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

2. UW-System Update
General System Update

3. Salary Encumbrance Development
Display of new web screens

6. 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

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

14. SFS Madison Campus Update
General Project Update

15. 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

16. 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

17. 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

18. 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

19. Options to View Non-salary Requisitions

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

21. WISDM – Drill From Summary

22. WISDM – Drill From Summary

23. WISDM – Journal Search

24. WISDM – Journal Search

25. WISDM – Requisition Data View

26. New Data View Plans

27. 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

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

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

30. 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

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

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

33. Questions?
Next Meeting, May 14, 2002