IRIS System

Upgrade

IRIS System Upgrade v1 1

Agenda

• Upgrade Information
• Why upgrade?
• End-User Changes
• Upgrade Information Help
• Questions & Answers

IRIS System Upgrade v1 2

Upgrade Information
•Takes place during Thanksgiving holidays
 Should be available on Monday, December 1, 2008
 Training system upgraded prior to production

•Portal SAP functionality not changing

•SAP GUI transaction functionality not changing
significantly

•Some screen appears slightly different

•Minimal terminology changes

3
BW, BPS, and Budget (FMBB)
•No changes in Business Warehouse (BW) and
Business Planning Simulation (BPS) systems

•No changes in Budget screen FMBB (budget

transfers and revisions)

4
Why Upgrade?
•Support for current version (4.72) expiring
•Provides the technical infrastructure to carry the
SAP system until 2012

•Allows for future SAP functionality enhancements

5
Global Changes

Global Changes

IRIS System Upgrade v1 6

Upgrade Copyright
•Displays Copyright
system message on
first logon

 Press Enter or
click on Continue
to complete the
logon

 Will not appear in

future

IRIS System Upgrade v1 7

Global Changes – SAP Easy Access Menu
•Campus Management now Student Lifecycle
Management

IRIS System Upgrade v1 8

Global Changes – Date Entry
•Use F4, F4, then F2

IRIS System Upgrade v1 9

Global Changes – Variant Screen
•Different look, same fields

IRIS System Upgrade v1 10

SLCM Changes

Student Lifecycle
Management (SLCM)
Changes
IRIS System Upgrade v1 11
CM/SLCM Changes
•Campus Management (CM) now Student Lifecycle
Management (SLCM)

IRIS System Upgrade v1 12

CM/SLCM Changes– Student File
•Tab order more logical for student lifecycle

IRIS System Upgrade v1 13

CM/SLCM Changes – Student File
• Holds • Recruitment
• Admission • Applications
• Admission Checklist • Admission
• Majors/Minors/Options • Admission Checklist

Upgrade
• Transcripts Requests • Major/Minors/Options
Current

• Recruitment • Registration
• Registration • Program Type Progression
• Enrollment Certification Request • General Data
• Application for Degree • Holds
• Correspondence • Status
• Scholarships • Advisor(s) (was on Master Data)
• General Data • Requirement Catalogs
• Applications • Application for Degree
• Program Type Progression • UK Degrees Awarded
• Status • Enrollment Certification Request
• Activity Documents • Transcripts Requests
• Requirement Catalogs • Correspondence
• UK Degrees Awarded • Activity Documents
IRIS System Upgrade v1 14
CM/SLCM Changes – Student File
•Prncpl Org Unit now Principal OU

IRIS System Upgrade v1 15

CM/SLCM Changes – Majors/Minors/Options
•Display, Change/Create, and Delete icons/buttons
simplified

IRIS System Upgrade v1 16

CM/SLCM Changes – Advisors Tab
•Advisor(s) tab now on Student File
•See QRC for format details

IRIS System Upgrade v1 17

CM/SLCM Changes – Student Master Data
•More logical tab order groupings

IRIS System Upgrade v1 18

CM/SLCM Changes –Student Master Data
• Address Overview • Personal Data
• Standard Address • Standard Address
• Personal Data • Address Overview
• PCC Units • Additional Data
• Transcripts/Tests • Visa/Residence Data

Upgrade
• Best SAT/ACT • Special Attributes
Current

• Special Attributes • Transcripts/Tests

• Student Category • Best SAT/ACT
• Visa/Residence Data • PCC Units
• Athletics • Related Persons
• Advisors (now on Student File) • Fee Calculation Data
• Related Persons • Student Category
• ADA • Contract Objects
• Vet. Status Eligibil • Grant Assignment (was Sponsored
• Additional Data Data)
• Fee Calculation Data • Athletics
• Bank Data • Vet. Status Eligibil
• Contract Objects • ADA
• Medical Info • Medical Info
• myPasscode_AD • myPasscode_AD
• Registration Oblig. • Registration Oblig.
• Identification Nos. • Identification Nos.
IRIS System Upgrade v1 19
CM/SLCM Changes – Student Master Data
•Prncpl Org Unit now Principal OU

IRIS System Upgrade v1 20

CM/SLCM Changes – Student Master Data
•Extras menu added
•Provides Change Document information

IRIS System Upgrade v1 21

CM/SLCM Changes – Address Overview Tab
•Standard Address now an address usage type
•Address time delimiting added

IRIS System Upgrade v1 22

FI and GM Changes

Finance And
Grant Changes
IRIS System Upgrade v1 23
FI Changes – F.08
•Summarization Level removed
•Business Area Allocation checkbox, Keep Print
Parameters for Output checkbox, and Output
Variants section options added

IRIS System Upgrade v1 24

FI Changes – F.10, FBL3N, FBL4N, F.51, F.08, F.54
•Complex Search Help icon now Search Help button

IRIS System Upgrade v1 25

FI Changes – FB02 and FBD2
•Ledger Grp, Ledger, Ref Key (Head) 1, and Ref Key
2 added

IRIS System Upgrade v1 26

FI Changes – ZFI_PARK_FROM_FILE
•Radio buttons moved

IRIS System Upgrade v1 27

FI Changes - BP
•Control Data tab now Customer Tax Data tab
•Tax ID field removed

IRIS System Upgrade v1 28

FI Changes – FM_FUNCTION
•Changed to transaction format

IRIS System Upgrade v1 29

FI Changes – S_ALR_87012328/S_ALR_87012284
•Fin. Statement Vers. field removed
•Assignment Line field added

IRIS System Upgrade v1 30

FI Changes – New Toolbar
• Added to S_ALR_87012083, S_ALR_87012089,
S_ALR_87012103, S_ALR_87012104, S_ALR_87012341,
S_ALR_87012173, S_ALR_87012177, S_ALR_87012182,
S_ALR_87012195, S_ALR_87012195, F.41

IRIS System Upgrade v1 31

FI Changes – S_KI4_38000039
•Overlaps radio button now Validity Overlaps
Interval
•Complete radio button now Validity Covers
Complete Intvl

IRIS System Upgrade v1 32

FI and GM Changes – Filter Icon
•Integrated filter selection and value entry

IRIS System Upgrade v1 33

GM Changes - GMGRANTD
•Overhead Costs tab now three tabs – Overhead
Costs, Overhead Cost Limits, and Overhead Cost
Refund

IRIS System Upgrade v1 34

GM Changes - GMGRANTD
•Replenishment tab now Report Tracking/
Monitoring tab

IRIS System Upgrade v1 35

HR Changes

Human Resources
Changes
IRIS System Upgrade v1 36
HR Changes – Organizational Assignment 0001
•Grant and Func. Area short text added

IRIS System Upgrade v1 37

HR Changes – Additional Personal Data 0077
•Veteran Discharge Date field added

IRIS System Upgrade v1 38

HR Changes – Additional Personal Data 0007
•Veteran Status choices expanded

IRIS System Upgrade v1 39

HR Changes – Absences 2001
•Payroll ID field now Payroll Identifier

IRIS System Upgrade v1 40

HR Changes – UK Hospital Tab
•Skills (0024) now Qualifications (0024)

IRIS System Upgrade v1 41

HR Changes – PPOSE
•Person Collective Search Help search option added

IRIS System Upgrade v1 42

HR Changes – CAT2
•Multiple Selection for Personnel Number status
tabs now text

IRIS System Upgrade v1 43

HR Changes – PT_QTA10
•Display Absence Quota Information now Absence
Quota Information for Concurrent Employment

IRIS System Upgrade v1 44

HR Changes – PT_QTA10
•Further Selections, Search Helps and Sort Order
Ascending pushbuttons moved

IRIS System Upgrade v1 45

HR Changes – PT_QTA10
•Reporting Period entry simplified

IRIS System Upgrade v1 46

HR Changes – PT_QTA10
•Person ID selection field added

IRIS System Upgrade v1 47

HR Changes – PT_QTA10
•OrgStructure pushbutton added

IRIS System Upgrade v1 48

HR Changes – ESS – US Taxes: Overview
•New table format

IRIS System Upgrade v1 49

HR Changes – ESS – AD & D Enrollment
•Insurance Option box moved

IRIS System Upgrade v1 50

HR Changes – ESS – Personal Data Overview
•New table format

IRIS System Upgrade v1 51

HR Changes – ESS – Address Overview
•New table format

IRIS System Upgrade v1 52

HR Changes – ESS – Family Member/Dependents
•New table format

IRIS System Upgrade v1 53

MM Changes

Materials Management
Changes
IRIS System Upgrade v1 54
MM Changes – Variant Screen
•Same fields, new format

IRIS System Upgrade v1 55

PM Changes

Plant Maintenance
Changes
IRIS System Upgrade v1 56
PM Changes – IW33 Work Orders
•Menu item Order Documents now Documents for
Order

IRIS System Upgrade v1 57

PM Changes – IW33 Work Orders
•Report Planned/Actual button now Rep. Plan/Act

IRIS System Upgrade v1 58

PM Changes – IR02 Work Center
•HR Assignment button now HRMS

IRIS System Upgrade v1 59

PM Changes – IR02 Work Center
•Copy From button now Template

IRIS System Upgrade v1 60

PM Changes – IR02 Work Center
•Standard Values Overview table added

IRIS System Upgrade v1 61

PM Changes – IW47 Confirmation
•Cancel button changed

IRIS System Upgrade v1 62

PM Changes – IW47 Confirmation
•S and ActType (act) columns switched

IRIS System Upgrade v1 63

PM Changes –ZIW38 PM Orders: Selection
•Short Text now Description

IRIS System Upgrade v1 64

Upgrade Information Help
• Upgrade information (updated as needed)
 IRIS/ASG Upgrade Corner
 http://www.uky.edu/IRIS/Upgradecorner/
 Contains updated news items

 myHelp Upgrade Training

 http://myhelp.uky.edu/rwd/HTML/IRISUpgrade.html
 Contains upgrade quick reference cards (QRCs) and upgrade
presentations

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Upgrade Information Help

• For technical problems (password, system problems, etc.) or

problem of unknown origin
 Customer Service Center at 257-1300 or by email helpdesk@uky.edu

• For functional problems (use of a specific function, interpret

information, etc.)
 Call respective department or unit (e.g., Accounts Payable, General
Accounting, Purchasing, Compensation, Registrar, etc.)

• For questions regarding upgrade reference materials

 IRIS Training team at IRISTraining@email.uky.edu

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Questions and Answers

Questions
and Answers
IRIS System Upgrade v1 67