The Modernization of Financial Reporting Project recently deployed a number of user facing enhancements to existing dashboards:
|
Subject Area |
Dashboard |
Change |
|
Capital Projects |
Renewal Spending – Operating |
Data prior to 2011 is now available |
|
External Team |
Allow users to select “all column values” from Company Name prompt |
|
|
Procure to Pay |
Vendor Invoice Detail |
Added grand totals to dashboard |
|
AP Holds |
Hold reason prompt is now restricted to only those holds being used; additional columns added and updated to include all invoices on hold |
|
|
Accounts Receivable |
Bad Debt Write-off and Recovery |
New dashboard page added to capture post-R12 write-offs |
|
Chart of Accounts |
Chart of Accounts by Segment |
Subactivity page – added ‘last update date’ as a prompt |
|
Cash Management |
Escheat Due Diligence |
Modified check date so users may enter a from/to value |
|
General: Exporting |
Several |
Modified OBI setting that was resulting in an error message when users exported a dashboard page from the page options icon |
The project team has also created several simple, short videos on common questions users have as well as some dashboard specific videos. They can be found on the on the OBI Simulations Wiki page. If there are specific “how-to’s” you’d like the team to create, leave a comment on our simulations Wiki page or MFR Blog.
OBI Grants Management Content Development Underway
The primary focus of the team over the summer has been preparing for our deployment of OBI Grants content in the late fall. The project team has been working closely with our business partners in OSP, members of the Grants Working Group (GWG) and several other departmental representatives to define the business requirements. A complete listing of the Grants Management scope may be found here. The team is currently working with the GWG and school representative to test the dashboards. For timing of roll-out at your school, contact your Engagement Council.
Disabling of CREW Subledger Content
For the subledgers (Accounts Receivable, Cash Management and Accounts Payable) we have been parallel in both CREW and OBI for 5 months. Our engagement councils have requested that with year-end activities we not disable the CREW content until the Fall. The project team is planning for a November 1st decommissioning of all subledger content. At that time, FSS Client Services and the Harvard Data Warehouse (HDW) will disable the following CREW Reports and OBI will be the sole source for this information:
- Accounts Receivable
- Account Status Summary
- Past Due Invoices
- Bad Debt Write-Off
- Bad Debt Recovery
- Outstanding Customer Aging Sum
- Billing Summary
- Billing Detail
- Cash Management
- Escheat Due Diligence
- Unclaimed Wires
- Accounts Payable
- Committed Funds
- HU Vendor Detail
If you have any questions about the Modernization of Financial Reporting project please contact your local implementation manager.