IRIS System Upgrade v 1 1 Agenda Upgrade

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IRIS System Upgrade v 1 1

IRIS System Upgrade v 1 1

Agenda • Upgrade Information • Why upgrade? • End-User Changes • Upgrade Information Help

Agenda • Upgrade Information • Why upgrade? • End-User Changes • Upgrade Information Help • Questions & Answers IRIS System Upgrade v 1 2

Upgrade Information • Takes place during Thanksgiving holidays Should be available on Monday, December

Upgrade 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 3

BW, BPS, and Budget (FMBB) • No changes in Business Warehouse (BW) and Business

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) 4

Why Upgrade? • Support for current version (4. 72) expiring • Provides the technical

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 5

Global Changes IRIS System Upgrade v 1 6

Global Changes IRIS System Upgrade v 1 6

Upgrade Copyright • Displays Copyright system message on first logon Press Enter or click

Upgrade Copyright • Displays Copyright system message on first logon Press Enter or click on Continue to complete the logon Will not appear in future IRIS System Upgrade v 1 7

Global Changes – SAP Easy Access Menu • Campus Management now Student Lifecycle Management

Global Changes – SAP Easy Access Menu • Campus Management now Student Lifecycle Management IRIS System Upgrade v 1 8

Global Changes – Date Entry • Use F 4, then F 2 IRIS System

Global Changes – Date Entry • Use F 4, then F 2 IRIS System Upgrade v 1 9

Global Changes – Variant Screen Different look, same fields • IRIS System Upgrade v

Global Changes – Variant Screen Different look, same fields • IRIS System Upgrade v 1 10

SLCM Changes Student Lifecycle Management (SLCM) Changes IRIS System Upgrade v 1 11

SLCM Changes Student Lifecycle Management (SLCM) Changes IRIS System Upgrade v 1 11

CM/SLCM Changes • Campus Management (CM) now Student Lifecycle Management (SLCM) IRIS System Upgrade

CM/SLCM Changes • Campus Management (CM) now Student Lifecycle Management (SLCM) IRIS System Upgrade v 1 12

CM/SLCM Changes– Student File • Tab order more logical for student lifecycle IRIS System

CM/SLCM Changes– Student File • Tab order more logical for student lifecycle IRIS System Upgrade v 1 13

Upgrade Current CM/SLCM Changes – Student File • Holds • Recruitment • Admission •

Upgrade Current CM/SLCM Changes – Student File • Holds • Recruitment • Admission • Applications • Admission Checklist • Admission • Majors/Minors/Options • Admission Checklist • Transcripts Requests • Major/Minors/Options • Recruitment • Registration • Program Type Progression • Enrollment Certification Request • General Data • Application for Degree • Holds • Correspondence • Status • Scholarships • Advisor(s) (was on Master Data) • General Data • Requirement Catalogs • Application for Degree • Program Type Progression • UK Degrees Awarded • Status • Enrollment Certification Request • Activity Documents • Transcripts Requests • Requirement Catalogs • Correspondence • UK Degrees Awarded • Activity Documents IRIS System Upgrade v 1 14

CM/SLCM Changes – Student File • Prncpl Org Unit now Principal OU IRIS System

CM/SLCM Changes – Student File • Prncpl Org Unit now Principal OU IRIS System Upgrade v 1 15

CM/SLCM Changes – Majors/Minors/Options Display, Change/Create, and Delete icons/buttons simplified • IRIS System Upgrade

CM/SLCM Changes – Majors/Minors/Options Display, Change/Create, and Delete icons/buttons simplified • IRIS System Upgrade v 1 16

CM/SLCM Changes – Advisors Tab Advisor(s) tab now on Student File • • See

CM/SLCM Changes – Advisors Tab Advisor(s) tab now on Student File • • See QRC format details IRIS System Upgrade v 1 17

CM/SLCM Changes – Student Master Data More logical tab order groupings • IRIS System

CM/SLCM Changes – Student Master Data More logical tab order groupings • IRIS System Upgrade v 1 18

Upgrade Current CM/SLCM Changes –Student Master Data • Address Overview • Personal Data •

Upgrade Current CM/SLCM Changes –Student Master Data • Address Overview • Personal Data • Standard Address • Personal Data • Address Overview • PCC Units • Additional Data • Transcripts/Tests • Visa/Residence Data • Best SAT/ACT • Special Attributes • Transcripts/Tests • Student Category • Best SAT/ACT • Visa/Residence Data • PCC Units • Athletics • Related Persons • Advisors (now on Student File) • Fee Calculation Data • Related Persons • Student Category • ADA • Contract Objects • Vet. Status Eligibil • Grant Assignment (was Sponsored Data) • Additional Data • Athletics • Fee Calculation Data • Vet. Status Eligibil • Bank Data • ADA • Contract Objects • Medical Info • my. Passcode_AD • Registration Oblig. • Identification Nos. IRIS System Upgrade v 1 19

CM/SLCM Changes – Student Master Data • Prncpl Org Unit now Principal OU IRIS

CM/SLCM Changes – Student Master Data • Prncpl Org Unit now Principal OU IRIS System Upgrade v 1 20

CM/SLCM Changes – Student Master Data • Extras menu added • Provides Change Document

CM/SLCM Changes – Student Master Data • Extras menu added • Provides Change Document information IRIS System Upgrade v 1 21

CM/SLCM Changes – Address Overview Tab • Standard Address now an address usage type

CM/SLCM Changes – Address Overview Tab • Standard Address now an address usage type • Address time delimiting added IRIS System Upgrade v 1 22

FI and GM Changes Finance And Grant Changes IRIS System Upgrade v 1 23

FI and GM Changes Finance And Grant Changes IRIS System Upgrade v 1 23

FI Changes – F. 08 • Summarization Level removed • Business Area Allocation checkbox,

FI Changes – F. 08 • Summarization Level removed • Business Area Allocation checkbox, Keep Print Parameters for Output checkbox, and Output Variants section options added IRIS System Upgrade v 1 24

FI Changes – F. 10, FBL 3 N, FBL 4 N, F. 51, F.

FI Changes – F. 10, FBL 3 N, FBL 4 N, F. 51, F. 08, F. 54 • Complex Search Help icon now Search Help button IRIS System Upgrade v 1 25

FI Changes – FB 02 and FBD 2 • Ledger Grp, Ledger, Ref Key

FI Changes – FB 02 and FBD 2 • Ledger Grp, Ledger, Ref Key (Head) 1, and Ref Key 2 added IRIS System Upgrade v 1 26

FI Changes – ZFI_PARK_FROM_FILE • Radio buttons moved IRIS System Upgrade v 1 27

FI Changes – ZFI_PARK_FROM_FILE • Radio buttons moved IRIS System Upgrade v 1 27

FI Changes - BP • Control Data tab now Customer Tax Data tab •

FI Changes - BP • Control Data tab now Customer Tax Data tab • Tax ID field removed IRIS System Upgrade v 1 28

FI Changes – FM_FUNCTION • Changed to transaction format IRIS System Upgrade v 1

FI Changes – FM_FUNCTION • Changed to transaction format IRIS System Upgrade v 1 29

FI Changes – S_ALR_87012328/S_ALR_87012284 • Fin. Statement Vers. field removed • Assignment Line field

FI Changes – S_ALR_87012328/S_ALR_87012284 • Fin. Statement Vers. field removed • Assignment Line field added IRIS System Upgrade v 1 30

FI Changes – New Toolbar • Added to S_ALR_87012083, S_ALR_87012089, S_ALR_87012103, S_ALR_87012104, S_ALR_87012341, S_ALR_87012173,

FI 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, F. 41 IRIS System Upgrade v 1 31

FI Changes – S_KI 4_38000039 • Overlaps radio button now Validity Overlaps Interval •

FI Changes – S_KI 4_38000039 • Overlaps radio button now Validity Overlaps Interval • Complete radio button now Validity Covers Complete Intvl IRIS System Upgrade v 1 32

FI and GM Changes – Filter Icon • Integrated filter selection and value entry

FI and GM Changes – Filter Icon • Integrated filter selection and value entry IRIS System Upgrade v 1 33

GM Changes - GMGRANTD • Overhead Costs tab now three tabs – Overhead Costs,

GM Changes - GMGRANTD • Overhead Costs tab now three tabs – Overhead Costs, Overhead Cost Limits, and Overhead Cost Refund IRIS System Upgrade v 1 34

GM Changes - GMGRANTD • Replenishment tab now Report Tracking/ Monitoring tab IRIS System

GM Changes - GMGRANTD • Replenishment tab now Report Tracking/ Monitoring tab IRIS System Upgrade v 1 35

HR Changes Human Resources Changes IRIS System Upgrade v 1 36

HR Changes Human Resources Changes IRIS System Upgrade v 1 36

HR Changes – Organizational Assignment 0001 • Grant and Func. Area short text added

HR Changes – Organizational Assignment 0001 • Grant and Func. Area short text added IRIS System Upgrade v 1 37

HR Changes – Additional Personal Data 0077 Veteran Discharge Date field added • IRIS

HR Changes – Additional Personal Data 0077 Veteran Discharge Date field added • IRIS System Upgrade v 1 38

HR Changes – Additional Personal Data 0007 Veteran Status choices expanded • IRIS System

HR Changes – Additional Personal Data 0007 Veteran Status choices expanded • IRIS System Upgrade v 1 39

HR Changes – Absences 2001 • Payroll ID field now Payroll Identifier IRIS System

HR Changes – Absences 2001 • Payroll ID field now Payroll Identifier IRIS System Upgrade v 1 40

HR Changes – UK Hospital Tab • Skills (0024) now Qualifications (0024) IRIS System

HR Changes – UK Hospital Tab • Skills (0024) now Qualifications (0024) IRIS System Upgrade v 1 41

HR Changes – PPOSE • Person Collective Search Help search option added IRIS System

HR Changes – PPOSE • Person Collective Search Help search option added IRIS System Upgrade v 1 42

HR Changes – CAT 2 • Multiple Selection for Personnel Number status tabs now

HR Changes – CAT 2 • Multiple Selection for Personnel Number status tabs now text IRIS System Upgrade v 1 43

HR Changes – PT_QTA 10 • Display Absence Quota Information now Absence Quota Information

HR Changes – PT_QTA 10 • Display Absence Quota Information now Absence Quota Information for Concurrent Employment IRIS System Upgrade v 1 44

HR Changes – PT_QTA 10 • Further Selections, Search Helps and Sort Order Ascending

HR Changes – PT_QTA 10 • Further Selections, Search Helps and Sort Order Ascending pushbuttons moved IRIS System Upgrade v 1 45

HR Changes – PT_QTA 10 • Reporting Period entry simplified IRIS System Upgrade v

HR Changes – PT_QTA 10 • Reporting Period entry simplified IRIS System Upgrade v 1 46

HR Changes – PT_QTA 10 • Person ID selection field added IRIS System Upgrade

HR Changes – PT_QTA 10 • Person ID selection field added IRIS System Upgrade v 1 47

HR Changes – PT_QTA 10 • Org. Structure pushbutton added IRIS System Upgrade v

HR Changes – PT_QTA 10 • Org. Structure pushbutton added IRIS System Upgrade v 1 48

HR Changes – ESS – US Taxes: Overview • New table format IRIS System

HR Changes – ESS – US Taxes: Overview • New table format IRIS System Upgrade v 1 49

HR Changes – ESS – AD & D Enrollment • Insurance Option box moved

HR Changes – ESS – AD & D Enrollment • Insurance Option box moved IRIS System Upgrade v 1 50

HR Changes – ESS – Personal Data Overview • New table format IRIS System

HR Changes – ESS – Personal Data Overview • New table format IRIS System Upgrade v 1 51

HR Changes – ESS – Address Overview • New table format IRIS System Upgrade

HR Changes – ESS – Address Overview • New table format IRIS System Upgrade v 1 52

HR Changes – ESS – Family Member/Dependents • New table format IRIS System Upgrade

HR Changes – ESS – Family Member/Dependents • New table format IRIS System Upgrade v 1 53

MM Changes Materials Management Changes IRIS System Upgrade v 1 54

MM Changes Materials Management Changes IRIS System Upgrade v 1 54

MM Changes – Variant Screen • Same fields, new format IRIS System Upgrade v

MM Changes – Variant Screen • Same fields, new format IRIS System Upgrade v 1 55

PM Changes Plant Maintenance Changes IRIS System Upgrade v 1 56

PM Changes Plant Maintenance Changes IRIS System Upgrade v 1 56

PM Changes – IW 33 Work Orders • Menu item Order Documents now Documents

PM Changes – IW 33 Work Orders • Menu item Order Documents now Documents for Order IRIS System Upgrade v 1 57

PM Changes – IW 33 Work Orders • Report Planned/Actual button now Rep. Plan/Act

PM Changes – IW 33 Work Orders • Report Planned/Actual button now Rep. Plan/Act IRIS System Upgrade v 1 58

PM Changes – IR 02 Work Center • HR Assignment button now HRMS IRIS

PM Changes – IR 02 Work Center • HR Assignment button now HRMS IRIS System Upgrade v 1 59

PM Changes – IR 02 Work Center Copy From button now Template • IRIS

PM Changes – IR 02 Work Center Copy From button now Template • IRIS System Upgrade v 1 60

PM Changes – IR 02 Work Center • Standard Values Overview table added IRIS

PM Changes – IR 02 Work Center • Standard Values Overview table added IRIS System Upgrade v 1 61

PM Changes – IW 47 Confirmation • Cancel button changed IRIS System Upgrade v

PM Changes – IW 47 Confirmation • Cancel button changed IRIS System Upgrade v 1 62

PM Changes – IW 47 Confirmation • S and Act. Type (act) columns switched

PM Changes – IW 47 Confirmation • S and Act. Type (act) columns switched IRIS System Upgrade v 1 63

PM Changes –ZIW 38 PM Orders: Selection • Short Text now Description IRIS System

PM Changes –ZIW 38 PM Orders: Selection • Short Text now Description IRIS System Upgrade v 1 64

Upgrade Information Help • Upgrade information (updated as needed) IRIS/ASG Upgrade Corner § http:

Upgrade Information Help • Upgrade information (updated as needed) IRIS/ASG Upgrade Corner § http: //www. uky. edu/IRIS/Upgradecorner/ § Contains updated news items my. Help Upgrade Training § http: //myhelp. uky. edu/rwd/HTML/IRISUpgrade. html § Contains upgrade quick reference cards (QRCs) and upgrade presentations 65

Upgrade Information Help • For technical problems (password, system problems, etc. ) or problem

Upgrade Information Help • For technical problems (password, system problems, etc. ) or problem of unknown origin Customer Service Center at 257 -1300 or by email helpdesk@uky. edu • 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 IRISTraining@email. uky. edu 66

Questions and Answers IRIS System Upgrade v 1 67

Questions and Answers IRIS System Upgrade v 1 67