12/1/06
Several modifications have been made to the Purchasing Card and CTS Modifications (PCRD) document:
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10/23/06
The highlights of this release:
- Printing enhancements made to the Statement of Cash Collections (SCC and SCCZ): The SCC and SCCZ documents now print in the Portable Document Format (PDF). The form will load in your browser, and you will now be required to log in using your campus login and Kerberos password. The advantages to this new format include:
- Formatting of SCC and SCCZ printed text is cleaner and easier to read.
- Enhancements to the remittance stub will automate and expedite the processing of the payment by the Cashier’s Office.
To print the SCC or SCCZ from a document search, open the document, click on Actions in the menu, and click Print Document.
Adobe Reader is needed to view and then print the resulting PDF document. The latest version is recommended, available for free download.
- Additional security for web-based forms and documents accessible from TP: To ensure that forms are only being accessed by authorized UC Davis employees, a user will be required to log in with their campus user ID and Kerberos password the first time they access any of our web based forms from TP. These forms include the vendor request form and the printed versions of the:
- Statement of Collections (SCC and SCCZ)
- Accounts Receivable Invoice (ARIN)
- Accounts Receivable Credit Memo (ARCM)
Previously you were only required to log into the forms if you accessed them from outside TP. If you need to access several of the documents listed above, having a browser open that you already authenticated (e.g., DaFIS Decision Support, MyUCDavis, etc.) means you won’t have to enter your campus user ID and Kerberos password to access the forms.
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7/27/06
The highlight of this release:
Queries for MyTravel transactions. On the main menu in Decision Support (DS), there is a new category called Travel and Entertainment. This category contains queries pertaining to MyTravel transactions, which are applicable to departments that are currently using the MyTravel system. The queries allow users to:
- look up who the approvers are for MyTravel transactions;
- search for reports by a variety of criteria such as traveler name, user ID, or report name;
- provide much more detail than was previously available in a single report, such as expenses, exceptions, check numbers, and corporate card payment information.
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5/8/06
The highlights of this release include:
Display the document Explanation text in the results of AR Payment Detail (301).
PDF and Spreadsheet formats added to AR Payment Lookup (300).
New report, Hospital Chart H Transfers (312), lists equipment transferred to or from chart H.
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6/9/06
Printing enhancements have been made to the Accounts Receivable Invoice (ARIN) with this release:
- Formatting of ARIN text is cleaner and easier to read for your customers.
- Enhancements to the code on the remittance stub will automate and expedite the processing of the payment by the Cashier’s Office.
The ARIN document now prints in the Portable Document Format (PDF). Adobe reader can be used to view and then print the resulting PDF document. The latest version is recommended.
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4/4/06
The highlights of this release include:
Commodity Lookup improvements. Changes have been made that make the commodity code search process a little bit easier! The changes made to the Commodity Lookup include:
- Document filtering. The indicators on the lookup screen now default to the type of document (e.g., DPO, PR, VI) being processed, preventing the use of an inappropriate code for the document type. No more error messages indicating that the commodity code is not allowed for the document type you are processing!
- My Commodities functionality. Want to use a commodity code you've used before, but can't remember what it is? Click on the My Commodities checkbox, and the search results will include all of the commodity codes you have used for that document type in the past.
- Ability to sort results. Don't like the way the search results appear? Click on the header buttons in the Search Results area to sort by commodity code, description, taxability, or object code.
Enhancements to the purchasing agreement process. Modifications have been made to ensure that agreement limits are processed correctly by DaFIS. Canceled orders issued against an agreement will no longer count toward the total for the agreement. The Agreement Inquiry screen now includes Paid to Date as well as Ordered to Date information, making it easy to see the difference between the ordering and payment activity on an agreement.
Streamlined Cancel/Close Departmental Purchase Order (CDPO). The Cancel and Close indicators on the CDPO have been removed, as the document now automatically takes the appropriate action based on what has previously occurred on the DPO or DRO. No more having to determine which option to choose!
Changes to the Departmental Repair Order (DRO). To satisfy the insurance requirements for a repair, the Repair Site field is now a drop-down menu, with options for UC Location or Vendor Location. Choosing the correct option allows the system to verify whether the appropriate insurance is on file with Purchasing.
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2/1/06
The highlights of this release include:
Additional functionality available on the AR Functions screen
- Print Statement now allows you to print billing statements for customers whether they have a credit or balance due.
- Manage Overdue Receivables allows you to simultaneously print billing statements and move customers to the next phase of the collections process.
- Refer to C.O. Collections notifies Accounting and Financial Services that you would like their assistance in the collections process.
- DS Report takes you to the Accounts Receivable queries in DaFIS Decision Support.
Write-off process changes
- The write-off process has been enhanced so you can select specific invoices for write-off instead of having to write off all outstanding invoices.
- The write-off process generates a write-off document which routes to General Accounting for approval when the write-off amount exceeds $50.
Fixes and Other Enhancements
- Ability to print invoices in a date range rather than just by document number range.
- Billing statements now print the department's phone number and the contact information. Previously, the printed billing statement contained the customer's contact information instead of the department's contact information. The billing statements also now include the customer's country code.
- Routing has been fixed for the Organization Options (OOPT), Customer (CUST), and Invoice Item Code (IICO) documents. Previously, there was no routing.
- More detail is now provided on the Direct Charge Accounts Receivable (DCAR) document, generated when a customer is refunded for an overpayment. The additional detail should help the customer quickly identify why they received a refund.
- The quantity field on the Accounts Receivable Invoice (ARIN) document no longer rounds to the next whole number on the printed invoice. Before, when a customer ordered quantity 1.5, the printed invoice showed quantity 2 instead of 1.5.
- On the Accounts Receivable Credit Memo (ARCM) document, the tax indicator is now read-only.
- On the ARIN document, tax is now calculated for negative line items.
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7/27/06 - DS Release 6.9
