Dave Adkins

Excused: Tim Miller

Task: The assignment of relating PS data to UD Existing data will be completed by

5/17.

Task: Dave, with the assistance of the GL Team, will write up the documentation

for setting up tables in PS General Ledger System.

Task: List all of the interfaces to UD General Ledger System both to and from and

internal and external.

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

fringe benefits and overhead.

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

Ben passed out a handout with query directions demonstrated at his May meeting by Carol Rylee and Julie Burton. We didn’t have time at our meeting to follow the directions and run this query so the GL team will complete the process on their own time.

At the Chart of Accounts Committee Meeting a new assignment was given to the G/L Team, “to determine if the PS Allocation Process can be used to process UD monthly fringe benefits and overhead.” Karen ran a query in PS People Books, printed out the documentation for the Allocation Process, and mailed each GL team member a copy to assist in completing the assignment.

Ben gave us a list of current assignments in priority order as follows:

1. Panel Assignment to be completed by 5/17

2. Documentation for PS Table Setup

3. List all of the interfaces to UD General Ledger System

4. Determine if the PS Allocation Process can be used to process UD monthly

fringe benefits and overhead, to be completed by 11/1

For the time remaining at this meeting, we explored panels in PS relating to Setting up Tables from PS People Books documentation.

Our next scheduled meeting will be on May 24.