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Status
of the University of Houston System Finance Project
As of April 2002
General Ledger
University of Houston
System adopted PeopleSoft 7.5 Financials for Education and Government
General Ledger as its accounting system of record on September 4, 2001.
Noteworthy activities include:
- Process
Analysis, which was completed in the early fall of 1999.
- Fit
Analysis began in November 1999 and concluded with Shared Chartfield
and Department Structure sessions in December 1999.
- Design
and development was completed, with on-going maintenance occurring in
production.
- Accounting
processes were designed and are available to end users on the Finance
web site.
- Interfaces
from other administrative systems were identified, developed, tested
and are in production.
- User
Acceptance Testing of the General Ledger was completed in February and
March 2001.
- On
going General Ledger training will continue on each of the campuses.
- Conversion
of Fiscal Years 2000 and 2001 historical financial data has been
completed and validated.
- University
of Houston System General Ledger reports were developed and delivered
PeopleSoft reports provided with the General Ledger have been tested
and verified. Additional
report development will continue.
- General
ledger and budget forms have been developed and are available on this
web site.
- End
user security has been completed.
Security requests for the finance applications are available on
this site.
Payables and
Purchasing
Payables
and Purchasing applications in PeopleSoft 7.5 for Education and Government
are in use by all universities in University of Houston System.
Significant milestones include:
- The
Purchasing application was first used during the week of July 16, 2001
for the creation of Fiscal Year 2002 purchase orders.
The first purchase orders created from the production system
were mailed to vendors the week of August 6, 2001.
- FY2002
purchase vouchers were first entered into the production system on
August 21, 2001. University
of Houston departments have entered 14,850 vouchers through October 6,
2001.
- The
first accounts payable checks from PeopleSoft Payables were produced
on September 4, 2001.
- Completion
of Process Analysis for both applications in September 2000.
- Completion
of Fit Analysis for Purchasing in early October, 2000 and Payables in
late October, 2000.
- Completion
of major design and set-up of the applications for UHS use is
complete.
- Initial
User Acceptance Testing of both systems was completed in June, 2000.
- Interfaces
of other University of Houston System applications to Payables were
developed and are in production.
- The
interface of UHS PeopleSoft Payables to the Uniform Statewide
Accounting System, including reimbursement of State payroll, has been
operating since September 4, 2001.
- End
user training is on going at each UHS University.
Links to
documentation resulting from many of these activities is available for use
by University of Houston System users in the Reference and Forms section.
Post
Implementation Enhancements
The project team and
Financial Systems Planning Group have developed an initial listing of
tasks for post implementation, including enhancements, on-going
development and implementation of the remaining modules, which is
available in the Forms and Reference section.
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