Integrated System 11i Upgrade

Overview

What is an upgrade?

• Not an implementation

• Movement from the current version of the applications to the latest available version

• Technical vs. functional

Why do an Upgrade?

• Allows University to stay current

• Enhanced functionality, even with technical upgrade

• Long-term opportunities to use major new functionality

Long-term FunctionalOpportunities With Upgrade

• Self Service– Time entry– View earnings statement– View and modify selected personal information– More

• Position Control• Burden Schedule Overrides• Automatic PO Faxing• Improved Invoice Approval Routing

Why now?

• Ease of upgrade to latest version

• Not the first

• Optimal support from the vendor

What comes with the technical upgrade?

• For everyone– Web-like features, – Personal homepage,– Better help and error messages – Cancellation of long-running queries

• Purchasing– Automatic retry of Document Manager errors– Purchase order copying

• General Ledger – Direct drill-down from GL to PO, AP, AR, and GM

What comes with the technical upgrade?

• Grants Management– Drill down from award management to award budget

forms

– Installment closeout notification

• HR– Mass employee assignment update

– Earnings policy button on assignment

What comes with the technical upgrade?

• LD– Summary of adjustments by batch name– Distribution adjustment by assignment– Standard reports for payroll encumbrances– Schedule lines sorted most recent on top– Pro-rata calculation of encumbrances

• Support for MacIntosh OS 10 and greater

11i

Differences in the Navigator Window

11.0.3New Menu

Options

Menu Options

Toolbar Connected

Toolbar

Personal Homepage

Set Up Favorites

Add Website Addresses

Workflow Notifications

11.0.3 11i

Required Fields Highlighted

Differences in the Forms

LOV in Field

LOV icon on toolbar

Message and Status Lines at the bottom of

the window

Message and Status Lines on Toolbar

More Differences in Forms

11.0.3 11i

Bubble Help

Alternate Regions

Alternate Regions in Drop-down list

Right Mouse Click Capability

Impact on You

• Training– Primarily navigation– High level functional workshops– Expanded training for some modules, e.g. LD– 11.0.3 training phase-out

Impact on You

• Basically, do work the same way• Responsibilities remain virtually the same• Discoverer reports:

– Will still be available– Will need to be tested and possibly modified– New version of Discoverer – 4.1

• Opportunity to participate in housekeeping functions

• Cutover period

Timeline• Completion of the 1st trial upgrade 9/2/03• 11.0.3 development freeze 9/15/03• Completion of 2nd trial upgrade 10/10/03• Completion of CRP-I 11/19/03• Completion of 3rd trial upgrade 12/17/03• Completion of CRP-II 2/18/04• Completion of 4th trial upgrade 3/2/04• Desktop Preparation & Discoverer Upgrades 2/16-3/16/04• 11i User Fair 3/3/04• Begin User Training 3/22/04• Availability of Discoverer Test Instance 3/22/04• Completion of User Acceptance Testing 4/5/04• GO-LIVE 5/3/04

• Functional Upgrade Analysis & Implementation 5/2004 – 5/2005?

Desktop Requirements

• In general– Memory upgrades– OS Windows 2000 or above– Performance degradation in PCs over 3 years

old

• For specific recommendations, see www.virginia.edu/integratedsystem and click the 11i Information quick link.

For more information

• Go to www.virginia.edu/integratedsystem and click 11i Information quick link.