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New Online Vendor Request Form Launch top
University Financial Services (UFS) is pleased to announce that the new Vendor Request form is about to be launched into Oracle production. The form has been designed to eliminate dual data entry and to become compliant with the Harvard University Enterprise Security Policy by replacing the existing paper form. The paper process will be phased out by January 31, 2009. Paper forms will no longer be accepted after that date.
The Vendor Request form will allow a Requestor to enter New Vendor or New Vendor Site information within Oracle. Most importantly, the form will allow a Requestor to track the status of their requests through the approval process.
The Vendor Request form will:
- Allow a ‘Search’ for vendor to prevent duplication
- Allow a Requestor to see active/inactive sites and vendors via ‘Search’
- Allow a Requestor to enter information directly into the application
- Allow an Approver or UFS to ‘Approve’ or ‘Reject’ a request and note the reason
- Allow the Requestor to see the real-time status of the request and check its progress
- Ensure that an Approver and UFS has properly reviewed the request
This new functionality will be under a new responsibility in Oracle called ‘Vendor Request’:
Access to ‘Vendor Request’ Responsibility
Authorized Requestors (AR) will be receiving a list from Client Services of their current Web Voucher users shortly following this announcement and will be required to determine who (all WV users, select WV users, and/or users who do not have WV currently) should have this new responsibility. Client Services will then assign the responsibility based upon information provided by the AR. Please Note: Both a ‘Requestor’ and ‘Approver’ need access to this responsibility since they are both required to access the form.
Subsequent to this initial roll out, tubs/schools should follow their current business process for obtaining access as they do for any Oracle responsibility.
Please note that once you have been converted to the new responsibility, you will no longer need to submit a paper form.
Training:
An online tutorial on how to use the Online Vendor Request form has been created. There is also a printable work instruction available.
Training for this new functionality will be incorporated into the current Web Voucher training classes provided by CWD.
Key Dates:
11/3/2008 |
Authorized Requestors begin requesting access and Client Services assigns the new responsibility. |
11/3/2008-2/1/2009 |
Client Services works with ARs to set-up access |
February 2009 |
Cutover to new form complete. |
Upcoming Additional Functionality
- Ability to add a ‘Note to UFS’ for additional information
- Addition of ‘Fax’ and ‘Phone’ fields
- Ability to resubmit a ‘Rejected’ request with updated information
Questions??
Please contact the UFS Customer Relations Team (CRT) @ 5-2000
Upcoming Releases top
FY2009 FINDINI Release Schedule
A significant upgrade to the financial applications, known as a "FINDINI release", is done every two to four months. Each upgrade introduces needed bug fixes, enhancements, and technical upgrades into Harvard's financial systems. Generally, releases are performed on weekends to assure maximum availability during the business week. Most outages occur from 5 pm Friday evening-6 am Monday morning.
Here is the FINDINI Release Schedule for the remainder of FY2009:
| Release Number | Dates | Notes |
3.2.6T |
5:00 pm Thursday, December 11- |
Please note full-day outage on Friday, December 12 |
3.2.7 |
5:00 pm Friday, March 27- |
|
3.2.8 |
5:00 pm Friday, June 19- |
The Oracle Financial Applications are:
Web Voucher/Web Reimbursement/HCOM
IProcurement
Electronic Shop and Pay (ESP)
PCard
General Ledger, ADI and Web ADI
Budget Tool
Accounts Receivable
Accounts Payable
Chart-Security Maintenance Application (CSMA)
Capital Project Services (CAPS)
Cash Management (CMRA)
Let's Hear from You-"What's Your Harvard Like & the e-News Surveys top
Please participate in two important surveys: one to tell us about your life at Harvard and the second to improve the content and delivery of the e-News, a monthly electronic newsletter for users of University financial, HR, and reporting systems, policies, and procedures.
The e-News Survey: Closing November 1, 2008
Since April 2000 the Center for Workplace Development has published over 600 articles in the Administrative e-News. An e-News Task Force has been formed to evaluate how e-News is currently used and to make recommendations to improve the content and delivery of this monthly newsletter to the University community. A short survey has been created to identify the utility of e-News and to improve its content to better fit your needs. We value your input, as well as your privacy, and your responses will remain anonymous unless you choose to provide contact information.
To encourage participation in the survey, the Task Force is offering everyone who completes it the chance to win one of four raffle prizes. Prizes include iPod shuffles and Harvard umbrella/portfolio sets.
The survey will remain open until November 1, 2008. Please send any questions to the e-News mailbox.
Please help us improve e-News and participate in the survey!
What's Your Harvard Like: Second University Wide Staff Survey-Open Until November 5, 2008
This completely confidential survey allows you to share perceptions, opinions and thoughts about your Harvard employment experience. The goal is to mkae Harvard the best possible place to work, for everyone.
If you have a work email address in PeopleSoft, an email has been sent to your with a link to the survey. If you don't have email, a survey booklet will be provided by your local human resources office.
In 2006, sixty-six percent of all staff completed the first Staff Survey. This year, Harvard wants to hear from even more of us. To learn more about what Harvard did to respond to the 2006 Staff Survey and why Harvard is resurveying this year, visit: http://harvie.harvard.edu/working/staffsurvey.
After taking the survey, enter a raffle to win a Garmin nüvi® 360 GPS (automotive street navigator) or a Panasonic Lumix 12.2 megapixel digital camera. Each day during the survey, winners will be chosen from among the staff who complete the survey. Please note that entering the raffle is separate from completing the survey; your privacy is protected.
About the e-News top
The Center for Workplace Development publishes this electronic newsletter for users of Harvard University's financial, HR, and reporting systems, policies, and procedures. The e-News is generally published on or around the 15th of each month.
It contains:
- updates on projects underway to build or improve University administrative systems;
- information about new University policies, procedures, and forms;
- reminders about upcoming deadlines and cut-over dates;
- tips and tricks for working more easily or productively.
We welcome questions and suggestions for improvement from readers. If your questions are of general interest, we will answer them in future issues.
Please send comments, questions, or suggestions for improvement by email to us at: admin_systems_enews@harvard.edu.
For information about subscribing or unsubscribing to the eNews notifications, visit our who gets the eNews page.