Through Sponsor REMS Sponsor Category
  • Award Flow Through Sponsor REMS Sponsor Category Code
  • Award Flow Through Sponsor REMS Sponsor Sub-Agency
  • Award Flow Through Sponsor REMS Sponsor Sub-Agency Code
  • Award Funded By Federal Agency Count
  • Award Funded By Federal Agency Flag
  • Award Funds Available Amount
  • Award ID
  • Award Institution
  • Award Institution Code
  • Award Institution Code And Name
  • Award Internal Funding Source Count
  • Award Internal Funding Source Flag
  • Award Invoiced Amount
  • Award Last Updated DateTime
  • Award Legal Entity
  • Award Legal Entity Code
  • Award Legal Entity Code And Name
  • Award Multiple Project Manager Count
  • Award Multiple Project Manager Flag
  • Award Multiple Project Organization Count
  • Award Multiple Project Organization Flag
  • Award Off Campus Count
  • Award Off Campus Flag
  • Award OP Source
  • Award OP Source Code
  • Award OP Source Code And Name
  • Award PPM Clinical Trial Type
  • Award PreAward DateTime
  • Award Project Manager Count
  • Award Project Organization Count
  • Award Purpose
  • Award Receipt Amount
  • 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
  • Award Revenue Amount
  • Award Sponsor
  • Award Sponsor Award Number
  • Award Sponsor Code
  • Award Sponsor Code And Name
  • Award Sponsor Is Federal Count
  • Award Sponsor Is Federal Flag
  • Award Sponsor LOC Number
  • Award Sponsor REMS Code
  • Award Start Date
  • Award Start DateTime
  • Award Status
  • Award Type
  • Award Unpaid Amount
  • Award Version Type
  • Award Version Type Code
  • KR Award Animal Subject Count
  • KR Award Animal Subject Flag
  • KR Award Current Budget Period End Date
  • KR Award Current Budget Period Start Date
  • KR Award Human Subject Count
  • KR Award Human Subject Flag
  • KR Award PD Number
  • KR Award UCSD Sponsor Major Agency
  • Original Project Template
  • Original Project Template Code
  • Original Project Template Code And Name
  • Project Actual End Date
  • Project Actual End DateTime
  • Project Actual Start Date
  • Project Actual Start DateTime
  • Project Bill To Customer
  • Project Bill To Customer Code
  • Project Bill To Customer Code And Name
  • Project Budgetary Control Count
  • Project Budgetary Control Flag
  • Project Burden Schedule
  • Project Burden Schedule Multiplier
  • Project Business Unit
  • Project Business Unit Code
  • Project Business Unit Code And Name
  • Project Capitalization Enabled Count
  • Project Capitalization Enabled Flag
  • Project Class Category
  • Project Class Code
  • Project Closed Date
  • Project Closed DateTime
  • Project Consumed Amount
  • Project Contract
  • Project Contract Code
  • Project Contract Code And Name
  • Project Contract ID Count
  • Project Created Date
  • Project Department Reporting Category
  • Project Description
  • Project End Date
  • Project End DateTime
  • Project GL Transaction Signed Amount
  • Project ID
  • Project Invoiced Amount
  • Project Is Sponsored Count
  • Project Is Sponsored Flag
  • Project Last Updated DateTime
  • Project Nickname
  • Project Note Created By Email Address
  • Project Note Created By Employee ID
  • Project Note Created By ID And Name
  • Project Note Created By Identity AD Username
  • Project Note Created By Name Full
  • Project Note Created By Username
  • Project Note Created DateTime
  • Project Note Last Updated By Email Address
  • Project Note Last Updated By Employee ID
  • Project Note Last Updated By ID And Name
  • Project Note Last Updated By Identity AD Username
  • Project Note Last Updated By Name Full
  • Project Note Last Updated By Username
  • Project Note Last Updated DateTime
  • Project Note Text
  • Project Recharge License Number
  • Project Revenue Amount
  • Project Start Date
  • Project Start DateTime
  • Project Status
  • Project Type
  • Project-Task Code
  • Task Bill To Customer
  • Task Bill To Customer Code
  • Task Bill To Customer Code And Name
  • Task Billable Count
  • Task Billable Flag
  • Task Burden Schedule
  • Task Burden Schedule Multiplier
  • Task Capitalizable Count
  • Task Capitalizable Flag
  • Task Chargeable Count
  • Task Chargeable Flag
  • Task Consumed Amount
  • Task Created Date
  • Task End Date
  • Task End DateTime
  • Task ID
  • Task Invoiced Amount
  • Task Organization
  • Task Organization Code
  • Task Organization Code And Name
  • Task Planning End Date
  • Task Planning End DateTime
  • Task Planning Start Date
  • Task Planning Start DateTime
  • Task Revenue Amount
  • Task Source Application
  • Task Source Reference
  • Task Start Date
  • Task Start DateTime

FINAH-TE-ExpenseTransactionDetail-Views

Epic:   FINAHE-1729 - Getting issue details... STATUS

SNOW tickets addressed: CS1970842

Fields added to the views:

  • 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


UAT - 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.

Follow our Enhancement User Acceptance Testing (UAT) Steps

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.