PeopleSoft User Group 20150909 - Boy Scouts of America · •Simple steps •Instructions ......
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Transcript of PeopleSoft User Group 20150909 - Boy Scouts of America · •Simple steps •Instructions ......
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PeopleSoft User Group
September 9, 2015
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User Group Agenda
• Updates to nVision reports • Council User Security Review• Budget process• Forecast ledger• Other Updates
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nVision Reports
• Recent changes for nVision Reports– Detail Statement of Financial Position All Funds
• (Report ID: DSFP) – Comparative Statement of Operations with Schedules
• (Report ID: CSOPS1)– Temporarily Restricted Funds –All Funds
• (Report ID: TRFUND)– nVision email setup
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Detailed Statement of Financial Position – all funds
• (Report ID: DSFP)• Provides a detail view of all financial position accounts in one view
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Detail Statement of Financial Position All Funds
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Comparative Statement of Operations w/schedules
• (Report ID: CSOPS1)• Not an official report • Comparative Statement of Operations presentation with comparison to last year
• Includes – schedules to show income breakouts – tabs for Income & Expense graphs
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Comparative Statement of Operations with Schedules
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Comparative Statement of Operations with Schedules
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Comparative Statement of Operations with Schedules
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Comparative Statement of Operations with Schedules
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Support and Revenue Chart
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Expenses Chart
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Temporarily Restricted Funds Report
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Temporarily Restricted Funds Report
• (Report ID: TRFUND)
• Provides an all fund view of temporarily restricted balances for all three funds
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Temporarily Restricted Funds
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Temporarily Restricted Funds
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Temporarily Restricted Funds
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Temporarily Restricted Funds
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Temporarily Restricted Funds
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nVision email setup
• Provide ability for email receiver to see what reports they are receiving
• Simple steps • Instructions are available on FID webpage www.scouting.org/financeimpact/
• Surf to PeopleSoft User Group site
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nVision Report Information in Email Subject Line
• Define Report Request– Change Output Options Type to Email– For Scope Reports
• Click Scope and Delivery Templates• Select Scope• File Template ‐ %RTT%‐%SFV%‐%SFD%‐%ASD%.XLS• Email Template – Enter Email Address
– Non‐Scope Reports• Click Scope and Delivery Templates• File Template ‐ %RTT%‐%ASD%.XLS• Email Template – Enter Email Address
•
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nVision Report Information in Email Subject Line (Scope Report Example)
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nVision Report Information in Email Subject Line (Scope Report Example)
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nVision Report Information in Email Subject Line (Scope Report Example)
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nVision Report Information in Email Subject Line (Scope Report Example)
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nVision Report Information in Email Subject Line (Scope Report Example)
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nVision Report Information in Email Subject Line (Scope Report Example)
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nVision Report Information in Email Subject Line (Scope Report Example)
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Council User Security Audit
• Monitor and maintain user security• Scout Executive will review and certify user security roles
• The Member Care Contact Center will be notified via email if a Scout Executive removes a user’s security role
• Quarterly requirement, email reminder• Instructions were sent to Scout Executives and are available on FID webpage
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Council Security Review Menu
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2016 Budget Preparation• Chapter 14 of the user guide• Recorded webinar on Finance Impact Site www.scouting.org/financeimpact
• Tools available – Recommended Queries to start process
• LC_ACTUAL_SPREADSHEET_FIS_YR• LC_BUDGET_FISCAL_YR – the starting point for budget
– Recommended Report • Detail Budget Analysis – Scope
– Run on 12‐31‐14– Provides current plus 2 years of history and budget
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2016 Budget Preparation
• Build out your tree• Make “nodes” for each budget participant• Create two “scopes” for each “node”
– Summary (page 8‐21 in PeopleSoft User Guide)– Individual (page 8‐22) in PeopleSoft User Guide)
• Define report request and use email feature to send Detailed Budget Analysis‐Scope reports
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Starting Your Budget
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Actual Spreadsheet
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Budget Report
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www.scouting.org/financeimpact
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Forecast Ledger
• PeopleSoft is ledger based• Actuals, Budget, Forecast • Similar to budget ledger but used for future period forecasting
• Journal entries don’t need to be balanced• Can upload Forecast similar to Budget
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Forecast Ledger
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Forecast Ledger
• Two Reports Available– FCBDTLF1 – Forecast with Budget – Detail– FCBSUMF1 – Forecast with Budget ‐ Summary
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Journey to Excellence Submission
• Submitting JTE• Populate the Finance Facts database• This is not an automatic process• Part of the month‐end process• After making Audit Adjustments
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Journey to Excellence Submission
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Journey to Excellence Submission
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Journey to Excellence Submission
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Journey to Excellence Submission
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Journey to Excellence Submission
• Using the “Refresh” button, wait until status is complete with “Success” in the Run Statuscolumn and “Posted” in the Distribution Status
• If this process completes with an “Error” in the Run Status, contact the Member Care Contact Center to report this condition.
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Member Care Contact Center
• Accounting calls currently have a “special” queue
• Three staff members rotate on calls– Please practice patience
• Working to determine how calls will be handled in 2016 and beyond
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For the Good of the Order
• User Guide• Best practices • Needs