November 2022 Major Release - 20.11.46 (October 28)

The 20.11.46.0 release is expected for the following date:

On-premise - October 28, 2022
Cloud - November 5, 2022

Announcements

Reference	Area	Release Note
EFIN-25569	Purchase Orders Available in Advanced Workflow	Purchase Orders are available in Advanced Workflows beginning with the 2022 November Major release. Key highlights include the following: Advanced Workflow is a configurable workflow. It increases the flexibility of purchase order approvals. The workflow engine for Purchase Order workflows is powered by TIBCO with branching and delegation logic. Users can create workflow roles and groups, and configure routing rules in the workflow application. Approvers are notified by email or by alerts on the dashboard when a Purchase Order needs approval. Approvals can be processed within PowerSchool ERP or from Employee Access Center. Purchase orders can be approved, denied, or marked for correction individually or in bulk. Approvers can display purchase order attachments from both the list and details pages. Requesters can display the status of a purchase order request and review which approvers have taken action. Requesters can be notified when a purchase order is approved or when a correction is needed. Users have a single-page resource for all Advanced Workflow types for convenient approvals. Clear all approvals in the legacy system before you switch to Advanced Workflows.

New Features

Reference	Area	Release Note
EFIN-81775	Position Control Can Be Called from Another Program	In Personnel Budgeting, Position Control was modified to allow it to be called from another program. This has no impact on PowerSchool ERP users.
EFIN-86000	Advanced Workflow Configuration Feature Flag for Purchase Order	An administrator can activate Advanced Workflow for purchase orders. From the Workflow Configuration Profile, select Advanced Workflow Configuration and then select Advanced Purchase Orders Workflow.
EFIN-88710	Add KPIs to My Dashboard Controlled By Security Resources	When a user adds KPIs to MyDashboard, the drop-down list will now only include the KPIs for the security resources that are assigned to the user. Users must have the security resources listed to add the KPI to their My Dashboard page. If users have added these KPIs to MyDashboard prior to this release, the KPIs will display on the MyDashboard until the KPIs are removed. Human Resources KPI Security Resources: 10517 Absence Pattern KPI 10518 Absenteeism by Building KPI 10519 Certifications Expiring KPI 10520 Current Staffing KPI 10521 Current Staffing by Job Class KPI 10522 Retention KPI 10523 Vacant Position KPI Financial Accounting KPI Security Resources: 10235 Budget vs Actual KPI 10236 Budget vs Actual by Building KPI 10237 Purchase Order Aging KPI 10238 Revenue Budget vs Actual KPI 10239 Vendor Payments KPI
EFIN-90131	Purchase Requisition Delegation User List	Using Advanced Workflows for requisitions: When a user delegates to another user, the list of available users does not include the user's own name or the name of the user that submitted the requisition.
EFIN-91039	Workflow Configuration Profile Changes for New Vendor Access Center (VAC)	When the new VAC is enabled, the Workflow Configuration Profile displays the following changes: On the Invoices Email tab, a new variable _Comment is available with the description: Comment associated with the denial of an invoice. When a user deletes an invoice on the Process Invoices page and enters a Denial Comment, the _Comment variable contains the entered comment. The variable is intended to be added to the body of the Invoice Rejected template. On the Vendor Email tab, the existing variable _Comment has a modified description: Comment associated with the denial of registration or vendor updates. When a user denies a vendor request for registration or another data update on the Vendor Access Approvals page and enters a Denial Comment, the _Comment variable contains the entered comment. The variable is intended to be added to the body of the Registration Denied and Update Vendor Information Denied templates. On the Invoices Forms tab, a new indicator appears: Notify Approvers - Needs Approval (Always Sent). The variable is selected and cannot be cleared. It indicates that invoice approval notifications are always sent if there is at least one user selected for Users to Process Uploaded Invoices. On the Invoices Forms tab, the option Notify Vendors - Processing Invoice has been modified to Notify Vendors - Processing Invoice / Invoice Rejected. The selection controls notification to vendors whether a user moves the invoice forward to payable processing or denies and deletes it. On both the Vendor Email and Invoices Email tabs, a new variable _VACURL is available. It contains the link to the district’s Vendor Access Center. The variable is intended to be used in any template for emails sent to vendors for efficient access to VAC.
EFIN-91041	New Vendor Access Center (VAC) Displays Available File Extensions	In the new VAC, tooltips are available to display the list of allowable file extensions set up by the district’s VAC administrator on the Configuration page in PowerSchool ERP. Tooltips are available for every upload option, including invoices, delivery documents, and W9 forms. If a user attempts to upload a different file type, a validation message informs the user that the file type is not allowed.
EFIN-91048	Delete Vendor Access Invoice Requires Denial Comment	When a user deletes an invoice on the Process Invoices (Vendor Access Invoices) page, a page to enter a required Denial Comment appears. After the user enters the denial comment and an email notification is successfully sent to the vendor, the invoice is deleted.
EFIN-91063	Modified Filters in Vendor Access Center (VAC)	On the Orders and Invoices page, the filters have been modified to include qualifiers including greater than and less than, greater than or equal to and less than or equal to, equal, and range, applicable to amounts and number-related fields.
EFIN-91069	Vendor Code Required on Vendor Access Approvals Page	Vendor Code is designated as a required field on the Vendor Access Approvals page. Previously, the field was not formatted as required and a message would appear when users tried to approve registration records with no vendor number, indicating the Vendor Code is required.
EFIN-91405	Vendor Access Center (VAC) Vendor Management Changes Captured in Audit Report	Using the new VAC, when an administrator makes changes to vendor user information on the Vendor Management page, the changes are captured in the audit trail. Examples of the changes include activating, inactivating, or deleting a user, and updating a primary user.
EFIN-91420	Order of Advanced Workflow Tabs and Alert Tiles	Using Advanced Workflows: The workflows will appear in alphabetical order on the Workflow Approvals page and the Dashboard alert tiles. Dashboard tiles will display TIBCO-based notifications first, followed by legacy notifications. The legacy tile for Payables is renamed Accounts Payable Approvals. It is recommended to finish processing an individual type of legacy approvals prior to switching to advanced workflows, when applicable. For example, complete all legacy workflow requisition approvals before activating advanced workflow requisition approvals. This prevents having two similar tiles on the Dashboard.
EFIN-91832	Effective Date Changes Can Be Called from Another Program	In Human Resources, Effective Date Changes was modified to allow it to be called from another program. This has no impact on PowerSchool ERP users.
EFIN-92317	Genero Browser Client (GBC) Upgraded from 1.00.60 to 1.00.62	Genero Browser Client upgraded from 1.00.60 to 1.00.62 This comes with a few bug fixes and updates. For example, date ranges should now be retained after exiting and returning to a window.

Resolved Issues

Reference	Area	Release Note
EFIN-86014	Leave Request Failure Reasons	The respective messages will be displayed if there is a failure due to the following scenarios: Scenario: The timesheet is already submitted when the Leave Request is Approved. Message: The approver processed the leave request after the timesheet was submitted for the period including the request dates. Scenario: The timesheet is already approved when the Leave Request is Approved. Message: The approver processed the leave request for dates in a time period that has an approved timesheet. Scenario: The timesheet is already posted to payroll when the Leave Request is Approved. Message: The approver processed the leave request for dates in a time period that has a posted timesheet.
EFIN-86133	Fixed Date Range Display Issue in Human Resources Reports	After running various Human Resources reports followed by exiting the report page, the date range entered in the selection criteria should be retained and populated when a user returns to the page. The date fields were blank or displayed badly formatted dates upon reentry into the previously used report menu option. The Genero Browser Client update to version 1.00.62, which is included in this release, resolves this issue.
EFIN-89213	Fixed Duplicate Records in General Ledger Transaction Report	Fixed an error in the General Ledger Transaction Report where records were duplicated.
EFIN-89916	Add My Favorites Panel to My Dashboard	Fixed an issue with adding a Favorites panel to My Dashboard.
EFIN-90293	Payroll Outstanding Check Report to Excel	Fixed spacing issues with Payroll Outstanding Check Report output to excel that made the name cell problematic for long names and made the outstanding column come in too small.
EFIN-90536	Users Kicked Out Due to Too Many Redirects	The issue of users getting kicked out of PowerSchool ERP due to too many redirects has been handled. A message appears to users and they are returned to the login page. The message: An error occurred while processing your request, hence you have been redirected to the logout page.
EFIN-90722	Fixed Error in What-if Paycheck Calculation	Fixed an error that occurred in the What-if Paycheck Calculator if the deduction check title is blank.
EFIN-90751	Fixed ETS User Maintenance Search Results Window	Fixed ETS User Maintenance Search Results Window display issue where html code would display in place of an apostrophe in last name.
EFIN-90786	Fixed Message Issue When Project Summary Report Run as Part of Pay Run Processing	When the Project Summary Report was run as part of pay run processing, no message appeared to alert the user when there were no records for the report. This has been corrected.
EFIN-90940	Effective Date Changes Edit Report Includes Race Changes	Using the new Employee Access Center (EAC), when employees submitted changes to the employee's race, the changes did not always appear in the Effective Date Changes Edit Report. This has been corrected.
EFIN-91177	Clarified Error When User Does Not Process All Lines of a VendorPunchOut Order	When an approver processes a VendorPunchOut order, all line items must be marked approved, denies, or needs correction. The order cannot have some lines processed and others remain in Open status. The error message has been updated to provide this information.
EFIN-91184	Tax Information Page Attachments	Fixed the way the employee number field is passed to attachment groups so that it contains the full employee number when it is longer than four digits (9999). Attachments can be added and displayed on the Employee Tax Information page. Previously, long employee numbers were converted to ***** (asterisks) if longer than four digits and it caused errors.
EFIN-91230	New Vendor Access Center (VAC) Invoice Attachments	Fixed an issue where attachments added to invoices did not update the Attachments icon until the page was refreshed after the upload was completed.
EFIN-91572	Change Order Fixed Assets Validation	Fixed the way the charging is validated for a change order to determine if it should be passed to the fixed assets interface.
EFIN-91932	New Vendor Access Center (VAC) Help Content Formatting	Fixed an issue where formatting options in the VAC Administration Help Content page did not carry over into the VAC application. The formatted content appears correctly on the respective pages in VAC.
EFIN-92038	New Employee Access Center (EAC) Leave Information Issue	Using the new Employee Access Center: When you set the Workflow Configuration Profile for Employee Leave Request Type to Not Using: Create Leave Request does not appear on the List or Calendar tab in EAC. The List tab displays leave banks and attendance records. Users cannot click through dates on the Calendar tab to display the PowerSchool ERP Leave Request page. Users can select a date on the calendar tab to display details about the date on the same page.
EFIN-92042	Fixed Vendor Punchout Not Sending PO to a Specific Vendor	In Vendor Punchout, a fatal error occurred when sending a purchase order to the vendor when the vendor returned an invalid response. This resulted in the vendor not receiving the purchase order. The error has been corrected.
EFIN-92363	Employee Access Center (EAC) Leave Request Issue	Advanced Workflow: An issue with bulk approval of leave requests has been fixed.

Federal Reporting

Reference

Area

Release Note

EFIN-87927

Streamlined Validation for Pay Runs in ACA 1095 Maintenance Setup Employer

Modified the validation of pay runs to only be performed when a user selects Calculate Total Employee Count. Previously, it was validating pay runs every time a user updated and saved the Employer Setup record.

EFIN-91853

Upshift Foreign Address Fields on 1095 Maintenance Page

On the 1095 Maintenance page, foreign address fields input data in all capital letters.

Foreign State
Foreign Postal Code
Country

State Reporting

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