Update 1.4.0001 Business System Accounts Receivable Asset Management Budget Finance Human Resources Purchasing Warehouse
Copyright 2013 by Texas Computer Cooperative All rights reserved Education Service Center, Region 20 1314 Hines Avenue San Antonio, TX 78208-1899 This manual was prepared and published by Education Service Center, Region 20, San Antonio, TX in concert with participating Texas Computer Cooperative members. Made in the United States of America
Documentation Installation Please read the installation checklist provided on the SharePoint site. Known Issues A list of known issues for TxEIS is available on the SharePoint Web site. From the Home tab, select Documents > Releases and Updates > TxEIS to access the Known Issues document. Update/Release Documentation The Business Changes documentation only includes changes that are being released in the current update. For information on previous updates, see the Business Changes document for the specific update. All update/release documentation, training guides, and other associated documentation are identified by the version/release/update number (e.g., 1.1.1). Note that interim updates and patches include the build number at the end (e.g., 1.1.1.1). Business Help The Help files for TxEIS are included in this update/release. Business Help topics that were significantly revised or added are indicated by an asterisk in the SDR number (e.g., txeis123*). New Development None Business System Accounts Receivable Maintenance > Create/Modify Invoice To no longer issue a database error when the user does not populate any fields on the page, and then clicks the Submit button. (txeis22749) To no longer automatically replace values in the Offset Org field with 000 when the user clicks Update Totals after entering new rows of data. (txeis24069) Maintenance > Invoice Inquiry/Customer Notes > Inquiry The program was modified to display the account code description instead of the code in the Description field. (txeis23236) Utilities > Change Fiscal Year The program was modified to allow users to change the fiscal year. Previously, the Unable to Update Accounts message displayed, which caused users to be unable to access the next fiscal year. This issue occurred on one account code multiple times. (txeis23947) Update 1.4.0001 1
Utilities > Import Invoices The program was modified to change the invoice import file to a comma-delimited file format, and to allow a purchase order to be a maximum of 20 characters. Previously, the invoice file upload only allowed 9 characters and did not match the fields in the table. (txeis22247*) Utilities > Create Periodic Invoices The program was modified to correct the functionality of the template creation. Previously, errors were generated if the product data was incorrect. (txeis23696) Asset Management Depreciation > Depreciation Calculations > Calculations To improve the performance of the depreciation calculations processing. Previously, processing never completed. (txeis20922) To remove the Select ALL Reports button. The button is unnecessary as there is only one report option that can be selected. (txeis20922*) To correct the formula used to calculate gains and losses on the sale of an asset item. (txeis23888) Reports > Asset Management Reports The following programs were modified: To correct the filter functionality and to display report descriptions instead of database names in the filter drop down. Previously, disposed items could not be filtered for the report. (txeis23424) Capital Assets/Inventory Listing (BAM1150) Asset Import Report (BAM1350) Inventory Audit File Listing (BAM1450) Budget None Finance Maintenance > Postings > Check Processing - PO To allow the user to pay purchase orders from the Check Processing - PO tab. (txeis22814) To covert uppercase letters to lowercase letters in the account code. (txeis22814) Inquiry > General Ledger Inquiry > General Ledger Inquiry The program was modified to correct the issue that caused the program to lock up when Exclude Objects 61XX is selected and Show Details is not selected. (txeis22898) 2 Update 1.4.0001
Human Resources Inquiry > General Ledger Inquiry > Employee Distribution List Inquiry The program was modified to no longer duplicate employee information based on the number of account code masks records for the logged-on user's user profile. (txeis23186) Utilities > Import Finance Tables The program was modified to correct the issue that caused a problem on the Accounts Receivable overpayments tables when importing files. Previously, the order of the import tables was incorrect. (txeis23960) Reports > Finance Reports > Journals, Checks, Detail Ledgers > Detail General Ledger (FIN1400) The program was modified to correct the issue that caused some accounts to display an erroneous out-of-balance error message when printing reports to close out a month. (txeis23241) Tables > Tax/Deductions > Deduction Cd The program was modified to display the selected vendor for those vendors that have multiple vendor records with the same name but different sort keys. (txeis23255) Maintenance > Hours/Pay Transmittals > Ovtm Hours The program was modified to consider class 1 transactions when determining which soft encumbrances transaction to exclude when the user wishes to exclude soft encumbrances. Previously, only classes 2, 6, and 8 were being considered, which caused a false out-of-balance situation. (txeis22765) Maintenance > Approve CIP Transaction The program was modified to update employee pay records correctly. (txeis22964) Maintenance > PMIS Change in Position To process retro pay for supplements. (txeis22765) To process retro pay for regular hours and overtime hours when the As of First of Year field is selected. (txeis22765) To include the history values of regular hours worked and overtime hours worked on the CIP report. (txeis22765) To delete unprocessed transmittals if the transmittal was created from retro pay processing. (txeis22765) Payroll Processing > Run Payroll > Calculation Reports The program was modified to calculate pre-post TRS373 correctly when absence deductions are not subject to TRS373. Previously, an error occurred when employees had an absence deduction from more than one account code, which caused the pre-post statutory minimum report to not match the final statutory minimum report. (txeis23006) Payroll Processing > Payroll Adjustments > Check Void The program was modified to reverse the leave balances correctly after a payroll is voided. (txeis22762) Update 1.4.0001 3
Payroll Processing > Deduction Checks > Create Transactions The program was modified to add the Page Break by Ded Cd / Vendor check box allowing you to add a page break after each deduction code. By default, the field is not selected. (txeis21023*) Utilities > Extract Teacher Service Record The program was modified to correct the functionality of the Cancel button. Previously, issues occurred when marking rows for deletion. (txeis22142) Utilities > Payroll Simulation > Addendum The program was modified to display the tab correctly. Previously, the Addendum tab would not display; a program error message displayed instead. (txeis23708) Reports > HR Reports > Year To Date Reports > Payroll Balancing Report (HRS3600) The program was modified to use the correct calculation (i.e., emplr_med_tax) when calculating the Balancing Totals at the end of the report. Previously, an incorrect calculation (i.e., med_tax (employee)) was used, which caused a district s pre-post payroll earnings register to reflect out of balance. (txeis24169) Reports > HR Reports > Payroll Information Reports > CYR/NYR Salary Comparison (HRS6650) The program was modified to no longer generate a blank report. Previously, the report did not generate correctly as a result of a Sybase 12 issue with the f_get_base_annual function. (txeis23625) Reports > User Created Reports > HR Report The program was modified to correctly generate a user-created report when the user includes the base annual salary (i.e., the Base Annual field is selected under Job Columns). Previously, the report did not generate as a result of a Sybase 12 issue with the f_get_base_annual function. (txeis23817) Purchasing Warehouse None The Warehouse application was modified to correct the functionality of the Retrieve and Save buttons when Google Chrome is used. (txeis23263) Reports All Warehouse reports were modified to correct the spacing between each column. This issue was caused by Google Chrome compatibility updates. The reports now look identical regardless of which supported Web browser is used. (txeis23727) Reports > Warehouse Reports > Print Shipping Order (BWH1150) The program was modified to rename the column header to Req Nbr in the dialog box that displays when the user clicks the Select Shipping Order(s), or blank for All ellipsis box. Previously, the column header was mislabeled as Name. (txeis22703) 4 Update 1.4.0001