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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,...

Interim General Accounting Director Riedeman Announces Departure

May 4, 2022
Dear Colleagues, Jennifer Riedeman, a longtime member of UC Merced’s accounting team and the current interim Director of General Accounting, has announced her resignation. Her last day with UC Merced will be Friday, May 27. Jennifer has worked at UC Merced for eight years, including the...

Research Newsletter: Data Integrity Project Update

April 22, 2022
The Oracle Data Integrity Project has made progress over the past two weeks on efforts to align our general ledger and project sub-ledger, where your funds are managed. The alignment effort has focused initially on the more than 200 contracts and grants that are out of...

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...

Interim Director of General Accounting Appointed

April 1, 2022
Dear Division Colleagues, We are pleased to announce that Jennifer Riedeman has accepted the role of Interim Director of General Accounting. Jennifer has been with UC Merced for more than eight years, including the last six as Director of Treasury, Accounts Payable Disbursements & Cashiering...

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....

Oracle Data Integrity Project Update

February 3, 2022
To: Oracle users Campus Colleagues, The Oracle Data Integrity Project (ODIP) was initiated in November 2021 to investigate and address variances in the Oracle Financial system. As defined in the project's Stage 1, the ODIP team has been focusing on variances related to Project Portfolio...

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...

Updated DFA Guidance for Start of Spring Semester

January 10, 2022
Sent on behalf of Interim Vice Chancellor and Chief Financial Officer Kurt Schnier   Greetings Division of Finance and Administration Colleagues, As a follow-up to the Jan. 7 message to the university about updated plans for the start of Spring Semester, please note these items and...

BFS Update – Assistant Controller Recruitment

January 5, 2022
To: DFA Staff Greetings, colleagues,   As a follow-up to my announcement regarding Amanda Preston-Nelson joining DFA as Assistant Vice Chancellor and Controller on Feb. 14, I would like to share a Business and Financial Services staffing update. The university is moving forward with the...

Guidance for Return to Spring Semester

January 1, 2022
Greetings, Division of Finance and Administration colleagues, As a follow-up to the Dec. 29 campus message regarding the return for Spring Semester, please note of the following items and plans for the Division: Vaccination Policy - To be considered fully compliant with the...

New Assistant Vice Chancellor/Controller

December 15, 2021
Greetings, Division Colleagues, I am pleased to announce that Amanda Preston-Nelson is joining the Division of Finance and Administration as Assistant Vice Chancellor and Controller, leading Business and Financial Services . Amanda, a San Joaquin Valley native, brings an extensive knowledge...

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...

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