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Portal
UCR has begun the design and development of an administrative, transaction-processing portal. The UCR Portal will offer single sign-on authentication and provide access to administrative business applications to which each user has access. Please see the attached document for UCR's high-level design vision.
Go to -> Portal Design Documentation
ProCard
The UCR Procurement Card program is officially deployed (the first purchase transactions occurred in December, 2002). To prevent fraud and misuse of the purchasing cards, numerous controls have been designed into the system including Post Audit Notification (PAN) to department reviewers on each purchase transaction and a random transaction audit report used for oversight by Purchasing and Accounting. After initial posting to the ProCard clearing account, each purchase transaction must be distributed to the appropriate expense account. Post Audit Notification (PAN) messages are then sent to require review of the expense redistributions as well.
Web-Based Travel System
The development of the web- based Travel system is well underway. Several workgroups were formed to define the process flow, business rules, data elements, and accounting considerations of this system. As a result of those sessions, the Travel system process flow and design documents were created and pro-forma web pages were developed.
UCR is now in the process of finalizing the database design and starting actual programming. The Travel system is being developed as one of the fist applications to be included in our administrative transaction-processing portal.
PeopleSoft 8.4 Upgrade
PeopleSoft Financials 8.4 has been installed at UCR and access has been granted to the core upgrade team. Functional users are evaluating the native Purchasing screens, while programmers are working to include various customizations. Scripts have been developed and executed to create calendars, ledgers, and valid chartfield values (Account, Activity, Fund, Function, Cost Center, and Project Code) in 8.4. With the Process Scheduler up and running, we are now testing the journal posting process. Development of the custom Budget Establishment and Adjustment (BEA) application has begun.
COEUS / PAMIS Update
The COEUS database and application (developed by MIT) has been installed and configured at UCR. The initial customization involves a series of web-based screens that allow Accounting to establish a fund and define fund attributes after a proposal has been awarded. These web pages, which mimic the fund attribute panel in PeopleSoft, are available at the following web site: http://oas.ucr.edu/coeus/owa/FundAward.ViewCoeusAwards
UCR's Accounting and Office of Research departments will evaluate the custom web module and prepare feedback while C&C concentrates on additional PAMIS features such as document imaging, departmental budget creation via BEA, synchronization algorithms between COEUS and UCRFS, etc.
Mail Services Interest from Cornell University
Cornell University has expressed interest in licensing the UCR Mail Services system for their own metered mail and work order billing needs. After successful demonstrations and conversations with individuals at Cornell, a final demonstration for their senior management and IT staff is scheduled for May 21, 2003.
Go to -> UCR Mail Services Web Site
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