The Modernization of Financial Reporting Project recently released a new AP Holds dashboard for the Procure to Pay subject area. Many of the users in our community are very excited about having a dashboard that displays all invoice holds in a single view! The release of this content is timely with year-end processing about to get underway. This new dashboard can help users identify on-hold invoices warranting attention prior to year-end close. If you are currently an OBI user and have access to the Procure to Pay content then it will appear in your Procure to Pay folder.
See the AP Holds Wiki page for more information on executing this dashboard.
Enhancements to Existing Content
The project team recently deployed a number of user facing enhancements to existing dashboards:
In order to receive access to OBI content users must successfully complete a 45 minute tools training course and be certified for OBI by their school. An on-line OBI Tools Training course is available and users that prefer an instructor-led training session may register in PeopleSoft for course FSS170.
Disabling of CREW CAPS Content
For the Capital Planning subject area we have been parallel in both CREW and OBI for 6 months. It is now time to fully cut-over to OBI and start removing access to the CAPS CREW content. Over the next week the project team, FSS Client Services and the Harvard Data Warehouse (HDW) will disable the CREW CAPS content (other non-CAPS content will still be available such as the detail listing). You can expect the following activities to occur:
All CAPS reporting should be done out of OBI. If you have any questions about the Modernization of Financial Reporting project please contact your local implementation manager.