IRIS System Upgrade - University of...
Transcript of IRIS System Upgrade - University of...
IRIS System Upgrade v1
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IRIS SystemUpgrade
•Upgrade Information
•Why upgrade?
•End-User Changes
•Upgrade Information Help
•Questions & Answers
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AgendaAgenda
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Upgrade InformationUpgrade Information•Takes place during Thanksgiving holidays
Should be available on Monday, December 1, 2008Training system upgraded prior to production
•Portal SAP functionality not changing
•SAP GUI transaction functionality not changing significantly
•Some screen appears slightly different
•Minimal terminology changes
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BW, BPS, and Budget (FMBB)BW, BPS, and Budget (FMBB)•No changes in Business Warehouse (BW) and
Business Planning Simulation (BPS) systems
•No changes in Budget screen FMBB (budget transfers and revisions)
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Why Upgrade?Why Upgrade?•Support for current version (4.72) expiring
•Provides the technical infrastructure to carry the SAP system until 2012
•Allows for future SAP functionality enhancements
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Global Changes
Global Changes
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Upgrade CopyrightUpgrade Copyright•Displays Copyright
system message on first logon
Press Enter or click on Continueto complete the logon
Will not appear in future
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Global Changes Global Changes –– SAP Easy Access MenuSAP Easy Access Menu•Campus Management now Student Lifecycle
Management
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Global Changes Global Changes –– Date EntryDate Entry•Use F4, F4, then F2
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•Different look, same fieldsGlobal Changes Global Changes –– Variant ScreenVariant Screen
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SLCM Changes
Student Lifecycle Management (SLCM)
Changes
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CM/SLCM ChangesCM/SLCM Changes•Campus Management (CM) now Student Lifecycle
Management (SLCM)
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CM/SLCM ChangesCM/SLCM Changes–– Student FileStudent File•Tab order more logical for student lifecycle
• Holds• Admission• Admission Checklist• Majors/Minors/Options• Transcripts Requests• Recruitment• Registration• Enrollment Certification Request• Application for Degree• Correspondence• Scholarships • General Data• Applications• Program Type Progression• Status• Activity Documents• Requirement Catalogs• UK Degrees Awarded
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CM/SLCM Changes CM/SLCM Changes –– Student FileStudent File• Recruitment• Applications• Admission• Admission Checklist• Major/Minors/Options• Registration• Program Type Progression• General Data• Holds• Status• Advisor(s) (was on Master Data)• Requirement Catalogs• Application for Degree• UK Degrees Awarded• Enrollment Certification Request• Transcripts Requests• Correspondence• Activity Documents
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CM/SLCM Changes CM/SLCM Changes –– Student FileStudent File•Prncpl Org Unit now Principal OU
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CM/SLCM Changes CM/SLCM Changes –– Majors/Minors/OptionsMajors/Minors/Options•Display, Change/Create, and Delete icons/buttons
simplified
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CM/SLCM Changes CM/SLCM Changes –– Advisors TabAdvisors Tab•Advisor(s) tab now on Student File
•See QRC for format details
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CM/SLCM Changes CM/SLCM Changes –– Student Master DataStudent Master Data•More logical tab order groupings
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• Address Overview• Standard Address• Personal Data• PCC Units• Transcripts/Tests• Best SAT/ACT• Special Attributes• Student Category• Visa/Residence Data• Athletics• Advisors (now on Student File)• Related Persons• ADA• Vet. Status Eligibil• Additional Data• Fee Calculation Data• Bank Data• Contract Objects• Medical Info• myPasscode_AD• Registration Oblig.• Identification Nos.
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CM/SLCM Changes CM/SLCM Changes ––Student Master DataStudent Master Data• Personal Data• Standard Address• Address Overview• Additional Data• Visa/Residence Data• Special Attributes• Transcripts/Tests• Best SAT/ACT• PCC Units• Related Persons• Fee Calculation Data• Student Category• Contract Objects• Grant Assignment (was Sponsored
Data)• Athletics• Vet. Status Eligibil• ADA• Medical Info• myPasscode_AD• Registration Oblig.• Identification Nos.
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CM/SLCM Changes CM/SLCM Changes –– Student Master DataStudent Master Data•Prncpl Org Unit now Principal OU
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CM/SLCM Changes CM/SLCM Changes –– Student Master DataStudent Master Data•Extras menu added
•Provides Change Document information
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CM/SLCM Changes CM/SLCM Changes –– Address Overview TabAddress Overview Tab•Standard Address now an address usage type•Address time delimiting added
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FI and GM Changes
Finance AndGrant Changes
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FI Changes FI Changes –– F.08F.08•Summarization Level removed•Business Area Allocation checkbox, Keep Print
Parameters for Output checkbox, and Output Variants section options added
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FI Changes FI Changes –– F.10, FBL3N, FBL4N, F.51, F.08, F.54F.10, FBL3N, FBL4N, F.51, F.08, F.54
•Complex Search Help icon now Search Help button
•Ledger Grp, Ledger, Ref Key (Head) 1, and Ref Key 2 added
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FI Changes FI Changes –– FB02 and FBD2FB02 and FBD2
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FI Changes FI Changes –– ZFI_PARK_FROM_FILEZFI_PARK_FROM_FILE•Radio buttons moved
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FI Changes FI Changes -- BPBP•Control Data tab now Customer Tax Data tab•Tax ID field removed
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FI Changes FI Changes –– FM_FUNCTIONFM_FUNCTION•Changed to transaction format
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FI Changes FI Changes –– S_ALR_87012328/S_ALR_87012284S_ALR_87012328/S_ALR_87012284
•Fin. Statement Vers. field removed•Assignment Line field added
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FI Changes FI Changes –– New ToolbarNew Toolbar• Added to S_ALR_87012083, S_ALR_87012089,
S_ALR_87012103, S_ALR_87012104, S_ALR_87012341, S_ALR_87012173, S_ALR_87012177, S_ALR_87012182, S_ALR_87012195, S_ALR_87012195, F.41
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FI Changes FI Changes –– S_KI4_38000039S_KI4_38000039•Overlaps radio button now Validity Overlaps
Interval•Complete radio button now Validity Covers
Complete Intvl
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FI and GM Changes FI and GM Changes –– Filter IconFilter Icon•Integrated filter selection and value entry
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GM Changes GM Changes -- GMGRANTDGMGRANTD•Overhead Costs tab now three tabs – Overhead
Costs, Overhead Cost Limits, and Overhead Cost Refund
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GM Changes GM Changes -- GMGRANTDGMGRANTD•Replenishment tab now Report Tracking/
Monitoring tab
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HR Changes
Human Resources Changes
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HR Changes HR Changes –– Organizational Assignment 0001Organizational Assignment 0001•Grant and Func. Area short text added
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HR Changes HR Changes –– Additional Personal Data 0077Additional Personal Data 0077•Veteran Discharge Date field added
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HR Changes HR Changes –– Additional Personal Data 0007Additional Personal Data 0007•Veteran Status choices expanded
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HR Changes HR Changes –– Absences 2001Absences 2001•Payroll ID field now Payroll Identifier
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HR Changes HR Changes –– UK Hospital TabUK Hospital Tab•Skills (0024) now Qualifications (0024)
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HR Changes HR Changes –– PPOSEPPOSE•Person Collective Search Help search option added
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HR Changes HR Changes –– CAT2CAT2•Multiple Selection for Personnel Number status
tabs now text
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HR Changes HR Changes –– PT_QTA10PT_QTA10•Display Absence Quota Information now Absence
Quota Information for Concurrent Employment
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HR Changes HR Changes –– PT_QTA10PT_QTA10•Further Selections, Search Helps and Sort Order
Ascending pushbuttons moved
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HR Changes HR Changes –– PT_QTA10PT_QTA10•Reporting Period entry simplified
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HR Changes HR Changes –– PT_QTA10PT_QTA10•Person ID selection field added
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HR Changes HR Changes –– PT_QTA10PT_QTA10•OrgStructure pushbutton added
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HR Changes HR Changes –– ESS ESS –– US Taxes: OverviewUS Taxes: Overview•New table format
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HR Changes HR Changes –– ESS ESS –– AD & D EnrollmentAD & D Enrollment•Insurance Option box moved
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HR Changes HR Changes –– ESS ESS –– Personal Data Overview Personal Data Overview •New table format
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HR Changes HR Changes –– ESS ESS –– Address OverviewAddress Overview•New table format
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HR Changes HR Changes –– ESS ESS –– Family Member/DependentsFamily Member/Dependents•New table format
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MM Changes
Materials Management Changes
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•Same fields, new formatMM Changes MM Changes –– Variant ScreenVariant Screen
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PM Changes
Plant Maintenance Changes
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PM Changes PM Changes –– IW33 Work OrdersIW33 Work Orders•Menu item Order Documents now Documents for
Order
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PM Changes PM Changes –– IW33 Work OrdersIW33 Work Orders•Report Planned/Actual button now Rep. Plan/Act
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PM Changes PM Changes –– IR02 Work CenterIR02 Work Center•HR Assignment button now HRMS
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PM Changes PM Changes –– IR02 Work CenterIR02 Work Center•Copy From button now Template
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PM Changes PM Changes –– IR02 Work CenterIR02 Work Center•Standard Values Overview table added
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PM Changes PM Changes –– IW47 ConfirmationIW47 Confirmation•Cancel button changed
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PM Changes PM Changes –– IW47 ConfirmationIW47 Confirmation•S and ActType (act) columns switched
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PM Changes PM Changes ––ZIW38 PM Orders: SelectionZIW38 PM Orders: Selection•Short Text now Description
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Upgrade Information HelpUpgrade Information Help• Upgrade information (updated as needed)
IRIS/ASG Upgrade Cornerhttp://www.uky.edu/IRIS/Upgradecorner/Contains updated news items
myHelp Upgrade Traininghttp://myhelp.uky.edu/rwd/HTML/IRISUpgrade.htmlContains upgrade quick reference cards (QRCs) and upgrade presentations
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Upgrade Information HelpUpgrade Information Help
• For technical problems (password, system problems, etc.) or problem of unknown origin
Customer Service Center at 257-1300 or by email [email protected]
• For functional problems (use of a specific function, interpret information, etc.)
Call respective department or unit (e.g., Accounts Payable, General Accounting, Purchasing, Compensation, Registrar, etc.)
• For questions regarding upgrade reference materialsIRIS Training team at [email protected]
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Questions and Answers
Questionsand Answers