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September 25, 2012

Action Items: Unit Defined Commitment (UDC) Updates

As part of a Real-Time Financials enhancement to automate the related indirect cost for a UDC with a sponsored project/grant, the following changes have been made that apply to all M-Pathways UDCs.

-- UDC Commitment Numbers are now six digits instead of seven. Your active UDCs have been updated to remove the leading zero from the number.
-- The UDC Load Template has been updated to accept only six digit commitment numbers. Action item:  Download the new version of the spreadsheet template from the UDC web site, if you upload UDCs into M-Pathways.

UDCs for a Sponsored Project/Grant

For units entering UDCs for a sponsored project/grant (i.e., those beginning with F, N, or M), you no longer need to maintain a separate UDC for indirect costs (IDC). M-Pathways now automatically calculates, enters, and displays a corresponding UDC for the IDC based on the IDC Rate for the project.

Automating "IDC UDCs" makes it easier for you to manage the financial data for sponsored project/grants and increases the accuracy of financial reporting.

What You'll See in M-Pathways

On the Manage Unit Defined Commitments page, you'll see a UDC you entered followed by a UDC for the indirect cost.  This "IDC UDC":

-- Is view-only, and can be changed only by editing the associated UDC information.
-- Has a Commitment Number formatted as a seven-character number that begins with the associated six-digit UDC Commitment Number and ends with an A (e.g., 123456A).

Action Item

As of 09/25/12, all active UDCs with a sponsored project/grant and an Account value eligible for indirect cost recovery have an automated associated "IDC UDC". If your unit has manually entered UDCs for indirect cost, close them prior to October 5, 2012 to ensure accurate reporting for month-end close.

For more information on entering and managing UDCs, see the Unit Defined Commitments instructions on My LINC.

For Questions or Assistance

Contact the ITS Service Center:
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)

-- Submit a Service Request Online

-- 734-764-4357 (4-HELP)

-- 4HELP@umich.edu

-- its.umich.edu/help


To: Unit Defined Commitment Users

From: its-inform

cc: M-Pathways Financial Unit Liaisons

Subject: Action Items: Unit Defined Commitment (UDC) Updates

Date: 09/25/12

Posted by nancyf at 09:56 AM

Unofficial Information Available in Third Week Count Data Set

The data in the Third Week Count data set and its related SA05 BusinessObjects universe for Fall 2012 was extracted and loaded on September 25, 2012. As soon as the data has been checked for accuracy, an email will be sent indicating the counts are official.

FOR ASSISTANCE OR QUESTIONS
Contact the ITS Service Center:
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
-- Submit a Service Request Online: http://its.umich.edu/help/request
-- 734-764-HELP (764-4357)
-- 4HELP@umich.edu
-- http://its.umich.edu/help

To: Third Week Count Data Set Users
cc: Student Administration Unit Liaisons
From: ITS-Inform [its-inform@umich.edu]
Subject: Unofficial Information Available in Third Week Count Data Set
Date: September 25, 2012

Posted by nancyf at 09:30 AM

September 11, 2012

Cancelled - September FIN, HRMS & Student Unit Liaison Meeting

The September Financials, HRMS and Student Administration unit liaison meeting is cancelled. The next meeting is scheduled for Wednesday, 11/14 at Rackham Auditorium from 8:30 to 11:00. This is a change to our normal schedule due to the Thanksgiving break.

We recently asked you for topics for future unit liaison meetings. Some of you let us know that an OARS and access process refresher would be helpful. Please send me questions that you would like us to answer during the presentation. If you have other topics you would like to hear about, please let me know.

Reminder: Primary unit liaisons have access to the M-Reports Access Validation report. The report provides current system access information for each member of your unit.

Please let me know if you have any questions or concerns,
Laurel (labarnes@umich.edu)

Posted by labarnes at 09:07 AM

September 10, 2012

August 2012 Business Closed

August business closed on Friday, September 7, 2012. FINODS was refreshed early in the morning of Monday, September 10, 2012. The refresh of the Financial data set and associated BusinessObjects universes in the U-M Data Warehouse will be complete later this morning.

To run the monthly financial reports from FINODS, see the applicable My LINC documents at:

To learn about additional Statement of Activity report options, see the Alternatives to Printed Statements web page.

For Questions or Assistance

Contact the ITS Service Center:
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)

_______
This message is sent monthly to the monthendclosenotification e-mail group. This is a joinable group, which means you can add or remove yourself from this group in MCommunity.

To: monthendclosenotification@umich.edu
From ITS-Inform
Subject: August 2012 Business Closed
Date: September 10, 2012

Posted by lcsteele at 08:53 AM

Updated Project/Grant Financial Reports in M-Reports

To view the current financial status for your project/grants, access M-Reports on Wolverine Access http://wolverineaccess.umich.edu/reporting_secondary.jsp.

The navigation path is: Faculty & Staff > M-Reports. Once in M-Reports, click the appropriate tab(s), as follows, to view your reports:

-- If you are responsible for both sponsored research and non-sponsored projects, click the Research tab and toggle between the Sponsored P/G and UM-Funded/Gifts/Other P/Gs sub-tabs, as needed.
-- If you are responsible for only UM-Funded, Gift, or Other projects, click the Fin. Mgmt tab.

M-Reports provides:
-- Official balances, as of August 2012 business close.
-- Projected balances, recalculated daily to reflect recent activity and upcoming commitments (e.g., salary, financial aid, purchasing, departmental).
-- Links to underlying transaction details.

Payroll/Financial Aid Commitments - Payroll estimates now display only through an employee's Funding End Date if one is specified in their appointment. If you prefer to display estimates beyond the Funding End Date, select the new checkbox in the criteria section of the report. This option is available in the following reports:
-- Summary of Projects
-- P/G Budget Status/Activity
-- Spon Parent Summary
-- Consolidated PBSR
-- Summary of Rev/Exp Activity
-- Reporting Budget Ledger

Unit Defined Commitments - UDC data is now updated hourly in M-Reports. This schedule matches the UDC refresh in the UM Data Warehouse; Monday - Saturday, 7:30 a.m.-6:30 p.m.


FOR ASSISTANCE OR QUESTIONS
Contact the ITS Service Center:
M-F, 7 a.m.-6 p.m. (phone and email); Sun, 1-5 p.m. (email)
-- Submit a Service Request Online: http://its.umich.edu/help/request
-- 734-764-HELP (764-4357)
-- 4HELP@umich.edu
-- http://its.umich.edu/help

To: Principal Investigators and Project Administrators
From: U-M Financial Operations [its-inform@umich.edu]
Subject: Updated Project/Grant Financial Reports in M-Reports
Date: September 10, 2012

Posted by lcsteele at 08:33 AM

September 07, 2012

Procedure Change: Save your ePro Req before Budget Checking

The steps for budget checking an ePro requisition (req) have changed. See the following My LINC step-by-step procedures for updated instructions:

Remember: an ePro req must have a Valid Budget Status before it can be built into a Purchase Order (PO) and sent to the vendor.
If your ePro req does not pass the Budget Check process, see the Resolve Budget Check Errors for eProcurement Transactions reference document.

For Assistance or Questions
Contact the ITS Service Center
M-F, 7am-6pm (phone and email); Sun, 1-5pm (email).

To: ePro and M-marketsite Users
cc: M-Pathways Financial Unit Liaisons
From: ITS-Inform
Date: September 7, 2012

Posted by nancyf at 12:08 PM

September 05, 2012

U-M Education Data Changes for CollegeNet

Effective Friday, September 7, Admissions applications received from CollegeNet will have the education data automatically updated for students who attended U-M after 1992. You may notice updates to the following sections on the M-Pathways Education Page:
-- Updated information in the FROM DATE and TO DATE fields
-- A new transcript location line for the U-M transcript marked as received
-- An updated external summary and degree information

In addition, please note the following updates with regard to transcripts:
-- The official U-M transcript will be added in ImageNow using the document type of OFFICIAL TRANSCRIPTS (NOTE: These are official transcripts, despite no seal or signature)
-- There will be separate transcripts for Central, Medical, Dental, and Law Schools.

FOR ASSISTANCE OR QUESTIONS
Contact the ITS Service Center:
M-F, 7 a.m.- 6 p.m. (phone and email); Sun, 1-5 p.m. (email)
-- Submit a Service Request Online: http://its.umich.edu/help/request
-- 734-764-HELP (764-4357)
-- 4HELP@umich.edu
-- http://its.umich.edu/help/

To: M-Pathways users with the RA ADMISS CENTRAL OFFICE USER role
From: ITS-Inform
Subject: U-M Education Data Changes for CollegeNet
Date: September 5, 2012

Posted by nancyf at 09:42 AM

September 04, 2012

**IMPORTANT** Alternate URL for Time Entry and Approval

Due to an issue with Wolverine Access, please use the temporary link below to complete your biweekly time reporting or approvals:
https://weblogin.umich.edu/?factors=UMICH.EDU,mtoken&cosign-heprod.dsc&https://heprod.dsc.umich.edu/psp/heprodop/EMPLOYEE/HRMS/h/?tab=DEFAULT&authType=1O

When the issue with Wolverine Access is resolved, we will send another message alerting you that you will have an additional hour to complete your biweekly time reporting or approvals.

FOR ASSISTANCE OR QUESTIONS
Contact the ITS Service Center:
M-F, 7 a.m.- 6 p.m. (phone and email); Sun, 1-5 p.m. (email)
-- Submit a Service Request Online: http://its.umich.edu/help/request
-- 734-764-HELP (764-4357)
-- 4HELP@umich.edu
-- http://its.umich.edu/help/


To: Electronic Timekeepers
From: ITS-Inform
Subject: **IMPORTANT** Alternate URL for Time Entry and Approval
Date: Tuesday, September 4, 2012

Posted by nancyf at 10:49 AM