October IT Systems Updates
Fall is here and it’s time for system updates.
Colleague Financials – 2014 Approvals Enhancements
This Colleague Financials – 2014 Approvals Enhancements software update contains changes to several approvals processes in Colleague.
– APRN has been modified to present users with a more accurate error or warning message and give the user the opportunity to provide an override on APRN, instead of detailing to the source document. Previously, these errors generated an error message that read: “Transaction date is not in an open fiscal month. Detail to maintain.”
– APRN has been modified to include the fiscal year in the error message when notifying users that they have no documents to approve. The error message now reads: “There are no documents in the 2014 fiscal year that require this person’s approval.”
– Colleague has been updated to evaluate include and exclude approval GL classes correctly.
– APGL and APCM have been modified so that the data in the GL Component field is validated, and only valid values are accepted.
– A new field, Requisition Re-Approval Required, has been added to PUPD to govern requisition re-approvals. Additionally, the Requisition Maintenance (REQM) and the Web Requisition forms now retain and clear approvals as appropriate according to the new Requisition Re-Approval Required flag.
– APPM has been modified so that when a user enters and re-enters an operator ID that is not valid, the resulting OPERS record will not be created. APPM will now issue the error message: “Operator ID that was entered is not on file” every time an operator ID that is not valid is entered to avoid creating non-valid OPERS records in the system.
– AR and AP vouchers can now be evaluated separately during the approvals process. A new field, AR Voucher Approval Needed, has been added to APDE to govern AR voucher approvals. Additionally, the AR Refund (RFND), Deposit Refund (DPRF), Deposit Refund Register (DRRG), Cash Advance (CADV), and Sponsor Billing Refund (SBRF) forms now take this new flag into account when considering whether or not approvals are required. If the new AR Voucher Approvals Needed flag is not set, then Colleague will use the Voucher Approval Needed flag on APDE for evaluation.
Have a wonderful month!