News and Messages - 2017
About PeopleSoft Financials and its related business processes
Please note that information on these EFS Updates may have changed since they were posted. Certain content referenced on this page may also have been removed from the website (old, obsolete, or no longer correct).
PeopleSoft Financials 9.2 messages
Changes made to the system over this past weekend (routine updates/release notes)
These pages have been updated to display up to 15 activity rows in the grid by default with an option to view more using the “View All” link for the Item Activity grid. In addition, within each activity row it displays up to 15 Accounting Lines with an option to view more using the “View All” link for the Accounting Line grid:
Sponsored, PRF Number Search
|Vendor/ Supplier Maintenance||5/17/2017||
Due to the increase in volume of vendor setup and change requests, it is taking longer to get to each request. It may take between 5 and 10 business days to process vendor/supplier requests until the backlog clears.
Fiscal Year-End FY17
The fiscal year-end calendar for FY17 is available now: http://finsys.umn.edu/fye/index.html
|All||5/9/2017||Period 10 is now closed.|
|Budget||04/24/2017||Period 9 carryforward has been posted|
Changes made to the system over this past weekend (routine updates/release notes)
Payroll Accounting, encumbering calculation prorating additional pay against job data.
Corrections were made to the payroll encumbrance process to more closely align with payroll actuals processing of additional pay and leaves of absence (including sabbaticals).
There will be no payroll encumbrance processing on Monday April 24 or Tuesday April 25. Processing will resume on Wednesday April 26 and updated payroll encumbrances will be available in reporting the following day.
Budget Justification link name display update
Navigation: Grants > Awards > Project Budgets
Billing customer contacts security updates to allow people to select links when they have View Only access to the component .
Navigation: Customers > Customer Information > General Information: "General Info Links"
Payroll Accounting, Retro Distribution
After submission on the Review/Approval page:
Reminder, processing of direct retros in an approved status now occurs twice a day at 11:00 a.m. and 5:00 p.m.
Unsubmitted direct retros are no longer available on the Review/Approval page. Previously, if a retro preparer failed to submit a direct retro, the retro ID was still returned in the search results on the UM Retro Distribution Review/Approval page. This caused confusion when viewing the direct retro as all accounting detail was highlighted yellow due to the missing information. Now when searching on the review/approval page, the unsubmitted direct retro will no longer appear in the search results nor will it display a "no results found" message. Preparers will need to return to the UM Retro Distribution Entry page and submit the direct retro.
|All||04/24/2017 Original post
WebNow changes for those not on campus
Beginning Sunday April 23, 2017, people will be required to use VPN to access WebNow from off campus. This will primarily impact people when working from home or other non-University locations. WebNow has experienced a notable increase in off capus activity that appears to be hacking attempts. This change to require VPN use will ensure that access to University data from off campus is protected and secured. VPN is not required for users accessing WebNow from any of the University's official campuses.
Please visit the VPN website, to download a supported VPN client and access setup instructions. If you need further assistance with VPN or have questions about WebNow, please contact the Technology Help Service Desk (1HELP): http://it.umn.edu/help or 612-301-4357.
UM Budgeting RESOLVED
NEW! Introducing mid-day direct retro processing
Based on your feedback, a mid-day run of direct retro processing will now occur Monday through Saturday between 11am and 1pm. This will begin today, Monday April 17. All direct retros eligible for the mid-day processing must be in an approved status before 11am to be picked up by this batch. Any direct retros approved after that time will be processed in the nightly batch starting at 5pm. Although the direct retros have been processed in HRMS, they will not be available on UM Reports until the following day.
Service Interruption for EFS Financial Helpline
During the week of April 24 the University Financial Helpline will be relocating within WBOB. We may not be able to offer phone assistance during our move. We will try to offer specific times as soon as a firm schedule is set. If we have any phone service intrruption, please email firstname.lastname@example.org to open a self-service ticket.
Period 9 now is Closed
|Reporting||03/30/2017||UM Analytics - Finance GL Subject Area
Transactions posted to the ledgers in EFS yesterday, 3/29/2017, were not processed in the Finance GL subject area last night and are not available for financial analyses today. Transaction posted to EFS ledgers yesterday and today should be available in the Finance GL subject area for financial analyses tomorrow 3/31/2017.
for April 1, 2017
Mn Local Sales Tax Changes. The following new local sales and use tax will start on April 1, 2017: Lake County transit sales and use tax 0.5 percent. For more information about local sales and use taxes visit the Mn Department of Revenue website.
For April 1 & 2
MyU and PeopleSoft applications will be unavailable Saturday and Sunday, April 1 and 2
The systems will be unavailable as updates are made to the PeopleSoft development platform, PeopleTools, bringing it to version 8.55. This update helps our PeopleSoft systems remain stable and secure, and ensures that we retain vendor support. Please plan accordingly. Impacts:
During the weekend of April 1-2, updates will be available on the University’s Service Status page.
|All||03/09/2017||Period 8 is now closed.|
|Payroll Accounting||02/21/2017||Additional Summer Faculty Earn Code for Research
In response to requests from the Finance user community, HR has provided an additional earnings code to help distinguish between research and instruction for summer earnings. Earnings code SSS is renamed to "Summer Session Instruction". The old earnings code SMR is active again and will be used for "Summer Session Research". These earnings codes are meant to be used only for summer session. More information about using these earnings codes will be included in the summer appointments instructional packet that will be distributed by HR in the spring.
Monday is a banking holiday
Banks in the United States are closed on Monday. Per the University's usual procedure, payments will be generated tomorrow evening (Friday) for anything scheduled to pay on Monday.
Accounts Payable batch processing did not run last night due to a system issue. Processing will resume again this evening.
Expense reports are impacted by this issue as well.
Retro Distributions did not process
Retro Distributions that were submitted Tuesday, February 14th were not processed in HRMS and sent to Finance. These transactions are not available on reports. Retro transactions will be processed today and available in reporting on Thursday, February 16th. Retro transactions in reporting are current as of Monday, February 13th.
Period is Closed
Period 7 is now closed
|External Sales||01/31/2017 for April 1, 2017||
Mn Local Sales Tax Changes
Updated Feb 6, 2017
Direct Retro Entry page and duplicate distribution lines - Resolved
Release notes from changes made over the weekend
Standard Bill Entry
UM Inactive Combo Codes Report
UM Retro Distribution Entry
|Req reparers and approvers||1/25/2017||Today is the last day to create, approve, and fully process a VCPS. The new procedure for these types of payments is now to use the non-PO-related payment process. See the email sent on January 9 with the subject line: VCPS process being eliminated.|
|JE preparers and approvers||1/25/2017||
Accounting Services has noted an increase in University departments using the adjusting periods in the General Ledger (915, 921, 922, etc.) for journal entries. Adjusting periods in the General Ledger are for Accounting Services use only. The only exception is at year-end when departments can use Period 913 only. Journal entries posted to these periods will be stopped from posting or reversed and deleted. Please make sure you are using the appropriate period for all journal entries. Thanks for your understanding an assistance.
Period is Closed
Period 6 is now closed.
|Payroll||1/10/2017||Update on direct retro processing
All direct retros from Friday, December 30th and Monday, January 2nd have been manually processed to the General Ledger and are now available on UM Reports. All pending direct retros since January 5th were sent for processing last night. However, due to the high volume of outstanding direct retros, not all were completed. As a result, any remaining retros will be processed in tonight's batch and available on UM reports tomorrow. If you have any questions, please contact the University Financial Helpline at 4-1617.
|Payroll||1/5/2017||Direct retro processing on hold until 1/9/2017
An issue was discovered that prevented retros submitted and approved between Friday, December 30th and Monday, January 2nd, from being processed to the General Ledger. These direct retros will display a status of complete in HRMS, but are not available on financial reports. We have resolved the original issue, but manual steps must be taken to process the missing direct retros. As central completes these steps, all direct retro processing will be on hold until Monday, January 9th. This is to avoid further data complications due to additional retro activity. Departments can continue to enter direct retro's, however, they will remain in a pending status until Monday.
Notification of new local sales and use taxes
The following new local sales and use taxes will start on January 1, 2017:
For more information visit the Minnesota Department of Revenue's local tax information web page.
11/21/16 update: The Fergus Falls local sales and use tax of 0.5 percent will be ending on December 31, 2016. See the Fergus Falls General Notice (pdf) for more information.