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Announcements
Critical update since the webinars: A user can only be an initiator or approver, regardless of FinUnit. So, if you are an initiator, you cannot be in any approval workflow group. Additionally, new FinUnits have been added to the mapping file.
Payroll on your Awards & Projects
In case you missed it, expenses may have posted to your Financial Unit Default Project instead of their intended project. Read more for Critical Information about Payroll on your Awards and Projects.
Payables Ledger Discrepancies between the GL and PPM
There may be discrepancies between payables transactional charges posting on the General Ledger (GL) and in Project Portfolio Management (PPM). Posting discrepancies are being actively investigated and corrected to minimize the impact on departments. More information will be shared as soon as possible.
Don’t forget to add POETAF information when completing a PO, a Payment Request, or a Concur transaction as necessary. If you have forgotten and need to make a correction, complete the Non-Salary Cost Transfer Request form.
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Training & Engagement Resources
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Payment Compass Webinar
View the Payment Compass webinar which covers navigation as well as the registration process. The webinar consists of a 40-minute presentation followed by a Q&A session. Watch the recorded Payment Compass Webinar.
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BI & Financial Reporting Updates
UCSD Net Operating Results and Fund Balance Report
This report provides financial offers and financial managers with the overall net financial surplus/(loss) by major fund groups for a particular Vice Chancellor unit, a Division, School, Department or Project. The report is presented in a standard profit and loss statement format and includes the prior year’s carryforward as a beginning balance to provide the user a financial position at any given point in time. For details see Knowlege Base Article (KB0032860): How to Run the UCSD Net Operating Results and Fund Balance Report
Accounts Receivable and Cash Operations Reports
This article provides the user with information on how to access all Accounts Receivables and Cash Operations reports. For details see Knowlege Base Article (KB0032689): How to Identify and Access Accounts Receivable Reports
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Services & Support
Non-Salary Cost Transfer Request Enhancement
If you did not add POETAF information when completing a PO, a Payment Request, or a Concur transaction and need to make a correction, be sure to complete the new fields (Business Unit, Invoice #, Supplier Name, Supplier #, Invoice Description, and PO #) when requesting a Non-Salary Cost Transfer.
Check out the latest Knowledge Articles
Visit Find Answers in the Budget & Finance portal and search by KB#
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Partner Message
UCPath System Outage
Starting Wednesday, December 9 at 10 pm to Monday, December 14 at 6 am the UCPath system will be unavailable
to all UC employees during the Amazon Web Services (AWS) cutover. During this outage, you will not have access to the UCPath system, but UCPath Center phone access will be available as normal: 855-982-7284 (Mon - Fri: 8 am - 5 pm).
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System Alerts
Users may experience temporary outages or performance issues during maintenance windows. When a planned outage is known, rendering the service unavailable for an expected 60 minutes or more, campus will be notified.
Oracle Financials Cloud Production
- EPM monthly maintenance - 3rd Friday each month. Start time 7 PM PST. End time by midnight.
- OFC quarterly updates - Every 3rd month (Mar, June, Sept, Dec). 3rd Friday of the month. Start time 7 PM PST. End time 7 AM Saturday.
Oracle Financials Cloud Non-Production
- EPM monthly maintenance - 1st Friday each month. Start time 7 PM PST.
End time by midnight. - OFC TEST refresh from Prod - Sunday, 11/29/2020. Start time 7 PM PST.
48 hour window possible, but likely end by 7 AM Monday - OFC DEV4 refresh from Prod - Sunday, 12/21/2020. Start time 7 PM PST.
48 hour window possible, but likely end by 7 AM Monday - OFC DEV5 refresh from Prod - Sunday, 1/31/2021. Start time 7 PM PST.
48 hour window possible, but likely end by 7 AM Monday
Oracle Quarterly Release
- The Oracle Financials Cloud production site has a variable quarterly maintenance and update window. The next release, Oracle Release 20D, is scheduled for December 18.
Concur Travel & Expense
- SAP Concur has a standard maintenance window scheduled every Saturday from 5 PM - 9 PM (PST).
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| Join the Community of Practice!
The Budget & Finance CoP is a learning network dedicated to bringing the UC San Diego financial community together to share and crowd source knowledge related to specific topics. Participants are invited to come together to learn from and share practices and ideas to ensure departments’ success in managing the university’s fiscal responsibilities. Membership is open, and we encourage everyone to participate!
We invite you to join in one of two ways:
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