PS Financials Communication/Training
Core Team Meeting
July 14, 2003;
Meeting: July 21, Hullihen 130
- Minutes next time: Lisa Huber
this time: Tim Miller
do they need to see? Group weigh
- Group would prefer a crosswalk function with the DV
credits are negative” vs. positive balance when you have money to spend
- Strong consensus of the group is that statements should show a
positive balance/bottom line when there is money to spend.
Crosswalk Enhancements: Crosswalk now displays inactive/deleted PSAccount values
with the suggested replacement value if there is one.
UOD_Balances Table Tip
To exclude the
statistics balances include in your queries STATISTICS_CODE = ' ' (1 space) it was determined that in creating the query, the correct
practice was to leave the constant field completely blank and the software will
create the propoer code.
Monthly Statement Explanation
- Request General Accounting
(Eileen) Eileen Prazniak
will distribute copies of the PowerPoint presentation currently in use for
legacy statements. When new
statements have been finalized, she will work on a new presentation.
Training Plan Status Update
- Know thy Data subgroup
report – Ellen (esp. records not in FIPRT)
- LAM training – comments?
provide Peggy with a list of all who have had basic training and who is
left to do.
Basic Training II and Query Booster
- Progress and direction for these
courses (7/7 minutes: talked through and provided some over arching
comments on the direction of these – still work to be done – GA should be
heavily involved in BT II – many of us willing to help – procurement info
should be added to this package)
AP/PO Access Update?
- Journal Vouchers
– it is not in the instructions that the date used in the jv must be >=
Current date and must be for an open accounting period.
- The purpose
should be displayed on the JV (not just speedtype)