University IT has been working with the Workday implementation teams to ensure a smooth transition for systems impacted by the changes to the Chart of Accounts. As the format of account and subcode get replaced by the Workday terminology of FAO and FAC, the data construct changes (6 digit account numbers now become 8 alphanumeric FAOs; 4 digit subcodes become 7 alphanumeric digits) .
The following are secondary systems / areas investigated for change in Chart of Accounts impact:
Student Employment Office
TransAct ( Food Services)
Med Ctr Payroll Deduction
RC Cashier Offices
Conference & Events
Memorial Art Gallery
Eastman School of Music
If you believe that you may have a situation with a system not listed above that could be affected by the Chart of Accounts change, please contact Jeff Meteyer ( 585-406-1066, email@example.com) for review.
GL/COA team co-leads Kathy Strojny and Patty Stevens led two informational sessions at the Simon School of Business and the Medical Center on November 5th and 8th. The presentations provided a general overview of the UR Financials project and timeline. They also introduced the Financial Data Model (FDM), which is the replacement for the FRS chart of accounts, and worktags, which are the underlying building blocks. The sessions were well-attended and a dynamic discussion followed the presentation of materials. The slides, which include a crosswalk from FRS to Workday, are posted under Resources > UR Financials Project General Information.
The preliminary cross reference between FRS subcodes and Workday worktags is available for use. The Excel spreadsheet allows users to look up their favorite FRS subcodes and determine the corresponding Workday Spend Category, Revenue Category, and Ledger account. As additional subcodes are added to FRS, the UR Financials team will update the cross reference to reflect the changes.
Refer to the crosswalk spreadsheet here.
Feedback or questions, please use the Contact Us link on the UR Financials website
Wednesday September 18, 2013 from 3-5 pm at Alumni and Advancement Center in Seminar Room 101
The Integrations Technical Team will be presenting the following:
- Overview of Project in Relation to Integrations
- Brief Review of Types of Integration and Responsibilities (UR or Workday)
- Discussions around Communications (e.g. Error Trapping and Messaging)
- Demonstration of the Financial Data Converter
- Testing Strategy
- Ongoing Communications
The full meeting presentation can be accessed Resources > Integrations SIG tab.
The Technical Management and Integration team within the UR Financials team holds a special responsibility for the life of the project: to transition from the Financial Records System (FRS) to the incoming Workday system. With this introduction are tireless efforts of research, testing, revising and documentation. Over the forty years of its existence, FRS created hundreds of lines and links to auxiliary systems such as HRMS, Cognos, COEUS and FAMIS, among others. Those links require careful attention to ensure that data is transmitted seamlessly and that all business processes may be maintained over the transitional period and beyond. Once the links are created and tested, the Integration team will continue to support the Financial Data Converter to maintain the translation of information from FRS to Workday and from Workday to FRS.
Though often surrounded by the designs, architecture plans and risk-mitigation procedures, the UR Financials Integration team stands front and center with their meticulous and expert utilization of our data and we salute them for their efforts!