Integrated System 11i Upgrade

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Integrated System 11i Upgrade

• What, Why, Whats New Whats Next

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What is an upgrade?

• Not an implementation
• Movement from the current version of the
  applications to the latest available version
• Technical vs. functional

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Why do an Upgrade?

• Allows University to stay current
• Enhanced functionality, even with technical
  upgrade
• Long-term opportunities to use major new
  functionality

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Long-term FunctionalOpportunities With Upgrade

• Self Service
• Time entry
• View earnings statement
• View and modify selected personal information
• More
• Position Control
• Burden Schedule Overrides
• Automatic PO Faxing
• Improved Invoice Approval Routing

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Student System?

• Delayed Will define UVA needs and match with
  products on the market
• Implementation 3-4 years out
• 18 months requirements analysis and selection
• 2-year implementation

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Why now?

• Ease of upgrade to latest version
• Not the first
• Optimal support from the vendor

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What comes with the technical upgrade?

• For everyone
• Web-like features,
• Personal homepage,
• Better help and error messages
• Cancellation of long-running queries
• Purchasing
• Automatic retry of Document Manager errors
• Purchase order copying
• General Ledger
• Direct drill-down from GL to PO, AP, AR, and GM

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What comes with the technical upgrade?

• For everyone
• Web-like features,
• Personal homepage,
• Better help and error messages
• Cancellation of long-running queries
• Purchasing
• Automatic retry of Document Manager errors
• Purchase order copying
• General Ledger
• Direct drill-down from GL to PO, AP, AR, and GM

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What comes with the technical upgrade?

• For everyone
• Web-like features,
• Personal homepage,
• Better help and error messages
• Cancellation of long-running queries
• Purchasing
• Automatic retry of Document Manager errors
• Purchase order copying
• General Ledger
• Direct drill-down from GL to PO, AP, AR, and GM

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What comes with the technical upgrade?

• Grants Management
• Drill down from award management to award budget
  forms
• Installment closeout notification
• HR
• Mass employee assignment update
• Earnings policy button on assignment

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What comes with the technical upgrade?

• Grants Management
• Drill down from award management to award budget
  forms
• Installment closeout notification
• HR
• Mass employee assignment update
• Earnings policy button on assignment

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What comes with the technical upgrade?

• LD
• Summary of adjustments by batch name
• Distribution adjustment by assignment
• Standard reports for payroll encumbrances
• Schedule lines sorted most recent on top
• Pro-rata calculation of encumbrances
• Support for MacIntosh OS 10 and greater

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Differences in the Navigator Window
11.0.3
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Personal Homepage
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Differences in the Forms
11.0.3
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More Differences in Forms
11.0.3
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Right Mouse Click Capability
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Impact on You

• Training
• Current 11.03 training will end on 3/31/04
• New Hire 11i training will begin 4/19/04
• Navigation is strongly suggested for everyone
• LD training is mandatory 2 hour session
• Departmental LD responsibilities will be
  deactivated if training is not received by April
  30, 2004
• Six LD training sessions have been scheduled
  beginning April 15, 2004, in the Newcomb Hall
  South Meeting Room

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Impact on You

• Training, cont.
• Hands-on Workshops will be provided for
• GM
• GM Award Manager, GM Project Manager, GM
  Transactions Specialist, GM Encumbrance
  Specialist, GM Viewer
• AR
• AR Billing Specialist and AR Viewer
• HRMS Specialist and HR Viewer
• HRMS Student Faculty Wage Approvers

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Impact on You

• Training
• High-level Overviews will be held for
• PO/AP
• PO Purchaser, PO Requestor, PO Receiver, P-Card
  Holder, and AP/PO Viewer
• GL
• GL Specialist and GL Viewer
• Timekeeper

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Impact on You

• Basically, do work the same way
• Responsibilities remain virtually the same
• Discoverer reports
• Will still be available
• Will need to be tested and possibly modified
• New version of Discoverer 4.1
• Opportunity to participate in housekeeping
  functions
• Cutover period

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Timeline

• Desktop Preparation Discoverer Upgrades
  2/16-3/16/04
• 11i User Fair 3/3/04
• Begin User Training 3/22/04
• Completion of User Acceptance Testing 4/5/04
• GO-LIVE 5/3/04
• Functional Upgrade Analysis Implementation 5/200
  4 5/2005?

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Desktop Requirements

• In general
• Memory upgrades
• OS Windows 2000 or above
• Performance degradation in PCs over 3 years old
• For specific recommendations, see
  www.virginia.edu/integratedsystem and click the
  11i Information quick link.

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For more information

• Go to www.virginia.edu/integratedsystem and click
  11i Information quick link.

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• Questions?