Shared Financial System
January 8, 2002
Presented by Lynn Quamme
Salary Encumbrances for some Business Units are currently
maintained in legacy using EPRQ
Detail payroll, salary liquidations, and summary fringe data
now flow thru the legacy accounting system into SFS.
We are developing a web-based replacement for EPRQ for
fiscal year 2003 salary encumbrances.
Functionality is modeled after EPRQ.
Target date for production is Spring 2002.
In the new system, detail is maintained in a subsidiary
ledger; summary is posted to SFS General Ledger.
Drilldown to detail will be provided in WISDM.
Payroll Interface Data
$ by funding
Legacy Payroll Open
Payroll Payroll Peoplesoft GL
History Interface Pmt $ by Funding
(for error Funding of
$ by Funding
The target date for integration testing by UW
System Admin is Feb. 1
The target date for user acceptance testing is
Queries into encumbrance detail (similar to
INQR, GENR, and GENT) will be developed
Salary Encumbrance Concepts
Handles all appointment Users authorized by
types except Student one or more “UDDS”
Requires an appointment in levels
IADS Users can create,
Uses PeopleSoft chartfields adjust, cancel, transfer,
Records encumbrance and reopen
detail in SFD/SE tables encumbrance records
Operates within WISDM Some legacy functions
framework. have been deferred