News

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...

Help Needed to Clear Warehouse Clutter

December 2, 2021

To: Faculty and staff UC Merced’s warehouse for long-term storage is over capacity. Immediate action from the campus community is needed to clear up this issue. Effective immediately, the warehouse will be closed to all incoming storage of goods and equipment. The closure will remain in...

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...