What’s New in GMS – August 31, 2020
Posted in News Story
Please be aware of the following recent updates to GMS processes, job aids or reports as of August 31, 2020.
HCM Updates
HCM200831.01 – Updates to Roster Data Management – Worker & Position Details
Report now includes Expected End Date for the worker’s compensation plans.
HCM200831.02 – Updates to Roster Data Management – Vacant Positions
Report now allows users to search for frozen positions and returns the freeze date if applicable.
Financial Updates
FIN200831.01 – Adaptive Insights – Top Down Model
Adaptive Insights has been made available for top down planning. This is a small group of users at this point, but broader access will open up once the top down plan is approved.
FIN200831.02 – New Company – 207 CGHPI Eswatini
A new company is available called 207 CGHPI Eswatini.
FIN200831.03 – Modified Capital Construction Workflows
Impacted Roles: Capital Project Creator, Capital Procurement Contract Manager, Project Finance Manager, Capital Project Reviewer, Capital Project Director, AVP Approver, VP Approver, GU-OCFO Capital Approver
The approval workflows for the following capital construction transactions has been modified:
- Create Project
- Edit Project
- Purchase Order
- Change Order
- Supplier Invoice
FIN200831.04 – Faculty Spend Authorizations
Faculty spend authorizational approval workflow now aligns with the expense report workflow.
FIN200831.05 – Clean Up Aged Spend Authorizations
Aged spend authorizations have been cancelled.
FIN200831.06 – Expense Report Aging Based on Load Date
Expense report aging for imputed income has been modified to used the GMS Load Date instead of the Transaction Date.
FIN200831.07 – From and To Date Required on Customer Contract
Impacted Roles: Customer Contract Specialist
From and To dates are now required on customer contract lines. Please populate these dates on the Revenue and Billing tab for each contract line.
FIN200831.08 – Enable Parallel Approvers for Customer Contract Approvals
Impacted Roles: Customer Contract Specialist, GU-Customer Contract Approver, GU-Senior Business Manager, GU-Customer Contract Content Approver, GU-Finance CFO
In order to streamline customer contract processing, some roles are now routed in parallel. Customer Contract Approver and SBM will now receive customer contracts in their inbox at the same time, as will Customer Contract Content Approver and Finance CFO. If the same person is in both roles, the contract will appear in the inbox twice. It is only necessary to approve once. Refreshing after approval will move both inbox items to Archive.
FIN200831.09 – Routing Supplier Invoices If No Supplier Contract And Sourced From PO)
There was a temporary bug causing supplier invoices sourced from a PO (but no supplier contract) to require CCM approval. This has been resolved and CCM approval is no longer required for supplier invoices sourced from approved POs regardless of there being a contract or not.
FIN200831.10 – Prevent Book Code on Accounting Journal
Impacted Roles: GU-Journal Preparer
An accounting journal validation rule will be added to prevent users from inserting the GAAP book code on a manual journal.
FIN200831.11 – Default Worktags for More Transactions
Default worktags now assigned to discounts, currency gain/loss, translation gain/loss, and investment pool funds.
FIN200831.12 – Ledger Account 20243 Added to GU Detail Trial Balance
Ledger account 20243 added to GU Detail Trial Balance report.
FIN200831.13 – Updated Report – GU Payroll Accounting Adjustments Awaiting Action
Report output now contains the Campus (CCH) for the worker.
FIN200831.14 – Updated Report – GU Find Procard Transactions
This report has been updated to include the fiscal year for the transaction. It is based on the related expense report date unless it has not been expensed yet, then it is based on the charge date. A data dictionary has also been created to define the fields in this report and a link is included in the help text of the report.
FIN200831.15 Updated Report – GU Find Award Tasks (Milestones)
Impacted Roles: GU-Cost-Center-Award-Analyst, GU-Grant Manager, GU-Post-Award Billing Specialist, GU-Post-Award Cash Management Specialist, GU-Post-Award Director, GU-Post-Award Manager, GU-Post-Award Specialist, GU-Post-Grant Portfolio Specialist
This report has been updated to include additional information about the Award / Grant, and additional prompts to help identify expiring or overdue award tasks. The report has also been shared with additional roles.
If you have questions regarding these changes or any other GMS support questions please contact help@georgetown.edu.