USAS-R v8.14.0 Release Notes

Summary

We have made some additional improvements to USAS-R with the release of version 8.14.0.  This release contains patch fixes and exciting new features as detailed in the release notes below.

1. A new feature has been added to Purchase Orders!  A "Repair" option has been added to allow users to change the po date and vendor if the po does not have any payments posted against it.  Users can also change the account code on any po charge that has not been paid.  These changes will also update any associated invoices and payables.  A downloadable summary of the results will be provided when processing is complete.  This new feature is available to all standard usas users and is accessible via the PO view option.  Please note, these changes adhere to existing posting period rules.  Also, changes for each tab/options are processed separately.  The tab showing when you click Update is the change that will be made.  Any Repair option unavailable based on the status of the PO will be disabled.  Documentation for this new feature will be available soon.

   1. When choosing to update account codes users will select the Account tab.  Once the account to change is selected from the "From Account" drop down, which includes a list of accounts on the PO, the grid will populate with any item that references that account.  Users can then choose to select all items or just those they want to update by selecting the checkbox on the left of the grid.  Users will then select the new account from the "To Account" drop down which is populated with all active expenditure accounts.  Once the update button is selected the items are updated and a summary of the changes will be displayed.

   2. When choosing to change the po date users will select the Date tab and then choose the new date they want applied to the PO.  Note, if the new date is changed to a date that falls after any associated invoice dates, the user will see a warning that the change will make the PO a "Then and Now" po.  Likewise if the PO was previously a "Then and Now" and the new date is before the invoices and the PO is no longer "Then and Now" the checkbox on the PO will be updated accordingly.

   3. When choosing to change the vendor on the po users will select the Vendor tab and select the new vendor they want to select for the PO.  Any associated invoices and payables will also be updated.

2. Federal Assistance Detail changes

   1. The ability to clone a federal assistance detail is now available.  The associated federal assistance summary must exist so it can be selected before saving.

   2. The Federal Assistance Detail report has been improved to display all digits of the CFDA number.  Previously if the 3rd digit to the right of the decimal was a zero it was being truncated.

   3. Federal Assistance Summaries can no longer be deleted if there are associated Federal Assistance Detail records.

3. The Revenues and Expenditures report has been corrected to allow running the report using a specific account filter to limit the report results.

4. A correction to the SOAP bridge that caused a rounding error for po charges for third party applications.

Important Highlights

Please keep in mind these release notes only reflect the changes included in this release.  There are many other features of the software that were previously released that will not be reflected in these release notes.  General information about all of the features available in USAS-R can be found in our USAS-R Documentation.  There is a section in the documentation that also details the significant changes between USAS-R and classic USAS. 

Issues included on this release