FSE - Hierarchy Changes, Reporting Enhancements and System Updates
Since the launch of the Financial System Enhancements in mid-December 2017, several improvements to hierarchies, reporting and systems have been implemented.
Cost Object Approvers in Concur
Initially, when entering reports charged to a Grants account (Project-Task-Award), Concur would display the message “No Cost Object Approvers” and the reports were then forwarded manually for approval by Accounts Payable. This issue was resolved on January 20 and the reports are now automatically routed to an appropriate approver.
Missing Accounts in BobcatBUY
In BobcatBUY, some Cost Centers (Entity-Source-Org) were missing or disappearing from the list of values. This problem related to the interface as activity codes were added/deleted. This issue was resolved on January 20. Please contact Finance Customer Care if you still find missing combinations.
Object Code Mapping Change for Classified Overtime
In the old COA, there was one natural account for hourly overtime. With the new Object Codes, overtime for hourly employees is now tracked with separate object codes for each employee type:
- 703320 : ADMIN HOURLY – OVERTIME
- 704120 : CLASSIFIED WAGES – OVERTIME
- 705120 : AFSCME – OVERTIME
- 705220 : FOP - OVERTIME
When the COA conversion was run in December, old natural account 176000 OVERTIME was mapped to object 703320 ADMIN HOURLY – OVERTIME. After campus feedback, the pre-conversion FY18 activity for overtime was moved to object code 704120. New overtime wages paid, do post to the correct object codes for each employee type.
Object Code Mapping Change for Overloads
In the old COA, there was one natural account for all overload contracts. With the new Object Codes, overloads are tracked by employee type and purpose:
- 701610 : INSTRUCTIONAL OVERLOAD - FACULTY
- 701620 : NON-INSTRUCTIONAL OVERLOAD - FACULTY
- 703210 : INSTRUCTIONAL OVERLOAD - ADMINISTRATIVE
- 704210 : INSTRUCTIONAL OVERLOAD – CLASSIFIED NBU
When the COA conversion was run in December, old natural account 129300 OVERLOAD CONTRACTS was mapped to object 703210 INSTRUCTIONAL OVERLOAD - ADMINISTRATIVE. After campus feedback, maintenance was performed to move all converted activity from object code 703210 to 701610. New overload appointments paid, will post to the object code specified when the appointment is submitted.
Source Hierarchy Change for Auxiliary & Recharge Centers
The Auxiliary & Recharge Centers source parent hierarchy has been updated to reflect these source values as Designated. This change will realign the source values in the Designated column on the Budget Sheet and more accurately reflect the nature of the transactions accounted for in these source values.
The Budget Office will work with impacted units to incorporate this change into the historical amounts in the Budget Sheet.
New FARM Dashboard Added
A new FARM lookup dashboard page has been added to the Finance Lookups Dashboard. This new lookup page allows easy viewing of FARM setup data or FARM approvers by organization.
Transaction Export Prompt Added for Actuals or Budget
The Transaction Export Dashboard in OBI has been updated to query either Actuals or Budget transactions. You can select this option from the prompt on the far right of the dashboard entitled ‘Balance Type’. The Balance Type prompt defaults to Actuals but Budget can easily be selected from the drop down list.
Questions? Contact Finance Customer Care at financecustomercare@ohio.edu or 740-597-6446.