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Legacy Applications Announcements

FIS System: Year End Reminders

posted Jun 17, 2016, 3:17 PM by Peyri Herrera

The following reminders are for the fiscal year end processes and corresponding dates (as applicable) for the month of June and early part of July.
  • Please make sure that Resource 9999 and Object 9511 (Accrual Suspense) are set up for each fund in FY2016-2017. When payroll posts to FIS and 9511 is not set up for a particular Fund and Resource, the system will then have to post to Resource 9999 and Object 9511 for that fund and resource. 
  • Important Dates for Year End: 
06/21/16 – M12 will post to FIS in the evening.

06/23/16 – Last day to input SXADJs.

06/23/16 – SXADJs will post to FIS this evening.

06/29/16 – Last day to input invoices for FY15/16 with a 06/30/16 Due Date.

06/30/16 – INVADD will be disabled in the morning.

06/30/16 – Last day to order VENDOR Report #03 (Alpha) or #04 (Numeric) as a Now before vendor history is rolled to the new fiscal year.

06/30/16 – VENDMT dollar amounts will move from “This Fiscal Year” to “Last Fiscal Year” during the nightly process.

07/01/16 – ENCUPD and ENCENT will be disabled in the morning.

07/01/16 through 07/06/16 – GLTRBL screen requires FY15/16 entry otherwise defaults to current FY16/17.

07/01/16 – All Encumbrances will be liquidated.

07/06/16 – Month-End closing for On-Lines; System is down at 5:00 pm.

07/07/16 – First day to input invoices with a Due Date of 07/08/16 for FY 16/17.

07/07/16 – ENCENT, ENCUPD, INVADD (for fiscal year 16/17) are available.

07/07/16 – FYTRN, FYDIST (for fiscal year 15/16) are available.

  • New Workers Compensation Rate for FY 16/17 will be displayed on the RATES screen in payroll by June 24. The District WCOMP Mod Factor will be updated by June 24, 2016. To calculate your districts workers compensation rate, multiply this rate times your district WCOMP Mod Factor displayed on the DIST ID screen in Payroll. 
  • Electronic Budget Transfers Users: All Complete Electronic Budget Transfers need to be Posted by June Month end close (07/06/16) for FY 15/16. Use the Budget Transfer List screen to clear all Incomplete, Rejected, or In-Transit Budget Transfers for FY 15/16. Update the District Setup Screen (07/07/16) to use Prior Year Electronic Budget Transfers screen during Year-End Closing.

Legacy Payroll and Finance system unavailable tonight, 05/13/16 from 8:00-10:00 pm for maintenance

posted May 13, 2016, 3:19 PM by Peyri Herrera

The servers supporting the Legacy Payroll and Financial system require maintenance. The system will be unavailable tonight, Friday, May 13 from 8:00-10:00 pm.

Legacy Payroll and Financial system unavailable on Sat, 05/21/16 from 6:00 am thru 6:00 pm

posted May 6, 2016, 1:01 PM by Vanessa Boyle

The SDCOE Integrated Technology Services team will perform system maintenance on the Legacy Payroll and Financial system beginning on Saturday, May 21, 2016 from 6:00 am thru 6:00 pm. The system will be unavailable during this time.

Legacy Payroll and Financial system unavailable on Fri, 03/04/16 at 8:00 pm

posted Feb 25, 2016, 5:26 PM by Peyri Herrera

Computer Operations will be performing maintenance on the hardware supporting the Legacy Payroll and Financial system. This maintenance will occur on Friday, March 4 at 8:00 pm. We expect one hour of downtime in addition to normal nightly processing.

EZ Web report system unavailable beginning on Thu, 02/25/16 at 4:30 thru 6:30 pm for system maintenance

posted Feb 23, 2016, 3:41 PM by Vanessa Boyle

The EZ Web report system will be unavailable for system maintenance beginning on Thursday, February 25, 2016 at 4:30 thru 6:30 pm.

SDCOE will print 1099s for all on-line FIS districts on Wed, 01/13/16

posted Dec 22, 2015, 2:59 PM by Peyri Herrera

The process to print 1099s for all on-line FIS districts will be run at the County Office at the end of the workday on Wednesday, January 13, 2016. The County Office will submit IRS information via electronic transmittal to the IRS and State Franchise Tax Board. District and recipient mailer copies will be available to the districts no later than January 23, 2016.

On December 22, 2015, Peyri Herrera sent district contacts information and reminders regarding:
  • The VE1099 screen fields that require coding
  • The VENDMT (Vendor Maintenance) screen fields that require correct coding
  • Reports – Vendor #21, #23, #24
  • January 2016 Reminders
  • Table of State Abbreviations
  • List of 1099 Telephone Numbers/Contacts by District (use the attached PDF if you need to update your 1099 contact information)
For questions regarding who should get 1099s, employee status, or backup withholding, please call Guiselle Carreon in Commercial Warrants at (858) 292-3602 or email guiselle.carreon@sdcoe.net.

For processing and printing questions in FIS, please call the SDCOE Customer Resource Center at (800) 289-1500 and press “4.”

PeopleSoft Third Thursday “Supplier Management” Demo on Thu, 12/17/15 at 10:00 am

posted Dec 14, 2015, 12:21 PM by Peyri Herrera

Please join the SDCOE Customer Resource Center on Thursday, December 17, 2015 from 10:00-11:00 am as we cover Supplier Management in Accounts Payable. Suppliers is the PeopleSoft term for vendors. We will explain how to add a Supplier, review an existing Supplier, change the address for a Supplier, update Supplier information, and inactivate a Supplier. In addition, we will show you how the Supplier information is displayed on a purchase order. If you are unable to join us live, the webinar will be available for playback on the CRC PeopleSoft Third Thursday Demos page.

Registration link: https://attendee.gotowebinar.com/register/3496799190531525634

Legacy Payroll unavailable Friday, 11/20/15 at 5:00 pm thru Saturday, November 11/21/15 at 8:00 am

posted Nov 18, 2015, 4:02 PM by Vanessa Boyle   [ updated Nov 18, 2015, 4:03 PM ]

The Legacy Payroll system will be unavailable from Friday, November 20, 2015 beginning at 5:00 pm to Saturday, November 21, 2015 at 8:00 am. For your reference, this information is posted on the CRC System Status page.

September 2015 Viewing an Existing Purchase Order “Third Thursday Demo” is available for playback

posted Sep 17, 2015, 5:03 PM by Vanessa Boyle

On Thursday, September 17, the CRC conducted a Third Thursday demo on Viewing an Existing Purchase Order in PeopleSoft Finance. To view the recorded webinar, please go to the Third Thursday Demos page.

Register for our next demo on Direct Journal Deposits on Thursday, October 15 from 10:00-11:00 am. Registration URL: https://attendee.gotowebinar.com/register/3847940321165052673.

PeopleSoft Third Thursday Demo (09/17/15): Viewing an Existing Purchase Order

posted Sep 10, 2015, 9:18 AM by Vanessa Boyle   [ updated Sep 10, 2015, 9:41 AM ]

The SDCOE Customer Resource Center invites you to the Third Thursday PeopleSoft Demo on “Viewing an Existing Purchase Order”. This will be a high-level overview of the areas on the Maintain Purchase Orders page and we will explain the different components used for Purchase Orders. We will record this session and have it available for playback on the PeopleSoft Third Thursday Demos page.

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