Shared Financial System March 13, 2002 AGENDA Welcome UW-System Update UW-Madison Update Questions and Closing Next Meeting

UW-System Update General System Update

Salary Encumbrance Development Display of new web screens

Functions Available at Startup Bulk load from external files Web maintenance application Authorization in place Automatic summarization and posting to SFS GL Drilldown links to detail in WISDM Automatic payroll liquidations

Functions Available at Startup Business Unit choice to use Requires an appointment in IADS Provides files to external systems PAR Legacy Payroll

SFS Madison Campus Update General Project Update

Major Goals for July 2002 Transition reporting needs to SFS Eliminate Mainframe Processes INQM INQC INQV GENT Accounting Control Ledgers FMR Reports Data Retrievals and other hardcopy reports

Goals for July 2002 (cont.) Data Warehouse Replacement for views UW-UA_ACTRAN UW-UA_ACTRAN_Budgets UW-UA_CASH_BAL133_144 UW-UA_FMR_BUDGETS UW-UA_FMR_ENC_EXP UW-UA_FMR_RECEIPTS UW-UA_PRIOR_YR_CASH ESIS_AWARD_FMR

Goals for July 2002 (cont.) Complete critical WISDM enhancements Implement access to new SFS data using views to simply usage Payroll Star Project Star Improve the timing and availability of data on the Shared Financial System Provide training and support Establish new on-going procedures

Goals for July 2002 (cont.) Participate with the new Payroll Interface project Payroll encumbrance and expenditure information no longer on mainframe Support critical Project/Grant processes Eliminate reports that use mainframe payroll encumbrance or expenditure data

Options to View Non-salary Requisitions

Options to View Non-salary Requisitions WISDM – drill from a summary report WISDM – journal search Requisition data view (legacy view)

WISDM – Drill From Summary

WISDM – Drill From Summary

WISDM – Journal Search

WISDM – Journal Search

WISDM – Requisition Data View

New Data View Plans

New Data View Plans WISDM based Up-to-date Eliminates reconciliation Combines budgets, expenses, encumbrances and revenue into a single view More history Can use familiar tools, such as BrioQuery, access, MSQuery, etc

New Data View Plans ACTRAN FMR Prior_yr_cash Cash_bal133_144 Project Star and Payroll Star

New Data View Plans What happens next? Data dictionary Authorization Timeline

WISDM Training Schedule Date of Session Time and Location March 12, 2002 1PM - Pyle Center March 27th, 2002 9AM - To be determined April 10th, 2002 April 24th, 2002 May 1st, 2002 1PM – To be determined May 29th, 2002 June 12th, 2002 June 19th, 2002

WISDM Updates New Materials Available - “How To” Guide WISDM Usage Information Available New Project/Grants Reporting Tree Link from RSP Web Site

Other SFS Updates Roll-forward Budgets for Project/Grants Reduction of Legacy Class Codes Month-end remains last Friday of month

Questions? Next Meeting, May 14, 2002