Project Owner: Ian Chan (Unlicensed)
Overall Status
IN-PROGRESS
Documentation
Getting Started with Alma and PeopleSoft Accounts Payment Integration
Major Milestones
| Stage | Description | Due | Status |
|---|---|---|---|
| Project Kickoff | Meet with stakeholders and implementation team | COMPLETE | |
| Milestone 1 | Alma to PS: Initial data mapping | COMPLETE | |
| Milestone 2 | Alma to PS: develop conversion script | COMPLETE | |
| Milestone 3 | Alma to PS: testing | IN-PROGRESS | |
| Milestone 4 | PS to Alma: Initial data mapping | NOT STARTED | |
| Milestone 5 | PS to Alma: develop conversion script |
| NOT STARTED |
| Milestone 6 | PS to Alma: testing | NOT STARTED | |
| Completion | Sign-off on data acceptance for both directions | NOT STARTED |
Project Team
| Role | Name |
|---|---|
| Project Lead | Alma and PeopleSoft Finance Integration |
| CSU ULMS | |
| CSU PeopleSoft | Darlene Daclan |
Project Pages
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
CSUSM Project Issue Tracker
https://lib.csusm.edu/base/projects/alma-ps-acq-data/issues
Project Links
Documentation: Alma to PeopleSoft Finance - Invoice