Finance 9.1 is now Live

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Finance 9.1. Upgrade

Finance 9.1 Upgrade Complete

The e*mpac Finance 9.1 upgrade has been completed and is now available for all system users.

Please note that the login links for the new Finance Production and Reporting environments have changed. Users should access the upgraded 9.1 version by using the login links on the http://empac.uml.edu web page.

Browser History Cleanup Strongly Recommended

To ensure an optimal experience, Information Technology is STRONGLY RECOMMENDING that you clear your browser history, prior to accessing the Finance 9.1 application. This action can help prevent performance issues and keep you from receiving data integrity errors.

A job aid on clearing history in Internet Explorer, Firefox, and Safari is attached. This is also available online.

Please contact the Help Desk if you need any assistance ‘ 978-934-4357 (HELP)

Financial Reporting in 9.1 Reminders

End users who previously used Finance Reporting to access finance data will still have access to do so in 9.1.

As part of the upgrade, the old FAIR reporting viewer has been retired.

Summit access has been rolled out extensively to users across campus.

Training Materials

Online tutorials and job aids are available in the ‘Information for” section of the campus e*mpac Finance website: http://empac.uml.edu

You will also be able to access select training materials directly from the Finance 9.1 application. Just click the Help Link at the top right corner of the application:

Drop-In Support Schedule

Users seeking additional support are invited to visit one of the drop-in sessions listed below:

Thursday, November 17 ‘ O’Leary 200B (South) ‘ 9:30am to 11:00am

Thursday, November 17 ‘ Southwick 309 (North) ‘ 1:00pm to 3:00pm

Questions?

Please feel free to contact any of the individuals listed below if you have questions:

Name

Area of Inquiry

Email Address

Extension

Denise Anastasopoulos

Accounts Payable

Denise_Anastasopoulos@uml.edu

3478

Shaun Sullivan

Expenses

Shaun_Sullivan@uml.edu

3516

Nancy Desjardins

Grants/Contracts

Nancy_Desjardins@uml.edu

4719

Roberto Miller

General Ledger

Roberto_Miller@uml.edu

3520

Purchasing

Purchasing

Purchasing@uml.edu

3500

Maura Shield

Reporting

Maura_Shield@uml.edu

3515

All Users STRONGLY RECOMMENDED to Clear Browser History

e*mpac Financials 9.1 is almost here. It will be available to all users starting at 8:00am on Wednesday, November 16th.

To ensure an optimal experience when the system is released, all users are STRONGLY RECOMMENDED to clear their browser history. This can help prevent performance issues and keep users from receiving data integrity errors.

See this job aid to Clear Your Browser History.pdf

Finance 9.1 Upgrade (November 9 – 15)

Click here for the full Finance 9.1 Pre-Upgrade Communication.pdf

KEY DETAILS:

Finance 9.1 Upgrade Schedule for Go-live

Beginning Wednesday, November 9 at 5:30pm through the end of day Tuesday, November 15, the e*mpac Finance system will be unavailable as it is being upgraded to release level 9.1.

Please Note: On November 11th, Finance Reporting 8.9 will contain data as of November 10th and will be available throughout the upgrade. Summit & FAIR will be available according to its regular schedule.

Upon the successful completion of the upgrade on Tuesday, November 15, a communication will be sent to confirm its availability on Wednesday morning, November 16.

FAIR REMINDER: As part of this upgrade, the FAIR reporting environment is being retired. It will not be available for reporting after November 16th.

FIN 9.1 Upgrade – Cut Over Dates and Deadlines

Cut Over Communication rmc.pdf

This communication is being sent via email distribution to all finance system users today. This details the dates and transaction deadlines for users in the e*mpac Financials system. This is based on the anticipated Upgrade Go-Live that is scheduled for November 10th through the 15th. If the dates change communications will be sent out to the UML community.

FIN 9.1 Upgrade- Reporting Console

The campus will soon be upgrading to the Finance 9.1 version of PeopleSoft. Here is a quick look at some of the functionality you will see in the Reporting module.

More information and training will be made available soon. There are UPK’s available for viewing already in the “Information for..” section of empac.uml.edu. Here is a direct link —http://www.uml.edu/admin/empac/Departmental_Users.html

FIN 9.1 Reporting Console Fact Sheet_v1.pdf

Summit Reporting Newsletter

A newsletter announcing the arrival of Summit for Finanical reporting is being sent to users who have been granted access to the Summit application. Essentially, this includes allcurrent e*mpac users who previously had access to PeopleSoft reporting or the FAIR reporting tool.

Summit Newsletter – Fall 2011_v3.pdf

Users can also check out the training information in the “Information for Departmental Users” section of the e*mpac web page.

ePro Fact Sheet for FIN 9.1

The campus will soon be upgrading to the Finance 9.1 version of PeopleSoft. Here is a quick look at some of the functionality you will see in the eProcurement module. This is the module that departments use to enter requisitions.

More information and training will be made available soon. There are UPK’s available for viewing already in the “Information for..” section of empac.uml.edu. Here is a direct link — http://www.uml.edu/admin/empac/Departmental_Users.html

Here is the FIN 9.1 ePro Fact Sheet_v1.pdf

FIN 9.1 Upgrade – Information regarding PS Queries

Attention Query Users: The e*mpac Finance application is being upgraded in mid-November. Please take note of the following details on the upgrade of queries.

Private Queries:

Existing

  • All existing private queries in Production 8.9 and Reporting 8.9 will be brought over to the corresponding 9.1 environment (Production or Reporting) on October 14.
  • Any changes you make to those queries on or after October 14 will have to be made manually in 9.1 Production or Reporting after go-live.

    New

    • All new private queries created in Production 8.9 and Reporting 8.9 between October 14 and November 9 will be brought over to the corresponding 9.1 environment (Production or Reporting) at go-live.

    Public Queries

    • All existing public queries will be available in Production 9.1 and Reporting 9.1 at go live.

    Ad-hoc Report Run Controls, nVision Report Requests, and nVision Scopes

    • All the ad-hoc reports you run will be available in Finance 9.1.
    • All existing report requests, scopes, and run controls will be available in Production 9.1 and Reporting 9.1 at go live.

    If you have any questions regarding the above plan, please contact Maura Shield.

    Downtime Scheduled for Morning of Aug. 25 (Thursday)

    The University is in the midst of a project to upgrade the Finance system. As part of this project, we are doing some testing of the migration process and need to make the Finance Production system unavailable in the early hours of Thursday, August 25th.

    We expect that users should be able to get back into Finance Production after 9:00AM.

    Please plan accordingly.