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

Table of Contents

Schedule

• Thursday, October 5, end of day: release enhancements to User Acceptance Testing

• Thursday, October 12, end of day: release enhancement to Production

• Friday, October 13, end of day: delete QA models

Thank You Report Developers!

Special thanks to the report developers who submitted enhancement requests. 

• Tejas Parikh
• Heather Sears
  
• Kevin Thomas

Renaming and Deprecating

As we've adapted the AH 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. 

1. 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.

2. ITS-BIA will allow a transition period for report developers to repoint their reports at the new fields / views.

3. 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.

4. ITS-BIA will deprecate the fields / views.  Any reports the have not transitioned by this point will break.

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

In the October release we have retired the following fields.

• Active User Count
• Active User Flag
• User Email Address
• User Financial Unit Code And Name
• User Financial Unit Code
• User Financial Unit
• User Home Department Code And Name
• User Home Department Code
• User Home Department
• User HR Status
• User ID And Name
• User ID
• User Last Separation Date
• User Name First
• User Name Full
• User Name Last
• User Name Middle
• User Profile Approver Email Address
• User Profile Approver Name Full
• User Profile Financial Unit Code
• User Profile Financial Unit
• User Profile Function Code
• User Profile Function
• User Profile Fund Code
• User Profile Fund
• User Profile Funding Source Code
• User Profile Funding Source
• User Profile Ledger
• User Profile Location Code
• User Profile Location
• User Profile Primary Assignment Financial Unit Code
• User Profile Program Code
• User Profile Program
• User Profile Project Code
• User Profile Project
• User Profile Supplier Code And Name
• User Profile Supplier Code
• User Profile Supplier
• User Profile Task Code
• User Profile Task
• User Profile User Group
• User Profile User Traveler Type
• User Reports To Employee ID
• User Reports To ID And Name
• User Reports To Name Full
• User System ID
• User Vice Chancellor Code And Name
• User Vice Chancellor Code
• User Vice Chancellor

Impacted Views

• FINAH-TE-ExpenseTransactionDetail-View
• FINAH-TE-User-View

New View: FINAH-PPM-Balances-View

BIA, in conjunction with the BFS BI and Financial Reporting team, is excited to release the FINAH-PPM-Balances-View.  This new view is a combination of some elements from FINAH-PPM-Balances-View and aggregated measures (aka Balances).  The FINAH-PPM-Balances-View will display the budget as point-in-time and specific costs at specific times. Balances will be displayed per Accounting Period (monthly).  This will allow new reporting options around point-in-time budget reporting.  This view will be release to Production in November 2023 barring no issues.

Epic:  FINAHE-1445 - Getting issue details... STATUS

SNOW tickets addressed: CS1591893

Unique fields include:

• Accounting Period Burdened Cost
• Accounting Period Burdened Cost Inception to Date
• Accounting Period Burdened Cost Year to Date
• Approved Accounting Period Budget Amount
• Budget Period Budget Amount

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.

FINAH Views including Principal Investigator

Epic:   FINAHE-1512 - Getting issue details... STATUS

SNOW tickets addressed: CS1696596

Adding the following fields:

• Award Most Recent Principal Investigator Active Count
• Award Most Recent Principal Investigator Email Address
• Award Most Recent Principal Investigator Employee ID
• Award Most Recent Principal Investigator Home Department
• Award Most Recent Principal Investigator Home Department Code
• Award Most Recent Principal Investigator Home Department Code And Name
• Award Most Recent Principal Investigator ID And Name
• Award Most Recent Principal Investigator Identity AD Username
• Award Most Recent Principal Investigator Name First
• Award Most Recent Principal Investigator Name Full
• Award Most Recent Principal Investigator Name Last
• Award Most Recent Principal Investigator Name Middle
• Award Most Recent Principal Investigator Reports To Email Address
• Award Most Recent Principal Investigator Reports To Employee ID
• Award Most Recent Principal Investigator Reports To ID And Name
• Award Most Recent Principal Investigator Reports To Identity AD Username
• Award Most Recent Principal Investigator Reports To Name First
• Award Most Recent Principal Investigator Reports To Name Full
• Award Most Recent Principal Investigator Reports To Name Last
• Award Most Recent Principal Investigator Reports To Name Middle

Impacted Views:

• FINAH-Award-View
• FINAH-ChartStringCombination-View
• FINAH-Contract-View
• FINAH-ContractRevenue-View
• FINAH-PPM-TransactionDetail-View
• FINAH-Project-View
• FINAH-ProjectCosts-View
• FINAH-TE-ExpenseTransactionDetail-View
• FINAH-UCSDGeneralLedger-View
• FINAH-UCSDGeneralLedgerBalances-View
• FINAH-UCSDGeneralLedgerInterface-View

FINAH-TE-ExpenseTransactionDetail-View

Epic:   FINAHE-1528 - Getting issue details... STATUS

SNOW tickets addressed: CS1703555

Added the following fields:

Derived Function
Derived Function Code
Derived Function Code and Name
Derived Function Effective End Date
Derived Function Effective Start Date
Derived Function Is Current Count
Derived Function Is Current Flag
Derived Function L1
Derived Function L1 Code
Derived Function L1 Code and Name
Derived Fund
Derived Fund Code
Derived Fund Code and Name
Derived Fund Effective End Date
Derived Fund Effective Start Date
Derived Fund Is Current Count
Derived Fund Is Current Flag
Derived Fund L1
Derived Fund L1 Code
Derived Fund L1 Code and Name
Derived Fund L2
Derived Fund L2 Code
Derived Fund L2 Code and Name
Derived Fund L3
Derived Fund L3 Code
Derived Fund L3 Code and Name
Derived Fund L4
Derived Fund L4 Code
Derived Fund L4 Code and Name
Derived Fund VSE Category
Derived Fund VSE Category Code
Derived Fund VSE Category Code and Name
Derived Fund VSE Subcategory L1
Derived Fund VSE Subcategory L1 Code
Derived Fund VSE Subcategory L1 Code and Name
Derived Fund VSE Subcategory L2
Derived Fund VSE Subcategory L2 Code
Derived Fund VSE Subcategory L2 Code and Name
Managerial Reporting Derived Fund Hierarchy L1
Managerial Reporting Derived Fund Hierarchy L1 Code
Managerial Reporting Derived Fund Hierarchy L1 Code and Name
Managerial Reporting Derived Fund Hierarchy L2
Managerial Reporting Derived Fund Hierarchy L2 Code
Managerial Reporting Derived Fund Hierarchy L2 Code and Name
Managerial Reporting Derived Fund Hierarchy L3
Managerial Reporting Derived Fund Hierarchy L3 Code
Managerial Reporting Derived Fund Hierarchy L3 Code and Name
Managerial Reporting Derived Fund Hierarchy L4
Managerial Reporting Derived Fund Hierarchy L4 Code
Managerial Reporting Derived Fund Hierarchy L4 Code and Name
Managerial Reporting Derived Fund Hierarchy L5
Managerial Reporting Derived Fund Hierarchy L5 Code
Managerial Reporting Derived Fund Hierarchy L5 Code and Name
Managerial Reporting Derived Fund Hierarchy L6
Managerial Reporting Derived Fund Hierarchy L6 Code
Managerial Reporting Derived Fund Hierarchy L6 Code and Name

UAT - Customer Service Reminder

Follow our Enhancement User Acceptance Testing (UAT) Steps