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Research Newsletter Report 05/20/22

May 20, 2022
The Oracle Data Integrity Project has developed alignment plans for 50% of our contracts and grants and 58% of our internal funds; we are still working on initiating the alignments for gifts. We currently have alignment plans for 43% of all accounts. We have been able to move many of these...

May 19, 2022: Oracle System Issues Resolved

May 15, 2022
On Friday, May 17, support staff became aware of issues with UC Merced's Oracle financial system. The issues affected procurement requisition workflow approval and Oracle interfaces. Financial System Support and the Office of Information Technology staff worked with Oracle representatives...

Research Newsletter Report, May 13, 2022

May 13, 2022
Our Oracle Data Integrity Project continues its effort to align the project sub-ledger with the general ledger. To date, they have put together alignment plans for 50% of the 214 contract and grant accounts that require alignment and 58% of the 259 internally managed accounts (e.g.,...

Research Newsletter Report: May 6, 2022

May 6, 2022
Thank you to all who joined our Oracle Town Hall on May 5 to hear about the history of Oracle, the status of our foci, and the future directions of our team’s efforts to support the campus. As summarized in the presentation, the Oracle Data Integrity Project continues to make progress on...

Update Ensures Transactions Have POET Info. Here's How it Works

May 5, 2022
Safeguards are being put in place to ensure Project Portfolio Financial Management (PPFM)-funded purchase requisitions have the necessary financial information to process the transaction in the Oracle system. Effective May 27, if a submitted requisition is missing POET (Project, Organization,...

Financial Management System Update, April 6, 2022

April 6, 2022
.responsive { max-width: 100%; height: auto; border: 0px solid #ffffff; } The Division of Finance and Administration has important updates on efforts to improve the user experience in UC Merced’s Oracle-based financial management system. Full-Court Press on Project Account...

UCM Plan Data Issue Resolved

March 15, 2022
To: UCM Plan Users   Updated March 15: We are happy to report that the issue reported concerning UCM Plan users and budget data load transformation between Projects Cube and Financials Cube has been resolved. Financial users can now use the Summary Totals in Financials Cube....

New Training for Accounts Payable Invoice Correction

February 18, 2022
New training material has been posted in the Accounting section on how to address Accounts Payable invoices that require correction because of missing POET information. Resources include a training video, a step-by-step guide in PDF form, an AP cost transfer request template in Excel form. They...

Message to Faculty: Oracle System Update

February 17, 2022
Colleagues, UC Merced’s required transition to our own financial system, the Oracle Financial System, necessitated a steep learning curve for our faculty and staff. This process has been challenging. It also generated significant operational issues as we continue to learn the system that...

Changes Make Data Entry for Purchases Easier

February 14, 2022
Division of Finance and Administration teams have been working on enhancements to the Oracle financial system’s Purchasing Requisition page to streamline entry by populating some of the POET fields automatically when the project and task are provided, eliminating the need for manual entry....

New Smart View Basics Video: UCMPLAN Projects Cube, Oracle ERP

January 26, 2022
Part 3 of the Smart View Basic video training series has been uploaded. The session focuses on the UCMPLAN Projects Cube and Oracle Enterprise Resource Planning (ERP). Access the video here or from the Smart View Basics drop-down menu in the Accounting, Budgeting and Project Management sections.

Videos of Expanded Access Training Posted

January 13, 2022
Many of you who received training for expanded access to the Oracle financial management system asked that videos of the sessions be made available. Those videos are now posted in the Oracle Toolkit . Smart View Basics (two videos) are in the Toolkit's Budgeting section Accounts...

Oracle Financials Training Evaluation

December 6, 2021
Thank you for taking part in training for advanced access to the UC Merced Oracle Financials system. We invite you to complete a brief survey about your learning experience. Your feedback will help us fine-tune other Oracle system training and determine what other aspects of the university...

Update on Oracle System Initiatives

December 6, 2021
To: Faculty and staff Campus colleagues, As we speed toward the holiday break, I wanted to update you on progress made in improving users’ experiences with UC Merced’s Oracle-based financial management system. Nearly all the initiatives shared here are the result of formal and...

Nov. 19 Update on Research Issues

November 19, 2021
The following information from DFA appeared in the Nov. 19 Research Newsletter. Procurement Thanks to exceptional effort by the CBS2 team, the ticket backlog continues to fall. The backlog is currently at 1,052 tickets and the day when we go below 1,000 is nearing. Addressing...

Nov. 12 Update on Research Issues

November 12, 2021
The following information from DFA appeared in the Nov. 12 Research Newsletter. Procurement The CBS2 team has focused on training our new hires this week. As a result, tickets are holding steady relative to last week, but we anticipate a reduction soon with the addition our new hires, and...

Nov. 5 Update on Research Issues

November 5, 2021
The following information from DFA appeared in the Nov. 12 Research Newsletter. Procurement     The CBS2 team continues to make progress on the backlog of tickets. The current number is at 1,099. This represents a 17% reduction over the last month. Addressing the backlog of...

Addressing Impediments to Research

October 27, 2021
To the faculty of UC Merced, Over the past month, we have held a number of town halls and meetings to discuss how to further support the research enterprise on campus. These meetings have been extremely productive, and we greatly appreciate your participation and engagement in the process....

Update on Research Financials

May 13, 2021
NOTE: This message was sent May 13, 2021, to faculty, the Joint Council, and staff at the Office of Research & Economic Development.   Dear colleagues, We recognize that the transition to Oracle has been frustrating for researchers and wanted to provide an update and...

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