Attendance: Iben Wilson (Chair), Bob Jarecki (Vice-Chair), Carmen Raycraft, Andrea Careway, Susan Moore, Catalina Preciado, Jamie Brannan, Judy Blatter, Karen Nelson, K. Henschel, Katherine Williams, Rosie Wright, Michele Dixon, Lynn Read, Sandy Vice, Laura Townsley, Paul Clarke, Nora Orozco, Susan Taylor and Matt Guilfoil.

The meeting of the Customer Advisory Team came to order at 1:15 p.m.

Announcements
Iben introduced Carmen Raycraft as new CAT Rep from the Chancellor & Provost Office and did a quick introduction of all in attendance.

Update on MyTravel by Susan Moore
MyTravel calls are being handled by ESS (the same team that operates the DaFIS Help Desk). The turn around time for most My Travel reports approval has decreased to less than 10 business days from when the AP Travel and Entertainment Team receives the reports error-free. Carmela has been hired to fill Willie’s position and Ileana Acevedo is the new Assistant Manager.

UCD Buy update
UCD Buy is slow and burdensome and AFS recognizes the need for the system to be upgraded. Upgrades to the whole UCD Buy system, including enhancements and fix to quantity discrepancies on Dell orders, are coming soon.

Kay Henschel brought up the poor approval process for Furniture orders via UCD Buy. Orders are initiated and routed but do not require account manager approval on a million dollar order.

Issues with Lack of Liens and Pending Transactions
The committee discussed the list of items and accompanying memo prepared by Judy Blatter for discussion. Judy Blatter mentioned the issue of booking charges in a timely manner versus having to enter transfers (RECs) in DaFIS. Liens and pending transactions not hitting ledgers include: Purchasing Card transactions, entertainment (MyTravel), travel (MyTravel), GLIBs, UCD Buy orders, salary, benefits, and payroll.

>Work Around for Tracking Expenses and Recharges Posting at Month End
Discussion of expense tracking and recharge posting which had started as part of the discussion of lack of liens and pending transactions continued. The DaFIS DS MyProjections feature was suggested as a way to track unposted transactions. Commenting on this suggestion, it was stated that the feature works well for some items, but that tracking the many transactions that now do not appear on the General Ledger is comparable to running a shadow system.

After some discussion, it was decided to forward the items regarding lack of liens, pending transactions and recharges to the Contracts and Grants Subcommittee for discussion, review and possible additions to the list of concerns. Susan Moore requested that CAT be very clear about what the issues/problems are so that they can be properly addressed by A&FS.

Kuali Analysis
Susan Moore discussed. The base system is due to be complete by 12/08. Then development will be done locally to customize for UC Davis. Susan’s job is to look at what the core product looks like and what DaFIS has. Susan has created an FIS survey for encumbrance and delegates that will be sent via the DaFIS e-mail list.

CAT Mission revisions
The CAT voted in favor of posting to the CAT Web site.

Contracts and Grants Subcommittee Report
No update.

Business and Financial Systems (BFS) Subcommittee Report
The CAT meeting was a joint meeting with the BFS Subcommittee and the two groups looked at the Service Request priority list. SR#s 14007 and 14135 are now in production and can be removed from the priority list.

Walk-Ons

• Iben mentioned that a concern has been raised about pledges posting to the ledgers as income when they haven't been received yet. Discussed creating a Gifts subcommittee. Need to ask end users what they would like to see on gift reports. Bob Jarecki to meet with University Relations representative (Andrea Careway) to discuss possibility of creating this subcommittee.
• CAT representation at ADMAN meetings. Vice-Chair and Chair will rotate attending meetings.

Next meeting scheduled for May 15th.

Minutes prepared by Bob Jarecki and Nora Orozco and edited by Iben Wilson.