Umoja Release Note: 31 March 2018

Umoja Release Note # 2018-052
For the period 01 March – 31 March 2018

Umoja System Changes

CS: TV - Travel Management

INTTRK-10905 (31 Mar)
New tolerance for the express expense report workflow: a 5% or USD 500 tolerance (whichever is lower) over the total payments to the traveller will be applied to the sum of extra payments added in the expense report. It includes all the expense types to be paid to the traveller (self-tickets, extra DSA, terminal expenses, etc). If within tolerance, the expense report will go express; if over the tolerance, the report will go to the TSA and TCU. If self-tickets are added during the expense report it will require TPO approval as well.

INTTRK-13729 (31 Mar)
The 21-day Justification for Late Submission entry field in Travel Requests is changed to a drop-down menu with a list of non-compliance justification reason codes. Also added is a checkbox underneath the Justification reason on the TSA Approval screen only. The text reads: "I acknowledge the justification given by the traveller and the financial implications that may result in the late submission of this travel request." The TSA is to check the box to acknowledge the reason for late submission.

INTTRK-14371 (31 Mar)
Display Only Form for Travel, UP and Shipment Requests have been changed to display information on only one form. The old tabs (Start, General Data, Additional Data, Completed) are removed for easy navigation and viewing. The Display Form has also been adjusted to display content based on the user role.

INTTRK-14374 (31 Mar)
Number of travellers is now calculated by the system based on the travellers added in the itinerary. 

INTTRK-14375 (31 Mar)
Subsistence (DSA) Country is removed from the Itinerary Details section of Travel and UP Travel Requests. DSA is calculated based on the Destination Country and Subsistence Region. When region is only one option, the system automatically populates the Subsistence Region field with that option. 

Departure and Arrival time fields are also removed from the Itinerary Details section. This prevents DSA calculation for trips less than 10 hours.

INTTRK-14376 (31 Mar)
The "save and send for approval " and "save draft" buttons have been changed to regular buttons. They no longer require a pre-selection. 

FI: AP - Accounts Payable

INTTRK-14518 (09 Mar)
WO/CCBREQ# RFS-1-5316555844
Two new payment terms have been created in Umoja as requested by UNAMI: 

  • Z072 – 10 days 5%, net 30 
  • Z073 – 10 days 0.25%, net 30 

INTTRK-15000 (16 Mar)
WO/CCBREQ# RFS-1-5526806611
A new VAT 5% Reimbursable Tax Code (“AE”) has been created for the United Arab Emirates.

INTTRK-15008 (16 Mar)
WO/CCBREQ# RFS-1-5562495431
Cash Journal #5848 (XOF) has been created for the MINUSMA Aviation Section (Bamako).

INTTRK-15067 (16 Mar)
WO/CCBREQ# RFS-1-5560395181, RFS-1-5575511621
Cash Journal #5849 (CHF) has been created for UNEP with fund 40CTL and business area F300.
Cash Journals #5850 (MMK) and #5851 (RWF) have been created for ITC with fund 32ZSA and business area F100.

INTTRK-15142 (23 Mar)
WO/CCBREQ# RFS-1-5651403531; RFS-1-5684255961
The transaction limit has been increased for petty cash journals from USD 350 to USD 1,000 and for imprest cash journals from USD 4,000 to USD 10,000 (to match the low-value procurement limit). Memo from Controller's Office confirming these transaction limit increases will be distributed separately.

INTTRK-15143 (23 Mar)
WO/CCBREQ# RFS-1-5639091371
Four cash journals have been created for OHCHR. They are Cash Journals #5852 (KES), #5853 (USD), #5854 (TND), and #5855 (QAR).

FI: GL - General Ledger

INTTRK-12800 (16 Mar)
WO/CCBREQ# WO-IM-1-3783450891
SF doc type has been restricted specific GLs. These GL are listed in the Umoja Job Aids, under Financial Accounting called Clearing balances and open items in GL 19401010 (AR Due to Due From). The restriction of the GLs is necessary to ensure that users can’t affect FM balances (using a Real CI) without cash movements.

FI: TR - Treasury and Cash Management

INTTRK-14062 (16 Mar)
WO/CCBREQ# WO-RFS-1-1392690261, IM-1-5181844061
This update provides system users with an "IBAN and bank key maintenance utility". This utility can be used to perform mass update where IBAN structure or bank key structure has changed in a specific country. The aim of such a utility is to avoid costly manual updates whenever possible. This utility is limited to BP banking records. A separate utility for HR records is currently being worked on.

HR: EN - Entitlements

INTTRK-14763 (16 Mar)
A new tool has been developed to allow OHRM establish a new duty station in Umoja. 

INTTRK-15001 (16 Mar)
WO/CCBREQ# Internal request
With the change of Mandatory Age of Separation to 65 for all staff, the warning that denotes the contract extension is beyond retirement age and requires HR approval is now only present if the contract end date is beyond the Mandatory Age of Separation Date (UM).

HR: PA - Personnel Administration including Workforce Management

INTTRK-13013 (29 Mar)
Personnel Actions Details Form displays data effective one day before the effective date of PA for Separation/Terminations PAs.

HR: TM - Time Management

INTTRK-13098 (16 Mar)
HR Partners and Senior Time administrators now have access to the new detailed report ZTMLEAVEMON - Portal Leave Requests. 

INTTRK-13109 (16 Mar)
This is a new report to be used in place of ZHRTMLEAVE. The report provides additional details such as leave type, next approver and Medical service status for Certified sick leaves.

INTTRK-13678 (23 Mar)
WO/CCBREQ# WO-RFS-1-4901367459, WO-RFS-1-5009243400, WO-RFS-1-5051550994
Changes in Holiday Calendar 2017 for CMT Master Data: One calendar without floating days for Algeria (DZ) and Trinidad & Tobago (TT).

INTTRK-14416 (23 Mar)
WO/CCBREQ# WO-RFS-1-5185433025, WO-RFS-1-5209140713, WO-RFS-1-5206418939, WO-RFS-1-5221775570, WO-RFS-1-5276699568, WO-RFS-1-5280153481
Holiday Calendars 2017 for duty stations that do not observe one day of floating holiday in the calendar year. This INTTRK make changes to the Holiday Calendars so that each duty station has 10 holidays in 2017.

INTTRK-14928 (14 Mar)
WO/CCBREQ# WO-RFS-1-5455797517, WO-RFS-1-5463020553, WO-RFS-1-5149760474, WO-RFS-1-5446684461, WO-RFS-1-4882292807
Work schedules are created for: KOSOVO (Duty Station) – 3 New Work Schedules and UNOG – 1 New Work Schedule.

INTTRK-14931 (02 Mar)
WO/CCBREQ# WO-RFS-1-5533522391
Holiday Calendar 2018 for Duty Station Greece w/o floating holiday is updated. 

INTTRK-14978 (23 Mar)
WO/CCBREQ# WO-RFS-1-5508561371
Floating Holiday Quota 2018 for staff in UNAMA is updated. 

INTTRK-14997 (23 Mar)
WO/CCBREQ# WO-RFS-1-5558476601, WO-RFS-1-5558359692
Holiday Calendars 2018 for duty stations: Montevideo, Arusha, The Hague (Floating Holiday), and Bangui are updated. 

INTTRK-15111 (23 Mar)
WO/CCBREQ# WO-RFS-1-5583400591, WO-RFS-1-5607399621, WO-RFS-1-5607516806, WO-RFS-1-5628465071, WO-RFS-1-5636664601
Holiday Calendars 2018 for Myanmar, Ukraine, Vietnam and South Africa and Holiday Calendar change for Mexico are updated. 

INTTRK-15175 (23 Mar)
WO/CCBREQ# WO-IM-1-5655653965, WO-RFS-1-5508561371
Holiday Calendar 2018 for D/S Monrovia & Calendar change for D/S Kabul (now with floating holiday) are updated.

INTTRK-15249 (29 Mar)
WO/CCBREQ# WO-RFS-1-500924340094
Work Schedules for Algiers for HC 2018 is regenerated to correct override issue. 

SC: LE - Logistics Execution

INTTRK-14918 (02 Mar)
WO/CCBREQ# WO-RFS-1-5201260460, CCBREQ-6005
GL Account field will not be visible on data entry in the account assignment section of MIGO screen for all movement types.

SC: PM - Plant Maintenance

INTTRK-14895 (16 Mar)
Enhancement is amended to display in iNeed ALL Umoja mater data equipment records. 

INTTRK-14926 (16 Mar)
WO/CCBREQ# WO-IM-1-5470427163
With this change, the Cost Centre of the equipment would get updated along with the other information from the Purchase Order.

SC: SA - Source to Acquire

INTTRK-15051 (02 Mar)
WO/CCBREQ# WO-RFS-1-5579303229
New purchasing group is available for UNSOS: 346 - UNSOS Procurement Unit 4.