July 2023 Monthly Release - 20.11.60 (June 23)

The 20.11.60.0 release is expected for the following date:

On-premise - June 23, 2023
Cloud - July 1, 2023

New Features

Reference

Area

Release Note

EFIN-103953, EFIN-103426, EFIN-102927, and EFIN-82679

Advanced Workflow Email Consolidation Feature for Requisitions and Purchase Orders

An optional email consolidation feature is being introduced for Advanced Workflows for requisitions and purchase orders. It provides the following advantages:

It reduces the number of emails an approver receives for pending requests, which are otherwise sent for each individual line item.
- A single email contains approval notifications for all the line items for a requisition or a purchase order that are generated in a specific interval set on the Workflow Configuration Profile, Global Settings, Email Task Scheduler Settings tab.
- The consolidated emails will contain the following information:
  - Requisition Workflow: Requisition Number, Line Numbers, Line Amounts, Vendor Numbers, Vendor Names, Requisition Amounts, Total Amount
  - Purchase Order Workflow: Purchase Order Number, Line Numbers, Line Amounts, Vendor Numbers, Vendor Names, Purchase Order Amounts, Total Amount
- Approvers who would benefit are: Primary Approvers, Alternate Approvers and on the fly Delegated Approvers.
It reduces the number of emails a requester receives if an approver has sent back multiple requests for correction or denied multiple requests.
Customers migrating from legacy workflows to Advanced Workflows will have a consistent user experience.

Pre-requisites for email consolidation functionality:

On the Workflow Configuration Profile, on the Advanced Workflow Configuration page Advanced Workflow Settings tab, the following options must be selected. A district administrator with access to the Workflow Configuration Profile can edit these selections.
- Enable Advanced Workflows: If your site has never used Advanced Workflows, contact your Services Representative for assistance.
- Purchase Order or Purchase Requisition, or both.
- Purchase Requisition and Purchase Order Email Consolidation
It is recommended to complete all pending requisition and purchase order approvals prior to activating the email consolidation feature.

The following modification has been made along with the email consolidation:

Advanced Workflows do not use legacy templates and rules from the Workflow Configuration Profile. If your organization has opted for Advanced Workflows for Requisitions or Purchase Orders, the corresponding email template menu is removed from the Service Maintenance list to avoid confusion. This is independent of whether you choose to use email consolidation.

There are future enhancements planned for email consolidation. At launch:

Consolidation emails that involve multiple requisitions or purchase orders with multiple line items may be cumbersome. An enhancement is planned to refine the filters by line items or amounts.
For requesters, the comments from approvers regarding needs correction or denial are not included in consolidated emails. Line item details are only included in emails for denials.
A requester will receive separate messages when a request is denied. They immediately receive a notification that the approval process has been completed, and then after the assigned interval from the Workflow Configuration Profile, they will receive the email indicating a request was denied.
Consolidated email does not apply to scheduled delegation. It applies to delegation that is assigned during the approval process.

EFIN-79308

Miscellaneous Billing: Screen Option Removed From Print Dialog for Invoice and Statement Printing

In Miscellaneous Billing, for all print options for statements and invoices the print dialog box no longer has a Screen option. The output options are Printer and File. The Screen option was producing a text-based statement or invoice and causing confusion. The Printer and File options produce formatted statements and invoices.

Resolved Issues

Reference	Area	Release Note
EFIN-104073	Profit and Loss Report Third Level Grouping Criteria	On the Profit and Loss report, when an Additional Report Criteria value was selected for Grouping Segment 3, the grouping was not happening correctly. The same third level grouping appeared for all rows. This has been corrected and rows in the report are sorted appropriately for the Grouping Segment 3 criteria.
EFIN-103393	New Employee Access Center (EAC) Change in W2 Print Option Updated W-4 Submission Date	In new EAC, when an employee submitted a request to change the W2 Print option and the update was posted through Effective Date Changes, it was updating the W-4 Submission Date field to the current date. If the employee previously had a Tax Calculation of Pre-2020, the field was being changed. This has been resolved and the W-4 Submission Date is no longer impacted by a W2 Print Option change.
EFIN-103211	Profit and Loss Report not Displaying Prior Year Values	The Profit and Loss report did not display the correct Prior Year Budgets and YTD amounts when the prior year organization was set on the organization chart. This applies to Texas customers who use the prior year organization because the year is part of their fund, and other customers who are using the prior year organization. The report has been corrected.
EFIN-102676	Integration: Employee Changed from Part Time to Full Time with Records Updates	When any updates coming from Records were pulled into PowerSchool ERP, the Personnel Part Time Status field was being updated to Full Time, even if the employee record had this field changed to Part Time before the update was posted. This has been corrected and the status is no longer changed when updates are posted.
EFIN-101372	Dashboard KPI Widgets Out of Memory Error	Dashboard KPI widgets were displaying Out of Memory error at times when users clicked View Details. This was happening because of a performance issue related to high consumption of memory resources. The issue has been resolved. The 13 KPI widgets were updated to improve performance and load details more efficiently.
EFIN-101329	Unselected Leave Codes Appeared on Leave Information Page in New Employee Access Center (EAC)	In new EAC, there were leave codes appearing on the Leave Information page even though the leave code record in the Human Resources Leave Codes reference table did not have Print Flag selected. This has been fixed.
EFIN-101116	Effective Date Changes Post for Direct Deposit Caused Prenote Status	When an employee used Employee Access Center and opened edit mode for a direct deposit deduction, then clicked Save without making any changes, a record was created in Effective Date Changes. When the record was posted from Effective Date Changes, the deduction was updated to a prenote status. This has been resolved and applies to both legacy and new EAC.
EFIN-100155	Multiple Profiles for Vendor Punch Out (VPO) in App Switcher When Using Single Sign-on (SSO)	On the Single Sign-On IDP Setup page, there is one VPO Redirect URI field. Previously, only one profile could be entered in the field, and the redirect URL needed to be manually updated to switch between environments such as Live, Train, and Test. A change has been made so that up to three comma-separated URLs can be added to the field to support multiple environments without manually changing the field. If multiple URLs are entered correctly, multiple VPO profiles will appear for selection in AppSwitcher. The Single Sign-On IDP Setup page is in the Environment Maintenance menu. On-premise administrators may have access to the page. Hosted customers can submit a Support case to update the page.
EFIN-100033	Vendor Payment History Produced Fatal Error When Multiple Vendors and Multiple Years Selected	A fatal error was occurring when running the Vendor Payment History report and selecting multiple years and multiple vendors as criteria. This has been fixed.
EFIN-99600	Student Activities: Enter Negative Deposits and Void Transactions Without a Deposit Number	An error was occurring when a user tried to void a Student Activities deposit: Student Activities Transaction Cannot Be Found. This has been resolved. Changes have been made to the deposit void functionality: Users can void deposits in Student Activities even if there is no associated Deposit Number. A Deposit Number is assigned when the deposit is posted to Fund Accounting. The Deposit Number is updated on the corresponding deposit in Student Activities if the transaction was created without a Deposit Number. To process a partial void for deposits, users can enter negative deposits in Student Activities.
EFIN-99542	Add New Pay Rate Could Not Change Employee Number After Error	On the Employee Pay Rates page, after selecting Add New, if an employee number was entered or selected and the employee had no primary pay rate, and the default was selected to Add Using Default Pay Rate Information, an error appeared because there was no primary pay rate. After the error, you could not enter or select a different employee number without first clearing the default option. The error would reoccur. This has been resolved and you can edit the employee number after encountering the error without clearing the checkbox.
EFIN-98364	AppSwitcher Icon Intermittent on Employee Access Center (EAC) When Using SSO	When logged in to new or legacy EAC using SSO, the AppSwitcher icon did not always appear. This has been corrected.
EFIN-97110	Changes to Other Phone from Employee Access Center (EAC) not Captured in Employee Activity or History	When the Other Phone field was updated from blank in the legacy or new EAC and then posted from Effective Date Changes, the Other Phone changes were not captured in Employee Activity. In addition, the changes to Other Phone did not display in the Personnel Activity Report, the Payroll Activity Report or the Activity History window in the Employee Information page. This has been resolved.
EFIN-95794	Student Activities Check Void Only Voided One of Multiple Lines	An issue occurred when a Student Activities check with multiple lines was voided in the Student Activities module. Only one line was voided instead of the entire check. This has been corrected. Now when a line of a check is selected to void, all lines of the check are voided.
EFIN-94096	Integration: Pending Employee EEO Reported Set to EEO-5 School District When Updates Apply	When a pending employee record is created through integration from Applicant Tracking or Records, on the Personnel Information page the EEO Reported field defaults to EEO-5 School District. If the field was changed on the pending employee Personnel Information page, and a subsequent update was received from ATS or Records, the field was being reverted to EEO-5 School District. This has been resolved and the value will not be changed.
EFIN-92655	Attachments Uploaded to Wrong Purchase Order Records	An issue caused Purchase Order (PO) attachments to upload to incorrect older POs. A change was made to ensure PO attachments upload to their respective Purchase Order. The system attempts to upload PO attachments three times in the event of a technical issue. In addition, logging has been improved for troubleshooting.
EFIN-57793	More Information Moved on Transaction Detail Page	The More Info... action on the Transaction Detail page was incorrectly placed. The action was moved to the action bar menu and the name was changed to More Information. The functionality is the same.
EFIN-40996	Date and Period Alignment on Requisition List Page	The Requisition List page header displayed the Date and Period without proper spacing between fields. There is now space between the Date and the Period labels.

Federal Reporting

There are no federal reporting issues addressed in this release.

State Reporting

This release includes updates and resolved issues for the following states: