The Department of FISCal (FI$Cal) continually makes updates and enhancements to the system based on feedback from our end users. Our goal is to improve usability while maintaining the highest level of security for the state’s data.
FI$Cal released the following enhancement in August and September (description includes ServiceNow case number):
Accounts Receivable / Billing
Request: CS0535264
Department of General Services (DGS) requested a report to pull all Architecture Revolving Fund (ARF) roles that are assigned or not assigned to users before initiating ARF transfer requests. DGS will work with departments if there are unassigned roles. ARF roles not assigned will be automatically skipped in error on the workflow.
Enhancement/Solution:
Created a new BI Publisher report to pull ARF roles assigned to users.
Purchasing
Request: CS0571259
Requested to create a new role “Non – FISCAL Requisition Processor” for non FI$Cal department users to provide access only to the eMarketplace Website hyperlink in FI$Cal. New role required by non FI$Cal department users. DGS made a decision to provide this role for deferred departments. In future, they might expand to exempt departments.
Enhancement/Solution:
Created code change for a new role “Non – FISCAL Requisition Processor” for non FI$Cal department users to provide access only to the eMarketplace Website hyperlink in FI$Cal:
Multiple Business Unit (BUs) specific role: Main Menu> e Procurement> Requisition> Add a New Value> Web> e-marketplace Website
BU Specific role: Main Menu> e Procurement> Requisition> Web> e-marketplace Website.
Request: CS0571259
Requested to create a new role “Non – FISCAL Requisition Processor” and a permission list for non FISCal departments to have access only to the eMarketplace Website hyperlink and prevent the Requisition creation or updates.
Enhancement/Solution:
Created new role “Non – FISCAL Requisition Processor” and a permission list for non FISCal departments to have access to the eMarketplace Website hyperlink from the navigations listed below.
Multiple Business Unit (BUs) specific role: Main Menu> e Procurement> Requisition> Add a New Value> Web> e-marketplace Website
BU Specific role: Main Menu> e Procurement> Requisition> Web> e-marketplace Website
This new role will prevent the Requisition creation or updates.
Request: CS0571259
Requested to update eProcurement and User Preferences Configurations for “Non – FISCAL Requisition Processor” role.
Build CR# CR019413
Security CR# CR019379
Enhancement/Solution:
The manual configurations for eProcurement and User Preferences have been updated for “Non – FISCAL Requisition Processor” role.
Request: CS0331057
Department of General Services (DGS) requested to create punchout from FI$Cal requisition module to e-Marketplace to shop for DGS Leverage Procurement Agreements (LPAs) catalog items. Requested a shopping cart functionality of the Supplier catalog and once items are saved in the shopping cart, and ready to check out, the information is transferred automatically from the punchout site to the FI$Cal requisition.
Enhancement/Solution:
The following changes were implemented as a part of eMarketplace punchout functionality:
- Punchout configuration was setup from FI$Cal requisition module to e-Marketplace.
- Added LPA Contract ID field in the eMarketplace Requisition
- The eMarketplace Catalog is connected in real-time with the FI$Cal. FI$Cal department users will directly access the DGS eMarketplace portal through the FI$Cal Requisition module. On eMarketplace portal, users can shop for DGS LPA items belonging to the same LPA/Supplier, add to cart, and then checkout. Cart information from the eMarketplace including Supplier ID and LPA Contract ID will flow to the FI$Cal requisition.
- LPA Contract ID and Supplier ID gets copied over from eMarketplace Requisition into the PO
Request: CS0331057
Configuration setup is required for following navigations for eMarketplace punchout functionality:
Navigation 1: Main Menu >> eProcurement >> Administer Procurement >> Maintain Supplier Integration >> Linked Suppliers
>> Set up a New Supplier here for e-marketplace
Navigation 2: Main Menu >> PeopleTools >> Integration Broker >> Integration Setup >> Node Definitions
>> Create a new Custom Node to support the Synchronous API calls for supporting the Punchout transactions with Direct Connect method.
Enhancement/Solution:
Completed configuration setup for following navigations for eMarketplace punchout fuctionality:
Navigation 1: Main Menu >> eProcurement >> Administer Procurement >> Maintain Supplier Integration >>Linked Suppliers
>> Set up a New Supplier here for e-marketplace
Navigation 2: Main Menu >> PeopleTools >> Integration Broker >> Integration Setup >> Node Definitions
>> Create a new Custom Node to support the Synchronous API calls for supporting the Punchout transactions with Direct Connect method.
Navigation 3: Main Menu >> PeopleTools >> Web Profile >> Web Profile Configuration
>> Update and an existing profile with the name “OAMPROD”
Vendor Management
Request: CS0559297
Users have some confusion on Supplier Update Request Form Instructions.
Enhancement/Solution:
Updated instructions to aid confusion. Currently showing “Add a New address” to “Add an Additional Address”. Also updating “Add a New Contact” to “Add a Contact”.
Request: CS0559297
Users have some confusion on Supplier Update Request Form Instructions
Enhancement/Solution:
Updated to drop down menus selections to aid confusion. Currently showing “Add a New address” to “Add an Additional Address”. Also updating “Add a New Contact” to “Add a Contact”.