Financials at UD: General Information
Roll-out began July 1, 2004 of final phase of the University's new
Financial System
Grants, Non-Student Billing/Accounts Receivable, Cash Deposits and Asset
Management are the latest Financials modules to be released
this month. These four modules going live in July conclude four years of
dedicated effort by the UDFS Project Teams and many others at the
University to implement the full Financials system. Last July
General Ledger, Purchase Order and Accounts Payable modules were placed in
service.
Just as with the first phase, employees will use a combination of UD
Webforms and the Financial system to conduct financial tasks for Grants,
Non-Student Billing, Cash Deposits, and Asset Management. For the first
time, many grants and billing people on campus will be using two different
databases:
Production (FIPRD) and
Report (FIRPT)
to do their work.
This was the roll-out schedule:
GRANTS 7/1/04
- (FIPRD): Proposals (7/1/04)
- (FIRPT): Ad hoc pre- and post-award reporting and EZQ's
(later in July)
- Webforms:
- Proposal Approval Summary (7/1/04)
- Journal Voucher had been enhanced for effort reporting
(already in use)
- Budget Revision for Contracts and Grants (later in July)
- Faculty biographic information included on the HR Employee
Demographic Data (EDD) form (2nd week of July)
- GMS (legacy system): available until 7/30/04 for proposals (entry into
UDFS is required as well).
CASH DEPOSITS 7/1/04
- Webforms: Cash Transmittal - The paper cash transmittal
form will no longer be accepted after 6/30/04.
- (FIRPT): Ad hoc reporting and EZQ's (later in July)
NON-STUDENT BILLING/ACCOUNTS RECEIVABLE 7/1/04
- Webforms: Bill Non-Student (miscellaneous) Customers -
This form replaces the "999" billing accounts in SIS. FFAR
forms (non-student) and the Single-Charge Miscellaneous Billing EZ Form
will no longer be accepted after 6/30/04.
- (FIRPT): Ad hoc reporting and EZQ's (later in July)
- (FIPRD): Accounts receivable inquiries and invoice reprints
(later in July)
ASSET MANAGEMENT - later in July
- Webforms: Equipment Relocation & Funding Change (coming in
July) - until this webform is released, equipment funding changes should
be done with the Journal Voucher webform.