Transaction Processing Release 8.3

The highlights of this release include:

Improved Document Search functionality. No more accidentally doing a "blank" document search! A warning message will now appear if you try to use the Document Search screen without entering search criteria. In addition, if you try to do a search with Document Type as your only search criteria, you will receive a warning message asking if you are sure you want to search only by document type. These changes should make your document searches more effective and efficient.

Warning message on AP documents if initiator and payee are the same. In order to satisfy the separation of duties requirement, a warning message will appear whenever the person initiating an AP document is the same as the payee. The message states that the document should be ad hoc routed for additional approvals. Clicking OK on the prompt will allow the user to ad hoc route the document to additional users. This message will appear for all approvers of the document.

DCH Warning Message. In order to ensure that duplicate payments are not made on the Medical Center Direct Charge (DCH) document, a warning message will now appear if a user enters the same values in the Tracking Number, Invoice Number, and Amount fields that were entered on a previous DCH .

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Decision Support Release 5.4

The highlights of this release include:

New Queries

Several of the DS summary reports have been consolidated into a new query, called Balance Summary (1). The new query combines the following summary queries:

The format is similar to that of the Transaction Listing (2), but there are some enhancements. One enhancement is the flexibility to subtotal the report by Sub Fund Group, OP Fund, and OP Account. Another enhancement is the option to enter a single account, object, project, etc. or a list of accounts, objects, projects, etc. Next to these fields is the term List. If you want to enter a list, click on List; you'll see an additional box appear and List will change to Single. Enter the first account in the Account field and click on the Add button; this will add the account to the box below the Account field. If you want to go back and use only one account, click on Single.

The Banner Transaction Detail (271) query provides information on Banner transactions, which means you can now tie a DaFIS document number back to its original Banner document number. You can enter a specific document number into the query, or else drill down on a Banner document from another query, such as the Transaction Listing (2), for more detail. The new query uses some of the most common elements of Banner accounts receivable transactions, such as Banner detail code (sometimes referred to as "charge code").

The Animal Protocol (274) query provides a report of all animal purchases associated with a protocol number.

New fields

The Feeder System Transaction Detail (212) query has two new fields on the input page. One is the Fiscal Period Range, and the other is the Tracking Number field. For details on Facilities work orders, enter the work order number in the Tracking Number field.

The Purchasing Order Lien Transactions (165) report now has a project column, which should help in tracking your liens.

The Sub Fund Summary by Consolidation (55) and the Sub Fund Summary by Account (57) reports now have a grand total for current funds in the search results.

The Budget Summary by Consolidation (59) query now has a "Show $0.00 Balance" box on the input page.

Other changes

Whenever you do an object code lookup, you can now enter search criteria instead of having to scroll through a list. This should aid in quickly locating your object code.

If you attempt to delete a saved query, you will receive a warning message which will prompt you for confirmation before automatically deleting the query. This will eliminate the issue of users inadvertently deleting their saved queries.

On the Asset Lookup (143) query, users can now search for the serial number using a wildcard.

The Origin Code field has been removed from the Document Lookup (9) query. Because the only valid origin code on this query is 01, the field is unnecessary.

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Decision Support Release 5.3

The highlights of this release include:

You now have the option to set defaults for the menu bar and for opening results in a new window. To set these options, log in to DS and then click on the User Options link.

The Summary of Consolidation Balances (44) and Budget Summary by Consolidation (59) queries now have an option of reporting by object consolidation.

The Summary of Account Balances (38) now has a Billing ID field.

The Current Encumbrances (46) query now has a Show Credit Balances Only option.

The DaFIS User Responsibilities (214) report used to include inactive as well as active accounts. The default is to now show just active accounts. To include inactive accounts, simply mark the new Show Inactive field.

On the OP Fund Lookup (236) query, users can now search by sponsor code.

When sharing a custom object grouping, there is now a user ID lookup.

On the Credit Card Payment Lookup (252) query, the Department Name field was changed to Departmental Information.

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Transaction Processing Release 8.1

The highlights of this release include:

Animal Protocol Tracking. An animal protocol tracking number is now required when purchasing vertebrates. In the Items screen of the Departmental Purchase Order (DPO) or Purchase Requisition (PR) document, there is a Prot. (Protocol) button. When a commodity code associated with a vertebrate is selected, you will need to click on the protocol button to identify the protocol number. More information regarding protocols is available at http://ehs.ucdavis.edu/ .

Reinstate asset number. When equipment is transferred to UCD from another UC campus, or if a previously retired asset is recovered, it can be added to CAMS retaining its existing property number. When completing the Add Asset (AA) document, simply enter the existing property number in the Existing UC Property Number field. When this field is populated, the system will retain the previous property number instead of assigning a new one.

In addition, the Campus Prop Num field on the AA document has been changed to Federal Prop Num. In this field, record the federal property number assigned by the agency (if applicable).

Post Award Closeout e-mail notification. E-mail notifications will be sent to departments to facilitate the post award closeout process. One of the people to be notified is the account associate, which is defined as someone other than the account manager or prinicipal investigator, who is familiar with the award. The Account Associate is a new field on the Account (ACCT) document.

New Fields and screen in the OP Fund Number table

• Primary PI - The PI on the award document
• Post Award Reporting Period - The number of days allowed by the agency to file final reports after the award closes
• Office of Origin - The UCD office that administered the award (OVCR or Business Contracts)
• Office of Origin Reference - The OVCR project number (for OVCR awards) or the agreement number (for Business Contracts awards)
• Technical Report Date - The date the final technical report was filed or exempted from filing
• Technical Report Exempt - Indicates that the fund is exempt from a final technical report
• Technical Report Explanation - Explanation of why an exception was granted
• IP Report Date - The date the final Intellectual Property report was filed or exempted from filing
• IP Report Exempt - Indicates that the fund is exempt from a final Intellectual Property report
• IP Report Explanation - Explanation of why an exception was granted
• Property Report Date - The date the final Property report was filed or exempted from filing
• Property Report Exempt - Indicates that the fund is exempt from a final Property report
• Property Report Explanation - Explanation of why an exception was granted
• There is a new back screen called OP Fund Budget Maintenance on the OP Fund C&G screen. It contains Budget Period information.

Changed Fields in the OP Fund Number table

• The Award Begin Date and Award End Date fields have been renamed Project Begin Date and Project End Date

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Summer issue of DaFIS Notes online

The Summer 2003 issue of DaFIS Notes is now online. DaFIS Notes is only sent to newsletter subscribers.

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Decision Support Release 5.2

The highlights of this release include:

All 17 summary queries now have an Include Pending option.

The Feeder System Transaction Detail (212) query now has a drill-down from the Tracking Number field. The drill-down will take you to the Recharge Unit Order Detail (255) query.

The Budget Summary by Account (58) and Budget Summary by Consolidation (59) queries now have Organization List and Account List fields.

The Current Encumbrances (46) query now displays a Project column in the search results.

The Agreement Number field on the Purchasing Systems Document Log (27) query is now searchable.

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Spring issue of DaFIS Notes online

The Spring 2003 issue of DaFIS Notes is now online. DaFIS Notes is only sent to newlsetter subscribers.

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Winter issue of DaFIS Notes online

The Winter 2003 issue of DaFIS Notes is now online. DaFIS Notes is only sent to newsletter subscribers.

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Decision Support Release 5.1

The highlights of this release include:

Amount of detail on the Recharge Unit Order Summary (257) expanded. This report will display all of the transaction detail for each entry without needing to drill down.

Process Query button moves as you scroll down the page. Users will no longer need to scroll to the bottom or top of the page to hit the Process Query button. The button will float on the page and always remain in view as you scroll up and down. (Note: the Process Query button will remain static at the top and bottom of the page in Netscape 4.x or earlier.)

Fields added to queries:

• Transaction ID sort option to the Credit Card Payment Lookup (252)
• Organization Code field to the Encumbrance Transaction Detail (235)
• Option to view Alternate FPD User delegations to the DaFIS User Responsibility (214)
• Spreadsheet output to the Document Lookup (9)
• Organization Code field to the Recharge Unit Order Summary (257)

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