IRIS Project Town Hall Meeting. September 22, 2005. Today’s Agenda. Getting Ready Day One Logging On Through the Portal Where Do I Go for Help? Reporting Authorization Issues Summary Printing from SAP Approver Process Change Standard FI and MM Reports Summary
September 22, 2005
REMEMBER: You must log off both the Portal and IRIS/SAP
To log off IRIS/SAP:
To log off the Portal:
UK specific help is available within IRIS/SAP by choosing Help myHelp myUK Help. This choice will take you directly to the myHelp website and provide specific help for the transaction. By clicking on the Home button, you will be able to access the full resources on the website.
Continue to visit the IRIS website for the most recent news and events for the project.
Monday – Friday 7 a.m. to 6 p.m. the Customer Service Center (help desk) at (859)257-1300 will have IRIS project staff working on dedicated lines to help you with issues that could not be solved through the help features listed above.
The IRIS project will staff a Command Center Monday – Friday, 7:00 am to 6:00 pm for the month of October. The Command Center can be reached as an option from the 7-1300 Customer Service phone number.
Walk-in Help Centers
Walk-in Help Centers, cont’d.
Frequently Asked Questions (FAQs)
METHOD FOR REPORTING PRODUCTION AUTHORIZATION ISSUES
This process will be the same for most of the transactions or reports that have a print function available.
A Guidebook on standard Financials and Purchasing reports can be found on myHelp site
This guide book provides illustrated instructions on how to access some useful online reports in SAP R/3. In addition instructions are provided on how to drill into detail postings, change report layouts, changing sorting, adding subtotals, and extracting reports to a spreadsheet or file.
Questions Submitted in Advance
ANSWER: If you are on campus and your desktop lacks the icon, contact Desktop Technical Services at 257-5599, or check with your computer support technician. Medical Center employees should check with the MC Help Desk at 323-8586.
Q: Will the university change the GL on all assigned procards prior to go live?
Will the university change the GL on all assigned procards prior to go live?
a. Prior to go-live the default cost objects (account numbers) and g/l account (object codes) will be converted so that they will post to the appropriate accounts in SAP.
b. If you want to leave the charges posted to the default g/l you do not have to change anything. If you want to post to the appropriate g/l (e.g. office supplies) you will need to edit the postings. All transactions will initially post to the generic GL and according to policy each transaction must be “edited” and posted the appropriate GL for that expenditure. i.e. office supplies.
We are replacing core functionality for the first phase of the project. Workflow is an important feature that will be implemented in all areas during the next phase of the project. Workflow will be implemented for workflow approvals for requisitions on October 1.
Yes, you will need to put the SAP cost objects (account numbers) on the new DAV form. Classes cover how to search for your new account numbers. We will continue to develop tools for access to this information.
A process has been developed in SAP that is similar to the current FRS process. This development came late in the project, but is being demonstrated for most frequent users tomorrow and a simulation has been developed for “on-line” training and will be available by tomorrow or Monday. Also, Procard editing classes (four sessions weekly) beginning the week of October 3rd.
All current data will be available on the web.
These new numbers will be created in SAP Finance but will also be created in FRS for HRS and FES to access. FRS and SAP chart of accounts will be kept concurrent through June 2006, to support HRS through December and FES through June.
There is information on the IRIS web site under Chart of Account reference materials that supports the cross reference.