202312 FINAH Release Notes
- Saparnell
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
Thursday, December 7, end of day: release enhancements to User Acceptance Testing
Thursday, December 14, end of day: release enhancement to Production
Friday, December 15, end of day: delete QA models
No January Release due to Winter Break
Join the Activity Hub Financial Community of Practice maillist to be notified when the releases are complete.
Thank You Report Developers!
Special thanks to the report developers who submitted enhancement requests.
- Rehan Ahmed
- Nikki Giaquinta
- Irvin Palacios
- Daniel Redfern
- Heather Sears
- Glenn Strout
- Eva Thiveos
- Kevin Thomas
- FINAH Data Definition Committee
New Views
New: FINAH-PPM-Balances-View
In conjunction with the BFS BI and Financial Reporting team, BIA is excited to release the FINAH-PPM-Balances-View. This new view is a combination of some elements from FINAH-PPM-TransactionDetail-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 released to Production in December 2023.
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
New: FINAH-UCSDGeneralLedgerPeriod-View
For this new view, BIA worked with both BFS BI & Financial Reporting team and Health Science report developers to create the FINAH-UCSDGeneralLedgerPeriod-View. This new view will focus only on the UCSD Accounting Period. This view will be released to Production in December 2023.
Epic: FINAHE-1592 - Getting issue details... STATUS
SNOW tickets addressed: CS1787748
Unique fields include:
- Accounting Period
- Accounting Period Long
- Accounting Period Status
- Accounting Period Status Code
- Calendar Day (DDD)
- Calendar Month
- Calendar Month (MM)
- Calendar Quarter (Q)
- Calendar Week (WW)
- Calendar Year
- Calendar Year (YYYY)
- Current Fiscal Year Count
- Current Fiscal Year Flag
- Current Period Count
- Current Period Flag
- Current Quarter Count
- Current Quarter Flag
- Fiscal Accounting Period
- Fiscal Day (DDD)
- Fiscal Month
- Fiscal Month (MM)
- Fiscal Period Begin Date
- Fiscal Period End Date
- Fiscal Quarter (Q)
- Fiscal Week (WW)
- Fiscal Year
- Fiscal Year (YYYY)
- Fiscal Year Offset
New: FINAH-TE-RequestDetail-View
In conjunction with the Concur team, BIA is excited to release the FINAH-TE-RequestDetail-View. This new view builds on the FINAH-TE-ExpenseTransactionDetail-View to include Request level information. This view will have an extended UAT period due to the winter break and be released to Production in February 2024.
Epic: FINAHE-1309 - Getting issue details... STATUS
SNOW tickets addressed:
Unique fields include:
- Funding Source
- Funding Source Code
- TE Request Allocation Approver Email Address
- TE Request Allocation Approver Full Name
- TE Request Allocation ID
- TE Request Allocation Percentage
- TE Request Allocation Amount
- TE Payment Product Type
- TE Request Approval Status
- TE Request Business Purpose
- 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 Event Location
- TE Request Event Location Type
- TE Request ID
- TE Request Key
- TE Request Name
- 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 Traveler Type
- TE Request Trip Type
- TE Request Type
- TE Personal Travel Dates
- TE Request Created Date
- TE Request Created DateTime
- TE Request Event End Date
- 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 Travel End Date
- TE Request Travel Start Date
- TE Request Contains Personal Travel Count
- TE Request Created by Delegate Count
- TE Request Submitted by Delegate Count
- TE Request Contains Personal Travel Flag
- TE Request Created by Delegate Flag
- TE Request Submitted by Delegate Flag
- TE Request Line Approved Amount
- TE Request Line Expense Type
- TE Request Line ID
- TE Request Line Transaction Date
- TE Request Line Remaining Amount
- TE Request Line Transaction 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.
KR Award Human Subject Flag and KR Award Animal Subject Flag
Epic: FINAHE-1584 - Getting issue details... STATUS
SNOW tickets addressed: CS1779370
Special Note: The 'KR' in these fields indicates that the data comes from the Kuali Research tool.
Added the following fields:
- KR Award Animal Subject Count
- KR Award Human Subject Count
- KR Award Animal Subject Flag
- KR Award Human Subject Flag
Impacted Views:
- FINAH-Award-View
- FINAH-ChartStringCombination-View
- FINAH-Contract-View
- FINAH-ContractRevenue-View
- FINAH-PPM-Balances-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-ProjectCosts-View
Epic: FINAHE-1586 - Getting issue details... STATUS
SNOW tickets addressed: CS1779384
Added the following fields:
- PO Description
FINAH-TE-ExpenseTransactionDetail-View
Epic: FINAHE-1501 - Getting issue details... STATUS
SNOW tickets addressed: CS1571988
Added the following fields:
- Credit Card Account Status
- TE User Profile PCard Dept Admin Email Address
- TE User Profile PCard Dept Admin Name First
- TE User Profile PCard Dept Admin Name Full
- TE User Profile PCard Dept Admin Name Last
- TE User Profile PCard Dept Admin Name Middle
- TE User Profile PCard Dept Admin User ID
- TE User Profile PCard Dept Admin User ID And Name
- TE User Profile PCard Dept Admin User System ID
FINAH-TE-User-View
Epic: FINAHE-1598 - Getting issue details... STATUS
SNOW tickets addressed: CS1571988
Added the following fields:
- TE User Profile PCard Dept Admin Email Address
- TE User Profile PCard Dept Admin Name First
- TE User Profile PCard Dept Admin Name Full
- TE User Profile PCard Dept Admin Name Last
- TE User Profile PCard Dept Admin Name Middle
- TE User Profile PCard Dept Admin User ID
- TE User Profile PCard Dept Admin User ID And Name
- TE User Profile PCard Dept Admin User System ID
Fiscal Year Offset
Displays 0 for the current Fiscal Year and a negative or positive number to indicate how far from the current year each Fiscal Year row.
For example:
| Fiscal Year | Fiscal Year (YYYY) | Fiscal Year Offset |
|---|---|---|
| 2020-2021 | 2021 | -3 |
| 2021-2022 | 2022 | -2 |
| 2022-2023 | 2023 | -1 |
| 2023-2024 | 2024 | 0 |
| 2024-2025 | 2025 | 1 |
| 2025-2026 | 2026 | 2 |
| 2026-2027 | 2027 | 3 |
FINAH-UCSDGeneralLedger-View
Epic: FINAHE-1596 - Getting issue details... STATUS
SNOW tickets addressed:
Added the following fields:
Accounting Period Long
Fiscal Year Offset
FINAH-UCSDGeneralLedgerBalances-View
Epic: FINAHE-1594 - Getting issue details... STATUS
SNOW tickets addressed:
Added the following fields:
- Fiscal Day (DDD)
- Fiscal Period Begin Date
- Fiscal Period End Date
- Fiscal Week (WW)
- Fiscal Year Offset
FINAH-UCSDGeneralLedgerInterface-View
Epic: FINAHE-1588 - Getting issue details... STATUS
SNOW tickets addressed: CS1779384
Added the following fields:
Accounting Period Long
Fiscal Year Offset
PO Description
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.
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 User Acceptance Testing (UAT) Steps
- 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.