UT Dallas External Phone Calls
OIT is aware of an issue affecting some external calls to the University to be disconnected and is working with Microsoft for a solution. Calls to our Service Desk are functioning normally. We will provide additional details as they become available.
Financial Management Systems
Financial Management Systems (FMS) provides technical support for all things financial but primarily PeopleSoft. There are several modules within PeopleSoft Finance, some of which are General Ledger, Procurement, Asset Management, and Project Costing. PeopleSoft Finance also interfaces with other applications, both internal to UTD and external. The FMS team supports PeopleSoft Finance FMS through maintenance activities and also performs many customizations at the functional end-user’s request.
About Financial Management Systems
The primary customers of the FMS group are:
The primary responsibility of the FMS group is the maintenance, development, and support of the enterprise-wide administrative business systems of the university:
- Financial Management Systems (FMS)
- Several supporting ancillary systems
Services
Areas Where Financial Management Systems Serves
Asset Management
- Adding Assets
- Integrating Asset Management with other products
- Using Asset Management Work Center
- Maintaining Leased Assets
- Adjusting, re-categorizing, transferring and revising assets
- Retiring and reinstating assets
- Maintaining Asset book information
- Generating asset accounting expense
- Allocating depreciation expense
- Integrating with GL
- Performing mass change to assets
Accounts Payable
- Maintain vouchers
- Maintain invoice/voucher integration
- Budget check, match post vouchers
- Create, withhold and post payments
- Process payments
- Voids an reissues
- 1099 reporting
- Reconciliation with GL
- Legacy data search
Accounts Receivable
- Maintain customers
- Define payment processing
- Maintain entry types and entry reasons
- Enter online and external pending items
- Process receivables updates
- Enter deposits and electronic payments
- Payment worksheet entry and processing
- Manage payment exceptions and collections
- Aging reports
Billing
- Maintain bills online
- Process billing interface
- Copy and generate invoices
- Process revenue recognition
- Post billing transactions to GL
- Integrate with Contracts and AR
- Letter of credit
Contracts
- Create and amend contracts
- Manage prepaid and recurring contract lines
- Maintain billing and revenue plans
- Process as Incurred billing
- Manage contract revenue
Treasury & Cash Management
- Maintain banks and branches
- Maintain bank accounts, types, payment methods
- Define bank reconciliation rules, tolerances
- Daily banking activity
- Process bank reconciliation
- Review and update recon exceptions
- Bank statement accounting
- Integration with Payroll
- Fund transfer requests
- Cash handling and compliance
Travel & Expenses
- One Card
- Travel authorization
- Reconciliation with GL
Grants Management
- Maintain sponsors
- Maintain proposals
- Review proposal dates, budget, resources
- Secured access to proposal documents
- Generate and maintain awards
- Maintain award budget, cost sharing, certifications
- Request and approve project budget revisions
- Maintain billing revenue plans
- award milestone notifications
- COI reporting
- Close-out of sponsored projects
General Ledger
- Installations options and common definitions
- Chartfield setup and maintenance
- Chartfield combination editing
- Maintain trees
- Maintain accounting entry definitions
- Journal generation
- Spreadsheet journal upload
- journal processing and approval
- Inter-unit and intra-unit accounting
- Month-end and year-end close
- Review financial information
- Account reconciliation
- LOR certification
- USAS reporting
- Annual financial reporting
Commitment Control
- Setup and maintain commitment control budgets
- Maintain source transactions
- Maintain budget security
- Load budget journals nd transfers
- Budget checking of other PS module transactions
- Review available budget and tolerances
- manage budget exceptions and notifications
- Budget planning module
Project Costing
- Maintain projects and activities
- Review project security and activities
- Process project accounting
- Cost collection and integration
- Review accumulated costs by project
- Maintain analysis types
Purchasing
- Create and approve requisitions
- Create and approve purchase orders
- Maintain integration with Jaggaer
- Mange Jaggaer access and workflow approval setup
- Creating change orders
- Setup and maintain suppliers
- Maintain integration with Payment Works
- Maintain employee vendors
- Buyers workbench
- Budget check, receiving and closing PO’s
- HUB reports
Technical Development
Technical Development Responsibilities
Develops and maintains programs and processes within the ERP system.
Develops and maintains interfaces to and from the ERP system.
Leads design efforts for new processes and enhancement to existing processes.
Performs systems development and manages multiple development tasks as necessary.
Functional Analysis and Application Consulting
Functional Analysis and Application Consulting Responsibilities
Provide guidance to customers on existing ERP features to identify opportunities or business process re-design.
Continuously review current inventory of modifications to identify opportunities to rescue technical debt.
Identify opportunities to use new technologies to improve the user experience.
Shares process information an makes recommendations on how to improve processes and overall job execution within the team/department.
Production Support
Production Support Responsibilities
Provides high-level support and troubleshooting of all issues related to functional processes that are not working to the business community satisfaction.
Provides backup support and assistance to other team members.
Research, coordinate, retrofit code changes and make recommendations on application of maintenance and upgrades.
Creates data fixes and code line updates to resolve reported production issues.