Finance SS 8.7 Release Guide

Banner Finance Self-ServiceRelease GuideRelease 8.7August 2014/nBanner®, Colleague®, PowerCampusŽ, and Luminis® are trademarks of Ellucian Company L.P. or its affiliates and are registered in the U.S. and other countries. EllucianŽ, Ellucian Adv anceŽ, Ellucian Degree WorksŽ, Ellucian Course SignalsŽ, Ellucian SmartCallŽ, and E llucian RecruiterŽ are trademarks of Ellucian Company L.P. or its affiliates. Other names may be trademarks of their respective owners. ©2014 Ellucian Company L.P. and its affiliates. The unauthorized posse ssion, use, reproduction, dist ribution, display or disclo sure of this material or the information contained herein is prohibited. Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Elluci an licensees, and is subject to the terms and conditions of one or more written li cense agreements between Ellucian and the licensee in question. In preparing and providing this publicati on, Ellucian is not rendering legal, accounti ng, or other similar professional service s. Ellucian makes no claims that an institution's use of this publication or the soft ware for which it is provided will guarantee compliance with ap plicable federal or state laws, rules, or regulations. Each organizati on should seek legal, accounting and other similar professional services from compe tent providers of the organization's own choosing. Prepared by: Ellucian 4375 Fair Lakes Court Fairfax, Virginia 22033 United States of America Revision History Publication DateSummary August 2014New version that supports Banner Finance Self-Service 8.7 software. /n 3Release Guide|Contents Contents Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Budget Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5 Budget Detail Queries for Grants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 Resolutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 /n 4Release Guide|Introduction IntroductionThis release guide describes the Banner ® Finance Self-Service 8.7 release. This release includes the Budget Development enhancement which supports downloading line item text with budget lines. For comprehensive and detailed resolution information for the enhancements added and the defects corrected in this release, please refer to the supplemental Resolutions Report file (Banner_Finance_Self_Service_Resolutions_Report_8.7.txt ) delivered along with this Release Guide. The information in the Resolutions Report is extracted from the Ellucian Support Center just prior to product release. System Requirements The following minimum releases must be insta lled before upgrading to Banner Finance Self-Service 8.7: ŁBanner General 8.3 ŁBanner Web General 8.2 ŁBanner Web Tailor 8.2 ŁBanner Finance 8.8 /n 5Release Guide|Budget Development Budget DevelopmentNote: This enhancement was originally delivered in the Banner Finance Self-Service 8.6.0.5 patch. If you have not installed the patch, this enhancement is installed as part of Banner Finance Self-Service 8.7. There have been no functionality changes since the patc h release. This addresses Change Request Enhancement CR-000105924. The Budget Development Worksheet and Query have been enhanced when using line item text with budget lines. The budget development download feature now in cludes the text associated with budget lines in all downloads from the worksheet and the budget development query. The Print text and No Print text fields up to 4,000 characters each are included as separate columns in the CSV download file. Also, any carriage re turns being added to line item text using the Self-Service worksheet are now saved to the database and the carriage return or paragraph spacing are preserved and included as part of the CSV text download format. /n 6Release Guide|Budget Detail Queries for Grants Budget Detail Queries for Grants Note: This enhancement was originally delivered in the Banner Finance Self-Service 8.6.0.2 patch. If you have not installed the patch, this enhancement is installed as part of Banner Finance Self-Service 8.7. The enhancement was updated with change request CR-000108840 also delivered with Banner Finance Self-Service 8.7 for checks canceled from the prior year. This addresses Change Request Enhancement 1- 1H8AIXT. The grant inception-to-date budget query has been enhanced for indirect cost encumbering to exclude all appropriate transactions from the detail document list whenever a transaction is not posted to the grant ledger. This update can be installed before the indirect cost encumbering feature released with Banner Finance 8.9. /n 7Release Guide|Resolutions ResolutionsFor comprehensive and detailed resolution information for the enhancements added and the defects corrected in this release, please refer to the supplemental Resolutions Report file (Banner_Finance_Self_Service_Resolutions_Report_8.7.txt ) delivered along with this Release Guide. The information in the Resolutions Report is extracted from the Ellucian Support Center just prior to product release. ./n

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