Shared Financial SystemShared Financial SystemProject MeetingProject Meeting

11/14/0011/14/00

AgendaAgenda WelcomeWelcome SFS System UpdateSFS System Update SFS Madison Campus UpdateSFS Madison Campus Update DART UpdateDART Update ClosingClosing

SFS System UpdateSFS System Update

Al BenzschawelAl Benzschawel

SFS System UpdateSFS System Update

Phase III Campus Implementation Phase III Campus Implementation (July,2001)(July,2001)

Project/GrantsProject/Grants Payroll InterfacePayroll Interface AR/BI(Account Receivable Billing Module)AR/BI(Account Receivable Billing Module)

SFS Madison Campus SFS Madison Campus UpdateUpdate

Cathy HolmesCathy Holmes

Implementation DateImplementation Date

??

SFS Project OrganizationSFS Project Organization

Campus Project FlowCampus Project Flow

Business SVC Project Business SVC Project FlowFlow

SFS Project FlowSFS Project Flow

Data Access, Reporting Data Access, Reporting & Training Update& Training Update

Ruth FruehlingRuth Fruehling

Training UpdateTraining Update

Twelve Accounting Services staff Twelve Accounting Services staff were introduced to the following were introduced to the following PeopleSoft SFS modules during PeopleSoft SFS modules during October:October:General LedgerGeneral LedgerPurchasingPurchasingAccounts PayableAccounts Payable

Data Warehouse Data Warehouse UpdateUpdate

Current Mainframe

System

CurrentData

Warehouse

SFS System

ProposedData

Warehouse

Data Warehouse Data Warehouse UpdateUpdate

Data Views are in the final stages of Data Views are in the final stages of draft designdraft design UA_FMR_ENC_EXPUA_FMR_ENC_EXP UA_FMR_RECEIPTSUA_FMR_RECEIPTS UA_FMR_BUDGETSUA_FMR_BUDGETS UA_PRIOR_YR_CASHUA_PRIOR_YR_CASH UA_ACTRAN (will include all of Madison campus in one data UA_ACTRAN (will include all of Madison campus in one data

view)view) UA_ACTRAN_BudgetUA_ACTRAN_Budget UA_CASH_BAL133_144UA_CASH_BAL133_144

Next Step - Campus forum to review Next Step - Campus forum to review proposed Data Viewsproposed Data Views

WISDM UpdateWISDM Update

Nine divisions will have been shown Nine divisions will have been shown WISDM by the end of DecemberWISDM by the end of December Business ServicesBusiness Services Medical SchoolMedical School Continuing EducationContinuing Education Madison Budget Office/Budget, Planning & AnalysisMadison Budget Office/Budget, Planning & Analysis Research & Sponsored ProgramsResearch & Sponsored Programs EngineeringEngineering L&SL&S IESIES School of EducationSchool of Education

WISDM Enhancements are being worked WISDM Enhancements are being worked onon

QuestionsQuestions Next MeetingNext Meeting