Summary of October 1, 2002 G/L Team Meeting


Attendees:  Ben Martin                  

                   Karen D’Amato       

                   Dave Adkins

                   Linda Somers  

                   Elieen Prazniak     

                   Amy Connell                    

                   Cathy Zinszer

                   Ellen Lepine                      



Task:        Determine if the PS Allocation Process can be used to process UD monthly

                 fringe benefits.

Task:        Create a step-by-step check list that will be used to assist us in running the

                 current legacy system processes in PS



Issues:       How will Transfers/Allocations be handled in PS?


Ben announced that People Soft Implementation start date is October 15.  There will be three Consultants from Crestone: Rick McCaulley, GL Manager; Michael Downey, AP and Purchasing; and John Adcock, Technical Assistant.  Their regular weekly schedule will be Monday through Thursday.   Ellen Lepine said that Rick was very knowledgeable about People Soft.  There will be a preview process to see what we already have set up.  Rick will be transferring knowledge and working together with us so that we will understand the complete set up process.   The work will be completed in 003 Hullihen Hall.


Julie Burton, from the Report Team, will be attending the G/L Team meetings.  She will inform the Report Team of the G/L reporting needs.


Dave revised the set up documentation for PS version 8.4.  Ben attached a copy and sent it to all team members through email.


As of today, the G/L Team will meet weekly.  The assignment for our next meeting is to review the Event List.


Our next scheduled meeting will be on October 8th.