Integrated System 11i Upgrade

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Integrated System 11i Upgrade

• Overview

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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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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?

• 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
• Primarily navigation
• High level functional workshops
• Expanded training for some modules, e.g. LD
• 11.0.3 training phase-out

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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

• Completion of the 1st trial upgrade
  9/2/03
• 11.0.3 development freeze 9/15/03
• Completion of 2nd trial upgrade 10/10/03
• Completion of CRP-I 11/19/03
• Completion of 3rd trial upgrade 12/17/03
• Completion of CRP-II 2/18/04
• Completion of 4th trial upgrade 3/2/04
• Desktop Preparation Discoverer Upgrades
  2/16-3/16/04
• 11i User Fair 3/3/04
• Begin User Training 3/22/04
• Availability of Discoverer Test Instance
  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.