IRIS System Upgrade v11 IRIS System Upgrade. Upgrade Information Why upgrade? End-User Changes Upgrade Information Help Questions & Answers IRIS System

IRIS System Upgrade v1 1

IRIS SystemUpgrade

• Upgrade Information

• Why upgrade?

• End-User Changes

• Upgrade Information Help

• Questions & Answers


AgendaAgenda

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Upgrade InformationUpgrade Information

•Takes place during Thanksgiving holidays Should be available on Monday, December 1, 2008

Training system upgraded prior to production

•Portal SAP functionality not changing

•SAP GUI transaction functionality not changing significantly

•Some screen appears slightly different

•Minimal terminology changes

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BW, BPS, and Budget (FMBB)BW, BPS, and Budget (FMBB)

•No changes in Business Warehouse (BW) and Business Planning Simulation (BPS) systems

•No changes in Budget screen FMBB (budget transfers and revisions)

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Why Upgrade?Why Upgrade?

•Support for current version (4.72) expiring

•Provides the technical infrastructure to carry the SAP system until 2012

•Allows for future SAP functionality enhancements


Global Changes

Global Changes


Upgrade CopyrightUpgrade Copyright

•Displays Copyright system message on first logon

Press Enter or click on Continue to complete the logon

Will not appear in future


Global Changes – SAP Easy Access MenuGlobal Changes – SAP Easy Access Menu

•Campus Management now Student Lifecycle Management


Global Changes – Date EntryGlobal Changes – Date Entry

•Use F4, F4, then F2


•Different look, same fields

Global Changes – Variant ScreenGlobal Changes – Variant Screen


SLCM Changes

Student Lifecycle Management (SLCM)

Changes


CM/SLCM ChangesCM/SLCM Changes

•Campus Management (CM) now Student Lifecycle Management (SLCM)


CM/SLCM Changes– Student FileCM/SLCM Changes– Student File

•Tab order more logical for student lifecycle

• Holds

• Admission

• Admission Checklist

• Majors/Minors/Options

• Transcripts Requests

• Recruitment

• Registration

• Enrollment Certification Request

• Application for Degree

• Correspondence

• Scholarships

• General Data

• Applications

• Program Type Progression

• Status

• Activity Documents

• Requirement Catalogs

• UK Degrees Awarded


CM/SLCM Changes – Student FileCM/SLCM Changes – Student File• Recruitment

• Applications

• Admission

• Admission Checklist

• Major/Minors/Options

• Registration

• Program Type Progression

• General Data

• Holds

• Status

• Advisor(s) (was on Master Data)

• Requirement Catalogs

• Application for Degree

• UK Degrees Awarded

• Enrollment Certification Request

• Transcripts Requests

• Correspondence

• Activity Documents

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CM/SLCM Changes – Student FileCM/SLCM Changes – Student File

•Prncpl Org Unit now Principal OU


CM/SLCM Changes – Majors/Minors/OptionsCM/SLCM Changes – Majors/Minors/Options

•Display, Change/Create, and Delete icons/buttons simplified


CM/SLCM Changes – Advisors TabCM/SLCM Changes – Advisors Tab

•Advisor(s) tab now on Student File

•See QRC for format details


CM/SLCM Changes – Student Master DataCM/SLCM Changes – Student Master Data

•More logical tab order groupings

• Address Overview

• Standard Address

• Personal Data

• PCC Units

• Transcripts/Tests

• Best SAT/ACT

• Special Attributes

• Student Category

• Visa/Residence Data

• Athletics

• Advisors (now on Student File)

• Related Persons

• ADA

• Vet. Status Eligibil

• Additional Data

• Fee Calculation Data

• Bank Data

• Contract Objects

• Medical Info

• myPasscode_AD

• Registration Oblig.

• Identification Nos.


CM/SLCM Changes –Student Master DataCM/SLCM Changes –Student Master Data• Personal Data

• Standard Address

• Address Overview

• Additional Data

• Visa/Residence Data

• Special Attributes

• Transcripts/Tests

• Best SAT/ACT

• PCC Units

• Related Persons

• Fee Calculation Data

• Student Category

• Contract Objects

• Grant Assignment (was Sponsored Data)

• Athletics

• Vet. Status Eligibil

• ADA

• Medical Info

• myPasscode_AD

• Registration Oblig.

• Identification Nos.

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•Prncpl Org Unit now Principal OU



•Extras menu added

•Provides Change Document information


CM/SLCM Changes – Address Overview TabCM/SLCM Changes – Address Overview Tab

•Standard Address now an address usage type

•Address time delimiting added


FI and GM Changes

Finance AndGrant Changes


FI Changes – F.08FI Changes – F.08

•Summarization Level removed

•Business Area Allocation checkbox, Keep Print Parameters for Output checkbox, and Output Variants section options added


FI Changes – F.10, FBL3N, FBL4N, F.51, F.08, F.54FI Changes – F.10, FBL3N, FBL4N, F.51, F.08, F.54

•Complex Search Help icon now Search Help button

•Ledger Grp, Ledger, Ref Key (Head) 1, and Ref Key 2 added


FI Changes – FB02 and FBD2FI Changes – FB02 and FBD2


FI Changes – ZFI_PARK_FROM_FILEFI Changes – ZFI_PARK_FROM_FILE

•Radio buttons moved


FI Changes - BPFI Changes - BP

•Control Data tab now Customer Tax Data tab

•Tax ID field removed


FI Changes – FM_FUNCTIONFI Changes – FM_FUNCTION

•Changed to transaction format


FI Changes – S_ALR_87012328/S_ALR_87012284FI Changes – S_ALR_87012328/S_ALR_87012284

•Fin. Statement Vers. field removed

•Assignment Line field added


FI Changes – New ToolbarFI Changes – New Toolbar

• Added to S_ALR_87012083, S_ALR_87012089, S_ALR_87012103, S_ALR_87012104, S_ALR_87012341, S_ALR_87012173, S_ALR_87012177, S_ALR_87012182, S_ALR_87012195, S_ALR_87012195, F.41


FI Changes – S_KI4_38000039FI Changes – S_KI4_38000039

•Overlaps radio button now Validity Overlaps Interval

•Complete radio button now Validity Covers Complete Intvl


FI and GM Changes – Filter IconFI and GM Changes – Filter Icon

• Integrated filter selection and value entry


GM Changes - GMGRANTDGM Changes - GMGRANTD

•Overhead Costs tab now three tabs – Overhead Costs, Overhead Cost Limits, and Overhead Cost Refund


GM Changes - GMGRANTDGM Changes - GMGRANTD

•Replenishment tab now Report Tracking/ Monitoring tab


HR Changes

Human Resources Changes


HR Changes – Organizational Assignment 0001HR Changes – Organizational Assignment 0001

•Grant and Func. Area short text added


HR Changes – Additional Personal Data 0077HR Changes – Additional Personal Data 0077

•Veteran Discharge Date field added


HR Changes – Additional Personal Data 0007HR Changes – Additional Personal Data 0007

•Veteran Status choices expanded


HR Changes – Absences 2001HR Changes – Absences 2001

•Payroll ID field now Payroll Identifier


HR Changes – UK Hospital TabHR Changes – UK Hospital Tab

•Skills (0024) now Qualifications (0024)


HR Changes – PPOSEHR Changes – PPOSE

•Person Collective Search Help search option added


HR Changes – CAT2HR Changes – CAT2

•Multiple Selection for Personnel Number status tabs now text


HR Changes – PT_QTA10HR Changes – PT_QTA10

•Display Absence Quota Information now Absence Quota Information for Concurrent Employment



•Further Selections, Search Helps and Sort Order Ascending pushbuttons moved



•Reporting Period entry simplified



•Person ID selection field added



•OrgStructure pushbutton added


HR Changes – ESS – US Taxes: OverviewHR Changes – ESS – US Taxes: Overview

•New table format


HR Changes – ESS – AD & D EnrollmentHR Changes – ESS – AD & D Enrollment

• Insurance Option box moved


HR Changes – ESS – Personal Data Overview HR Changes – ESS – Personal Data Overview

•New table format


HR Changes – ESS – Address OverviewHR Changes – ESS – Address Overview

•New table format


HR Changes – ESS – Family Member/DependentsHR Changes – ESS – Family Member/Dependents

•New table format


MM Changes

Materials Management Changes


•Same fields, new format

MM Changes – Variant ScreenMM Changes – Variant Screen


PM Changes

Plant Maintenance Changes


PM Changes – IW33 Work OrdersPM Changes – IW33 Work Orders

•Menu item Order Documents now Documents for Order


PM Changes – IW33 Work OrdersPM Changes – IW33 Work Orders

•Report Planned/Actual button now Rep. Plan/Act


PM Changes – IR02 Work CenterPM Changes – IR02 Work Center

•HR Assignment button now HRMS



•Copy From button now Template



•Standard Values Overview table added


PM Changes – IW47 ConfirmationPM Changes – IW47 Confirmation

•Cancel button changed


PM Changes – IW47 ConfirmationPM Changes – IW47 Confirmation

•S and ActType (act) columns switched


PM Changes –ZIW38 PM Orders: SelectionPM Changes –ZIW38 PM Orders: Selection

•Short Text now Description

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Upgrade Information HelpUpgrade Information Help

• Upgrade information (updated as needed)

IRIS/ASG Upgrade Corner

http://www.uky.edu/IRIS/Upgradecorner/

Contains updated news items

myHelp Upgrade Training

http://myhelp.uky.edu/rwd/HTML/IRISUpgrade.html

Contains upgrade quick reference cards (QRCs) and upgrade presentations

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Upgrade Information HelpUpgrade Information Help

• For technical problems (password, system problems, etc.) or problem of unknown origin

Customer Service Center at 257-1300 or by email [email protected]

• For functional problems (use of a specific function, interpret information, etc.)

Call respective department or unit (e.g., Accounts Payable, General Accounting, Purchasing, Compensation, Registrar, etc.)

• For questions regarding upgrade reference materials

IRIS Training team at [email protected]


Questions and Answers

Questions and Answers