202403 FINAH Release Notes

Owned by Saparnell
Last updated: Mar 07, 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

    • Thursday, March 7, end of day: release enhancements to User Acceptance Testing

    • Thursday, March 14, end of day: release enhancement to Production

    • Friday, March 15, end of day: delete QA models


Thank You Report Developers!

Special thanks to the report developers who submitted enhancement requests. 

  • Concur Team
  • Heather Sears


New Views

New: FINAH-ContractInvoiceDetail-View

In conjunction with the BFS BI team, BIA is excited to release the FINAH-ContractInvoiceDetail-View.  This new view is similar to the FINAH-ContractRevenue-View but focused on Contract Invoice information. 

This view will have the standard month long UAT for new views and be released to Production in April 2024.

Epic:   FINAHE-1673 - Getting issue details... STATUS

SNOW tickets addressed:  CS1813935

Unique fields include:

  • Contract Invoice ID
  • Contract Invoice Line Dist ID
  • Contract Invoice Line Dist Number
  • Contract Invoice Line ID
  • Contract Invoice Line Number
  • Contract Invoice Receipt Applied Date
  • Contract Line Project Active Count
  • Contract Line Project Active Flag
  • Contract Invoice Line Amount
  • Contract Invoice Line Dist Amount
  • Contract Invoice Receipt Amount

New: FINAH-TE-UserDelegate-View

In conjunction with the Concur team, BIA is excited to release the FINAH-TE-UserDelegate-View.  This new view builds on the FINAH-TE-User-View to include Delegate information. 

This view will have the standard month long UAT for new views and be released to Production in April 2024.

Epic:   FINAHE-1638 - Getting issue details... STATUS

SNOW tickets addressed:

Unique fields include:

  • TE Delegate Can Prepare Count
  • TE Delegate Can Prepare Flag
  • TE Delegate Can Submit Expense Reports Count
  • TE Delegate Can Submit Expense Reports Flag
  • TE Delegate Can Submit Requests Count
  • TE Delegate Can Submit Requests Flag
  • TE Delegate Can View Receipts Count
  • TE Delegate Can View Receipts Flag
  • TE Delegate User Email Address
  • TE Delegate User Financial Unit
  • TE Delegate User Financial Unit Code
  • TE Delegate User Financial Unit Code And Name
  • TE Delegate User Home Department
  • TE Delegate User Home Department Code
  • TE Delegate User Home Department Code And Name
  • TE Delegate User HR Status
  • TE Delegate User ID
  • TE Delegate User ID And Name
  • TE Delegate User Last Separation Date
  • TE Delegate User Name First
  • TE Delegate User Name Full
  • TE Delegate User Name Last
  • TE Delegate User Name Middle
  • TE Delegate User Profile Approver Email Address
  • TE Delegate User Profile Approver Name Full
  • TE Delegate User Profile Financial Unit
  • TE Delegate User Profile Financial Unit Code
  • TE Delegate User Profile Function
  • TE Delegate User Profile Function Code
  • TE Delegate User Profile Fund
  • TE Delegate User Profile Fund Code
  • TE Delegate User Profile Funding Source
  • TE Delegate User Profile Funding Source Code
  • TE Delegate User Profile Ledger
  • TE Delegate User Profile Location
  • TE Delegate User Profile Location Code
  • TE Delegate User Profile PCard Dept Admin Email Address
  • TE Delegate User Profile PCard Dept Admin Name First
  • TE Delegate User Profile PCard Dept Admin Name Full
  • TE Delegate User Profile PCard Dept Admin Name Last
  • TE Delegate User Profile PCard Dept Admin Name Middle
  • TE Delegate User Profile PCard Dept Admin User ID
  • TE Delegate User Profile PCard Dept Admin User ID And Name
  • TE Delegate User Profile PCard Dept Admin User System ID
  • TE Delegate User Profile Primary Assignment Financial Unit Code
  • TE Delegate User Profile Program
  • TE Delegate User Profile Program Code
  • TE Delegate User Profile Project
  • TE Delegate User Profile Project Code
  • TE Delegate User Profile Supplier
  • TE Delegate User Profile Supplier Code
  • TE Delegate User Profile Supplier Code And Name
  • TE Delegate User Profile Task
  • TE Delegate User Profile Task Code
  • TE Delegate User Profile User Group
  • TE Delegate User Profile User Traveler Type
  • TE Delegate User Reports To Employee ID
  • TE Delegate User Reports To ID And Name
  • TE Delegate User Reports To Name Full
  • TE Delegate User System ID
  • TE Delegate User Vice Chancellor
  • TE Delegate User Vice Chancellor Code
  • TE Delegate User Vice Chancellor Code And Name


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.

Project Related Views

Epic:   FINAHE-1650 - Getting issue details... STATUS

SNOW tickets addressed: CS1894549

Fields added to the views:

  • Project Nickname

  • Project Recharge License Number

Impacted Views:

  • FINAH-ChartStringCombination-View

  • FINAH-ContractRevenue-View

  • FINAH-PPM-Balances-View

  • FINAH-PPM-TransactionDetail-View

  • FINAH-Project-View

  • FINAH-ProjectCosts-View

  • FINAH-ResourceCommitment-View

  • FINAH-TE-ExpenseTransactionDetail-View

  • FINAH-TE-RequestDetail-View

  • FINAH-UCSDGeneralLedger-View

  • FINAH-UCSDGeneralLedgerBalances-View

  • FINAH-UCSDGeneralLedgerInterface-View


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.