202402 FINAH Release Notes
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, February 8, end of day: release enhancements to User Acceptance Testing
Thursday, February 15, end of day: release enhancement to Production
Friday, February 16, end of day: delete QA models
Thank You Report Developers!
Special thanks to the report developers who submitted enhancement requests.
Concur Team
Rehan Ahmed
Jianjun Li
Gayathri Narayanan
Daniel Redfern
Heather Sears
New Views
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:
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.
Award Related Views
Epic:
SNOW tickets addressed: CS1808177, CS1811359, CS1833408
Special Note: The 'KR' in these fields indicates that the data comes from the Kuali Research tool.
Added the following fields:
Award Project Manager Count
Award Project Organization Count
KR Award PD Number
KR Award UCSD Sponsor Major Agency
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-TE-RequestDetail-View
FINAH-UCSDGeneralLedger-View
FINAH-UCSDGeneralLedgerBalances-View
FINAH-UCSDGeneralLedgerInterface-View
FINAH-Contract-View, FINAH-ContractRevenue-View, FINAH-PPM-TransactionDetail-View
Epic:
SNOW tickets addressed: CS1849713
Added the following fields:
Managerial Reporting Revenue Account Hierarchy L1
Managerial Reporting Revenue Account Hierarchy L1 Code
Managerial Reporting Revenue Account Hierarchy L1 Code and Name
Managerial Reporting Revenue Account Hierarchy L2
Managerial Reporting Revenue Account Hierarchy L2 Code
Managerial Reporting Revenue Account Hierarchy L2 Code and Name
Managerial Reporting Revenue Account Hierarchy L3
Managerial Reporting Revenue Account Hierarchy L3 Code
Managerial Reporting Revenue Account Hierarchy L3 Code and Name
Managerial Reporting Revenue Account Hierarchy L4
Managerial Reporting Revenue Account Hierarchy L4 Code
Managerial Reporting Revenue Account Hierarchy L4 Code and Name
Managerial Reporting Revenue Account Hierarchy L5
Managerial Reporting Revenue Account Hierarchy L5 Code
Managerial Reporting Revenue Account Hierarchy L5 Code and Name
Managerial Reporting Revenue Account Hierarchy L6
Managerial Reporting Revenue Account Hierarchy L6 Code
Managerial Reporting Revenue Account Hierarchy L6 Code and Name
Revenue Account
Revenue Account Code and Name
Revenue Account Effective End Date
Revenue Account Effective Start Date
Revenue Account Is Current Count
Revenue Account Is Current Flag
Revenue Account L1
Revenue Account L1 Code
Revenue Account L1 Code and Name
Revenue Account L2
Revenue Account L2 Code
Revenue Account L2 Code and Name
Revenue Account L3
Revenue Account L3 Code
Revenue Account L3 Code and Name
Revenue Account L4
Revenue Account L4 Code
Revenue Account L4 Code and Name
Revenue Account L5
Revenue Account L5 Code
Revenue Account L5 Code and Name
Revenue Account L6
Revenue Account L6 Code
Revenue Account L6 Code and Name
FINAH-PPM-TransactionDetail-View
Epic:
SNOW tickets addressed: CS1204179
Added the following fields:
Active TE User Count
Active TE User Flag
Expense Report Approval Status
Expense Report Business Purpose
Expense Report Created by Delegate Count
Expense Report Created by Delegate Flag
Expense Report Created by User Email Address
Expense Report Created by User ID
Expense Report Created by User ID And Name
Expense Report Created by User Name First
Expense Report Created by User Name Full
Expense Report Created by User Name Last
Expense Report Created by User Name Middle
Expense Report Created by User System ID
Expense Report Created Date
Expense Report Created DateTime
Expense Report First Approved Date
Expense Report First Approved DateTime
Expense Report First Submitted Date
Expense Report First Submitted DateTime
Expense Report ID
Expense Report Key
Expense Report Name
Expense Report Number
Expense Report Payee Type
Expense Report Payment Status
Expense Report Purpose
Expense Report Sent for Payment Date
Expense Report Sent for Payment DateTime
Expense Report Submitted by Delegate Count
Expense Report Submitted by Delegate Flag
Expense Report Submitted by User Email Address
Expense Report Submitted by User ID
Expense Report Submitted by User ID And Name
Expense Report Submitted by User Name First
Expense Report Submitted by User Name Full
Expense Report Submitted by User Name Last
Expense Report Submitted by User Name Middle
Expense Report Submitted by User System ID
Expense Report System Comments
Expense Report Travel End Date
Expense Report Travel Start Date
Expense Report Traveler Type
Expense Report Trip Purpose
Expense Report Type
Expense Report User Comments
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
TE User Email Address
TE User Financial Unit
TE User Financial Unit Code
TE User Financial Unit Code And Name
TE User Home Department
TE User Home Department Code
TE User Home Department Code And Name
TE User HR Status
TE User ID
TE User ID And Name
TE User Last Separation Date
TE User Name First
TE User Name Full
TE User Name Last
TE User Name Middle
TE User Profile Approver Email Address
TE User Profile Approver Name Full
TE User Profile Financial Unit
TE User Profile Financial Unit Code
TE User Profile Function
TE User Profile Function Code
TE User Profile Fund
TE User Profile Fund Code
TE User Profile Funding Source
TE User Profile Funding Source Code
TE User Profile Ledger
TE User Profile Location
TE User Profile Location Code
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
TE User Profile Primary Assignment Financial Unit Code
TE User Profile Program
TE User Profile Program Code
TE User Profile Project
TE User Profile Project Code
TE User Profile Supplier
TE User Profile Supplier Code
TE User Profile Supplier Code And Name
TE User Profile Task
TE User Profile Task Code
TE User Profile User Group
TE User Profile User Traveler Type
TE User Reports To Employee ID
TE User Reports To ID And Name
TE User Reports To Name Full
TE User System ID
TE User Vice Chancellor
TE User Vice Chancellor Code
TE User Vice Chancellor Code And Name
FINAH-ProjectCosts-View
Epic:
SNOW tickets addressed: CS1204179, CS1820264, CS1819950, CS1869849
Added the following fields:
Active TE User Count
Active TE User Flag
Derived UC Path Fund
Derived UC Path Fund Code
Derived UC Path Fund Code and Name
Derived UC Path Fund Effective End Date
Derived UC Path Fund Effective Start Date
Derived UC Path Fund Is Current Count
Derived UC Path Fund Is Current Flag
Derived UC Path Fund L1
Derived UC Path Fund L1 Code
Derived UC Path Fund L1 Code and Name
Derived UC Path Fund L2
Derived UC Path Fund L2 Code
Derived UC Path Fund L2 Code and Name
Derived UC Path Fund L3
Derived UC Path Fund L3 Code
Derived UC Path Fund L3 Code and Name
Derived UC Path Fund L4
Derived UC Path Fund L4 Code