DV-Only viewers

What do they need to see? Group weigh in
Options
Group would prefer a crosswalk function with the DV information added.

SIGN ISSUE

“all 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.

Special Cases w/ own class numbers

· e.g. assoc deans who are 202; deans; etc? Not 211, 210, 216 – Please check the status of all of your chairs, directors, etc to verify their status.

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?
Please provide Peggy with a list of all who have had basic training and who is left to do.

Basic Training

Procurement training update
Team update

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?

Other items:

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)

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For future meetings:

Review RoboDemo www.spjc.edu/central/training/psst
Neat delivery possibility: http://www.udel.edu/CSC/jobskills.html