What’s New in GMS – September 28, 2020

Please be aware of the following recent updates to GMS processes, job aids or reports as of September 28, 2020.

Financial Updates

FIN200928.01 – PO Compliance No Longer Considers Closed POs

Impacted Roles: GU-Cost Center Buyer

The logic for the PO Compliance validation that occurs during the Purchase Order event has been updated to check only invoiced amounts, and no longer considers closed POs.

FIN200928.02 – Supplier Contract Threshold Change

The Chief Procurement Officer threshold for approving supplier contracts has been increased from $50k to $100k.

FIN200928.03 – CGHPI Company Wire Process

Impacted Roles: Cash Analyst

Bank routing rules have been modified for CGHPI to allow for payment of wires using the regular GU payment process (wire form, settlement, etc).

FIN200928.04 GU-Capital Project Director Approves Construction COs

Impacted Roles: GU-Capital Project Director

The Change Order workflow has been modified so that the GU-Capital Project Director now reviews for Construction projects.

FIN200928.05 – Customer Invoice Printing To Do

Impacted Roles: GU-Customer Contract Specialist

The To Do triggered as a result of an approved customer invoice has been modified to clarify the process so there is less confusion.

FIN200928.06 – Award Special Conditions Updated with COVID-19

Impacted Roles: GU-Pre-Award Specialist

The listing of Special Conditions on the Award is updated to include COVID-19.

FIN200928.07 – Mass Submit Effort Certifications (2020R2)

Impacted Roles: GU-Effort Certification Process Manager, GU-Effort Certification Coordinator, Employee as Self, GU-Lead Principal Investigator

In the GMS Searchbox, search for Effort Certification Work Area. All of the pending Effort Certifications that are in your Inbox will also populate on this report. Select the Effort Certs for Mass Submit and then click the Mass Submit button. The Effort Certification will advance to the next step in the business process and the task will disappear from your Inbox. This feature provides the user with another outlet to manage the Effort Certifications outside of their Inbox.

FIN200928.08 – Effort Certification Includes Default Organizational Assignment (2020R2)

Impacted Roles: GU-Effort Certification Process Manager, GU-Effort Certification Coordinator, Employee as Self, GU-Lead Principal Investigator

The Effort Certification has a tab called Organizations which displays the Worker’s default organizational assignments. This tab is displayed because users, depending on their security, are now able to run the GU Effort Certification Status report based on a Worker’s Org assignment. Previously, the worker could run the GU Effort Certification Status Report on the Grant(s) or Grant Hierarchy where the Worker was costed.

FIN200928.09 – Award Proposals May Only Be Created in Company 001

Impacted Roles: GU-Pre-Award Specialist

A validation has been added to the Award Proposal event to only permit a Proposal to be created in Company 001 Georgetown University.

FIN200928.10 – GU-Post-Award Manager Added to Billing Schedules

Impacted Roles: GU-Post-Award Manager

The GU-Post-Award Manager is now added to the weekly notification of Billing Schedules with a Missing, Draft or Error Status.

FIN200928.11 – GU-Post-Grant Portfolio Specialist No Longer Gets To Do for Closeout

Impacted Roles: GU-Post-Grant Portfolio Specialist

The business process has been updated to exclude triggering a notification to to Update Award Milestones when the Award Amendment Reason = Closeout.

FIN200928.12 – Active Awards Requiring Action (Billing Schedule)

Impacted Roles: GU-Post-Grant Portfolio Specialist, GU-Post-Award Manager, GU-Post-Award Director

The report is updated to exclude Billing Schedules that are Complete. The report will only return Billing Schedules with a Status of Missing, Draft or Error.

If you have questions regarding these changes or any other GMS support questions please contact help@georgetown.edu.