iris system upgrade v11 iris system upgrade. upgrade information why upgrade? end-user changes...
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IRIS System Upgrade v1 1
IRIS SystemUpgrade
• Upgrade Information
• Why upgrade?
• End-User Changes
• Upgrade Information Help
• Questions & Answers
IRIS System Upgrade v1 2
AgendaAgenda
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Upgrade InformationUpgrade 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
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BW, BPS, and Budget (FMBB)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)
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Why Upgrade?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
IRIS System Upgrade v1 6
Global Changes
Global Changes
IRIS System Upgrade v1 7
Upgrade CopyrightUpgrade 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 v1 8
Global Changes – SAP Easy Access MenuGlobal Changes – SAP Easy Access Menu
•Campus Management now Student Lifecycle Management
IRIS System Upgrade v1 9
Global Changes – Date EntryGlobal Changes – Date Entry
•Use F4, F4, then F2
IRIS System Upgrade v1 10
•Different look, same fields
Global Changes – Variant ScreenGlobal Changes – Variant Screen
IRIS System Upgrade v1 11
SLCM Changes
Student Lifecycle Management (SLCM)
Changes
IRIS System Upgrade v1 12
CM/SLCM ChangesCM/SLCM Changes
•Campus Management (CM) now Student Lifecycle Management (SLCM)
IRIS System Upgrade v1 13
CM/SLCM Changes– Student FileCM/SLCM Changes– Student File
•Tab order more logical for student lifecycle
• Holds
• Admission
• Admission Checklist
• Majors/Minors/Options
• Transcripts Requests
• Recruitment
• Registration
• Enrollment Certification Request
• Application for Degree
• Correspondence
• Scholarships
• General Data
• Applications
• Program Type Progression
• Status
• Activity Documents
• Requirement Catalogs
• UK Degrees Awarded
IRIS System Upgrade v1 14
CM/SLCM Changes – Student FileCM/SLCM Changes – Student File• Recruitment
• Applications
• Admission
• Admission Checklist
• Major/Minors/Options
• Registration
• Program Type Progression
• General Data
• Holds
• Status
• Advisor(s) (was on Master Data)
• Requirement Catalogs
• Application for Degree
• UK Degrees Awarded
• Enrollment Certification Request
• Transcripts Requests
• Correspondence
• Activity Documents
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IRIS System Upgrade v1 15
CM/SLCM Changes – Student FileCM/SLCM Changes – Student File
•Prncpl Org Unit now Principal OU
IRIS System Upgrade v1 16
CM/SLCM Changes – Majors/Minors/OptionsCM/SLCM Changes – Majors/Minors/Options
•Display, Change/Create, and Delete icons/buttons simplified
IRIS System Upgrade v1 17
CM/SLCM Changes – Advisors TabCM/SLCM Changes – Advisors Tab
•Advisor(s) tab now on Student File
•See QRC for format details
IRIS System Upgrade v1 18
CM/SLCM Changes – Student Master DataCM/SLCM Changes – Student Master Data
•More logical tab order groupings
• Address Overview
• Standard Address
• Personal Data
• PCC Units
• Transcripts/Tests
• Best SAT/ACT
• Special Attributes
• Student Category
• Visa/Residence Data
• Athletics
• Advisors (now on Student File)
• Related Persons
• ADA
• Vet. Status Eligibil
• Additional Data
• Fee Calculation Data
• Bank Data
• Contract Objects
• Medical Info
• myPasscode_AD
• Registration Oblig.
• Identification Nos.
IRIS System Upgrade v1 19
CM/SLCM Changes –Student Master DataCM/SLCM Changes –Student Master Data• Personal Data
• Standard Address
• Address Overview
• Additional Data
• Visa/Residence Data
• Special Attributes
• Transcripts/Tests
• Best SAT/ACT
• PCC Units
• Related Persons
• Fee Calculation Data
• Student Category
• Contract Objects
• Grant Assignment (was Sponsored Data)
• Athletics
• Vet. Status Eligibil
• ADA
• Medical Info
• myPasscode_AD
• Registration Oblig.
• Identification Nos.
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IRIS System Upgrade v1 20
CM/SLCM Changes – Student Master DataCM/SLCM Changes – Student Master Data
•Prncpl Org Unit now Principal OU
IRIS System Upgrade v1 21
CM/SLCM Changes – Student Master DataCM/SLCM Changes – Student Master Data
•Extras menu added
•Provides Change Document information
IRIS System Upgrade v1 22
CM/SLCM Changes – Address Overview TabCM/SLCM Changes – Address Overview Tab
•Standard Address now an address usage type
•Address time delimiting added
IRIS System Upgrade v1 23
FI and GM Changes
Finance AndGrant Changes
IRIS System Upgrade v1 24
FI Changes – F.08FI 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 v1 25
FI Changes – F.10, FBL3N, FBL4N, F.51, F.08, F.54FI Changes – F.10, FBL3N, FBL4N, F.51, F.08, F.54
•Complex Search Help icon now Search Help button
•Ledger Grp, Ledger, Ref Key (Head) 1, and Ref Key 2 added
IRIS System Upgrade v1 26
FI Changes – FB02 and FBD2FI Changes – FB02 and FBD2
IRIS System Upgrade v1 27
FI Changes – ZFI_PARK_FROM_FILEFI Changes – ZFI_PARK_FROM_FILE
•Radio buttons moved
IRIS System Upgrade v1 28
FI Changes - BPFI Changes - BP
•Control Data tab now Customer Tax Data tab
•Tax ID field removed
IRIS System Upgrade v1 29
FI Changes – FM_FUNCTIONFI Changes – FM_FUNCTION
•Changed to transaction format
IRIS System Upgrade v1 30
FI Changes – S_ALR_87012328/S_ALR_87012284FI Changes – S_ALR_87012328/S_ALR_87012284
•Fin. Statement Vers. field removed
•Assignment Line field added
IRIS System Upgrade v1 31
FI Changes – New ToolbarFI 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, S_ALR_87012195, F.41
IRIS System Upgrade v1 32
FI Changes – S_KI4_38000039FI Changes – S_KI4_38000039
•Overlaps radio button now Validity Overlaps Interval
•Complete radio button now Validity Covers Complete Intvl
IRIS System Upgrade v1 33
FI and GM Changes – Filter IconFI and GM Changes – Filter Icon
• Integrated filter selection and value entry
IRIS System Upgrade v1 34
GM Changes - GMGRANTDGM Changes - GMGRANTD
•Overhead Costs tab now three tabs – Overhead Costs, Overhead Cost Limits, and Overhead Cost Refund
IRIS System Upgrade v1 35
GM Changes - GMGRANTDGM Changes - GMGRANTD
•Replenishment tab now Report Tracking/ Monitoring tab
IRIS System Upgrade v1 36
HR Changes
Human Resources Changes
IRIS System Upgrade v1 37
HR Changes – Organizational Assignment 0001HR Changes – Organizational Assignment 0001
•Grant and Func. Area short text added
IRIS System Upgrade v1 38
HR Changes – Additional Personal Data 0077HR Changes – Additional Personal Data 0077
•Veteran Discharge Date field added
IRIS System Upgrade v1 39
HR Changes – Additional Personal Data 0007HR Changes – Additional Personal Data 0007
•Veteran Status choices expanded
IRIS System Upgrade v1 40
HR Changes – Absences 2001HR Changes – Absences 2001
•Payroll ID field now Payroll Identifier
IRIS System Upgrade v1 41
HR Changes – UK Hospital TabHR Changes – UK Hospital Tab
•Skills (0024) now Qualifications (0024)
IRIS System Upgrade v1 42
HR Changes – PPOSEHR Changes – PPOSE
•Person Collective Search Help search option added
IRIS System Upgrade v1 43
HR Changes – CAT2HR Changes – CAT2
•Multiple Selection for Personnel Number status tabs now text
IRIS System Upgrade v1 44
HR Changes – PT_QTA10HR Changes – PT_QTA10
•Display Absence Quota Information now Absence Quota Information for Concurrent Employment
IRIS System Upgrade v1 45
HR Changes – PT_QTA10HR Changes – PT_QTA10
•Further Selections, Search Helps and Sort Order Ascending pushbuttons moved
IRIS System Upgrade v1 46
HR Changes – PT_QTA10HR Changes – PT_QTA10
•Reporting Period entry simplified
IRIS System Upgrade v1 47
HR Changes – PT_QTA10HR Changes – PT_QTA10
•Person ID selection field added
IRIS System Upgrade v1 48
HR Changes – PT_QTA10HR Changes – PT_QTA10
•OrgStructure pushbutton added
IRIS System Upgrade v1 49
HR Changes – ESS – US Taxes: OverviewHR Changes – ESS – US Taxes: Overview
•New table format
IRIS System Upgrade v1 50
HR Changes – ESS – AD & D EnrollmentHR Changes – ESS – AD & D Enrollment
• Insurance Option box moved
IRIS System Upgrade v1 51
HR Changes – ESS – Personal Data Overview HR Changes – ESS – Personal Data Overview
•New table format
IRIS System Upgrade v1 52
HR Changes – ESS – Address OverviewHR Changes – ESS – Address Overview
•New table format
IRIS System Upgrade v1 53
HR Changes – ESS – Family Member/DependentsHR Changes – ESS – Family Member/Dependents
•New table format
IRIS System Upgrade v1 54
MM Changes
Materials Management Changes
IRIS System Upgrade v1 55
•Same fields, new format
MM Changes – Variant ScreenMM Changes – Variant Screen
IRIS System Upgrade v1 56
PM Changes
Plant Maintenance Changes
IRIS System Upgrade v1 57
PM Changes – IW33 Work OrdersPM Changes – IW33 Work Orders
•Menu item Order Documents now Documents for Order
IRIS System Upgrade v1 58
PM Changes – IW33 Work OrdersPM Changes – IW33 Work Orders
•Report Planned/Actual button now Rep. Plan/Act
IRIS System Upgrade v1 59
PM Changes – IR02 Work CenterPM Changes – IR02 Work Center
•HR Assignment button now HRMS
IRIS System Upgrade v1 60
PM Changes – IR02 Work CenterPM Changes – IR02 Work Center
•Copy From button now Template
IRIS System Upgrade v1 61
PM Changes – IR02 Work CenterPM Changes – IR02 Work Center
•Standard Values Overview table added
IRIS System Upgrade v1 62
PM Changes – IW47 ConfirmationPM Changes – IW47 Confirmation
•Cancel button changed
IRIS System Upgrade v1 63
PM Changes – IW47 ConfirmationPM Changes – IW47 Confirmation
•S and ActType (act) columns switched
IRIS System Upgrade v1 64
PM Changes –ZIW38 PM Orders: SelectionPM Changes –ZIW38 PM Orders: Selection
•Short Text now Description
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Upgrade Information HelpUpgrade Information Help
• Upgrade information (updated as needed)
IRIS/ASG Upgrade Corner
http://www.uky.edu/IRIS/Upgradecorner/
Contains updated news items
myHelp Upgrade Training
http://myhelp.uky.edu/rwd/HTML/IRISUpgrade.html
Contains upgrade quick reference cards (QRCs) and upgrade presentations
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Upgrade Information HelpUpgrade Information Help
• For technical problems (password, system problems, etc.) or problem of unknown origin
Customer Service Center at 257-1300 or by email [email protected]
• 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 [email protected]
IRIS System Upgrade v1 67
Questions and Answers
Questions and Answers