Umoja Release Note: 29 May 2017

Umoja Release Note # 2017-041
For the period 1 – 29 May 2017 

Umoja System Changes

CS: EM - Event Management

INTTRK-13001 (26 May)
Transactions PP02 and PP01 (Project Management User and Approver) will now be able to drill down to Financial Accounting documents using FB03.

CS: SD - Sales and Distribution, FI: AR - Accounts Receivable

INTTRK-12941  (19 May)
WO/CCBREQ#  WO : WO-IM-1-4557966484 / SR : IM-1-4557824281
Invoices created for Sales Orders to capture UNPA Subscription sales (Division 01 & Distribution Channel 08) are now posted to the relevant UNPA G/L accounts. These are:

  • Revenue [ERL] & Revenue increase(PL) [ERZ] -> 62901010 - NSP Postal Sales
  • Sales deductions [ERS] -> 62901016 - NSP Postal Refund Adj Commission 
  • Freight revenue [ERF] - > 62901011 - NSP Postal Handling and Registration

CS: TV - Travel Management

INTTRK-13029 (18 May)
Travel preparers now receive email notifications the day after travel is scheduled to end as a reminder to submit their expense report in a timely manner.

FI: AP - Accounts Payable

INTTRK-13153 (25 May)
WO/CCBREQ# WO-RFS-1-4796753891
A new Cash Journal for UNRCCA in Turkmenistan has been created.

INTTRK-13127 (26 May)
WO/CCBREQ# WO-RFS-1-4841501074
Two new cash journals, #5799 and #5800 for ITC with GMD and LKR currencies, have been set up for ITC in Gambia and Sri Lanka.

INTTRK-13088 (26 May)
WO/CCBREQ# WO-RFS-1-4839068523
A new cash journal, #5443 for OCHA in Libya for USD, has been created.

FI: TR - Treasury and Cash Management

INTTRK-13034 (12 May)
WO/CCBREQ# RFS-1-4657625506
A new house bank for credit card pilot with Barclays bank in Kenya (house bank code KEBC2) has been implemented.

INTTRK-9981 (26 May)
The transaction BNK_MONI has been enhanced to include the information "Statement Received" for charged payments. 

This enhancement applies to all banks where we receive MT940 and the payment reference is received in field 61 subfield 7 of the statement, as per Umoja’s requirement to the banks. 

This enhancement also facilitates automatic clearing of cheques in Congo and other future locations, where one house bank is used for cheques printed in multiple locations.

HR: CT - Central Master Tables

INTTRK-13040 (8 May)
WO/CCBREQ# WO-RFS-1-4819459824
Post Adjustment and reference table updates for May 2017 have been implemented in production and included in the May payroll.

INTTRK-13116 (15 May)
WO/CCBREQ# WO-RFS-1-4841851390
2017 May mid-month post adjustment and rental subsidy threshold percentage changes have been implemented in production and included in May payroll.

HR: EN - Entitlements

INTTRK-12981 (12 May)
An interim solution to facilitate processing of Education Grant advances for the 2017-18 school year has been implemented in production. Detailed instructions have been communicated by OHRM separately.

HR: PA - Personnel Administration including Workforce Management

INTTRK-12785 (5 May)
This new feature allows HR users to customize their standard view when reviewing and approving requests in the Portal. Users can also now filter by employee group and subgroup.

HR: PY - Payroll

INTTRK-13054 (26 May)
WO/CCBREQ# WO-RFS-1-4831273041
A new customization now allows the user to adjust the outstanding loan balance using payment type 0730 in the payment tab of IT0045.

INTTRK-12585 (26 May)
WO/CCBREQ# Requested from Payroll NY
In retro calculation there had been some cases in which post adjust was determined using the base salary at the single rate where an IT0021 dependent record was delimited in the payroll period. This is now corrected by SAP.

HR: TM - Time Management

INTTRK-13020 (5 May)
WO/CCBREQ# WO-RFS-1-4696652999
Work Schedules for Tindouf, Western Sahara have been updated:

  • NORMC - 800-1815 M-F 2h break 
  • NORMD - 0800-1715 M-F 40h

INTTRK-12831 (5 May)
WO/CCBREQ#  WO-RFS-1-4747704159
Changes have been made to the 2016 Holiday Calendars for Iraq (IQ), Iran (IR), Jordan (JO), Yemen (YE), Bolivia (BO), Kyrgyzstan (KG) and Solomon Islands (SB)

INTTRK-13054 (26 May)
WO/CCBREQ# WO-RFS-1-4831273041
This new customization allows users to adjust the outstanding loan balance using payment type 0730 in the payment tab of IT0045.

INTTRK-13015 (26 May)
WO/CCBREQ# WO-RFS-1-4792583613, WO-RFS-1-4813938003, WO-RFS-1-4822576901
The Holiday Calendar for 2017 has been added for:

  1. Tunisia (TN)
  2. Malaysia (MA)
  3. Great Britain (GB)

IN: SY - Security

INTTRK-12869 (5 May)
WO/CCBREQ# WO-IM-1-4638842428
The 'SD User' [SD.05] and 'SD Approver' [SD.06] Enterprise Roles will now have access to display the 'Billing Due List' through VF04. These users will not however have access to create 'Billing Documents'.

INTTRK-12874 (19 May)
Solicitation information previously available in some Source to Acquire reports from general Source to Acquire users has now been hidden.  This information is now available only to users that are provisioned new enterprise roles established for the RFx area.

INTTRK-12832 (19 May)
A new BI GM role has been created for Grants. The role provides access to a few specific GM reports that should only be available to the Controller's office.

INTTRK-13099 (26 May)
T-Code FBCJ3 has been successfully added to three technical roles in non-production environments.

INTTRK-12873 (12 May)
WO/CCBREQ# WO-RFS-1-4474954192

  1. Enterprise Roles SD.03, SD.04 and SD.16 have been granted credentials to display Funds Management and Grants major transactions (FMAVCR02, CJ03, etc). SD Planner and SD Releaser are now able to check whether clients have sufficient budget for cost recovery. 
  2. Role SD.16 - Preventive Maintenance Planner has been granted credentials to use transactions IP15, IP16 and IP17. This enables SD.16 to execute Maintenance Plan and Maintenance Item reports in display and change mode.
  3. Enterprise Roles SD.04 and SD.16 are no longer able to create or change Maintenance Strategy (transaction IP11). This is now Master Data, to be created and changed by Process Experts.

PP: PJ - Project Management

INTTRK-12870 (8 May)
WO/CCBREQ# WO-RFS-1-4470788821
For the purposes of project reporting, owner entities of project structures must be identifiable. To this end, the project attribute "Applicant ID" was created as a supporting dimension. When used in combination with Business Area, Applicant ID can identify under which entity the project is operated. The Applicant ID is also linked to the Thematic Assignment fields, which are important reporting dimensions for the project dashboard. 

As users have not maintained the Applicant ID consistently, the field has been changed to a required entry for Project Definition and WBS elements. 

Please note that in some cases, such as OCHA, Peacekeeping Missions and Special Political Missions, the Applicant ID functions as a grouping attribute, as these entities are represented across multiple Business Areas.

SC: SA - Source to Acquire

INTTRK-12925 (5 May)
WO/CCBREQ# WO-RFS-1-4704191043
 A new purchasing group has been created for UNOG: 660 UNOG PCU Premises.

INTTRK-12824 (5 May)
WO/CCBREQ# WO-IM-1-4739308913
The “Delivery Complete” flag is now displayed in the Purchase Order screen in ECC for service line items under the “DELIVERY” tab.

INTTRK-12939 (22 May)
WO/CCBREQ# WO-RFS-1-2011373898
An update has been made to the text of email notifications sent when a shopping cart is rejected in the Sourcing Cockpit in SRM. The text received by the requisitioner now includes: "At this stage all unutilized funds have been returned to the funding source".

SC: PM - Plant Maintenance

INTTRK-11060  (12 May)
WO/CCBREQ# WO-RFS-1-4040237909, CCBREQ-4797
Updated printing versions of Service Orders are now available in the Umoja environment. The new versions provide more specific information related to equipment specifications, functional locations, components, stock locations, assigned person and task completion.

INTTRK-9461 (19 May)
WO/CCBREQ# IM-1-3851203865
The following enhancements have been made to service order creation: 

  • Periodic Activity types that are specifically used for cost allocation purposes are no longer available for selection in the Service Order Activity type drop down. The list is now restricted to return only “Ad-hoc” activity types. This is to address the issue of users accidentally selecting a periodic activity type on the service order and running into errors during service order confirmation. 
  • The activity type’s unit of measure is now displayed for easy identification by the user.

SC: PM - Plant Maintenance, FI: CO - Cost Accounting (Controlling)

INTTRK-11704 (5 May)
WO/CCBREQ#  RFS-1-4420558804
When using External Requirement on a Service Order, the corresponding Cost Element is now derived based on the Valuation Class to which the material master / service master is mapped. Previously, default configurations had resulted in Costs Elements being determined incorrectly.