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Release Notes(Version 1.0)

OMIS Enhancements

Software Version 16.16.12

Federal Acquisition Service (FAS)

AAS Business Systems (AASBS)05/05/2016

OMIS Enhancements Release Notes – 16.16.12

TABLE OF CONTENTSExecutive Summary..................................................................................................................................... 2

1.0 B-04509 Prevent Fee generation against SAF funds.........................................................................3

1.1 Description............................................................................................................................... 3

1.2 User/Workflow Impact..............................................................................................................3

1.3 Interface Impact........................................................................................................................ 3

2.0 B-04318 – View Cancelled Bills Report..............................................................................................4

2.1 Description............................................................................................................................... 4



3.0 B-04314 – Save ACT History to Excel...............................................................................................5

3.1 Description............................................................................................................................... 5



4.0 B-04548 – Update FSC Acronym to FSD...........................................................................................6

4.1 Description............................................................................................................................... 6



5.0 B-04650 – Reinstitute Capturing Sales..............................................................................................6

5.1 Description............................................................................................................................... 6



6.0 B-04275 - Maintain Employee, Employee Type.................................................................................7

6.1 Change Description.................................................................................................................. 7



7.0 B-04511 - Maintain Employee, Restrict Teleworker Editability...........................................................7

7.1 Description............................................................................................................................... 7



8.0 B-04648 – Maintain Employee, Restrict Ability to Change Group and Team.....................................8

8.1 Description............................................................................................................................... 8



9.0 B-04646 – Restrict Access to Maintain Groups Editability.................................................................8

9.1 Description............................................................................................................................... 8




10.0 B-04319 – Amend Contracts Lookup Grid.........................................................................................9

10.1 Description............................................................................................................................... 9



11.0 B-04647 – Contract Summary, Last Updated By.............................................................................10

11.1 Description............................................................................................................................. 10

11.2 User/Workflow Impact............................................................................................................10

11.3 Interface Impact......................................................................................................................10

12.0 B-04307 – Account Filtered Search, Search by SFY.......................................................................11

12.1 Description............................................................................................................................. 11



13.0 B-04276 – Expand Number of Search Results to All........................................................................12

13.1 Description............................................................................................................................. 12



14.0 B-04684 – OMIS Lookups Display Employee Name........................................................................13

14.1 Description............................................................................................................................. 13



15.0 B-04320 – System-wide Enhancement, Currency Formatting.........................................................14

15.1 Description............................................................................................................................. 14



16.0 B-04706 – Update UDO Notifications...............................................................................................14

16.1 Description............................................................................................................................. 14



17.0 CHG94445 - Unable to Distribute Funds with a Current Funding Status Record Highlighted..........15

17.1 Change Description................................................................................................................15



18.0 CHG94360 – Timesheets to Retain Employee record after OMIS User Inactivation.......................15

18.1 Description............................................................................................................................. 15




19.0 CHG94539 - Fix for system to correctly send Intrafund agreements...............................................15

19.1 Change Description................................................................................................................15




REVISION HISTORY

Version Description Author Date1.0 OMIS Enhancement Release Notes Jeff Lobaugh 05/05/2016

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Release Notes

Executive SummaryThe purpose of this release is to implement enhancing functionality for the OMIS application.

Task Title: General Services Administration (GSA) AASBS

Document Title: Release Notes – OMIS Remediation Project

Task Client: General Services Administration (GSA)Federal Acquisition Service (FAS)GSA Information Technology (GSA IT)1800 F Street NWWashington, DC 20405

The OMIS Enhancements Release was comprised of the following User Stories and Service Now Change Requests.

User Story DescriptionB-04509 Prevent Fee generation against SAF fundsB-04318 View Cancelled Bills ReportB-04314 Save ACT History to ExcelB-04548 Update FSC Acronym to FSDB-04650 Reinstitute Capturing SalesB-04275 Maintain Employee, Employee TypeB-04511 Maintain Employee, Restrict Teleworker Editability

B-04648 Maintain Employee, Restrict Ability to Change Group and Team

B-04646 Restrict Access to Maintain Groups EditabilityB-04319 Amend Contracts Lookup GridB-04647 Contracts Summary, Last Updated ByB-04307 Account Filtered Search, Search by SFYB-04276 Expand Number of Search Results to AllB-04684 OMIS Lookups - Display Employee NameB-04320 System-wide Enhancement, Currency FormattingB-04706 Update UDO Notifications

CHG Description

CHG94445 Unable to Distribute Funds with a Current Funding Status Record Highlighted

CHG94360 Timesheets to retain employee record after OMIS User Inactivation

CHG94539 Fix for system to correctly send Intrafund agreements

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1.0 B-04509 Prevent Fee generation against SAF funds

1.1 DescriptionThe purpose of this enhancement is to implement a validation to prevent an FSD user from initiating a billing transaction against an account funded by SAF funds.

1.2 User/Workflow ImpactThe impact to the user is to implement a hard-stop validation to prevent a billing transaction that the system incorrectly allowed previously.

1.3 Interface ImpactIf an FSD user, accessing the Generate Fee IA Navigator link, selects an account containing SAF funds, upon save they will be presented a message indicating, You cannot generate a billing transaction using an account containing SAF Funding. The pop up message will present an OK button to close the pop up.

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2.0 B-04318 – View Cancelled Bills Report

2.1 DescriptionThe purpose of this enhancement is to provide FSD users with functionality to generate a report of cancelled bills.

2.2 User/Workflow ImpactThere is no user or workflow impact associated with this change.

2.3 Interface ImpactWhen the FSD user accesses the Review Billing Input Document page, the system will present a button labeled Cancelled BIDs Report.

When clicked, the system will launch the BIRT Cancelled Bills Report in a separate browser window. The report will open defaulted to the current fiscal year and allow the FSD user to select an alternative fiscal year. The BIRT report will provide additional capability to generate a PDF of the report as well as an Excel spreadsheet.

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3.0 B-04314 – Save ACT History to Excel

3.1 DescriptionThe purpose of this enhancement is to provide functionality allowing users to generate an Excel spreadsheet of the ACT History Report.

3.2 User/Workflow ImpactThere is no user or workflow impact associated with this enhancement.

3.3 Interface ImpactWhen a user accesses an ACT History, the system will display a Save to Excel button.

When clicked, the system will generate and open an Excel spreadsheet containing two worksheet tabs. The first worksheet tab will present data from the ACT Number Summary grid and the second worksheet tab will present data from the ACT Number history grid.

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4.0 B-04548 – Update FSC Acronym to FSD

4.1 DescriptionThe purpose of this enhancement is to change the old FSC acronym to FSD on all pop up messages in OMIS.


4.3 Interface ImpactThe only interface impact is displaying the FSD acronym on three, funds distribution validation messages.

If a non-FSD user authorized to distribute funds attempts to undistribute an ITS balance from a flowthrough account having a contract balance, the system will display the following amended message:

o You are not authorized to undistribute funding from a flowthrough account where there is a contract balance on the account. This function must be performed by the FSD.

If a user authorized to distribute funds selects a non-converted funding document, the system will display the following amended message:

o You cannot distribute at this time. Task Order xxx has not been converted to a Pegasys Agreement. Please contact the FSD.

If a user authorized to distribute funds selects a funding document that has not been transmitted to, or accepted by Pegasys, the system will display the following amended message:

o You cannot distribute at this time. Task Order xxx has not been transmitted to, or accepted by, Pegasys as an Agreement. Please contact the FSD.

5.0 B-04650 – Reinstitute Capturing Sales

5.1 DescriptionDuring the development phase for the OMIS Remediation Project, FEDSIM provided guidance to abandon the legacy process of recording new funding as a sale. Post implementation, FEDSIM determined that there was still value in the legacy OMIS sales reports. In order for these reports to continue functioning, new client funding documents added to OMIS once again needed to be captured as a sale.

5.2 User/Workflow ImpactThere is no user or workflow impact associated with this enhancement. The system will populate the sale date as the Funding Document date.

5.3 Interface ImpactThere is no interface impact other than legacy OMIS sales reports will continue to function.

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6.0 B-04275 - Maintain Employee, Employee Type

6.1 Change DescriptionThe purpose of this enhancement is to change the read-only employee profile page to fully display whether the employee is Government or Contractor.


6.3 Interface ImpactWhen an employee’s read-only profile is accessed, the system will now fully display value for Employee Type as Government or Contractor as appropriate for the selected employee.

7.0 B-04511 - Maintain Employee, Restrict Teleworker Editability

7.1 DescriptionThe purpose of this change is to restrict editability of the Teleworker field to support users only.

7.2 User/Workflow ImpactWith this enhancement, OMIS users will no longer have the ability to change the teleworker status from Yes to No, or reverse. If a change in an employee’s telework status is required, the organization will need to contact the Support Desk to have this change made to an employee’s profile.

7.3 Interface ImpactThis enhancement renders the Teleworker pick list as disable for all but support users.

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8.0 B-04648 – Maintain Employee, Restrict Ability to Change Group and Team

8.1 DescriptionPost-deployment, FEDSIM management requested that the ability to change an employee’s group and team be restricted to a handful of authorized users.

8.2 User/Workflow ImpactPrior to the implementation of this enhancement, GMs had the ability to change an employee’s group or team. Subsequent to this enhancement, if an employee’s group or team needs to be changed, the GM will need to contact one of the following persons to make the change:

Chris Hamm Pete Burr Carol Kieferle Scott Robertson, or Support Desk

8.3 Interface ImpactGMs will now notice that the group and team fields are non-editable.

9.0 B-04646 – Restrict Access to Maintain Groups Editability

9.1 DescriptionPost-deployment, FEDSIM management requested that the ability to edit group information be restricted to a handful of authorized users

9.2 User/Workflow ImpactPrior to the implementation of this enhancement, GMs had the ability to edit group information through the Manage Groups functionality. Subsequent to this enhancement, if group information needs to be changed, the GM will need to contact one of the following persons to make the change:

Chris Hamm Pete Burr Carol Kieferle Scott Robertson, or Support Desk.

9.3 Interface ImpactAfter clicking on Maintain Groups, GMs will now notice that they no longer have an Edit button.

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10.0 B-04319 – Amend Contracts Lookup Grid

10.1 DescriptionDuring the OMIS UAT, testers requested that additional information be added to the IA Contracts Lookup Grid. This additional information included:

UDO Status Reason Code Date Last Updated Updated By.


10.3 Interface ImpactWhen accessing the Contracts Lookup for an IA or an Account, the system will now display the additional columns requested. If the UDO status of a TECO contract has not been re-certified within a six-month timeframe, the system will set the Reason Code to INV0 and Updated By will display SYSTEM.

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11.0 B-04647 – Contract Summary, Last Updated By

11.1 DescriptionDuring the OMIS UAT, testers requested that the name of the person updating the UDO status be captured and displayed on the Contract Summary page: This enhancement added the Updated By field to both the Contract Summary page as well as on the Update Contract Information data entry page. The information captures is what feeds the additional columns added to the IA/Account Contracts Lookup.


11.3 Interface ImpactWhen an OMIS user access the Contract Summary page, the system will display the name of the person who last updated the Undelivered Order Status for the contract. This information will only display for contracts in a TECO status.

When an authorized user clicks to Update Contract Information, the system will capture and display the name of the person performing the update. The Last Updated Field is for display only.

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12.0 B-04307 – Account Filtered Search, Search by SFY

12.1 DescriptionDuring the OMIS UAT, testers requested that OMIS provide a capability to execute an Account filtered search by the Service Fiscal Year of the account.

12.2 User/Workflow ImpactHaving clicked on the Account Filtered Search link, the system will filter criteria for Service Fiscal Year. Upon page display, the pick list will default to All and allow the user to optionally select another SFY. If the user executes a search against when SFY = All, the system will return results matching the other filtered criteria for all fiscal years. If the user executes a search and selects a specific SFY, the system will add that SFY to the other filtered search criteria.

12.3 Interface ImpactThe system will present a Service Fiscal Year pick list that defaults to the value of All and will allow the user to select a specific SFY from a range spanning from 1980 to 2036.

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13.0 B-04276 – Expand Number of Search Results to All

13.1 DescriptionDuring the OMIS UAT, testers requested that OMIS provide a capability to display all search or lookup results in addition to the current capability of displaying 10, 25, 50, and 100 results.

13.2 User/Workflow ImpactHaving accessed a search page or a lookup, users will now have the ability to change the number of search results to all.

13.3 Interface ImpactWhen the user clicks on the Show Entries pick list, the value of All is now included in the pick list.

This enhancement is applied to the following grids throughout OMIS.

IA Simple/Filtered Search Project ID Simple/Filtered Search Account Simple/Filtered Search Funding Search View Contracts IA Lookups

o Accounts Lookupo Contracts Lookupo Funds Lookupo ACT Numbers Lookupo Charges Lookupo XActions Lookup

Account Lookups o Charges Lookupo XActions Lookup

Project ID Lookups o Accounts Lookupo ACT Numbers Lookupo Plan Summaryo Plan Detail

Project ID Summary, Member Accounts grid

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14.0 B-04684 – OMIS Lookups Display Employee Name

14.1 DescriptionPost-deployment, many OMIS users indicated that several lookup grids were display an employee’s OMIS employee ID instead of the employee’s name and requested that numeric IDs be replaced with the name.

14.2 User/Workflow ImpactThere is no user or workflow impact associated with this enhancement. User should find that grid results are easier to interpret.

14.3 Interface ImpactThe change to display the employee name was made to the following areas across OMIS:

IA Account Lookup Manager column in the PDF report. IA Contracts Lookup Manager column in Excel. IA Funds Lookup EMP_ID and ENTERED_BY columns in Excel. IA Charges Lookup EMP_ID column in the lookup, PDF report and Excel IA XActions Lookup Entered By column. Accounts Contracts Lookup Manager column in the lookup and Save to Excel Account Charges Lookup EMP_ID column in the lookup, PDF report and Excel Account XActions Lookup Entered By column.

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15.0 B-04320 – System-wide Enhancement, Currency Formatting

15.1 DescriptionDuring the OMIS UAT, testers requested that OMIS format currency fields using a currency formatting when exiting the data entry field.

15.2 User/Workflow ImpactThere is minimal user impact with this enhancement. Subsequent to entering a value in a dollar field, the system will format and display the value in a currency format when the user exits the field. This enhancement should improve overall readability.

15.3 Interface ImpactThis enhancement was applied to the following forms, modals, and fields:

New Account form, Plan ($) field New Funds form, Funded Amount field Adjust Funding Amount form, Amount to Adjust Funding Document field New Internal Funds, SD user, Funded Amount field Distribute/Return Funds form, Amount field Generate Fee form, Amount field Add Schedule Fixed Fee modal window, Amount field Edit Schedule Fixed Fee modal window, Amount field Copy Schedule Fixed Fee modal window, Amount field Form 49 Requisition form, Amount to Commit field Form 49M Modification Request form, Amount field Form 30 - Modification form, Amount field Form 3025 Receiving Report form, Disburse Amount field Form 1012 Travel Voucher form, Amount field

16.0 B-04706 – Update UDO Notifications

16.1 DescriptionPost-deployment FEDSIM requested that the UDO notification e-mail message instructions be updated to reference navigating to the contract/ACT number via View Contracts vice instructing the user to open the IA and navigate to Contracts Lookup.

16.2 User/Workflow ImpactThis enhancement will make it easier for a user, who received an UDO update e-mail, to navigate to the Contract summary by simply typing the referenced ACT Number into View Contracts search.

16.3 Interface ImpactThe revised UDO notification now contains the following navigational text.

Select View Contracts from the Funding Menu. Enter the ACT Number referenced in this message and click on the Search button. Select the contract record from search results to be navigated to the Contract Summary. Select Update Contract Information from the Actions Navigator and select the correct Reason Code from the drop down list. If you select a valid Reason Code indicating that the remaining balance is partially invalid (VAL2) you must enter the partially invalid amount in the Invalid Amount field.

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17.0 CHG94445 - Unable to Distribute Funds with a Current Funding Status Record Highlighted

17.1 Change DescriptionPost-deployment, the Support Desk recorded an Incident where the user was receiving a validation error when attempting to distribute funds to an account. Upon further analysis, the Support Desk determined that the user selected a prior distribution from the Funding Summary grid as the starting point for the distribution vice selecting a funding document and account. The purpose of this enhancement is to prevent a user from selecting a prior distribution from the Funding Summary grid as the starting point for a distribution.

17.2 User/Workflow ImpactWith this enhancement, a user can still select a record from the Funding Summary grid to highlight the funding document and account that comprised that distribution. If however, the user selects Distribute Funds, the system will de-select the Funding Summary record, the funding document and the account and require the user to select a funding document from the list of available funding documents and then select the account to receive the distribution. Users must still select a record from the Funding Summary grid as the starting point for a funds return.

17.3 Interface ImpactIf the user selects Distribute Funds, the system will not allow the user to select a record from the Funding Summary grid.

18.0 CHG94360 – Timesheets to Retain Employee record after OMIS User Inactivation.

18.1 DescriptionThis change was recorded post-deployment when it was noted that inactivating an employee caused the employee’s name to drop off of the list of employees to select from to open a timesheet. This enhancement rectifies this problem by keeping the employee’s name in the timesheet pick list and once again displaying the employee’s EMP_ID in place of their e-mail address in the pick list.

18.2 User/Workflow ImpactThere is no user or workflow impact. This change restores the timesheet application to normal functionality.

18.3 Interface ImpactThere is no interface impact associated with this change.

19.0 CHG94539 - Fix for system to correctly send Intrafund agreements

19.1 Change DescriptionPost-deployment for BAAR, billing records were being rejected due to an incorrect Activity Code having been transmitted with the agreement. The purpose of this change is to transmit Activity Code = AF121 vice AF151 for internal agreements (IX Documents).

19.2 User/Workflow ImpactThere is no user or workflow impact associated with this back-end change.

19.3 Interface ImpactThere is no interface impact associated with this back-end change.

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