https://impact23.ucr.edu/ Feed of Latest Articles en https://impact23.ucr.edu/announcement/2024/08/05/enhancements-concur-approved-cards-report Dear Colleagues, We are excited to announce that the "Concur Approved Cards" report has been enhanced! The updated report will be posted (iReport > General Operating Reports > Concur Departmental Reports) for users on Monday, 8/5. Summary of Updates: Displays legacy PCard holders! Eliminates repetitive data. Shows the last four card numbers, the Name on Card, Card Provider status (Account Cancelled, Account Active), and more. As a reminder, this report provides a weekly output of approved T&E Cards and PCards for department review. Thank you for your attention to these updates. Sincerely Mon, 05 Aug 2024 00:00:00 -0700 Asirra Suguitan https://impact23.ucr.edu/817dcac9-9fbe-44c3-b306-8d76abde0ed2 https://impact23.ucr.edu/announcement/2024/07/24/important-fiscal-year-2024-cost-sharing-reporting-requirements Dear CFAOs, Please share with your teams as appropriate. Action Item: Report FY2024 Cost Share on Manual form for Costs Not Recorded in Project Portfolio Management (PPM), Project -099 Due by August 30, 2024 We apologize for providing the Cost Sharing Guidance late in FY2024. Therefore, a manual workaround has been created to track these costs. Please use the Manual Cost Sharing Contribution Form to report cost share for fiscal year 2024 (through 6/30/2024) that was not recorded in PPM (project -099). The beginning budget balance for FY2025 (7/1/2024) will be calculated using the total Wed, 24 Jul 2024 00:00:00 -0700 Asirra Suguitan https://impact23.ucr.edu/07101592-3eb9-4f94-84c9-6cc23e948f96 https://impact23.ucr.edu/announcement/2024/07/24/upcoming-changes-email-notifications-oracle-procurement Dear Colleagues, A new UCR domain will be implemented in the coming days, impacting all email notifications from Oracle Financials - Procurement. This change is necessary to improve email deliverability and address issues experienced by some campus users. What to Expect: New Email Address: All requisition approvals, FYI notifications, and PO delivery notifications will now be sent from " noreply@financials.ucr.edu. " Examples: Requisition Approval: You will receive an email notification like "Requisition UCRR00051306 Approved" from noreply@financials.ucr.edu. FYI Notification: An FYI Wed, 24 Jul 2024 00:00:00 -0700 Asirra Suguitan https://impact23.ucr.edu/6f20aa22-e964-4219-b091-21c8f19fb7ad https://impact23.ucr.edu/announcement/2024/07/22/dont-miss-navigating-supplier-registration-series Dear Supplier Requesters, You are invited to the Navigating Supplier Registration Series, a learning opportunity designed to provide practical guidance on various supplier registration processes. Whether you are new to the supplier requester role or looking to refine your skills, this series is perfect for you. What You’ll Learn: Session 1: Thursday, July 25 @ 9:00 am Focus on reimbursement-only suppliers, non-PO suppliers (payees), and modifying existing/legacy suppliers. Session 2: Thursday, August 1 @ 9:00 am Focus on foreign non-resident supplier payments, searching for suppliers, and Mon, 22 Jul 2024 00:00:00 -0700 Asirra Suguitan https://impact23.ucr.edu/cfcd97c7-3755-437b-b377-38c7fdc33290 https://impact23.ucr.edu/announcement/2024/07/15/procurement-workflow-budget-dates-crossing-fiscal-years-update Attention Colleagues, Please see updates below to the original announcement issued on July 2: Procurement Workflow Budget Dates Crossing Fiscal Years | Impact23 (ucr.edu) Requisitions Pending Transition to Purchase Orders (POs) Prior to 7/1/2024 – Completed Mass update has been completed for Requisitions Pending Transition to Purchase Orders. Some requisitions failed the mass update and will need to be cancelled by the department. Please refer to the demo presented at today’s Office hours on how to identify rejected requisitions and POs. Purchase Orders Created Prior to 7/1/2024 but Not Mon, 15 Jul 2024 00:00:00 -0700 laurav https://impact23.ucr.edu/d6294489-d1da-43c6-8e87-fa65bca54c81 https://impact23.ucr.edu/announcement/2024/07/08/fy2025-gl-balance-sheet-carryforward-issue Dear Colleagues, On July 1, 2024, Accounting closed 2024-06 (June 2024) and opened period 2024-07 (July 2024) for PAYABLES. 2024-07 was also opened for GENERAL LEDGER (GL) on July 1. This is the standard procedure for month end close including period 2024-06. When 2024-07 was opened on the GL, the system automatically kicked off a process to carryforward Balance Sheet account balances, including Retained Earnings account 300000, into FY2025 period 2024-07. This is standard Oracle functionality, and these balances will continue to be updated until Accounting closes FY2024 for the GL which will Mon, 08 Jul 2024 00:00:00 -0700 Jerry Monahan https://impact23.ucr.edu/8f9a1e74-3e74-4f1d-8b2a-d18999bbe510 https://impact23.ucr.edu/announcement/2024/07/05/concur-travel-expense-home-page-redesign In late August 2024, Concur will unveil a new home page featuring an intuitive design and user-friendly navigation. This update is purely visual, with no changes to functionality. Below is a screenshot of the new Concur home page. Is changing to the new Concur home page mandatory? Yes. UC Riverside can choose to enable the new home page starting in late August, but beginning in January 2025, the legacy home page will be retired, and the new home page will be the only option. How will the new Concur home page be rolled out? Starting in late August 2024, users will have the option to enable the Fri, 05 Jul 2024 00:00:00 -0700 laurav https://impact23.ucr.edu/8d656fc0-dedb-4e5e-b3ac-96378a61d393 https://impact23.ucr.edu/announcement/2024/07/05/fiscal-closing-campus-updated-deadlines Dear Colleagues, MO and BW Payroll journals for June 2024 are now posted to the ledger and details available in Looker – Payroll. Due to the unforeseen delay in posting payroll journals, some of the previous communicated deadlines have been extended as indicated below. Completed By Date Contact Action July 09 by 5pm Accounting Office Accruals and Deferrals Requests for accruals and deferrals of FY2023/24 expenses and/or revenues must be received in the Accounting Office by 5pm July9th. Every effort will be made to process all accruals/deferrals so that they are included in the ledgers Fri, 05 Jul 2024 00:00:00 -0700 Asirra Suguitan https://impact23.ucr.edu/03c99eb1-dd37-418c-b789-c1f054f77d77 https://impact23.ucr.edu/announcement/2024/07/02/procurement-workflow-budget-dates-crossing-fiscal-years Attention Colleagues, The fiscal year-end close and subsequent new year setup has resulted in some unintended consequences regarding Oracle Procurement workflow. Requisitions Pending Transition to Purchase Orders (POs) Prior to 7/1/2024 An issue was recently identified with Oracle Requisitions created prior to 7/1/2024 that did not have a corresponding Purchase Order created by 6/30/2024. Oracle will not allow crossing fiscal years when transitioning from Requisition to Purchase Order. The most feasible solution identified is for Business & Financial Services (BFS) to initiate a mass Tue, 02 Jul 2024 00:00:00 -0700 Asirra Suguitan https://impact23.ucr.edu/89dc59b8-3836-4698-b93e-442ab49311dc https://impact23.ucr.edu/announcement/2024/07/01/key-resources-supplier-registration Dear Colleagues, Thank you for your understanding regarding the discontinuation of the concierge helpline. As a reminder, departments have the same system access and reporting capabilities the concierge staff used to onboard suppliers and payees. Reevaluating the supplier onboarding process, particularly for suppliers with tax-reportable payments such as honoraria and human subject payments, remains a priority and will be addressed after the fiscal close. We recognize that this change may present challenges and require additional staff assistance. To help manage the transition, the following Mon, 01 Jul 2024 00:00:00 -0700 Asirra Suguitan https://impact23.ucr.edu/62a21277-986a-4312-b864-ab58c6e1ff66 https://impact23.ucr.edu/announcement/2024/07/01/known-issue-resolved-coa-validation Please resubmit any pending transactions that were previously experiencing issues. The COA validation rule for budget checks failed across multiple financial systems, including Oracle Financials, Concur, and Web Recharge. This issue stemmed from fiscal year-end close and subsequent new year setup. After working closely with Deloitte to correct the issue, the team expects the budget check (fund check) error to be resolved. For example, requisitions in the Oracle procurement module should no longer auto-reject or say budget period not open. Please resubmit any pending transactions that were Mon, 01 Jul 2024 00:00:00 -0700 laurav https://impact23.ucr.edu/97cbea11-b333-4e96-af46-876cfddd44c5 https://impact23.ucr.edu/announcement/2024/06/25/upcoming-changes-looker-finance-data During the 6/12 Financial Reporting & Boundary System office hours, the ITS Looker Finance developers proposed several data changes to increase clarity, reduce Incidents, and provide a uniform experience across all data sets: Removal of the Ledger Effective Date: Reason: This field was unclear and misleading to users, causing confusion about its purpose and impact on reports. Impact: Simplifies the interface and reduces potential misinterpretations of the data​​. Feedback: The team plans to address user feedback on the removal of the Ledger Effective Date by potentially adding a different date Tue, 25 Jun 2024 00:00:00 -0700 laurav https://impact23.ucr.edu/71d518ea-15a3-4fc3-9932-5ecaf2af69bd https://impact23.ucr.edu/known-issues/2024/05/23/eacs-and-oracle-financial-provisioning-issue Known Issue EACS roles for Oracle Financials that were provisioned early during deployment (June - August 2023) had some synchronization errors relating to access to certain accountability structures. As a result, some users were not added to respective departmental workflows for requisition, PO, and/or invoice approvals. The main root cause was identified and fixed in 2023, and subsequent data cleanup has been now performed to ensure EACS and Oracle Financials are fully synced. Users should now have full access to respective provisionings from EACS in Oracle Financials. PI Impact was High - Thu, 23 May 2024 00:00:00 -0700 helenk https://impact23.ucr.edu/8b7db135-8750-4260-b39a-57f23d5364b2 https://impact23.ucr.edu/announcement/2024/05/22/impact23-office-hours-schedule-update Dear Colleagues, The Impact23 team is updating the office hours schedule and introducing a new cadence moving forward. Office hours will be held every other week through June and will transition to once a month beginning in July. Please note that Kuali Sponsored Programs office hours remain unchanged and will continue every week. Office hours played a significant role in the Impact23 implementation, and the team extends their heartfelt thanks to all the staff who have supported these efforts over the past year. Department participation has been invaluable in sharing information, identifying Wed, 22 May 2024 00:00:00 -0700 Asirra Suguitan https://impact23.ucr.edu/d0d2f0b9-00fc-4361-baac-a22d5d786af2 https://impact23.ucr.edu/announcement/2024/04/02/re-distribution-kuali-award-notifications Dear Colleagues, In the November/December 2023 time frame, RED received several emails from EMF and/or department administrators advising that they did not receive a certain email notification (i.e., the email which RED generates when distributing a Campus Award Notice(CAN) upon posting of an award in Kuali). RED re-sent copies of such email CAN notifications to those individuals. Upon return from Winter Break, reports of such email CAN notifications not being received by the intended recipients became more widespread (e.g., some, but not all, of the intended recipients would receive the Tue, 02 Apr 2024 00:00:00 -0700 Cynthia Johnson https://impact23.ucr.edu/e95e6e05-8404-4228-981e-da346c65db4f https://impact23.ucr.edu/known-issues/2024/03/25/project-portfolio-management-ppm-unprocessed-costs PPM strictly enforces business rules to ensure costs are within project start and end dates. When a cost is passed to PPM that is outside of the project start and end dates, it results in an “unprocessed cost” error and the transaction cannot post to the contract or grant. Although all applications feeding financial information to contracts and grants in PPM should be prevent expenditures outside of project start and end dates, due to the number of new processes associated with Impact23, business rules continue to be refined to enforce project dates. Occasionally, contract and grant start and Mon, 25 Mar 2024 00:00:00 -0700 amnas https://impact23.ucr.edu/c649334c-7393-4a65-b0eb-ef095d22984a https://impact23.ucr.edu/known-issues/2024/03/15/procurement-and-payables n issue with our tax calculation engine for Oracle Procurement and Payables, ONESOURCE, is preventing users from submitting Requisitions and Purchase Orders. PLEASE DO NOT PROCESS REQUISITIONS AND/OR PURCHASE ORDERS UNTIL INDICATED HERE. Fri, 15 Mar 2024 00:00:00 -0700 amnas https://impact23.ucr.edu/dd2e660d-75bc-42f2-852e-7125d00c02f4 https://impact23.ucr.edu/known-issues/2024/03/15/procurement-and-payables-0 n issue with our tax calculation engine for Oracle Procurement and Payables, ONESOURCE, is preventing users from submitting Requisitions and Purchase Orders. PLEASE DO NOT PROCESS REQUISITIONS AND/OR PURCHASE ORDERS UNTIL INDICATED HERE. Fri, 15 Mar 2024 00:00:00 -0700 amnas https://impact23.ucr.edu/f3573190-9bf9-4934-a25b-963b50382e58 https://impact23.ucr.edu/known-issues/2024/03/11/concur-pcard Concur advises users to refrain from taking any independent action to address the issue until an appropriate resolution can be determined. Expected Resolution: 3/15/2024 Mon, 11 Mar 2024 00:00:00 -0700 amnas https://impact23.ucr.edu/4ee3b02d-6202-4926-9dce-87c95aef2f95 https://impact23.ucr.edu/known-issues/2024/03/04/concur-epay We are working with UCPath to have this resolved by the end of the week.​ Mon, 04 Mar 2024 00:00:00 -0800 amnas https://impact23.ucr.edu/20907a16-6bd1-49cc-a39b-18ad12b4a017