Integrated System
11i Upgrade
Overview
What is an upgrade?
• Not an implementation
• Movement from the current version of
the applications to the latest available
version
• Technical vs. functional
Why do an Upgrade?
• Allows University to stay current
• Enhanced functionality, even with
technical upgrade
• Long-term opportunities to use major
new functionality
Long-term Functional
Opportunities With Upgrade
• Self Service
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Time entry
View earnings statement
View and modify selected personal information
More
Position Control
Burden Schedule Overrides
Automatic PO Faxing
Improved Invoice Approval Routing
Why now?
• Ease of upgrade to latest version
• Not the first
• Optimal support from the vendor
What comes with the technical
upgrade?
• For everyone
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Web-like features,
Personal homepage,
Better help and error messages
Cancellation of long-running queries
• Purchasing
– Automatic retry of Document Manager errors
– Purchase order copying
• General Ledger
– Direct drill-down from GL to PO, AP, AR, and GM
What comes with the technical
upgrade?
• Grants Management
– Drill down from award management to award budget
forms
– Installment closeout notification
• HR
– Mass employee assignment update
– Earnings policy button on assignment
What comes with the technical
upgrade?
• LD
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Summary of adjustments by batch name
Distribution adjustment by assignment
Standard reports for payroll encumbrances
Schedule lines sorted most recent on top
Pro-rata calculation of encumbrances
• Support for MacIntosh OS 10 and greater
Differences in the
Navigator Window
New Menu
Options
11.0.3
Toolbar
Menu
Options
11i
Toolbar
Connected
Personal Homepage
Workflow Notifications
Set Up
Favorites
Add Website
Addresses
Differences in the Forms
Message and Status
Lines on Toolbar
11.0.3
11i
LOV icon on toolbar
Required Fields
Highlighted
LOV in Field
Message and Status
Lines at the bottom of
the window
More Differences in Forms
11.0.3
11i
Bubble
Help
Alternate Regions in
Drop-down list
Alternate
Regions
Right Mouse Click
Capability
Impact on You
• Training
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Primarily navigation
High level functional workshops
Expanded training for some modules, e.g. LD
11.0.3 training phase-out
Impact on You
• Basically, do work the same way
• Responsibilities remain virtually the same
• Discoverer reports:
– Will still be available
– Will need to be tested and possibly modified
– New version of Discoverer – 4.1
• Opportunity to participate in housekeeping
functions
• Cutover period
Timeline
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Completion of the 1st trial upgrade
11.0.3 development freeze
Completion of 2nd trial upgrade
Completion of CRP-I
Completion of 3rd trial upgrade
Completion of CRP-II
Completion of 4th trial upgrade
Desktop Preparation & Discoverer Upgrades
11i User Fair
Begin User Training
Availability of Discoverer Test Instance
Completion of User Acceptance Testing
GO-LIVE
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Functional Upgrade Analysis & Implementation 5/2004 – 5/2005?
9/2/03
9/15/03
10/10/03
11/19/03
12/17/03
2/18/04
3/2/04
2/16-3/16/04
3/3/04
3/22/04
3/22/04
4/5/04
5/3/04
Desktop Requirements
• In general
– Memory upgrades
– OS Windows 2000 or above
– Performance degradation in PCs over 3 years
old
• For specific recommendations, see
www.virginia.edu/integratedsystem and
click the 11i Information quick link.
For more information
• Go to www.virginia.edu/integratedsystem
and click 11i Information quick link.