From bleflore at osrhe.edu Fri Oct 3 10:02:51 2003 From: bleflore at osrhe.edu (LeFlore, Bobby) Date: Fri, 3 Oct 2003 10:02:51 -0500 Subject: [Cobo] FW: misc payroll withholdings Message-ID: <4499418E013CC64FB4B5689298285004403959@ms.osrhe.edu> Please provide this information to the individuals working on your claims interfaces to the OSF People Soft system. -----Original Message----- From: Jennie.Pratt at osf.state.ok.us [mailto:Jennie.Pratt at osf.state.ok.us] Sent: Friday, October 03, 2003 9:46 AM To: LeFlore, Bobby Subject: misc payroll withholdings I have attached some instructions that the institutions will need for their interface related to miscellaneous payroll withholdings. Can you get this to the institutions. We will have it on the web site next week. (See attached file: Instr_Pymt of Misc Payroll Withholding.doc) Jennie Pratt, Accounting Supervisor Office of State Finance State of Oklahoma 405-962-2422 -------------- next part -------------- A non-text attachment was scrubbed... Name: Instr_Pymt of Misc Payroll Withholding.doc Type: application/msword Size: 26112 bytes Desc: Instr_Pymt of Misc Payroll Withholding.doc URL: From bleflore at osrhe.edu Tue Oct 7 15:05:40 2003 From: bleflore at osrhe.edu (LeFlore, Bobby) Date: Tue, 7 Oct 2003 15:05:40 -0500 Subject: [Cobo] FW: Instructions on Payment of Miscellaneous Payroll Withholding Claims Message-ID: <4499418E013CC64FB4B5689298285004403966@ms.osrhe.edu> -----Original Message----- From: Julie.Dvorak at osf.state.ok.us [mailto:Julie.Dvorak at osf.state.ok.us] Sent: Tuesday, October 07, 2003 2:49 PM To: CORE-General at youroklahoma.com Subject: Instructions on Payment of Miscellaneous Payroll Withholding Claims Instructions on payments of Miscellaneous Payroll Withholding Claims were posted today on the CORE website at: http://www.state.ok.us/coreoklahoma/areas.html. If you have any questions please contact me. Julie Dvorak OSF CORE 962-2420 From bleflore at osrhe.edu Tue Oct 7 16:58:26 2003 From: bleflore at osrhe.edu (LeFlore, Bobby) Date: Tue, 7 Oct 2003 16:58:26 -0500 Subject: [Cobo] FW: Open Forum Session Message-ID: <4499418E013CC64FB4B5689298285004403967@ms.osrhe.edu> -----Original Message----- From: Julie.Dvorak at osf.state.ok.us [mailto:Julie.Dvorak at osf.state.ok.us] Sent: Tuesday, October 07, 2003 4:29 PM To: CORE-General at youroklahoma.com Subject: Open Forum Session TO: Agency Directors, Information Technology Directors, Communications Liaisons You are invited to an Open Forum Session for a presentation of the new Information Security Policy, Procedures and Guidelines. There will be a question and answer session after the forum. The Security Document is located on the CORE website under, Security: http://www.youroklahoma.com/coreoklahoma/security.html WHAT: Information Security Policy, Procedures and Guidelines Open Forum WHY: Provide overview of new Security Document WHEN: Tuesday, October 28th 10:00 AM or Thursday, October 30th, 2:00 PM WHERE: Concourse Theater Between Will Rogers and Sequoyah Building in the basement tunnel Jeanie Robards CORE Project 3812 North Santa Fe, Suite 100 Oklahoma City, OK 73118 Phone: 405 962-2420 Fax: 405 524-9983 E-Mail: Jeanie.Robards at core.state.ok.us From bleflore at osrhe.edu Mon Oct 20 09:08:29 2003 From: bleflore at osrhe.edu (LeFlore, Bobby) Date: Mon, 20 Oct 2003 09:08:29 -0500 Subject: [Cobo] FW: Message-ID: <4499418E013CC64FB4B568929828500440397F@ms.osrhe.edu> -----Original Message----- From: Lisa.McKeithan at osf.state.ok.us [mailto:Lisa.McKeithan at osf.state.ok.us] Sent: Thursday, October 16, 2003 9:20 AM To: jpearsall at zeus.okccc.edu; tsilvers at ucok.edu; bfeighr at mailclerk.ecok.edu; lwilson at neoam.edu; cherryc at cameron.edu; LeFlore, Bobby; dmoore at sosu.edu; rmcdaniel at ou.edu; billjones at carlalbert.edu; burnett at nsuok.edu; MEDavison at nwosu.edu; ibillen at rose.edu; rhalley at okstate.edu; Latham, Tricia; dgreed at mscok.edu; Dcowan at rsu.edu; Wiley, Dianna; higgins_m at ssc.cc.ok.us; Larry-Presley at ouhsc.edu; calvertm at redlandscc.edu; cberry at neoam.edu; bchiles at tulsacc.edu Cc: Jerry.Stillwell at osf.state.ok.us; Brenda.Bolander at osf.state.ok.us; Richard.Clark at osf.state.ok.us; Mike.Jorski at osf.state.ok.us; Judi.Mott at osf.state.ok.us; Theresa.Walters at core.state.ok.us; Sheila.Oakley at core.state.ok.us; Ernie.Stewart at core.state.ok.us; Paul.Phillips at core.state.ok.us; Rita.Bowman at osf.state.ok.us; Brooke.Daniel at core.state.ok.us Subject: I appreciate the effort each of you has made in testing your interface to the new PeopleSoft applications and I believe we have made great progress. I understand that many of you are still testing various scenarios and have requested that we keep the test system available through go-live. Knowing that the more testing that you are able to do right now will enable a smoother transition to the new system, we have agreed to make the test environment available through the end of the month. We will try to extend the system availability through the early part of November, but other testing, trouble-shooting, etc may prevent us from doing so. I have received several questions about the vendor conversion for go-live. Some agencies have requested that we move the test file we have been building over to production. Other agencies have indicated they knew this was a test file and therefore sent non-production data. Since we cannto differentiate between the good and bad data, we will need to build the file from scratch. As you know, the legacy system will be shut down Friday, Oct 24th at 5:00pm. On Saturday, we will begin converting/validating data from the legacy systems. By Monday or Tuesday we will be ready to begin loading the higher ed vendors into the production database. Since you will not have access to the production system during that week, the CORE staff will be working with you to load your vendor files into the system. If you will have a vendor file to load, please send me an email so we can contact you when we are ready to load your file. We need to make sure we are coordinating the load process to ensure that we are processing the correct file. As we load files, we will produce the vendor file extract (core.vendor.file.heclm). This extract will then contain the vendor ids and locations assigned to a vendor in the production system. You will need to make sure that you have updated your legacy files. For testing (and production) purposes, we have set-up a 'student refund' vendor. Vendor id 0000001105 and location 0001. For issue notices (you have already written the check), you may submit this vendor id/location on the header (type 1) record. Then on the payee (type 3) record, you would put the student's name. Using this scenario, the students do not have to be loaded into the vendor file. Again, I really appreciate all of your help and your timely feedback to our requests. Lisa McKeithan Office of State Finance Program Development - 405.521.3772 From bleflore at osrhe.edu Mon Oct 20 09:10:48 2003 From: bleflore at osrhe.edu (LeFlore, Bobby) Date: Mon, 20 Oct 2003 09:10:48 -0500 Subject: [Cobo] FW: Go-Live Bulletin #4 Message-ID: <4499418E013CC64FB4B5689298285004403980@ms.osrhe.edu> -----Original Message----- From: Julie.Dvorak at osf.state.ok.us [mailto:Julie.Dvorak at osf.state.ok.us] Sent: Thursday, October 16, 2003 11:14 AM To: CORE-General at youroklahoma.com Subject: Go-Live Bulletin #4 Communications Liaisons: CORE Go-Live Bulletin #4 BWP revisions have to be completed and submitted to OSF Budget Division no later than October 17, 2003, 5:00 pm. This includes all operating, capital and 700 fund budgets. By this October 17 deadline, 700 Funds must have positive budget balances. Processing will begin again on November 3, 2003. Julie Dvorak OSF CORE 962-2420 From bleflore at osrhe.edu Tue Oct 21 08:58:28 2003 From: bleflore at osrhe.edu (LeFlore, Bobby) Date: Tue, 21 Oct 2003 08:58:28 -0500 Subject: [Cobo] FW: Cut-off Processes, October 23rd and 24th Message-ID: <4499418E013CC64FB4B5689298285004403989@ms.osrhe.edu> -----Original Message----- From: Julie.Dvorak at osf.state.ok.us [mailto:Julie.Dvorak at osf.state.ok.us] Sent: Tuesday, October 21, 2003 7:37 AM To: CORE-General at youroklahoma.com Subject: Cut-off Processes, October 23rd and 24th All payroll information will need to have been processed through OPM by 5:00 pm on Wednesday, October 22 to permit the data files to be transmitted to OSF for the Noon cut-off on Thursday, October 23. The signed payroll claims and PFTs must be received in OSF by Noon on Thursday, October 23. Between Friday, October 24 and Friday, October 31 agencies may continue to work within the OPM system. OSF will resume processing payroll transactions on Monday, November 3. Travel claims must be received in OSF by 5:00 pm on Thursday, October 23 to be processed before the cut-off. If rejected, claims cannot be resubmitted until November 3 in the new format as vouchers. Warrants for claims paid will be available through the Office of the State Treasurer on Monday, October 27. Warrant reissue requests must be received in OSF by 5:00 pm on Thursday, October 23 to be processed before the cut-off. Re-issued warrants will be available through the Office of the State Treasurer on Monday, October 27. Miscellaneous and payroll withholding claims must be received in OSF by Noon on Friday, October 24 to be processed before the cut-off. If rejected, claims cannot be resubmitted until November 3 in the new format as vouchers. Warrants for claims paid will be available through the Office of the State Treasurer on Monday, October 27. PO balances for nonbudgeted orders must be received by Noon on Friday, October 24 to be processed during the conversion period. Account code cut-off is internal to OSF. Julie Dvorak OSF CORE 962-2420 From smauck at osrhe.edu Tue Oct 21 15:07:06 2003 From: smauck at osrhe.edu (Mauck, Sheri) Date: Tue, 21 Oct 2003 15:07:06 -0500 Subject: [Cobo] EDGE Grant funds Message-ID: <4499418E013CC64FB4B568929828500402BD46@ms.osrhe.edu> The State Regents are scheduled (on October 30th) to approve $500 grants for each of the institutions hosting the EDGE Forums to help defray the expenses. We will electronically transfer those funds to the fund you designate for your institution. Please respond to this email with the fund number you wish the deposit to be made. (290? - 430? - 700?) -------------- next part -------------- An HTML attachment was scrubbed... URL: From bleflore at osrhe.edu Tue Oct 21 16:57:47 2003 From: bleflore at osrhe.edu (LeFlore, Bobby) Date: Tue, 21 Oct 2003 16:57:47 -0500 Subject: [Cobo] FW: General Ledger Information Message-ID: <4499418E013CC64FB4B568929828500440398E@ms.osrhe.edu> -----Original Message----- From: Julie.Dvorak at osf.state.ok.us [mailto:Julie.Dvorak at osf.state.ok.us] Sent: Tuesday, October 21, 2003 4:45 PM To: CORE-General at youroklahoma.com Subject: General Ledger Information The Crosswalk for Agency Special Accounts and Agency Clearing Accounts has been posted to the CORE website at: http://www.youroklahoma.com/coreoklahoma/areas.html. Julie Dvorak OSF CORE 962-2420 From bleflore at osrhe.edu Fri Oct 24 09:00:02 2003 From: bleflore at osrhe.edu (LeFlore, Bobby) Date: Fri, 24 Oct 2003 09:00:02 -0500 Subject: [Cobo] FW: User IDs and Passwords Message-ID: <4499418E013CC64FB4B56892982850044039A2@ms.osrhe.edu> -----Original Message----- From: Julie.Dvorak at osf.state.ok.us [mailto:Julie.Dvorak at osf.state.ok.us] Sent: Thursday, October 23, 2003 2:12 PM To: CORE-Security at youroklahoma.com Subject: User IDs and Passwords Attention: Agency Security Representatives The UserIDs and passwords for your agency to access the PeopleSoft System will be available for pickup at the CORE Office, 3812 N. Santa Fe Suite 100, beginning Tuesday, October 28th, at 1:00 p.m. You will need to pick them up in person and sign that you have received them. If, for any reason you cannot pick them up in person, I will need an email designating an alternative. If you would like them on a diskette, please bring one with you and we will download it for you. Please Note: We are currently reviewing the users to make sure they have the training necessary to access the system. Some of the users at your agency may not receive User IDs because these users have not received training. Linda Belinski CORE Security Lead linda.belinski at core.state.ok.us /jd From bleflore at osrhe.edu Mon Oct 27 08:48:28 2003 From: bleflore at osrhe.edu (LeFlore, Bobby) Date: Mon, 27 Oct 2003 08:48:28 -0600 Subject: [Cobo] FW: Agency Checklists Message-ID: <4499418E013CC64FB4B56892982850044039A5@ms.osrhe.edu> -----Original Message----- From: owner-core-general at youroklahoma.com [mailto:owner-core-general at youroklahoma.com]On Behalf Of Julie.Dvorak at osf.state.ok.us Sent: Monday, October 27, 2003 8:11 AM To: CORE-General at youroklahoma.com Subject: Agency Checklists Checklists for Accounts Payable and General Ledger processes have been posted to the CORE website at: http://www.youroklahoma.com/coreoklahoma/instr_checklists.html These checklists go hand-in-hand with the Business Process Flows and Training Manuals to assist financial personnel in their daily, monthly and yearly tasks. Please pass this information to the appropriate personnel. Thanks! Julie Dvorak OSF CORE 962-2420 From bleflore at osrhe.edu Wed Oct 29 11:13:36 2003 From: bleflore at osrhe.edu (LeFlore, Bobby) Date: Wed, 29 Oct 2003 11:13:36 -0600 Subject: [Cobo] FW: 3 Accounts Payable Issues Message-ID: <4499418E013CC64FB4B56892982850044039BA@ms.osrhe.edu> -----Original Message----- From: owner-core-general at youroklahoma.com [mailto:owner-core-general at youroklahoma.com]On Behalf Of Julie.Dvorak at osf.state.ok.us Sent: Wednesday, October 29, 2003 10:36 AM To: CORE-General at youroklahoma.com Subject: 3 Accounts Payable Issues All of this information is posted at http://www.youroklahoma.com/coreoklahoma/areas.html Revised Vendor Maintenance Form A new form has been created for use in communicating with the Department of Central Services and the Office of State Finance. DCS will continue to maintain registered vendor file information, and OSF will maintain non-registered vendors. For new, non-registered vendors (send form to OSF); and for changes and updates to existing vendors, non-registered (send form to OSF) and registered (send form to DCS). OSF Object of Expenditure Account Codes for 1099 Reporting This is the list of expenditure account codes subject to possible 1099 reporting for vendors/payees being paid with said codes. This list will be used to identify on the OSF Form Vend, if the vendor file will show 1099 reporting status. Adding Employees and Board Members to Vendor File We will accept a listing or an Excel file of employees and/or board members when accompanied with a certification statement that the information is correct and signed by the agency fiscal officer. Send the file to Steve Wilson at OSF. The file should include name, address with 9-digit zip code, and SSN. Contact Steve Wilson at 405-521-4679, to discuss this procedure. An example spreadsheet to use for reporting this information is posted on the website. Thanks! Julie Dvorak OSF CORE 962-2420 From bleflore at osrhe.edu Thu Oct 30 15:00:04 2003 From: bleflore at osrhe.edu (LeFlore, Bobby) Date: Thu, 30 Oct 2003 15:00:04 -0600 Subject: [Cobo] FW: Important Clarification on Adding Employees and Board Members to Vendor File Message-ID: <4499418E013CC64FB4B56892982850044039BD@ms.osrhe.edu> -----Original Message----- From: owner-core-general at youroklahoma.com [mailto:owner-core-general at youroklahoma.com]On Behalf Of Julie.Dvorak at osf.state.ok.us Sent: Thursday, October 30, 2003 10:35 AM To: CORE-General at youroklahoma.com Subject: Important Clarification on Adding Employees and Board Members to Vendor File These instructions are for adding *new* employees or board members, or for adding existing employees subject to travel and who haven't traveled in the last 18 months. http://www.youroklahoma.com/youroklahoma/areas.html Julie Dvorak OSF CORE 962-2420 From bleflore at osrhe.edu Thu Oct 30 16:15:50 2003 From: bleflore at osrhe.edu (LeFlore, Bobby) Date: Thu, 30 Oct 2003 16:15:50 -0600 Subject: [Cobo] FW: Go-Live Announcement Message-ID: <4499418E013CC64FB4B56892982850044039BF@ms.osrhe.edu> -----Original Message----- From: owner-core-general at youroklahoma.com [mailto:owner-core-general at youroklahoma.com]On Behalf Of Julie.Dvorak at osf.state.ok.us Sent: Thursday, October 30, 2003 3:27 PM To: CORE-General at youroklahoma.com Subject: Go-Live Announcement On Monday, November 3rd, CORE UserIds and passwords will be activated. Agencies 007-450 can log in at 8:00 a.m. Agencies 452-980 can log in at 12:00 p.m. Agencies that logged in at 8:00 a.m. may remain on the system. Please instruct your users to take the following steps to get to the CORE System. The steps should prevent users from making most of the common mistakes in opening a webpage, such as mistyping the address or being unable to click to a website from within an email. 1. Open your personal computer's browser. 2. Go to the CORE Website at http://www.youroklahoma.com/coreoklahoma/ 3. Click on the CORE Log In button on the upper left hand navigation bar. 4. Within the body of the text it reads, "Log into CORE Financials/Purchasing System." Click on that line. 5. Once you are on that page, you should bookmark or make a favorite of the site within your browser. After you bookmark/make favorite you can skip #s 1-4 the next time you log in. Another handy alternative to bookmark/favorites is to create a shortcut on your desktop. If an employee receives a message saying "Your UserId and/or Password are Invalid" it may be because that UserId hasn't been activated as a valid user in the CORE Security office. Also, if an employee mistypes their password 3 times, it will kick them out and the password will have to be reset by the OSF HelpDesk. The Office of State Finance Help Desk has been expanded to handle the needs of the CORE system. OSF Help Desk information is found at: http://www.osf.state.ok.us/dp_helpdesk.html. Thank you for your amazing support and dedication in implementing the first phase of the CORE system! Julie Dvorak OSF CORE 962-2420 From scunningham at osrhe.edu Fri Oct 31 16:33:58 2003 From: scunningham at osrhe.edu (Cunningham, Sandy) Date: Fri, 31 Oct 2003 16:33:58 -0600 Subject: [Cobo] Compliance Review of Tuition and Fees Message-ID: <21500A334B01C84D89FE28F0F8C492911DD06F@ms.osrhe.edu> The State Regents have requested a review of institutions' published FY04 tuition and fee rates (both mandatory and academic services fees) for compliance with State Regents' approval actions on June 30 and September 12, 2003. Regents' staff are in the process of compiling the information and ask your assistance by providing your institution's publication(s) detailing this information. Please send it to me at the State Regents office by November 7 or bring it with you to next Thursday's Council of Business Officers meeting. If you have any questions, please contact me. Sandy Cunningham Fiscal Analyst Oklahoma State Regents for Higher Education 655 Research Parkway, Suite 200 Oklahoma City, Oklahoma 73104 scunningham at osrhe.edu 405.225.9127 -------------- next part -------------- An HTML attachment was scrubbed... URL: