FINDINI 3.2.15 Release Oracle Outage and Enhancement Details
Due to FINDINI Release 3.2.15, Oracle Financials will be unavailable starting on Friday, October 21st at 6:00 pm until Monday, October 24h at 6:00 am.
The Oracle Financial Applications are:
The release will include enhancements to the Online Vendor Request Form and HCOM.
Vendor Request Form Enhancements
The following enhancements will be made available within the 'Vendor Request' responsibility as of October 24, 2011:
'Province' field limited for Canadian Provinces
When requesting a New Vendor or New Vendor Site, the Vendor Request Form will now only allow you to select a 'Province' only if the country selected is CANADA. The Canadian Provinces have been defaulted into a drop-down list:
If you select a Canadian Province, but use a country other than 'Canada' you will receive the following error message:
Foreign Individuals - Permanent Address must contain Foreign Address information
Due to 1042S Federal Tax reporting requirements, the Permanent Address on file for a foreign national must contain a foreign address. If you select the Vendor Type 'Individual - Non US Citizen' and do not select a foreign country in the 'Permanent Address' area of the form, you will receive the following error message:
If you have any questions about these enhancements, please contact the HUIT Help Desk at (617) 496-2001 or via email.
HCOM Enhancments
There are several expected enhancements to HCOM with this release. To see full details, see the HCOM New Releases folder on Eureka. To access the information, go to Eureka>>Financials>>Job Aids>>HCOM New Releases. The following new features will be available on October 24:
1. Supplier Address Appears on the Approver Screen
Approvers will now have the ability to see the supplier address from the requisition approval screen by clicking 'View Requisition Details' link.
When the Approver opens the Requisition, click on the View Requisitions Details link. The supplier address will be displayed as shown in the screen below.
2. Last Update Date Added to the 'Requisitions I Have Approved' and 'Requisitions To Approve' Views
A new column, Last Update Date, has been added to the 'Requisitions I Have Approved' and 'Requisitions To Approve' views. Approvers will now have the ability to sort and view the most recently approved orders by clicking the Last Update Date column.
Navigation to 'Requisitions I Have Approved': Requisitions>Approvals>
'Requisitions I Have Approved':
Navigation to 'Requisition To Approve': Requisitions>Approvals>'Requisitions To Approve':
3. New Columns Added to the HCOM Purchase Order Summary Report
Posted Invoice Amount, Balance and PO status columns have been added to the HCOM Purchase Order Summary report.
- Posted invoice amount: the dollar amount of invoices successfully matched to the PO. This includes freight.
- Balance: the difference between the PO Amount and Posted Invoice Amount.
- PO Status: indicates if the PO is open or closed.
4. New Transaction Summary Report
A new Transaction Summary report has been added to the Reporting tab. This report displays PO details, Invoice details and Payment details all in one report.
Navigation: Reporting>Transaction>Summary
The screen will be displayed as shown below. Enter purchase order number in the Order Number field and click the Generate Report button to see the report output. The report output is in PDF format. Please note that this report does not respect hierarchy.
5. Vendor Justification/Debarment Certification Enhancements
The Vendor Justification/Debarment Certification functionality has been enhanced. The enhancements include the following:
- HCOM will prompt shoppers to enter Vendor Justification information for a purchase made over $4,999.99 in Federal sponsored funds per vendor / vendor site. Similarly, HCOM will prompt shoppers to enter Debarment information for purchases made over $24,499.99 in Federal sponsored funds per vendor / vendor site.
- Shoppers will now have the ability to enter Vendor Justification / Debarment Certification information easily and with fewer clicks.
- Approvers will now have the ability to review Vendor Justification / Debarment Certification information in the requisition approval screen by clicking the View Requisition Details link.
- Shoppers and Approvers will now have the ability to see Vendor Justification / Debarment Certification information when they perform inquiry using the Requisition Search screen.
I. Navigation to enter Vendor Justification / Debarment Certification information:
Example: A requisition has been created that includes a purchase with $6000 in Federal funds from the Oracle, Broomfield site and another purchase with $26,000 in Federal funds from the Oracle, Chicago site. The Shopping Cart will be displayed as shown below. The Shopper will click the Checkout button.
The Checkout: Requisition Information screen will be displayed as shown below. The Shopper will enter Requisition Description, Delivery information and Charge Account information and then click Next button.
The Checkout: Review Approval List screen will be displayed. The Vendor Justification / Debarment Certification Section will be displayed as shown in the screen below. The Shopper will select the appropriate Justification Reason, Price Review Code from the list of value and enter Justification Explanation, Pricing Other Explanation where applicable.
The Shopper will then use the horizontal scroll bar navigate to the Debarment Certification column and select the appropriate Debarment Certification information from the list of value. The Shopper will then click Next button.
The Checkout: Review and Submit Requisition screen will be displayed as shown below. Click the Submit button to submit the requisition.
II. Navigation for Approvers to view the Vendor Justification / Debarment Certification information from the requisition approval screen: Open the requisition notification and click the View Requisition Details link.
The Vendor Justification Section will be displayed as shown in the screen below.
6. E-mail Notification for Invoices on Price Hold, Quantity Hold or Price & Quantity Hold
If an invoice is placed on Price hold, Qty hold or Price & Qty hold, a system generated e-mail notification will be sent to the Final Approver for overbilling authorization. The first notification will be sent 2 calendar days after the invoice process date, second notification will be sent 5 calendar days after the invoice process date and the third notification will be sent 8 calendar days after the invoice process date.
7. New Audit Reports
Three new audit reports have been added to the HRVD^HCOM^Audit Reports responsibility:
- HCOM Auto Release of Price Hold Report: lists invoices that were not placed on price hold because they were within the $9.99 price tolerance.
- HCOM Qty Ord Hold Report: lists final approvers who were notified by e-mail for overbilling authorization due to Qty hold.
- HCOM Price Hold Report: lists final approvers who were notified by e-mail for overbilling authorization due to Price hold.
If you have any questions about these enhancements, please contact the HUIT Help Desk at (617) 496-2001 or via email.
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