202402 FINAH Release Notes
- Saparnell
Owned by Saparnell
Feb 08, 2024
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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: 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.
Award Related Views
Epic: FINAHE-1635 - Getting issue details... STATUS
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: FINAHE-1633 - Getting issue details... STATUS
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: FINAHE-1614 - Getting issue details... STATUS
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: FINAHE-1612 - Getting issue details... STATUS
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
- Derived UC Path Fund L4 Code and Name
- Derived UC Path Fund VSE Category
- Derived UC Path Fund VSE Category Code
- Derived UC Path Fund VSE Category Code and Name
- Derived UC Path Fund VSE Subcategory L1
- Derived UC Path Fund VSE Subcategory L1 Code
- Derived UC Path Fund VSE Subcategory L1 Code and Name
- Derived UC Path Fund VSE Subcategory L2
- Derived UC Path Fund VSE Subcategory L2 Code
- Derived UC Path Fund VSE Subcategory L2 Code and Name
- Derived UC Path Managerial Reporting Fund Hierarchy L1
- Derived UC Path Managerial Reporting Fund Hierarchy L1 Code
- Derived UC Path Managerial Reporting Fund Hierarchy L1 Code and Name
- Derived UC Path Managerial Reporting Fund Hierarchy L2
- Derived UC Path Managerial Reporting Fund Hierarchy L2 Code
- Derived UC Path Managerial Reporting Fund Hierarchy L2 Code and Name
- Derived UC Path Managerial Reporting Fund Hierarchy L3
- Derived UC Path Managerial Reporting Fund Hierarchy L3 Code
- Derived UC Path Managerial Reporting Fund Hierarchy L3 Code and Name
- Derived UC Path Managerial Reporting Fund Hierarchy L4
- Derived UC Path Managerial Reporting Fund Hierarchy L4 Code
- Derived UC Path Managerial Reporting Fund Hierarchy L4 Code and Name
- Derived UC Path Managerial Reporting Fund Hierarchy L5
- Derived UC Path Managerial Reporting Fund Hierarchy L5 Code
- Derived UC Path Managerial Reporting Fund Hierarchy L5 Code and Name
- Derived UC Path Managerial Reporting Fund Hierarchy L6
- Derived UC Path Managerial Reporting Fund Hierarchy L6 Code
- Derived UC Path Managerial Reporting Fund Hierarchy L6 Code and Name
- Expenditure Invoice Line Quantity
- Expenditure Invoice Line Quantity Unit of Measure
- Expenditure Invoice Line Quantity Unit Price
- Federally Unallowable Expenditure Type Count
- Federally Unallowable Expenditure Type Flag
- PO Line Description
- 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-UCSDGeneralLedgerInterface-View
Epic: FINAHE-1646 - Getting issue details... STATUS
SNOW tickets addressed:
Added the following fields:
- Active TE User Count
- Active TE User Flag
- 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
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
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.