The agenda for the Wednesday 5/8/13 Agency Checkpoint Conference Call (2:00 PM - 3:00 PM) is posted on the Agency Conference Calls and Meeting Agendas and Notes page of the SFS website. NOTE: Conference call dial-in information is now posted in the Agency Resources managed content area in SFS Production. SFS is no longer sending calendar invitations for this call.

Agencies should review the agenda and determine which staff members should attend the call based on the topics to be covered. Due to the number of participants on this call, PLEASE ENSURE that your staff attend together as a group (using ONE webinar / phone line if possible), so that all attendees will be able to access the session. This also facilitates cross-team discussion at your Agency.

Agencies are reminded to dial in / login to the call and webinar promptly at (or before) 2:00 PM each Wednesday, so that they don't miss any of the important information presented in these calls. Click the link above to access the agenda.

In order to bring ERT (PRFCAS) back to a fully-functioning, Production-like test environment for agencies, it has been refreshed with data from SFS Production after batch processing on 4/30 (5/1 early morning). PRFCAS re-opened to Agency users on 5/6. It now contains the rolled-over Budgets and Purchase Orders and new FY13-14 Agency KK and Approp/Seg Budgets that were established in Production, and has Production Budgetary Controls in place. Bulkload agencies seeding their legacy test systems for testing against PRFCAS should clone their systems AFTER loading the month-end Master File extracts. Contact the SFS Help Desk with any questions.

Agencies need to update their chartfield clearing accounts related to credit cards, prompt payment interest charged to Exempt Funds, and AP Prepaid to reflect the new budget year. In addition, some of the appropriations will lapse on June 30, 2013. The clearing accounts are Purchasing, Travel and AP related configurations located in GL.

Attached to an e-mail sent to selected agencies on 5/1 was a spreadsheet template that will allow agencies to update all of these clearing accounts by submitting the spreadsheet in one incident to the SFS Help Desk. Agencies that received the e-mail should complete the portion of the spreadsheet that applies to their Business Unit(s), and submit it to the SFS Help Desk by Wednesday 5/15/13.

Click the link above for full information, including special conditions for PCard / NET Card and TCard clearing account string updates.

The preliminary Bulkload Agency Interface Layouts for the upcoming 2013 Summer Release are posted on the Bulkload Toolkit page of the SFS website (under Future Release). These layouts will be finalized soon by SFS per the discussion at the 5/7 Bulkload User Group Meeting. Click the links above for full information.

The following new / updated / revised items are posted to the SFS website:

• 5/14 Travel and Expense User Group Meeting Agenda (posted 5/8)
• 5/13 GL/KK User Group Meeting Agenda (posted 5/8)
• 4/9 Travel and Expense User Group Meeting Notes (posted 5/8)
• 5/8 Agency Checkpoint Conference Call Agenda (posted 5/7)
• 5/9 Grants User Group Meeting Agenda (posted 5/7)
• 5/9 Procure-to-Pay User Group Meeting Agenda (posted 5/7)
• Updated User Support Contact List (posted 5/7)
• 4/24 Agency Checkpoint Conference Call presentation (posted 5/7)
• Updated Job Aids (posted 5/6):
• JAA-EDA201-005 (Maintaining Data Integrity Using Queries)
• JAA-EDA201-006 (Performing Mass Updates (Future Phase Agencies)
• Revised Quick Start Guide: Outbound File Extracts (posted 5/6)
• Revised Bulkload Agency Interface Layouts for Future Release (posted 5/3)
• Updated OGS list of Master Contract VARs (posted 5/3)
• 4/11 Procure-to-Pay User Group Meeting Notes (posted 5/2)
• 4/17 Agency Checkpoint Conference Call presentation (posted 5/2)
• 4/10, 4/3, 3/27 and 2/27 Agency Checkpoint Conference Call Notes (posted 5/2)
• 4/9 Bulkload User Group Meeting Notes and presentation (posted 5/1)
• 5/1 Agency Checkpoint Conference Call presentation (posted 5/1)
• Bulletin: Chartfield Clearing Account Updates Needed (posted 5/1)
• Updated Accounting Codes Extract File (posted 5/1)
• New Job Aid: JAA-AP205-024 (PCard and NET Card Reconciliation Voucher Reset) (posted 5/1)
• 5/1 Agency Checkpoint Conference Call Agenda (posted 4/30)
• Revised Job Aid: JAA-CN201-002 (Creating a Contract Revision) (posted 4/29)
• 5/2 Revenues User Group Meeting Agenda (posted 4/29)
• 4/4 Revenues User Group Meeting Notes (posted 4/26)
• Updated Commodity Code to Account Mapping (posted 4/26)
• Revised Job Aid: JAA-AP210-020 (Paying an Interagency Bill) (posted 4/26)
• Updated Quick Start Guide: Validations for Interagency Billing and Related Vouchers (posted 4/25)
• Validations for Interagency Billing and Related Vouchers presentation (posted 4/25)
• Bulletin: Changes to AR and Billing Modules to Ensure Proper Accounting Practices (posted 4/25)
• Bulletin: All Agencies: New Security Role, and ASA Validation Needed (posted 4/25)
• New Job Aid: JAA-PO000-016 (Purchase Order Rollover Overview) (posted 4/23)

Click the link above to access the Latest Web Updates page of the SFS website. Be sure to check this page often, as new items are posted daily.

Contact feedback@sfs.ny.gov with any questions. 

Thank you.