Subscribe to the SSDT Newsletter by clicking here.  Your email will be added to a distribution list.             

Quite a few irons in the fire!

Our development team are rock stars!  Along with the improvements and enhancements they are continually making in the USAS-R and USPS-R projects, a few of our developers are working exclusively on our upcoming Redesign inventory and workflow projects. 

Inventory

Our inventory project will be a separate application in the redesign with a slightly different look than what you are accustomed to seeing in USXS-R.  Inventory will use a different version of Vaadin so the color scheme and screen formats will be somewhat different. We are very pleased with how the redesigned version is coming along and looking forward to providing a quick demo soon!   We would also like to thank the members of our inventory focus group for providing such helpful feedback the past several months.  The projected beta release for Inventory is scheduled for July 16th and will be available through August 16th which is when we officially release the production version of the application.  SSDT will be working on the documentation and providing training to ITC support staff this summer before the production version is released.  Be on the look out for a feature article and video demonstration on the Inventory project in a future SSDT Newsletter.

Workflows

The implementation of workflows in both USPS-R and USAS-R is progressing quickly.  The first USPS-R workflow will be employee onboarding which is a process of entering a new employee in the payroll system.  The first USAS-R workflow will focus on a requisition approval system.  The projected beta release for both the employee onboarding and requisition approval workflows is scheduled for August 2021 with the production version planned for September 22, 2021.    A purchase order workflow will follow shortly thereafter with future workflows being developed based on user feedback.

Importing POs and Invoices in USAS-R 

The ability to post Purchase Orders and AP Invoices via CSV file is available!  This feature is accessible via the Import button on the grids and works similarly to the Receipt import.  For your convenience, please download the sample template PO upload and/or sample template AP Invoice upload spreadsheets containing the correct headings.  For further information regarding formatting of the spreadsheet columns, required fields or creating your own custom spreadsheet, please refer to the 'Import Criteria' section in the Purchase Orders and AP Invoices documentation.  Please note that any rules pertaining to Purchase Orders or AP Invoices will be applied during importing.

Once a spreadsheet has been saved as a CSV file, the following steps can be used to import Purchase Orders or AP Invoices:

1. Click on  displayed at the top of the grid.  Click  and upload the spreadsheet.  Clicking  will process the file and post the transactions. 
2. The popup will appear displaying the number of "Records Loaded" and "Errors".  The process produces a results file named "USASLOADERR.CSV".
3. If there were no errors, the file will say "No errors. Records loaded: #" where # is the number of records successfully loaded. 
4. If there are records that did not load, the file will contain only those records that did not load successfully and will provide error messages explaining why.  You can make corrections to this file, save it as CSV and use it to upload the remaining transactions.
   1. Please note, as with the other import options, this feature is intended to allow users to mass create Purchase Orders and AP Invoices via the CSV file import.  This feature will not allow updates to existing purchase orders or invoices.

Please click here for a quick video demonstration on mass importing purchase orders.

New Compensation Code

We recently added a field called 'Code' to Compensations. 

When creating a compensation, you are required to add a Code.

For existing compensations, the update made defaults the code to the start date of the compensation in MMYYYY format followed by a dash and a random character.  For example, 032021-A.  If the Contract has no Start Date entered, the Code will show only a Letter.  For example, A.

The code is modifiable.  If you change it, it will only allow alphanumeric characters and dashes.  The code is also unique per employee/position.  If a position has multiple compensations, those compensations CANNOT have the same code.  

When creating a New Contract for employees, a unique Code will be given to the New Contract after Activating in Compensations.  The Code will resemble.

When creating a Contract or Non Contract Compensation manually, the Code must be entered manually. The Code can be any combination of letters and numbers and can include hyphens.  The code has to be unique for a given position.  For example, position 1 can not have 2 compensations with code set to "FY21", but position 1 can have a compensation with code set to "FY21" and position 2 can also have a compensation with code set to "FY21"

Mass Load Compensations

The Code field needs to be included when using Mass Load Compensations. For more information on this, please Click Here.