Financial Managers Council - February Updates and User Group Distribution Lists
Agenda for the Financial Managers Council meeting on February 14, 2017, includes updates on STAR, user groups, distribution lists, travel expenses, payroll, budgeting, and more. Additionally, user group distribution lists have been set up for announcements and scheduling purposes. Changes to start and stop times entry configurations are also discussed.
Download Presentation
Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. Download presentation by click this link. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
E N D
Presentation Transcript
Financial Managers Council February 14, 2017 10/3/2024 1
Agenda STAR Updates User Groups Distribution Lists Travel & Expense Start and Stop Times Payroll HCM Dilution Testing Budget Budget Journal Deletion Revenue Budgets General Ledger New GL Spreadsheet Uploader GL Interface and Uploader Pre-Edit WorkCenter Configuration Public Sector User Conference Hackett Benchmarking 10/3/2024 2
Agenda STAR Updates User Groups Distribution Lists Travel & Expense Start and Stop Times Payroll HCM Dilution Testing Budget Budget Journal Deletion Revenue Budgets General Ledger New GL Spreadsheet Uploader GL Interface and Uploader Pre-Edit WorkCenter Configuration Public Sector User Conference 10/3/2024 3
User Group Distribution Lists Outlook DL accounts have been set up for each user group. E.g. DOA DL STAR AM User Group DOA DL STAR AR User Group DOA DL STAR GL User Group DOA DL STAR KK User Group DOA DL STAR PGC User Group These lists will be used for announcements and scheduling. STAR Finance Advisory Council All agencies are welcome, ITSEC agencies can vote. Contact Scott.Thornton@Wisconsin.gov if you have additions or changes to a list. 10/3/2024 4
Agenda STAR Updates User Groups Distribution Lists Travel & Expense Start and Stop Times Payroll HCM Dilution Testing Budget Budget Journal Deletion Revenue Budgets General Ledger New GL Spreadsheet Uploader GL Interface and Uploader Pre-Edit WorkCenter Configuration Public Sector User Conference 10/3/2024 5
Start and Stop Times Option 1 Configuration change to display start and end time for entry by employee. Only way to be able to do this would be to configure maximum meal amounts allowed for a day. Maximum dollar amount for a day automatically defaults in. Employee would need to update the dollar amount if it differs from the amount defaulted in. There are no system checks or balances once the times are entered as to whether the employee is actually eligible for specific meals based upon the start and end time. 10/3/2024 6
Start and Stop Times Option 2 Same as Option 2, but using the Per Diem Deductions hyperlink for each location, the employee would check each meal they were not allowed for that day. The amount for that particular meal(s) would be deducted from the total maximum amount for the day. 10/3/2024 7
Start and Stop Times The amount can be changed by the user under both options. User Group attendees preferred Option 1 with some changes. Agencies will be able to test in UAT once configured. 10/3/2024 8
Agenda STAR Updates User Groups Distribution Lists Travel & Expense Start and Stop Times Payroll HCM Dilution Testing Budget Budget Journal Deletion Revenue Budgets General Ledger New GL Spreadsheet Uploader GL Interface and Uploader Pre-Edit WorkCenter Configuration Public Sector User Conference 10/3/2024 9
HCM Time Dilution The STAR team is testing the delivered dilution process in the HCM system. Dilution allocates time and costs to projects recorded on the time sheet. Delivered process would reduce overhead and help keep HCM in synch with Project Costing. Test results will be provided to agencies to compare with current practice. Using the delivered process has been discussed at the IT Executive Steering Committee and changes will go through the decision tree for approvals. 10/3/2024 10
Agenda STAR Updates User Groups Distribution Lists Travel & Expense Start and Stop Times Payroll HCM Dilution Testing Budget Budget Journal Deletion Revenue Budgets General Ledger New GL Spreadsheet Uploader GL Interface and Uploader Pre-Edit WorkCenter Configuration Public Sector User Conference 10/3/2024 11
Budget Journals The delete process has not worked well for Budget Journals since go-live. The SSO was able to use a different process to delete journals for agencies when requested. Changes have been made to the delete process. Agencies should now be able to run the delete from within the Budget Journal. You are encouraged to clean up your unprocessed journals. 10/3/2024 12
Budgets Revenue Budgets We are still working with Oracle on the issue with Recognized/Collected Revenue. Oracle SR 3-13796276521 DMA has been helping us narrow it down and it now looks like an issue related to Treasury Journals. GL Accountants must also be aware of how the Commitment Control options affect journal processing. The topic will be discussed further at the General Ledger User Group Meeting 10/3/2024 13
Budgets Revenue Budgets 10/3/2024 14
Agenda STAR Updates User Groups Distribution Lists Travel & Expense Start and Stop Times Payroll HCM Dilution Testing Budget Budget Journal Deletion Revenue Budgets General Ledger New GL Spreadsheet Uploader GL Interface and Uploader Pre-Edit WorkCenter Configuration Public Sector User Conference 10/3/2024 15
General Ledger New GL Spreadsheet Uploader New spreadsheets are located on SharePoint: Interface Documentation > Release 1 Finance and Procurement > GL_INT_007 Inbound Journal Upload > Spreadsheet Upload Image 20 Two Spreadsheets: JRNL1_WS JRNL1_WS_SPEEDTYPE Looks different and there is a slightly different layout. New feature on the upload is the ability to automatically run the journal edit so that you do not need to do that manually. 10/3/2024 16
General Ledger New GL Spreadsheet Uploader 10/3/2024 17
General Ledger New GL Spreadsheet Uploader 10/3/2024 18
General Ledger New GL Spreadsheet Uploader Edit Function On upload Page 10/3/2024 19
General Ledger New GL Spreadsheet Uploader Run Control Select Journal Import with Edit 10/3/2024 20
General Ledger New GL Spreadsheet Uploader Journal Edit feature will only work with the new spreadsheet. You can still use the old version of the spreadsheet, but would need to run the second job Spreadsheet Journal Import 10/3/2024 21
General Ledger GL Interface and Uploader Pre-Edit The STAR Finance Advisory Council will be voting next week on the pre-edit features added to GL_INT_001 to prevent bad data being sent to the system. This only affects the General Ledger and GL_INT_001 The enhancement is in UAT for agency testing. Oracle updated the functionality of the Spreadsheet uploader so that errors are captured there. This is now delivered functionality with the uploader. 10/3/2024 22
Agenda STAR Updates User Groups Distribution Lists Travel & Expense Start and Stop Times Payroll HCM Dilution Testing Budget Budget Journal Deletion Revenue Budgets General Ledger New GL Spreadsheet Uploader GL Interface and Uploader Pre-Edit WorkCenter Configuration Public Sector User Conference 10/3/2024 23
WorkCenters STAR User Groups have begun discussing configuration of the WorkCenters. WorkCenter objects were delivered, but not configured. A WorkCenter can be the main page a user works from rather than navigating around the menus. They can contain both the delivered objects and reports or queries developed by the State 10/3/2024 24
WorkCenters Example 10/3/2024 25
Agenda STAR Updates User Groups Distribution Lists Travel & Expense Start and Stop Times Payroll HCM Dilution Testing Budget Budget Journal Deletion Revenue Budgets General Ledger New GL Spreadsheet Uploader GL Interface and Uploader Pre-Edit WorkCenter Configuration Public Sector User Conference 10/3/2024 26
Public Sector User Group (PSUG) Public Sector User Conference February 26 March 2 State and Local Municipalities and Higher Education users of Oracle PeopleSoft Wisconsin represented on the PSUG Board PSUG accounts can be set up for you. Provides access to news, forums, enhancement requests. Send an e-mail to Scott.Thornton@wisconsin.gov if you would like an account set up for you. 10/3/2024 27
Public Sector User Group (PSUG) E.g. Conference Sessions: Enhancements for Year End Processing of Purchase Orders A Deeper Dive into WorkCenters State of Kansas and BI Analytics PeopleSoft Asset Management: Strategies for Success Supplier Onboarding How the State of TN set up, implemented and manages supplier registration PeopleSoft Expenses: Intuitive, Powerful Reduce Time & Energy Spent on Bank Reconciliation Optimize Finance & Accounting with PeopleSoft Financial Control and Reporting Solutions Reconciling the General Ledger: Navigating through sub-Systems to GL to KK to PC 10/3/2024 28
Hackett Benchmarking Agencies Involved in the Benchmarking Study Verification of data this week. Will contact you if anything looks unusual. 10/3/2024 29
Questions Questions? 10/3/2024 30
Thank you for your time and attention!!! For additional information: STAR Connection: STARConnection.wi.gov STAR Project SharePoint site: https://webapps.wi.gov/sites/ERP/default.aspx STAR Project Mailbox: starproject@wisconsin.gov 10/3/2024 31
