Project Owner: Ian Chan (Unlicensed)
Overall Status
IN-PROGRESS
CSUSM Project Issue Tracker
https://lib.csusm.edu/base/projects/alma-ps-acq-data/issues
Project Links
Documentation: Alma to PeopleSoft Finance - Invoice
Major Milestones
| Stage | Description | Due | Status |
|---|---|---|---|
| Project Kickoff | Meet with stakeholders and implementation team | COMPLETE | |
| Milestone 1 | Initial data mapping | COMPLETE | |
| Milestone 2 | Write script to prep Alma export for PS import | COMPLETE | |
| Milestone 3 | Alma to PS testing | IN-PROGRESS | |
| Milestone 4 | Initial data mapping for PS to Alma transfer | COMPLETED | |
| Milestone 5 | PS to Alma testing | NOT STARTED | |
| Milestone 6 | Initial production Alma to PS run | NOT STARTED | |
| Milestone 7 | Initial production PS to Alma run | 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 | David Walker, Lauren Magnuson (Unlicensed), Tim Strawn |
| CSU PeopleSoft | Darlene Daclan |
| CSUSM Team Members | Steven Espinoza (Data Export) |
| CSUSM PeopleSoft | Karen Baldyga - kbaldyga@csusm.edu (Finance and Admin Services) Veronica Roman - vroman@csusm.edu (Finance and Admin Services) |
| CSUSM IITS | Harvey 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
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.