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Project Owner: Ian Chan (Unlicensed)

Overall Status

StatuscolourGreentitleIn-progress

The goal of this project is to automate the transmission of Alma acquisitions data to PeopleSoft. This project involves a fairly significant resource investment from other campus groups.


Documentation

Getting Started with Alma and PeopleSoft Accounts Payment Integration


Major Milestones

StageDescriptionDueStatus
Project KickoffMeet with stakeholders and implementation team
 
Status
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titleComplete
Milestone 1Alma to PS: Initial data mapping
 
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titleComplete
Milestone 2Alma to PS: develop conversion script
 
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titleComplete
Milestone 3Alma to PS: testing 
 
Status
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titleIn-progress
Milestone 4PS to Alma: Initial data mapping
 

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titleNot started

Milestone 5PS to Alma: develop conversion script

 

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titleNot started

Milestone 6PS to Alma: testing
 

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titleNot started

CompletionSign-off on data acceptance for both directions

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titleNot started

Project Team

RoleName
Project LeadAlma and PeopleSoft Finance Integration
CSU ULMS
CSU PeopleSoftDarlene Daclan



Project Pages

Child pages (Children Display)

Why are we doing this?

The goal of this project is to automate the transmission of Alma acquisitions data to PeopleSoft. This project involves a fairly significant resource investment from other campus groups.

We’ll be working with representatives from Financial Systems, Accounts Payable, and IITS. From the Library, it’ll be Alma and PeopleSoft Finance Integration, Alma and PeopleSoft Finance Integration, and Alma and PeopleSoft Finance Integration. Karen Baldyga is the manager from Financial Services. Diane Peterson from IITS will coordinate the participation of the various PeopleSoft stakeholders. Becky Hunt will manage the IITS development resources.

This would be a big win for the Library if it works and the testing process goes smoothly. From my conversation with Karen, Accounts Payable is quite interested because it would help save them a fair amount of work.

Goals

  • Automated export of Alma financial data to PeopleSoft Finance.
  • Automated ingest of Alma financial data into PeopleSoft Finance.
  • Automated confirmation of payments and verification of payment amounts.
  • Greatly reduce need for manual input and verification of invoice data and payments

Scope

Must Have

  • Automated export of Alma financial data to PeopleSoft Finance.
  • Automated ingest of Alma financial data into PeopleSoft Finance.
  • Automated confirmation of payments and verification of payment amounts.

Should Have

Nice to Have

Out of Scope