USAS-R Releases

Bug Fixes

• PO Refresh utility was corrected to properly update the invoiceable flag on POs 

  • Utilities > Purchase Order Refresh

  • Only available to Admin users
    
    

    Open

    

• Account change corrected to properly cope with PO item quantity = 0.00

  • Suggested to avoid POs with 0.00 Quantity

  • The PO Item amount is calculated Quantity X Unit Price so if it should be zero, enter Quantity = 1.0 and Unit Price = 0

  • Jira Issue USASR-4463 to add an optional rule for a warning/error if 0.00 is entered for the quantity

• Audit report corrected to prevent returning a null id which resulted in a null pointer exception and prevented the report from generating.

• Find and fix memory leaks that contributed to a degradation in performance over time.

• Corrected a bug that introduced a performance problem for the Account UIs and account based reports.

Improvements

• Performance improvements for Refunds.  The following processes were improved by these recent changes:

  • Loading the refund grid

  • Creating a refund

  • Editing a refund

• Receipt reversal operation no longer requires the posting period associated with the original Receipt's date to be open.

  • Open

    

• The USAS_MANAGER (Classic USAS Group Manager Role) role has been updated to include the ADMIN_REPORTS permission

  • Consistent with USPS Group Manager permissions

  • This will allow disabling/enabling the SSDT report bundles

  • Additional report permissions added - Can manage all reports created in Report Manager

    • TIP: Sort or Filter the Report Manager Grid by Username if they want to narrow it down to their reports
      Can also Utilize Favorite reports for their Home Page

USPS-R Releases

Bug Fixes

Fixed a broken query when trying to create the Payables Detail report in csv or excel format.

Corrected an issue that was allowing the pay group to change in the Position Custom Fields and EMIS entry views.

When processing an HSA ACH submission file the Error Adjustments (employee and board) were not being included. This was corrected and the error adjustments are now included in the total now  on the HSA submission report and submission file.

Afford Report--When looking for breaks in the Afford Report only work days and makeup days were being considered. This lead to a problem when the ending date is in the middle of a break, the break was missed because the ending date was not  being considered. The ending date should always be considered when looking for breaks, and not just work/makeup days. –We corrected this so the AFFORD report now handles an ending date in the middle of a break in calendar weeks.

Improvements

New Features

The W2 Form files can be quite large compared to other items in USPS. We needed to create a new table to temporarily store W2 Form files. When a user runs the W2 Form report, it will store the results here.

Allow Payroll Items to be Archived 

Allow Payroll Item Configuration records to be archived-If PR Item Config is archived all associated Payroll Items will be archived. 

Patches

Inventory Releases

Bug Fixes

• Reports:

  • Leased Asset Listing report was corrected to properly apply the status & lease type user parameters if selected.

  • The following reports were not properly applying the Exclude Id parameter.  The reports have been corrected to exclude the selected Entity Ids when generated.

    • Fixed Asset By Source

    • Schedule of Change in Fixed Assets 

    • Schedule of Change in Depreciation 

  • Fixed Asset By Source:

    • Updated the Acquisition view to allow modifying the account code regardless of acquisition date.  Once the account codes are updated the items will no longer show as INVALID on the Fixed Asset by Source Report.  If the account code remains unpopulated, those items will be included in the Acquisitions Prior to System Startup.

  • Schedule of Change in Fixed Assets:

    • The service that calculates the beginning balance values (for the new fiscal year when the prior fiscal year is closed) has been corrected to properly calculate the beginning balance.  The Schedule of Change in Fixed Assets report can be run to verify the beginning balance amounts.  If your district has invalid beginning balance amounts, they can reopen and close the prior fiscal year to correct those values.

      • if the beginning balance is equal to the original cost, no updates are made to the beginning balance

      • if there are no future acquisitions the beginning balance should equal the original cost

      • if future fiscal year acquisitions exist, the beginning balance for the current fiscal year is equal to the total of the "update original cost" acquisitions for the current fiscal year

  • Schedule of Change in Depreciation report

    • The beginning and continuing items columns were including future depreciation amounts.  If the fiscal year has been closed, the LTD depreciation amounts have been updated. However, if districts run the Schedule of Change in Depreciation report, it will include the updated LTD depreciation as well as the current year depreciation, causing it to appear inflated.  This has been corrected.

  • Schedule of Change in Fixed Asset and Schedule of Change in Depreciation reports

    • were excluding items that have been disposed of in future years. These items were being excluded when calculating depreciation as well as being excluded from the reports.  This has been corrected.

  • Book Value was updated to 

    • include only those items for the fiscal year the report is generated for, filtering out items with an acquisition date equal to null or acquisition date less than or equal to the stop date of the fiscal year the report is generated for

    • the report title was corrected to show the fiscal year the report was generated for

    • the Function column has been added to the report

    • sorting and subtotaling will now be based on user parameter selections, the report will no longer default to fund type and fund regardless of user selections

    • corrected the report to include unknown fund type items.  These items should be displaying in the "Undetermined" section of the Book Value report.

  • Book Value report has been corrected to properly display the values for the fiscal year the report was generated for.  Previously, if currently in 2023 but running the report for 2022, the report would display 2023 values.  This has been corrected.

    • Please Note:  If a fiscal year is reopened and disposition transactions are created for an item in the reopened fiscal year, the item's depreciation will not be correct.  When the fiscal year was closed depreciation was calculated for the item and an internal depreciation transaction was created.  When the fiscal year was reopened and the item was disposed of, the depreciation transaction is currently not removed, therefore depreciation is still calculated for the disposed of item when it should not be.  This is a specific use case when a prior year is reopened and an item is disposed of in the reopened fiscal year.  When generating the Book Value report, if you have items that fit this use case, you'll want to exclude the disposed of item status.

  • Migration Importer has been updated to remove any existing depreciation transactions for updated items. 

  • Import: Prevent disposition records (via disposition extract file) to not migrate if there it not an associated item record on file (have not been imported).  An error will be generated in the import log to indicate disposition items that were not imported due to items not being on file.  This is similar to how the acquisition and transfer importers are already working.