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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, October 10, end of day: release enhancements to User Acceptance Testing

    • Thursday, October 17, end of day: release enhancement to Production

    • Friday, October 18, end of day: delete QA models


Thank You Report Developers!

Special thanks to the report developers who submitted enhancement requests. 

  • Heather Sears


New Views

FINAH-ProjectCostAdjustment-Views

In conjunction with the BFS BI team, BIA is excited to release the FINAH-ProjectCostAdjustment-View.  This new view is focused on adjustments and includes details on where a cost is transferred from and to.  This view will also include items that in in 'pending'.

Per report developer feedback, this view will be released to Production in October 2024.

Epic:   FINAHE-1750 - Getting issue details... STATUS

SNOW tickets addressed:  CS2065021

Unique fields in this views:

Adjustment Created By Email Address
Adjustment Created By Employee ID
Adjustment Created By ID And Name
Adjustment Created By Identity AD Username
Adjustment Created By Name Full
Adjustment Created Date
Adjustment Created DateTime
Adjustment Date
Adjustment DateTime
Adjustment Justification
Adjustment Last Updated By Email Address
Adjustment Last Updated By Employee ID
Adjustment Last Updated By ID And Name
Adjustment Last Updated By Identity AD Username
Adjustment Last Updated By Name Full
Adjustment Last Updated Date
Adjustment Last Updated DateTime
Adjustment Rejection Reason
Adjustment Rejection Reason Code
Adjustment Status
Adjustment Status Code
Adjustment Type
Adjustment Type Code
Expenditure Invoice Most Recent Payment Method Code
PO Requisition ID
PO Requisition Number
Project Manager Home Department Code
Project Manager Home Department Code And Name
Project Nickname
Transferred Amount
Transferred To Project
Transferred To Project Actual End Date
Transferred To Project Actual End DateTime
Transferred To Project Actual Start Date
Transferred To Project Actual Start DateTime
Transferred To Project Bill To Customer
Transferred To Project Bill To Customer Code
Transferred To Project Bill To Customer Code And Name
Transferred To Project Budgetary Control Count
Transferred To Project Budgetary Control Flag
Transferred To Project Burden Schedule
Transferred To Project Burden Schedule Multiplier
Transferred To Project Business Unit
Transferred To Project Business Unit Code
Transferred To Project Business Unit Code And Name
Transferred To Project Capitalization Enabled Count
Transferred To Project Capitalization Enabled Flag
Transferred To Project Class Category
Transferred To Project Class Code
Transferred To Project Closed Date
Transferred To Project Closed DateTime
Transferred To Project Code
Transferred To Project Code And Name
Transferred To Project Consumed Amount
Transferred To Project Contract
Transferred To Project Contract Code
Transferred To Project Contract Code And Name
Transferred To Project Contract ID Count
Transferred To Project Created Date
Transferred To Project End Date
Transferred To Project End DateTime
Transferred To Project GL Transaction Signed Amount
Transferred To Project ID
Transferred To Project Invoiced Amount
Transferred To Project Is Sponsored Count
Transferred To Project Is Sponsored Flag
Transferred To Project Last Updated DateTime
Transferred To Project Nickname
Transferred To Project Note Created By Email Address
Transferred To Project Note Created By Employee ID
Transferred To Project Note Created By ID And Name
Transferred To Project Note Created By Identity AD Username
Transferred To Project Note Created By Name Full
Transferred To Project Note Created By Username
Transferred To Project Note Created DateTime
Transferred To Project Note Last Updated By Email Address
Transferred To Project Note Last Updated By Employee ID
Transferred To Project Note Last Updated By ID And Name
Transferred To Project Note Last Updated By Identity AD Username
Transferred To Project Note Last Updated By Name Full
Transferred To Project Note Last Updated By Username
Transferred To Project Note Last Updated DateTime
Transferred To Project Note Text
Transferred To Project Organization
Transferred To Project Organization Code
Transferred To Project Organization Code And Name
Transferred To Project Original Project Template
Transferred To Project Original Project Template Code
Transferred To Project Original Project Template Code And Name
Transferred To Project Recharge License Number
Transferred To Project Revenue Amount
Transferred To Project Start Date
Transferred To Project Start DateTime
Transferred To Project Status
Transferred To Project Type
Transferred To Project-Task Code
Transferred To Task
Transferred To Task Bill To Customer
Transferred To Task Bill To Customer Code
Transferred To Task Bill To Customer Code And Name
Transferred To Task Billable Count
Transferred To Task Billable Flag
Transferred To Task Burden Schedule
Transferred To Task Burden Schedule Multiplier
Transferred To Task Capitalizable Count
Transferred To Task Capitalizable Flag
Transferred To Task Chargeable Count
Transferred To Task Chargeable Flag
Transferred To Task Code
Transferred To Task Code And Name
Transferred To Task Consumed Amount
Transferred To Task Created Date
Transferred To Task End Date
Transferred To Task End DateTime
Transferred To Task ID
Transferred To Task Invoiced Amount
Transferred To Task Organization
Transferred To Task Organization Code
Transferred To Task Organization Code And Name
Transferred To Task Planning End Date
Transferred To Task Planning End DateTime
Transferred To Task Planning Start Date
Transferred To Task Planning Start DateTime
Transferred To Task Revenue Amount
Transferred To Task Source Application
Transferred To Task Source Reference
Transferred To Task Start Date
Transferred To Task Start DateTime

FINAH-TE-ExpenseWorkflow-Views

In conjunction with the Concur team, BIA is excited to release the FINAH-TE-ExpenseWorkflow-View.  This new view is focused on the workflow process related to travel expenses.  

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

Epic:   FINAHE-1640 - Getting issue details... STATUS

SNOW tickets addressed:  

Unique fields in this views:

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
Expense Report Workflow Current Step Count
Expense Report Workflow Current Step Flag
Expense Report Workflow Instance ID
Expense Report Workflow Process
Expense Report Workflow Step
Expense Report Workflow Step Action Date
Expense Report Workflow Step Action DateTime
Expense Report Workflow Step Entry Date
Expense Report Workflow Step Entry DateTime
Expense Report Workflow Step Role
Expense Report Workflow Step Sequence
Expense Report Workflow Step Status Upon Completion
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
TE Workflow Delegate User Email Address
TE Workflow Delegate User Financial Unit
TE Workflow Delegate User Financial Unit Code
TE Workflow Delegate User Financial Unit Code And Name
TE Workflow Delegate User Home Department
TE Workflow Delegate User Home Department Code
TE Workflow Delegate User Home Department Code And Name
TE Workflow Delegate User HR Status
TE Workflow Delegate User ID
TE Workflow Delegate User ID And Name
TE Workflow Delegate User Last Separation Date
TE Workflow Delegate User Name First
TE Workflow Delegate User Name Full
TE Workflow Delegate User Name Last
TE Workflow Delegate User Name Middle
TE Workflow Delegate User Profile Approver Email Address
TE Workflow Delegate User Profile Approver Name Full
TE Workflow Delegate User Profile Financial Unit
TE Workflow Delegate User Profile Financial Unit Code
TE Workflow Delegate User Profile Function
TE Workflow Delegate User Profile Function Code
TE Workflow Delegate User Profile Fund
TE Workflow Delegate User Profile Fund Code
TE Workflow Delegate User Profile Funding Source
TE Workflow Delegate User Profile Funding Source Code
TE Workflow Delegate User Profile Ledger
TE Workflow Delegate User Profile Location
TE Workflow Delegate User Profile Location Code
TE Workflow Delegate User Profile PCard Dept Admin Email Address
TE Workflow Delegate User Profile PCard Dept Admin Name First
TE Workflow Delegate User Profile PCard Dept Admin Name Full
TE Workflow Delegate User Profile PCard Dept Admin Name Last
TE Workflow Delegate User Profile PCard Dept Admin Name Middle
TE Workflow Delegate User Profile PCard Dept Admin User ID
TE Workflow Delegate User Profile PCard Dept Admin User ID And Name
TE Workflow Delegate User Profile PCard Dept Admin User System ID
TE Workflow Delegate User Profile Primary Assignment Financial Unit Code
TE Workflow Delegate User Profile Program
TE Workflow Delegate User Profile Program Code
TE Workflow Delegate User Profile Project
TE Workflow Delegate User Profile Project Code
TE Workflow Delegate User Profile Supplier
TE Workflow Delegate User Profile Supplier Code
TE Workflow Delegate User Profile Supplier Code And Name
TE Workflow Delegate User Profile Task
TE Workflow Delegate User Profile Task Code
TE Workflow Delegate User Profile User Group
TE Workflow Delegate User Profile User Traveler Type
TE Workflow Delegate User Reports To Employee ID
TE Workflow Delegate User Reports To ID And Name
TE Workflow Delegate User Reports To Name Full
TE Workflow Delegate User System ID
TE Workflow Delegate User Vice Chancellor
TE Workflow Delegate User Vice Chancellor Code
TE Workflow Delegate User Vice Chancellor Code And Name
TE Workflow User Email Address
TE Workflow User Financial Unit
TE Workflow User Financial Unit Code
TE Workflow User Financial Unit Code And Name
TE Workflow User Home Department
TE Workflow User Home Department Code
TE Workflow User Home Department Code And Name
TE Workflow User HR Status
TE Workflow User ID
TE Workflow User ID And Name
TE Workflow User Last Separation Date
TE Workflow User Name First
TE Workflow User Name Full
TE Workflow User Name Last
TE Workflow User Name Middle
TE Workflow User Profile Approver Email Address
TE Workflow User Profile Approver Name Full
TE Workflow User Profile Financial Unit
TE Workflow User Profile Financial Unit Code
TE Workflow User Profile Function
TE Workflow User Profile Function Code
TE Workflow User Profile Fund
TE Workflow User Profile Fund Code
TE Workflow User Profile Funding Source
TE Workflow User Profile Funding Source Code
TE Workflow User Profile Ledger
TE Workflow User Profile Location
TE Workflow User Profile Location Code
TE Workflow User Profile PCard Dept Admin Email Address
TE Workflow User Profile PCard Dept Admin Name First
TE Workflow User Profile PCard Dept Admin Name Full
TE Workflow User Profile PCard Dept Admin Name Last
TE Workflow User Profile PCard Dept Admin Name Middle
TE Workflow User Profile PCard Dept Admin User ID
TE Workflow User Profile PCard Dept Admin User ID And Name
TE Workflow User Profile PCard Dept Admin User System ID
TE Workflow User Profile Primary Assignment Financial Unit Code
TE Workflow User Profile Program
TE Workflow User Profile Program Code
TE Workflow User Profile Project
TE Workflow User Profile Project Code
TE Workflow User Profile Supplier
TE Workflow User Profile Supplier Code
TE Workflow User Profile Supplier Code And Name
TE Workflow User Profile Task
TE Workflow User Profile Task Code
TE Workflow User Profile User Group
TE Workflow User Profile User Traveler Type
TE Workflow User Reports To Employee ID
TE Workflow User Reports To ID And Name
TE Workflow User Reports To Name Full
TE Workflow User System ID
TE Workflow User Vice Chancellor
TE Workflow User Vice Chancellor Code
TE Workflow 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.

No additional enhancements for October



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.

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.

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