[Concurdelegates] Impact23 Insider News - July 2024

[Asirra Suguitan]

Dear Colleagues,

The Impact23 Insider News provides essential updates and activities related to the financial system replacement program. Please take a few minutes to read the Impact23 Insider News – July 2024<https://clt1411124.bmeurl.co/1151F4D7> edition and share it with your departmental teams as appropriate.

Sincerely,

Asirra Suguitan
Associate Vice Chancellor and Campus Controller
Business & Financial Services
http://bfs.ucr.edu/
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July 2024 | 18th Edition

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July 2024 | 18th Edition
Hello from Impact23 Insider News! We hope this message finds you well and enjoying the summer. We are thrilled to bring you the latest updates and insights to keep you informed and engaged. Thanks for being a part of our community. More Information<https://clt1411124.benchurl.com/c/l?u=11524458&e=185E830&c=158834&t=0&l=FDE70BBE&email=hpBO7BFH3nrxAaSPLVE6Rw%3D%3D&seq=1>.


Financial Planning & Analysis

  *   Fiscal Year 2025 commitments will be released beginning in September. You can submit your requests now, but processing will not start until September.
  *   Costing reports covering all 7/1/24 salary actions will be distributed for review in late July or early August.

  *   A new ITF template for FY25 actions will be issued in July. Please visit the FPA website for the most current information on ITF templates: https://fpa.ucr.edu/forms<https://clt1411124.benchurl.com/c/l?u=11524459&e=185E830&c=158834&t=0&l=FDE70BBE&email=hpBO7BFH3nrxAaSPLVE6Rw%3D%3D&seq=1>. The updated template will include a section for units to notify the Budget Office if an award with an IDC component is received.


Key Resources for Supplier Registration

Thank you for your understanding regarding the discontinuation of the concierge helpline. Departments have the same system access and reporting capabilities the concierge staff used to onboard suppliers and payees. Reevaluating the supplier onboarding process, especially for suppliers with tax-reportable payments such as honoraria and human subject payments, remains a priority and will be addressed after the fiscal close. We recognize that this change may present challenges and require additional staff assistance. To help manage the transition, the following guidance has been provided:

Read the full notice.<https://clt1411124.benchurl.com/c/l?u=1152445A&e=185E830&c=158834&t=0&l=FDE70BBE&email=hpBO7BFH3nrxAaSPLVE6Rw%3D%3D&seq=1>

Procurement Workflow Budget Dates Crossing Fiscal Years Update

The fiscal year-end close and subsequent new year setup resulted in some unintended consequences regarding Oracle Procurement workflow. As a result, department users may need to resubmit rejected POs and Change Orders. For full details, please see the complete notice<https://clt1411124.benchurl.com/c/l?u=1152445B&e=185E830&c=158834&t=0&l=FDE70BBE&email=hpBO7BFH3nrxAaSPLVE6Rw%3D%3D&seq=1>.

EXCITING CHANGES AHEAD!
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Concur Home Page Redesign
Starting in late August 2024, users can enable the new home page through a banner at the top of the home page.
Learn More >><https://clt1411124.benchurl.com/c/l?u=1152445C&e=185E830&c=158834&t=0&l=FDE70BBE&email=hpBO7BFH3nrxAaSPLVE6Rw%3D%3D&seq=1>
Looker Finance Enhancements
Watch a demo of the proposed changes to Looker Finance from the 6/12 Financial Reporting & Boundary System office hours.
Watch Now >><https://clt1411124.benchurl.com/c/l?u=1152445D&e=185E830&c=158834&t=0&l=FDE70BBE&email=hpBO7BFH3nrxAaSPLVE6Rw%3D%3D&seq=1>
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Join Our Navigating Supplier Registration Series!
We are excited to announce the upcoming Navigating Supplier Registration Series, a learning series designed to provide practical guidance on the various supplier registration processes. Don't miss this opportunity - what you'll learn:

  *   Session 1: Thursday, July 25 @ 9:00 am
Focus on reimbursement-only suppliers, non-PO suppliers (payees),
and modifying existing/legacy suppliers.
  *   Session 2: Thursday, August 1 @ 9:00 am
Focus on foreign non-resident supplier payments, searching for suppliers, and department supplier registration reports.
  *   Session 3: Thursday, August 8 @ 9:00 am
Focus on purchase order suppliers, tax form(s) review, and supplier registration support.

Join all sessions via Zoom: https://ucr.zoom.us/j/97352532178<https://clt1411124.benchurl.com/c/l?u=1152445E&e=185E830&c=158834&t=0&l=FDE70BBE&email=hpBO7BFH3nrxAaSPLVE6Rw%3D%3D&seq=1>

Stay Informed with the Known Issues Tracker

As we navigate the first fiscal close in new systems, please review the Known Issues Tracker<https://clt1411124.benchurl.com/c/l?u=1152445F&e=185E830&c=158834&t=0&l=FDE70BBE&email=hpBO7BFH3nrxAaSPLVE6Rw%3D%3D&seq=1> for the latest information on issues affecting financial processes and reports.


The lastest news for Oracle Financials (ERP, OFC), Oracle Budget (EPM), Concur Travel & Expense (Concur), Kuali (Research, Build, Sponsored Programs), Financial Boundary Systems and Reporting. Delivering timely information that matters to you!

Visit Our Website<https://clt1411124.benchurl.com/c/l?u=11524458&e=185E830&c=158834&t=0&l=FDE70BBE&email=hpBO7BFH3nrxAaSPLVE6Rw%3D%3D&seq=2> | Read Archived Newsletters<https://clt1411124.benchurl.com/c/l?u=11524460&e=185E830&c=158834&t=0&l=FDE70BBE&email=hpBO7BFH3nrxAaSPLVE6Rw%3D%3D&seq=1>

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