Deployment procedure



Summary of system/functionality/bugs changes in this deployment

|Bug |

|[NWUKFS-1470] - 2 - (KMM) - Return to vendor not populating selected order detail line info |

|[NWUKFS-1672] - (KMM) Study Material Shopping Portal - Cache Problem |

|[NWUKFS-1707] - (IB/KMM) Validation on SORD Document |

|[NWUKFS-1709] - Bank Reconcilation -ACH Payment including credit note |

|[NWUKFS-1713] - KIMAPI - Create Debtor |

|[NWUKFS-1714] - KIMAPI - Create Vendor - duplicates |

|[NWUKFS-1715] - KIMAPI - Debtor Individual create |

|[NWUKFS-1716] - KIMAPI - Debtor create - Customer type |

|[NWUKFS-1721] - Primary Department Code |

|[NWUKFS-1723] - CAM Asset Retirement Global No GL transactions are created |

|[NWUKFS-1724] - Stack trace error when searching on "first name" on person |

|[NWUKFS-1725] - CAM ASSET PAYMENT STACK TRACE ERROR |

|[NWUKFS-1738] - Exception error: Approval of User Registration document |

|[NWUKFS-1740] - Change of fiscal officer on an Account |

|[NWUKFS-1742] - CAM Asset Global Add. OLD DEV Stack trace error when searching for |

|[NWUKFS-1743] - Pre-populate description on e-docs that are copied |

|[NWUKFS-1751] - Stack trace error: DV |

|[NWUKFS-1754] - DV Error Correction Workflow |

|[NWUKFS-1755] - Vendor approval |

|[NWUKFS-1756] - Vendor Routing |

|[NWUKFS-1759] - Reorder of Stock |

|[NWUKFS-1761] - (PO) Chart/ORG Does not Populate on the Reqs from Primary Dept Code |

|[NWUKFS-1763] - (AR) Edit Customer - Employee |

|[NWUKFS-1766] - Bank Recon-Search on amount |

|[NWUKFS-1767] - CAM Asset Manual Payment doc opens only partially. |

|[NWUKFS-1771] - Bank Recon-Edit Bank Code ID ADV Dep |

|[NWUKFS-1776] - Shopping Portal - Save Cart |

|[NWUKFS-1779] - (KMM) Stock History Lookup |

|[NWUKFS-1784] - Payment Request Routing |

|person to approve the transaction |

| |

|Story |

|[NWUKFS-955] - Additional Customer fields to ensure vss-party uniqueness |

|[NWUKFS-835] - (AP) DV/Prepayment Error Correction #3 |

|[NWUKFS-1748] - (KIM) Security configuration (xml) 17 10 2014 |

|[NWUKFS-1741] - Remove edit link on Person Search Results |

|[NWUKFS-1739] - Remove create new link on Person Create |

|[NWUKFS-1733] - Customer validation invalid - VAT Regnr on Customer individual |

|[NWUKFS-1675] - KIM Security Configuration 26 09 2014 |

|[NWUKFS-1668] - Integration - Role and Permissions to allow the system user to super-user |

|approve certain e-docs |

|[NWUKFS-1656] - Security Configuration 2014 09 19 |

|[NWUKFS-1653] - KMM Restrict Profile of user in Shopping Portal |

|[NWUKFS-1652] - (IB) Remove Parameter due to KMM |

|[NWUKFS-1640] - KMM Return to Customer Cash Offset not generated for VAT transactions |

|[NWUKFS-1636] - Customer Credit Memo (CRM) Cash Offset not generated for VAT |

|transactions |

|[NWUKFS-1616] - KIM Order of routing of e-docs |

|[NWUKFS-1594] - Remove UAT data and setups using COA data |

|[NWUKFS-1583] - Data Migration - Setups using Batch Programs |

|[NWUKFS-1545] - Customer type switch indv org |

|[NWUKFS-1540] - Customer (Org) validations to ensure uniqueness on vss party |

|[NWUKFS-1512] - Vat-Metadata framework |

|[NWUKFS-1488] - Vendor type switch indv org |

|[NWUKFS-1486] - Vendor (Indv) validations to ensure vss-party uniqueness |

|[NWUKFS-1485] - Customer duplicates - Pick an existing nwu entity or force create |

|[NWUKFS-1482] - Customer (Indv) validations to ensure vss-party uniqueness |

|[NWUKFS-1481] - Vendor (Org) validations to ensure uniqueness on vss party |

|[NWUKFS-1429] - Data Migration - Populate MM Warehouse OBJ ID with custom sequence |

|[NWUKFS-1419] - Data Migration - KMM Bin and Zones |

|[NWUKFS-1387] - Payee ACH Account - Remove encryption of account number on database |

|[NWUKFS-1337] - Data Migration - Batch upload and log refinements |

|[NWUKFS-1329] - Vendor Tax Number: Remove encryption on database |

|[NWUKFS-1150] - (GEN) Pre-populate description on all edocs |

Deployment dependencies

| |

|None |

JIRA’S handled per module

|COMPONENT |KEY |SUMMARY |LINKED ISSUES |DESCRIPTION |

|AR |NWUKFS-1486 |Vendor (Indv) |NWUKFS-1481 |* org vs. individual -> use ownership type |

| | |validations to ensure | |* local vs. intl |

| | |vss-party uniqueness | | |

| | | | |org local: |

| | | | |name, (vat# if vatable)/reference# |

| | | | | |

| | | | |org intl: |

| | | | |name, reference# |

| | | | | |

| | | | |individual local: |

| | | | |id#, derive dob from id#, title, initial, last name |

| | | | | |

| | | | |individual intl.: |

| | | | |dob, title, initials, last name |

|AR |NWUKFS-1481 |Vendor (Org) validations|NWUKFS-1486, |* org vs. individual -> use ownership type |

| | |to ensure uniqueness on |NWUKFS-1540 |* local vs. intl |

| | |vss party | | |

| | | | |org local: |

| | | | |name, (vat# if vatable)/reference# |

| | | | | |

| | | | |org intl: |

| | | | |name, reference# |

| | | | | |

| | | | |individual local: |

| | | | |id#, derive dob from id#, title, initial, last name, |

| | | | |firstname, gender |

| | | | | |

| | | | |individual intl.: |

| | | | |dob, title, initials, last name, firstname |

|AP |NWUKFS-955 |Additional Customer | |* Upon pre rules prompt the user if multiples exist to |

| | |fields to ensure | |pick an existing or force create an new nwu # |

| | |vss-party uniqueness | | |

| | | | |Fields: |

| | | | |* vat reg# |

| | | | |* vendor institution |

| | | | |* reference# |

|KMM |NWUKFS-1779 |(KMM) Stock History | |When trying to open Reference Documents on the Stock |

| | |Lookup | |History Lookup, the following error occurs. |

| | | | | |

| | | | |HTTP Status 404 - /kew/DocHandler.do |

| | | | | |

| | | | |type Status report |

| | | | | |

| | | | |message /kew/DocHandler.do |

| | | | | |

| | | | |description The requested resource (/kew/DocHandler.do) |

| | | | |is not available. |

| | | | |Apache Tomcat/6.0.35 |

|COMPONENT |KEY |SUMMARY |LINKED ISSUES |DESCRIPTION |

|AR |NWUKFS-1482 |Customer (Indv) | |* differentiate between orgs & individuals |

| | |validations to ensure | |* differentiate between local & intl. |

| | |vss-party uniqueness | | |

|AR |NWUKFS-1540 |Customer (Org) |NWUKFS-1481 |* org vs. individual -> use ownership type |

| | |validations to ensure | |* local vs. intl |

| | |uniqueness on vss party | | |

| | | | |org local: |

| | | | |name, (vat# if vatable)/reference# |

| | | | | |

| | | | |org intl: |

| | | | |name, reference# |

| | | | | |

| | | | |individual local: |

| | | | |id#, derive dob from id#, title, initial, last name, |

| | | | |firstname, gender |

| | | | | |

| | | | |individual intl.: |

| | | | |dob, title, initials, last name, firstname |

|PO |NWUKFS-1485 |Customer duplicates - | |* Vat reg# |

| | |Pick an existing nwu | |* Name |

| | |entity or force create | |* ..... |

| | | | | |

| | | | |* Some addresses |

|AR |NWUKFS-1716 |KIMAPI - Debtor create -| |When creating a Debtor, please add new field/radio button|

| | |Customer type | |with only 2 options - Institution or Individual to decide|

| | | | |what type of Debtor it will be. Leave Customer Type as is|

| | | | |- it is being used in KFS logic. |

| | | | | |

| | | | |Customer Type AS-IS will not work because a Vendor can be|

| | | | |Institution or Individual. Employee can be defaulted to |

| | | | |Individual. This is too much extra logic - just add an |

| | | | |extra field/radio button. |

|AP |NWUKFS-1714 |KIMAPI - Create Vendor -|NWUKFS-1717, |Expand the error message Duplicate Vendor (from VSS) are |

| | |duplicates |NWUKFS-1487 |not allowed. to |

| | | | |Duplicate Vendor (from VSS) are not allowed. Please click|

| | | | |on the magnifying glass next to Vendor # to see all |

| | | | |duplicates and choose the correct one after clicking on |

| | | | |Search. |

|AR |NWUKFS-1715 |KIMAPI - Debtor | |Please remove the Birthdate from & Birthdate to on screen|

| | |Individual create | |when creating an individual. You only have 1 birthdate. |

| | | | | |

|COMPONENT |KEY |SUMMARY |LINKED ISSUES |DESCRIPTION |

|AR |NWUKFS-1713 |KIMAPI - Create Debtor | |When trying to create a new debtor, pre-filling all |

| | | | |fields as necessary for the creation of an institution, |

| | | | |and I click on SUBMIT, I get an error stipulating that |

| | | | |the document cannot be saved : This document cannot be |

| | | | |Saved or Routed because the maintenance record is locked |

| | | | |by #3522. |

|AR, KIM, KMM |NWUKFS-1721 |Primary Department Code | |On "Old" DEV on the person data the Primary Department |

| | | | |Code is Missing. Some of the Modules require the primary |

| | | | |department code to function. Could you please have a look|

| | | | |at this urgently. |

| | | | | |

|AR |NWUKFS-1733 |Customer validation | |When creating a Debtor individual, I am asked to enter |

| | |invalid - VAT Regnr on | |the VAT Regnr. See attached screenprint. |

| | |Customer individual | | |

|KIM |NWUKFS-1739 |Remove create new link | |When on Administration Tab and go to person search. |

| | |on Person Create | | |

| | | | |The create new button on top right needs to be removed |

|AP |NWUKFS-1751 |Stack trace error: DV | |I have login as a person (22474366) whose Primary Dept |

| | | | |code is I-9984 which is equal to the Organization Info |

| | | | |that is currently loaded. |

| | | | | |

| | | | |When I create a DV, the attached stack track error is |

| | | | |received as soon as the document is submitted. |

|KIM |NWUKFS-1738 |Exception error: | |A User Registration document is created. As soon as the |

| | |Approval of User | |document must be approved by the Technical Administrator |

| | |Registration document | |(11942657) and the person document must open, the |

| | | | |attached exception error is received |

|KIM |NWUKFS-1741 |Remove edit link on | |When doing a person search ADministration->Person->Search|

| | |Person Search Results | | |

| | | | | |

| | | | |The resultset returned has a edit link. |

| | | | | |

| | | | |The link should be removed or disabled |

|COMPONENT |KEY |SUMMARY |LINKED ISSUES |DESCRIPTION |

|AP |NWUKFS-1756 |Vendor Routing |NWUKFS-1760 |Post Processor caught exception while handling route |

| | | | |status change:null |

|COA, KIM |NWUKFS-1740 |Change of fiscal officer| |When the Fiscal Officer is changed on an account, an |

| | |on an Account | |error is received that the Account Supervisor do not have|

| | | | |permission to serve as Account Supervisor and the Account|

| | | | |Manager do not have permission to serve as Account |

| | | | |Manager - this problem didn't occur previously. |

| | | | | |

|CAM |NWUKFS-1742 |CAM Asset Global Add. | |Main Menu>Lookup and Maintenance>Asset Global Add. Error |

| | |OLD DEV Stack trace | |when trying to select person for approval |

| | |error when searching for| | |

| | |person to approve the | | |

| | |transaction | | |

|KMM, PO |NWUKFS-1761 |(PO) Chart/ORG Does not | |When trying to create a new requisition on "Old" DEV with|

| | |Populate on the Reqs | |the KIMAPI the Chart/Org information does not get |

| | |from Primary Dept Code | |populated on the Requisition from the Primary Department |

| | | | |Code that is setup under Person data. |

| | | | | |

| | | | |When a reorder is done from KMM the reorder goes into an |

| | | | |exception |

|AR |NWUKFS-1763 |(AR) Edit Customer – | |When trying to edit an Customer which is a employee or |

| | |Employee | |vendor we received a stack trace error "Old DEV" |

|COA |NWUKFS-1724 |Stack trace error when | |Stack trace error when searching on "first name" on |

| | |searching on "first | |person. Search on "middle name" does not give correct |

| | |name" on person | |results. |

|KMM |NWUKFS-1470 |2 - (KMM) - Return to | |When trying to return items to the vendor the document |

| | |vendor not populating | |goes into a status of final but the stock table does not |

| | |selected order detail | |get updated |

| | |line info | | |

| | | | | |

|COMPONENT |KEY |SUMMARY |LINKED ISSUES |DESCRIPTION |

|VAT |NWUKFS-1512 |Vat-Metadata framework |NWUKFS-1648, |Investigate & implement extending KFS GL with a metadata |

| | | |NWUKFS-1647, |table that explains how a gl line was created/influenced |

| | | |NWUKFS-1746, |by vat engine. |

| | | |NWUKFS-1510, | |

| | | |NWUKFS-1671, |Please note: Due to the fact that meta data is generated |

| | | |NWUKFS-1504 |for gl (pending) transactions upon document finalization,|

| | | | |the financial period code is not necessarily populated |

| | | | |due to the fact that it will only get assigned a period |

| | | | |on the proper gl entry once it has gone through poster. |

| | | | |For etl/report purposes the period code should be ommited|

| | | | |as part of the primary key when doing a join from gl |

| | | | |entries. |

|AP |NWUKFS-835 |(AP) DV/Prepayment Error|NWUKFS-1754 |Currently in KFS we cannot correct a DV it was for |

| | |Correction #3 | |example paid against a incorrect account/object. As |

| | | | |decided wrong accounting must be corrected in sub |

| | | | |systems, a DV correction is needed. For the payment |

| | | | |request a credit memo can be created. |

|KMM |NWUKFS-1759 |Reorder of Stock | |New DEV and Test - When doing a reorder of stock. |

| | | | | |

| | | | |KMM>Inventory Mangement> Reorder> selct store P22>Edit |

| | | | |Category for reordering> submit>reload > open requisition|

| | | | |document in Related Financial Docouments tab on reorder |

| | | | |e-doc an error occurs. Please see attachment |

|CAM |NWUKFS-1723 |CAM Asset Retirement | |No GL transactions were created when a asset retirement |

| | |Global No GL | |global document were initiated |

| | |transactions are created| | |

|CAM |NWUKFS-1725 |CAM ASSET PAYMENT STACK | |Stack trace error when submit This information will be |

| | |TRACE ERROR | |forwarded to our support team Please describe what |

| | | | |actions you were taken when the problem occurred Document|

| | | | |id 3617 |

|PO |NWUKFS-1488 |Vendor type switch indv |NWUKFS-1545 |* Duplicate checks needs to be made for new type |

| | | org | |* Retrieve new info & populate |

|GEN |NWUKFS-1337 |Data Migration - Batch | |Data Migration - Batch upload and log refinements |

| | |upload and log | | |

| | |refinements | | |

|COMPONENT |KEY |SUMMARY |LINKED ISSUES |DESCRIPTION |

|GEN |NWUKFS-1387 |Payee ACH Account - | |Remove encryption of account number on database on the |

| | |Remove encryption of | |Payee ACH Account document |

| | |account number on | | |

| | |database | | |

|GEN |NWUKFS-1583 |Data Migration - Setups | |Create Batch jobs to load data populated in the following|

| | |using Batch Programs | |tables: |

| | | | |PDP_CUST_PRFL_T |

| | | | |FP_DV_WIRE_CHRG_T |

| | | | |AR_ORG_OPTION_T |

| | | | |PDP_CUST_BNK_T |

| | | | | |

| | | | |mm_profile_t |

| | | | |ar_sys_info_t |

| | | | |AR_INV_TYP_T ?? |

| | | | |PUR_AP_CMP_PARM_T |

| | | | |pur_comm_t |

| | | | |pur_comm_ext_t |

| | | | |fp_bank_t |

|GEN |NWUKFS-1594 |Remove UAT data and | |Remove UAT data and setups using COA data |

| | |setups using COA data | | |

|GEN |NWUKFS-1419 |Data Migration - KMM Bin| |Create KMM Bin and Zones |

| | |and Zones | | |

|GEN |NWUKFS-1429 |Data Migration - | |Populate KMM Warehouse OBJ ID with custom sequence |

| | |Populate KMM Warehouse | | |

| | |OBJ ID with custom | | |

| | |sequence | | |

|GEN |NWUKFS-1329 |Vendor Tax Number: | |Remove encryption on database of the Vendor Tax number |

| | |Remove encryption on | | |

| | |database | | |

|PO |NWUKFS-1545 |Customer type switch |NWUKFS-1488 |* Duplicate checks needs to be made for new type |

| | |indv org | |* Retrieve new info & populate |

| | | | | |

| | | | | |

| | | | | |

|COMPONENT |KEY |SUMMARY |LINKED ISSUES |DESCRIPTION |

|KIM |NWUKFS-1616 |KIM Order of routing of |NWUKFS-1606 |The routing order of the nodes and roles of the following|

| | |e-docs | |documents, must be changed as follows: |

| | | | | |

| | | | |1. Non-Check Disbursement Voucher: Account (Fiscal |

| | | | |Officer) - AccountingOrganizationHierarchy (Acc Reviewer)|

| | | | |- |

| | | | |BankReconManager (Bank Recon Manager - Non-check DV |

| | | | |Viewer- Disbursement Manager - AP Manager) |

| | | | | |

| | | | |2. Predisbursement Voucher (PDV): Account (Fiscal |

| | | | |Officer) - AccountingOrganizationHierarchy (Acc Reviewer |

| | | | |- AP Manager LImit |

| | | | |- Prepayment Manager) |

| | | | | |

| | | | |3. Payment Request (PREQ): Account (Fiscal Officer) - |

| | | | |AccountingOrganizationHierarchy (Acc Reviewer - AP |

| | | | |Manager LImit) - |

| | | | |VendorIsEmployeeOrNonResidentAlien (Tax Manager) |

| | | | | |

| | | | |The Accounting Reviewer at all of the above documents |

| | | | |must be just after the Fiscal Officer. |

|GEN |NWUKFS-1150 |(GEN) Pre-populate |NWUKFS-1743 |Pre-populate description on all edocs |

| | |description on all edocs| | |

|AR |NWUKFS-1636 |Customer Credit Memo | |The VAT lines generated on the Customer Credit Memo edoc |

| | |(CRM) Cash Offset not | |cross accounts and therefor cash offset lines need to be |

| | |generated for VAT | |generated. |

| | |transactions | |The Cash offset object is one of the fields on chart. |

|KMM |NWUKFS-1640 |KMM Return to Customer |NWUKFS-884 |The VAT lines generated on the return to customer edoc |

| | |Cash Offset not | |cross accounts and therefor cash offset lines need to be |

| | |generated for VAT | |generated. |

| | |transactions | |The Cash offset object is one of the fields on chart |

|ISB, KIM |NWUKFS-1652 |(IB) Remove Parameter | |When we originally developed IB we were not aware that |

| | |due to KMM | |KMM works through the e-doc to bill the customer. A |

| | | | |parameter was introduced to only allow certain object |

| | | | |codes on the e-doc. |

| | | | | |

|COMPONENT |KEY |SUMMARY |LINKED ISSUES |DESCRIPTION |

|KIM |NWUKFS-1653 |KMM Restrict Profile of |NWUKFS-1602 |If users complete their profile on the shopping portal, |

| | |user in Shopping Portal | |they must be restricted according to the Group, Security |

| | | | |Definition and Security Model that was created for that |

| | | | |user. That user must then only be able to use the |

| | | | |Organization to which he/she have access to. |

|KIM |NWUKFS-1656 |Security Configuration | |Security xml for 2014 09 19 |

| | |2014 09 19 | | |

|KIM |NWUKFS-1668 |Integration - Role and | |New Role with Initiate and Super User Approve permissions|

| | |Permissions to allow the| |for the system user. This is needed for integration |

| | |system user to | |purposes. |

| | |super-user approve | | |

| | |certain e-docs | | |

|KMM |NWUKFS-1672 |(KMM) Study Material | |When trying to order study material out of the Study |

| | |Shopping Portal - Cache | |Material Shopping Portal then the full list of warehouses|

| | |Problem | |display. |

| | | | | |

| | | | |We have cleared the browser cache and history and flushed|

| | | | |the cache of kfs then it shows just the SMP stores. As |

| | | | |soon as we try to enter a new transaction then all the |

| | | | |warehouses are displayed again and you have to clear |

| | | | |browser and kfs again. |

| | | | | |

|KIM |NWUKFS-1675 |KIM Security | |XML file attached |

| | |Configuration 26 09 2014| | |

|ISB, KMM |NWUKFS-1707 |(IB/KMM) Validation on | |When trying to create a new SORD - Stores Requisition |

| | |SORD Document | |when trying to submit the transaction the following error|

| | | | |appears. Object code I-2251 is not allowed in this |

| | | | |document. |

| | | | | |

| | | | |This error was related to a parameter that was removed |

| | | | |from the system in Jira 1652. When that parameter was |

| | | | |setup it only allowed certain objects to be used on the |

| | | | |document. |

| | | | | |

| | | | |The parameter has been removed but the validation still |

| | | | |persists within the system. Could you please have a look |

| | | | |at this since it is blocking any stock from being issued.|

| | | | | |

| | | | | |

|COMPONENT |KEY |SUMMARY |LINKED ISSUES |DESCRIPTION |

|CM |NWUKFS-1709 |Bank Reconcilation -ACH | |If a Payment Request together with a Vendor Credit note |

| | |Payment including credit| |is extracted for ACH payment in PDP, the amount uploaded |

| | |note | |to the Bankrecon is multiply three times. See Batch Id |

| | | | |10000152 |

|GEN |NWUKFS-1743 |Pre-populate description|NWUKFS-1150 |Pre-populate description on e-docs that are copied |

| | |on e-docs that are | | |

| | |copied | | |

|AP |NWUKFS-1754 |DV Error Correction |NWUKFS-835 |Armando/Elizna , ek kry die volgende foutboodskap as ek |

| | |Workflow | |'n DV error correction wil doen:errorErrors found in this|

| | | | |Section |

| | | | |User Account Number does not have required role(s) to add|

| | | | |Accounting lines. |

|AP |NWUKFS-1755 |Vendor approval | |Post Processor caught exception while handling route |

| | | | |status change:null |

|CM |NWUKFS-1766 |Bank Recon-Search on | |It should be possible to search on amounts when doing the|

| | |amount | |bank reconciliations. It is difficult to found specific |

| | | | |amounts due to big volumes of transactions. |

|CAM |NWUKFS-1767 |CAM Asset Manual Payment| |Asset Manual Payment doc opens only partially. |

| | |doc opens only | |Main Menu>Administrative Transactions>Asset Manual |

| | |partially. | |Payment. |

| | | | |Search for asset number, select and return. |

|CM |NWUKFS-1771 |Bank Recon-Edit Bank | |It must be possible to edit the bank code ID on the |

| | |Code ID ADV Dep | |Advance Deposit for different bank accounts which are |

| | | | |used. |

|KMM |NWUKFS-1776 |Shopping Portal - Save | |When trying to save a cart in shopping portal before |

| | |Cart | |checkout, the following error message occurs |

|KIM |NWUKFS-1748 |(KIM) Security | |Upload of security file 17 10 2014 |

| | |configuration (xml) 17 | | |

| | |10 2014 | | |

| | | | | |

|COMPONENT |KEY |SUMMARY |LINKED ISSUES |DESCRIPTION |

|AP |NWUKFS-1784 |Payment Request Routing | |When I approve a payment Request as AP Manager, the |

| | | | |Payment Request appear twice in my action list. I have to|

| | | | |approve it twice before status change to final and before|

| | | | |it appear out of my action list. |

KFS Project Team

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