9:09 a.m., June 1, 2007--This is updated information about the UD Financials upgrade to version 8.9:
"We expect the financial system will be offline starting at 5 p.m., this evening, June 1, through on or about June 11 (five work days and four weekend days)," Ellen Lepine, assistant director of financial services and associate treasurer, said.
In order to lessen the impact of UD Financials being down for a week, most financial webforms will continue to be available for initiation and approval, though they will not be processed or posted until after June 11, she noted.
The following is NEW detailed information for affected University services or offices for June 1-11.
Procurement Services
Effective immediately, webforms will be available for initiation/approval but will not be completed by Procurement until after the upgrade:
- BER (advance and reimbursement);
- Request for Payment to Individual; and
- Requisition/Payment to Vendor.
No checks, direct deposits, BER or FSA reimbursements, cash advances or student refunds will be issued June 4 - 11
Procurement Card allocations can continue throughout upgrade period but without updates to the financial system
General Accounting
Journal Voucher webform will be available for initiation/approval but will not be posted by General Accounting until normal processing resumes after June 11.
Monthly Web Statement View will be available with no nightly updates.
The following reporting tools will be available, but the data will not be updated during the period June 2 to approximately June 11:
- UD Financials reporting database (FIRPT) using Query Viewer or Query Manager; and
- Monthly (web) Accounting View.
Cashiers
During the upgrade, Cash Transmittal webform will be available for initiation/approval but cannot be posted until after June 11. Departments will not have access to verify deposits posting to the GL until after June 11. Daily deposits to the bank will continue during this period.
Office for the Vice Provost for Research & Graduate Studies (Contracts & Grants)
Proposal updates or initiation in UD Financials (FIPRD) will be closed at 5 p.m., June 1, to on or about June 11
Proposal Approval Summary webform--NO NEW Forms can be initiated after May 31, and ALL forms must be approved by June 1 at 5 p.m. (or re-initiated after June 11).
Pre-Award Request Form--will be available for initiation/approval but will not be posted by the Research Office until normal processing resumes after June 11.
Budget Revision-Contract & Grants webform will be available for initiation/approval but will not be posted by the Research Office until normal processing resumes after June 11.
Effort certification will be unavailable from June 2 to on or about June 11, when the system comes back online.
Non-Student (Misc.) Billing
Webforms will be available for initiation/approval but cannot be processed by Account Services until normal processing resumes after June 11:
- Bill Non-student Customers; and
- Bill Adjustment for Non-student Customers.
Non-student billing or accounts receivable inquiries in UD Financials (FIPRD) will be unavailable June 2 to June 11
Student Refunds
Students will not be able to request nor have refunds processed from June 1 through June 11. The ability for students to request refunds will become available when the new version is available on or around June 11.
Budget Office
Budget Revision webform will be available for initiation/approval but will not be processed by the Budget Office until normal processing resumes after June 11.
Labor Allocation Module (LAM) will be unavailable to change salary distributions beginning at 5 p.m., June 1, until June 11 when the system comes back online.
Financial Reporting
These reporting tools will be available, but the data will not be updated during the period June 2 to approximately June 11:
- UD Financials reporting database (FIRPT) using Query Viewer or Query Manager; and
- Monthly (web) Accounting View.
Associate Treasurer for Financial Services
No new Purpose or Project codes will be created from June 4-11. All such requests will be handled as quickly as possible once the upgrade is completed. Webforms initiated during this time can be completed with existing Purpose/Project codes and then updated later when new code(s) become available.
No viewer or approver maintenance will be done from June 4-11.
NOTE: HR, UDSIS and other nonfinancial webforms are not affected by the UD Financials upgrade and will be processed normally during this period (from 5 p.m., June 1 to June 11).
