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Project Owner: Ian Chan (Unlicensed)

Overall Status

StatuscolourGreentitleIn-progress 

CSUSM Project Issue Tracker

https://lib.csusm.edu/base/projects/alma-ps-acq-data/issues

Documentation: Alma to PeopleSoft Finance - Invoice

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
colourBlue
titleComplete
Milestone 1Alma to PS: Initial data mapping
 
Status
colourBlue
titleComplete
Milestone 2
Write script to prep Alma export for PS import
Alma to PS: develop conversion script
 
Status
colourBlue
titleComplete
Milestone 3Alma to PS: testing 
 
Status
colour
Green
Blue
title
In-progress
Complete
Milestone 4PS to Alma: Initial data mapping
for PS to Alma transfer
 

Status
colour

Blue

Yellow
title

Completed

Not started

Milestone 5PS to Alma
testing 
: develop conversion script


Status
colourYellow
titleNot started

Milestone 6
Initial production Alma to PS run
 
StatuscolourYellowtitle
Not startedMilestone 7Initial production
PS to Alma
run
 
: testing

Status
colourYellow
titleNot started

CompletionSign-off on data acceptance for both directions
 


Status
colourYellow
titleNot started

Project Team

RoleName
Project Lead
Alma and PeopleSoft Finance Integration
75399287
CSU ULMS

David Walker

, Lauren Magnuson (Unlicensed), Tim Strawn

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

CSU PeopleSoftDarlene Daclan
CSUSM Team Members

Steven Espinoza (Data Export)
Susan Baksh (Acquisitions)

CSUSM PeopleSoftKaren Baldyga - kbaldyga@csusm.edu (Finance and Admin Services)
Veronica Roman - vroman@csusm.edu (Finance and Admin Services)CSUSM IITSHarvey Kreitzer - hkreitzer@csusm.edu (Analyst/Programmer)
Becky Hunt - bhunt@csusm.edu (Associate Director, Enterprise,
Applications & Analytics)Informed /
Other Stakeholders

Rachel Mann (Library Budget Analyst, CSUSM)

Hua Yi (Head, Technical Services, CSUSM)

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.




Project Pages

Child pages (Children Display)

Implementations

Campuses that use the CO-developed process include:

  • Fresno
  • Humboldt
  • Northridge
  • Pomona
  • San Bernardino
  • San Jose

Long Beach has their own, locally-developed process.

We also have a ulms-cfs@lists.calstate.edu listserv for communication around those projects.