Summary of 10/30/01 G/L Team Meeting
Attendees: Ben Martin
Task: List all of the interfaces to UD General Ledger System both to and from and
internal and external.
Task: Identify Significant Tables and Create a List of Tables in Priority Order.
Task: Determine if the PS Allocation Process can be used to process UD monthly
Issues: How will Transfers/Allocations be handled in PS?
Our meeting began with a search in People Books for Fringe
Benefits. In PS SUV Administer Grants
we believe the GM_IN_FRIN_RATE panel would generate fringe benefits similar to
the UD’s current system. Go, Administer
Grants, Maintain Institutions, Use, Institution fringe rates, Update Display
Set ID: University, ok, ok, ok. We have not found anything similar to this in the PS General Ledger or Allocations Process. We will continue to explore the Allocations Process to see if there is a way to process fringe benefits using Trees and Records.
Ben is going to call Princeton University to request information about how they process their fringe benefits.
We discussed the status of the assignment “Identify Significant Tables and Create a List of Tables in Priority Order.” Linda compared the Consolidated tables to the original list and using PS Application Designer she checked the tables/records on the list that didn’t appear in the search. We opened the PS Application Designer and investigated these records to make the necessary corrections. Linda updated the list and it is now complete. Dave will prioritize the list this week. We anticipate this assignment to be completed this week. Ben has been working on the assignment “List all of the interfaces to UD General Ledger System both to and from and internal and external.” This assignment will also be finalized by this week.
Ben asked the G/L team to review PS year-end closing rules and process to determine which PS tables are used to store year-end balances (Fund Equity and carry forward balances). Find the PS table for Period -0-.
The Chart of Accounts Team will be loading UD data in the PS SUV. As soon as this process is complete, the program will be available for the G/L team to start testing the PS General Ledger Processes.
Roby wrote a letter to the Steering Committee regarding the University nomination for PS Early Success Program. The Steering Committee’s response is that the University will not participate in the program.
Our next scheduled meeting is November 13th.