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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...
| Announcements, Known Issues

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...
By Jerry Monahan | | Known Issues, Announcements

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...
| Announcements

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...
By Asirra Suguitan | | Announcements

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...
By Asirra Suguitan | | Announcements, Known Issues

Key Resources for 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...
By Asirra Suguitan | | Announcements

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...
| Known Issues

Upcoming Changes to 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...
| Announcements

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...
| Known Issues, Announcements

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...
By Asirra Suguitan |

Re-Distribution of 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...
By Cynthia Johnson | | Announcements

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...
| Known Issues, Announcements

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.
| Known Issues, Announcements

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.
| Known Issues, Announcements

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

Concur & ePay

We are working with UCPath to have this resolved by the end of the week.​

Concur PCard

In an attempt to resolve several other issues, a change was made to the ePay and Guest Traveler Payee/Supplier systems yesterday evening (2/12). Shortly after, Impact23 project team members became aware of a new issue where some active suppliers were not being returned for selection in either ePay or Guest Traveler (for Concur), or may...

Non-Salary Cost Transfer (NCT)

Low - No direct impact noted

Procurement

Draft Watermark Appears on the PO Attached to the Document in FYI Notification. Low - No direct impact noted.

Difficulties Reconciling FTDR and PO Encumbrance Report

Known Issue information: Financial Reporting Difficulties reconciling the Financial Transaction Detail Report to the Purchase Order Encumbrance Balance Report due to reporting of project burden costs (IDC). We are currently reviewing and assessing options to modify reports as well as working on providing additional guidance on understanding the Oracle version of the reports. Expected Resolution...