Budget

• You may now have multiple instances of the Edit/Reconcile screen and the Project Status screen open at the same time.
• Projects (list form): The main project display form has been increased in size for legibility.  The information displayed has been modified to provide some different information.  More quick searches have been added at the top of the form.  Most display columns can be sorted by clicking on the column headers.
• Project Setup Form: A new field for Center/Dept has been added.  This is an extension of the Centers which have previously been in the Contracts & Grants area.  The Project Increments setup subform has been increased in size for legibility and more safety and error reporting features have been added.  An unnecessary form has been removed from the process used to add monthly reports for PIs.  Selection of a fiscal year automatically fills in award and funding dates.  Selections from most pull-downs can now be made by typing a few characters of the selection -- you don't need to click on the pull-down.
• Posting form:  In 4D 2004 some of the buttons are displayed out of position.  This has been corrected.  It is no longer possible to directly post liens to sub Y to adjust overhead in other subs.
• Fund Transfer forms:  The Sub Y totals were not matching the totals in the project status form.  This has been fixed.
• Audit Trail: Modified total displays in audit trail so that total overhead expenses in other subs will be displayed properly under sub Y.
• Outstanding Liens report: When printing outstanding lien reports for a range of projects, reports were generated even if there were no outstanding liens.  This has been fixed.
• Automatic electronic reports: Fixed a bug which would cause reports not to be printed if the PI received no standard reports and the report in question was defined as being part of the standard reports.
• Detailed Financial Statement: Allocations are now marked with the description "sub allocation".
• Assisted reconciliation:  Fixed a bug in the financial transaction editing area which would log changes to overhead as changes to shipping in the transaction audit-information.
• Recharges:  Some security settings have been modified to allow users with Recharge Edit and Recharge Manager authority to change additional fields.  Changed tab order on the Recharges Input form.  Changed security and tab order settings on the External Projects setup form.

Purchasing

• Vendor Blankets: Warnings have been added if you attempt to change a vendor blanket and related records in other areas of GUS are being edited.

Contracts and Grants

• When adding new subagreements to a proposal, only the last entered item was displayed.  This has been fixed.

Personnel

• Fixed a problem that allowed users without Personnel_View status access to the Distributions to Project, Carry Forward, and Documentation menus
• Fixed a bug that caused a run-time error when loading the Preferences screen if the Personnel module was not activated.
• Fixed a problem that allowed users not authorized for Personnel_Mgr access to change the colors and Hourly Reporting End Day on the UTILITIES > PREFERENCES screen.
• Fixed a bug that would cause a runtime error when choosing a BELI code on the Employee Information screen. Went into existing databases and fixed it there, where possible.
• Fixed a bug in the printing of the UPAY Log screen that caused some records that were found on the screen not to show up on the print.
• Fixed a bug on the UPAY Log screen prints that caused the page number to be inaccurate.
• Fixed a bug on the Post Reconcile screen that prevented a benefit rate of 0 from being updated.
• Changed a limitation that prevented the “Update Future Months…?” alert if the salary or benefits were changed on the Post Reconcile screen, but the actual work days were less than 15 days. Now it will ask you if you want to update future months if there’s a change, regardless of the work days.
• Fixed a problem where a transaction set to 0 dollars or 0 percent time from the Summary screen would cause blank fields in that transaction, as opposed to zeroes.
• Fixed a problem that would sometimes leave the “Copy Previous Project Info” button enabled on the Distribution screen even if the screen was opened without being part of the Personnel Carry Forward process.
• Fixed a bug that allowed Distributions to be projected even if the end date was before the start date.
• Added a function that resets Employees to “Inactive” status automatically if their last current Appointment expires.
• Fixed a few problems with the (editable) UPAY Form. Cost Center no longer is tied to (duplicates) the Account fields. Fixed Original Amount, Transfer Amount and Benefit Amount fields that would add an extra decimal point or reformat numbers upon exiting the cell. Made the message text size 1 point larger in an attempt to make it more legible when editing.
• Fixed a problem that would cause incorrect salary calculation when projecting hourly employees.
• Fixed a problem that could cause newly downloaded Distributions (from the Data Warehouse) to be assigned to the wrong Project when there are multiple active Projects with the same Project code (during the Carry Forward process).
• Added a feature that produces a warning that there could be possible BELI ramifications when certain fields are changed, such as the DOS code, Appt. type, Appt. percent time, Title Code, etc.
• Added column totals fields to the Project Overall Summary area of the Salary Projections report
• Fixed a bug that would prevent the updating of the Main SP Liens in the Budget Transactions table after projecting a Distribution, until the Summary screen was opened. Now it is updated as part of the projection process as expected.
• Blocked UPAYs across fiscal years from the UPAY screen and provided information on how to do it manually, where necessary.
• Fixed display problem with the Pick Title Code screen in 4D 2004.
• Fixed problem on the Post Reconcile screen where a transaction would appear to be selected but actually a different one would be loaded, causing occasional “Change Ledger Date?” messages even when the apparently selected record had the correct date. This issue would also cause occasional data entry errors in unselected records.
• Added a preference to the Personnel tab of the UTILITIES > PREFERENCES screen that allows Administrators to choose whether their department will be allowed to project Distributions beyond Visa end dates (GUS warns them either way).
• Added a Help (?) button to the Personnel tab of the UTILITIES > PREFERENCES screen that takes users to GUS’s online documentation page for that screen.
• On the Distributions to Project screen, fixed a bug that would cause the Appointment screen to remain the default screen that pops open even when users would subsequently double-click on a column that should normally bring up a different screen, like the Distributions screen or the Employee Info screen.
• Added a checkbox to the Distribution screen that allows users to prevent projections of leave accruals no matter which leave accrual code is selected in the Appointment screen. (Primarily for 19900 accounts, etc.)
• Added a “Print Projections Report” button to the Summary and Post Reconcile screens.
• Added some code that causes the Project Code field to be immediately reselected upon typing in a Project Code on the Summary screen. This minimizes keystrokes and facilitates the quick review of more than one project.
• Added a warning that notifies users that in Appointments for title codes 3284, 3266 or 3276, even if the percent time drops below 25% they may still be subject to GSF and GSHIP.
• Added a data validation process to the Post/Reconcile screen that prevents reconciling or unreconciling of records where the matching record on the Budget side has already been reconciled. Changes are saved, but users get a warning that says: "Reconciliation status could not be changed because related records on the Budget side have already been reconciled and cannot be updated. Unreconcile Salary and Benefits records on the Budget side of GUS for the ledger month of MONTH - YEAR before changing affected records here.”
• Fixed a bug in the Summary screen that would cause an “Indices Out Of Range” error when switching from one Project Code to another.
• Changed the UPAY process so that if there are Vacation Salary or Vacation Benefits taken in the associated transaction, they are not transferred and the user is alerted that the workaround, should they want to UPAY these, is to manually create UPAY transactions from the Post/Reconcile screen and fill out another UPAY form instead.
• Added code that shows users the names of Employees who are being automatically set to “Inactive” status due to a lack of current Appointments, on the startup of the Employees screen.
• Fixed a bug that would cause an extra monthly transaction to be projected for hourly employees if their Distribution start and end dates were both within either the first or second half of a single month, based on the Timecard End Day preference setting in the Personnel section of the UTILITIES>PREFERENCES screen.
• Added a drop-down and corresponding list to hold Supervisors to be used on the Appointments screen. Supervisors will also be used to support the upcoming Personnel Projections by Supervisor report.
• Re-adjusted tab order on Post/Reconcile screen
• Added a new list and corresponding drop-down field to accommodate the upcoming “Coverage by Supervisor” report
• Added a “Coverage by Supervisor” report which shows the percent time covered for each month (up to a 12 month period) for all Employees assigned to a given Supervisor in the Appointment screen.
• Fixed the Distribution Percent array on the Post/Reconcile screen to correctly show the Distribution Percent, not the Appointment Percent time that it was showing before.
• Added a “Sync Supervisors” utility to the Personnel menu that adds any existing Supervisors from the Appointment table, and any Employees designated as Supervisors in the Employee Detail screen, to the Supervisors list that populates the Supervisor drop-down on the Appointment screen.
• Fixed a bug in the Distribution screen that would cause an inaccurate “over 100%” warning for months where there was also an inactive Distribution with previously projected transactions.
• Upgraded most of the Project selection fields in the Personnel module so that when there is more than one instance of the Project code that was entered, such as in the case of multiple fiscal years, etc., users can choose from a list of the Projects which are on Active, Hold and CF-Hold status by default, but also now have the option to view Closed, Expired, and Archived ones as well. This option is not available in the Distribution or UPAY screens, as projecting Distributions or UPAYS into Closed, Expired, or Archived Projects would have a negative impact.
• Added the Distribution Number to the Distribution list on the View by Employee tab of the Summary screen.
• Fixed a bug that would cause an unreconciled Personnel transaction to be treated as if it were being reconciled (except for actually writing the expense in the Budget table and changing its status) when a change was made from the Summary screen, causing occasional data and run-time errors.
• Added code that causes the Budget side and Summary screen to automatically refresh when returning to the Summary screen after editing a single transaction.
• Fixed the tab order on the Distribution screen
• Fixed a problem that would cause intermittent errors while attempting to display the Distribution number on the Summary screen.
• Added a drop-down to the Print Projections setup screen that allows users to choose a single salary sub or all subs to print.
• Fixed a bug that prevented the benefits from accurately being displayed on the Payroll Ledger report.
• Finished adding a preliminary web-based reporting and password management system for PIs, including a Projects Summary, Financial Statements, and Audit Trail reports, all modeled after the existing GUS reports of the same name.
• Fixed a bug that prevented the addition of a Title code to a new Appointment.
• Fixed a display problem that would prevent the Title Codes from being visible on the Pick Title Codes screen in 4D version 2004
• Manually created transactions now contain notes in the log indicating whether they were plain transactions or UPAYs.
• Changed the label for the Auto-Advance box on the Personnel tab Preferences screen to correctly read “Post/Reconcile Sceen”
• Fixed a bug that would intermittently cause the refresh button on the Post/Reconcile screen to not completely refresh the view of the Project totals and display a lien mismatch error.
• Fixed a bug that caused data to be written to reconciled Personnel transactions when re-projecting hourly employees with transactions that had been previously reconciled.
• Fixed another “Indices Out Of Range” error on the Summary screen, which would pop up when changing project codes and clicking the “Distribution” or “Employee” view selection radio button when the resulting records were of a smaller number than those previously shown in the arrays
• Removed the Agency field from the Employee Roster report, and added the Distribution Number and Distribution Start Date fields to both the printed version and the exported Employee Roster list.

Budget

Version 1 of the Carry Forward Assistant added...
This new form (Utilities:Carry Forward) facilitates preparation for and creation of new fiscal year projects and the reassociation of recharge types, vendor blankets and distributions from the old fiscal year into the new fiscal year. This provides an alternative method to that provided via Admin Projects form which has been used in the past.

Post Form...
An 'i' button has been added to provide summary information for the project to which you are posting.

Project Status Form...
Stored note length has been increased from 40 to 255 characters.  (Stored notes are canned messages you can use to make up project status notes. )
The financial statements generated from this form are now identical to the forms produced by the main Print Reports form.

Account/Fund Status Form...
A new button has been added to the bottom of the form which will print reconciled statements for all projects associated with the account-fund being displayed.

Project Setup Form...
Funding agencies may now be selected by typing their abbreviation or a portion of their name as well as from a pull-down list.

Edit/Reconcile...
Users now receive an alert if a financial record they wish to edit is open elsewhere.

Assisted Reconciliation...
Main form - The account and fund search fields under the GL Entries and GUS Transactions tabs automatically pre-load when you click on an account-fund line in the main display.
Compare Acct/Fund form - GL entries can now be sorted by clicking on the Tr Date column header.  An alert has been added to indicate that a GUS Transaction  A note has been added at the bottom of the form to remind users of the key combinations available to select data.
Users now receive an alert if a GUS Transaction record they wish to edit is open elsewhere.

Print Reports...
The project summary reports can now be composed of either "all projects for which a person is a PI or co-PI" or by "all reports which are received by a person".  This allows printing of summaries for lab managers, etc. who are not actually PIs and allows you to control which reports are included in PI summaries.  The option is selected via a preference setting in the Utilities:Preferences:Printed Reports area.
A bug which would cause a run-time error when emailing separate financial statements to PIs when a particular statement was both in the Standard Reports and added as a separate report for that PI has been fixed.

Duplicate Projects...
(button at bottom of main Projects display form)
A new selection option, "Duplicate Subs" has been added.  In the past, Subs were always duplicated.
A bug introduced in version 4.5.1 which caused GUS to ignore a new fiscal year entry when manually duplicating a Project has been fixed.

Admin Projects...
A bug which would cause a run-time error when deleting projects has been fixed.
A bug introduced in v4.5.1 which would cause a run-time error in with the "Status -> CF-Hold, Duplicate" option has been fixed.

Purchasing

POs Screen...
When entering a new PO, under some circumstances clicking on the Project 'i' button would cause the PO record to be partially duplicated.  This has been fixed.

Recharges

Financial Journal...
The file format for the electronic financial journal has been modified to facilitate ftp transfers to Accounting via FTP on Windows clients.

Contracts and Grants

Financial Agencies...
Funding agencies may now be selected by typing their abbreviation or a portion of their name as well as from a pull-down list in both the Proposal and Award setup forms.

Personnel

• Removed redundant code that stopped monthly transaction creation if the sub and type combination was repeated in a given project. Mainly affected the UPAY screen which was revised last year and provided with an alternative way to handle this problem.
• Fixed a bug that prevented the project summary arrays on the Summary screen from refreshing if the user was on the second (view by month) tab.
• Added a “Ledger” array to the “View by Month” tab of the Summary screen.
• Fixed the Vacation Benefits field of the Post/Reconcile screen so that when the Vac Salary changes, the Vac Benes field changes relative to the new amount (multiplied by the default benefit rate set in the preferences screen, currently .1242)
• Changed the totals fields on the second page of the Summary screen to Megabucks format to fix problem where large values were showing up as “<<<<<<<<<<<<<”
• Created 6 new Personnel training videos and uploaded to website.
• Added color selection to preferences allowing users to choose 1 of 4 different background colors to be applied uniformly to all the screens in the Personnel section.
• Added Benefits Eligibility Hours and Career Eligibility Hours fields to the Employees table, as well as the Employee screen, in preparation for the upcoming PPS Data Download feature, to manage people with limited Appointments.
• Fixed a bug in the UPAY screen that left the Reason Code field and “i” button enabled on load (should have been disabled like the rest of the fields and buttons on that screen).
• Changed name of Merit Cycle field on Appointments screen to “Next Salary Review” to match PPS
• Added “Evaluation Date” and “Evaluation Type” fields to the Appointments table (actually named OtherDate and OtherDateType) to accommodate evaluation tracking in the Hot List
• Revised the Employee screen. Added Appointment related filtering by Appt. type, Supervisor, Bargaining Unit, and Title Code.
• Revised the printed report from the Employee screen to more closely match other new Personnel reports.
• Added Export functionality to the Employee screen. Also fixed existing sorting function so that prints and exports remain sorted as well.
• Changed the Title Code field on the Appointment screen to match the new functionality on the corresponding search field of the newly-revised Employee screen, in that now you can just type in a title code if you know it and GUS will find the description. It used to be that you could only get the actual description by clicking the lookup button.
• Added code to block projections past Visa End Dates.
• Removed the word “other” from the “UPAY” type button description on the “Create New Transactions” screen.
• Removed vestigial rTotalDistPercent field from Distribution screen
• Added Evaluations tab to Hot List to track upcoming Evaluations
• Added popup to UPAY screen alerting users to Dept. Chair approval requirement if UPAY is for transactions over 120 days old.
• Fixed bug in Hotlist screen that caused ending projects to be repeated for all employees, whether they were affected by the ending project or not
• Added a “Project Ending?” array to the Distributions Ending tab of the Hotlist screen to indicate when a project associated with an ending Distribution is also ending.
• Changed Total for Project field on Projection report to iMegabucks format to prevent “<<<<<<<<<<<” problem
• Fixed a bug that allowed the Hot List and UPAY Form menu items to be available even for users without Personnel permissions.
• Added a field to the Employee table for the Alt Email address in preparation for the upcoming data warehouse download functionality. The regular email address field will be filled by the one in the campus directory, which is sometimes wrong, so the users needed the alt. one for their other or “correct” one.
• Added additional field for Academic Salary Review date on the Employee screen.
• Removed the merit and review date fields from the Appointment screen – now managed from the Employee screen to coincide with PPS schema
• Revised tab 7 on the Hot List to accommodate new Employee-centric evaluation/review date handling
• Added an 8th tab to the Hot List for handling Limited Appointments
• Added “PPS End Date” fields to both the Distributions and Appointments tables and screens to accommodate the upcoming PPS data download feature
• Finished writing methods and queries for importing Employee and Appointment data from the data warehouse (tab-delimited files)
• Fixed a problem with the Hot List screen where the Projects Ending tab loaded extremely slowly in large databases. This screen still loads slower than most other screens just because of the sheer volume in some of the larger departments, however it now loads in an acceptable time period (not more than 60 seconds).
• Fixed bug in the Export Employee Roster screen that prevented exporting of records sorted by Employee
• Added a support utility that obscures Employee data by changing recognizable information such as names, email addresses, locations and phone numbers to randomly chosen replacements, for GUS demonstrations, workshops and documentation materials.
• Moved the BELI drop-down to the Employee Information screen from the Appointment screen.
• Worked out most of the details and wrote the code to support the downloading of data from the data warehouse – tab delimited file format
• Created a set of generally accessible variables on the Preferences screen for the 3 and four character dept. codes and tied them to the existing recharge-specific variables. Also wrote code that tests for them and minimizes impact to the users before the new ones have been added specifically.
• Fixed a bug that caused a misrepresentation of the effective salary amount in the Appointment screen
• Added code that updates changed Benefit Rate, Salary Rate, and Percent Time in the Appointment when a user makes a change to a transaction and chooses to update future transactions and the related Distribution with the same new amounts
• Changed the sorting of the Titles selection screen so that it now sorts by Title and not by Title Code
• Added a feature to the Title screen that allows searching by Title without having to add the “@” symbol to incomplete criteria
• Revised look and sorting of the Personnel Outstanding Liens report
• Added functionality to Hot List – Distributions Ending tab so that if the user double-clicks on the Employee name, the Employee Detail screen opens, allowing the user to check and see if there’s another Distribution pending for the Employee before extending the current one
• Changed the default for the Hot List time period to “This Month”. Was “Next 3 Months”.
• Added Hours – Current Month and Hours – Last Month fields to the Post/Reconcile screen in order to keep track of hourly records
• Added an “Hourly Time Reporting End Day” preference field in the UTILITIES > PREFERENCES > PERSONNEL screen to permit the calculation of hourly projections without users having to manually work around a lack of hourly projection functionality
• Changed the Employee screen so that when an Employee record is edited and the user returns back to the list, the Last Name search field is highlighted for quick searching for the next Employee
• Fixed a bug that would prevent the recalculation of Salary and Benefits Overhead when revising future Salary and Benefits amounts for existing transactions from the Post/Reconcile screen
• Finished work on a system that makes projections for hourly employees accurate without having to work around the problem of time reporting ending in the middle of the month. Now hourly Employees are projected to the correct ledger month based on the reporting end date preference set by the user.
• Added validation code to the Hourly Reporting End Day field on the Preferences screen, so that a day less than 1 or greater than 28 (the shortest possible month) cannot be entered.
• Re-formatted the code that calculates projections for hourly Employees so that instead of assigning Salary and Benefits amounts based on their percentage of time for an average month of 174 total work hours, now they are calculated based on the actual hours projected.
• Added the Employee First Name to the Distribution screen.
• Finished the Personnel > Carry Forward screen/code. Users can now just double-click on Distributions shown in the list of affected Distributions, and it automatically copies it and opens the Distribution screen so they can add the new project code and Salary sub/type/and object code and project the Dist into the new FY.
• The old Distribution is updated to show that it has been carried forward, and it removed from the Carry Forward list automatically.
• Revised the Post/Reconcile screen help form so that the picture shown accurately represents the latest version of the screen.
• Fixed a bug that caused Employee Types and Statuses to intermittently show up wrong on the Employee Detail screen, even though the correct data was in the underlying table
• Fixed a bug that caused the default Employee list Status display drop-down to  show the wrong list item
• Finished work on a “Personnel Projection Formulas and Methods” document to assist users as well as the GUS Personnel Committee
• Fixed a few bugs with the Appointments and Distributions report
• Revised the Employee Detail screen so that the Print button at the bottom of the Appts and Dists tab prints the Appointments and Distributions for the selected Employee only
• Fixed a bug on the Post/Reconcile screen that caused the Salary amount to recalculate inaccurately if the Percent Time field was changed. Now it calculates accurately based on the Salary amount in the Distribution
• Fixed another bug on the Post/Reconcile screen that prevented the Vacation Benefits from automatically recalculating when the Vacation Salary was changed.
• Fixed a bug that prevented the updating of the Main SP Liens when a new Type or Object Code was chosen for any of the categories (Salary, GSF, GSHIP, Vac Sal, Vac Bene, Gen Bene) on the Post/Reconcile screen.
• Fixed a bug in the Employee Roster report that would print extra lines for an Employee if there were unused Monthly Personnel Transactions in the database
• Fixed a bug in the Hotlist that caused manually entered Distributions to show up in the list just because the PPS End Date was 00/00/00. (the PPS End Date is not directly editable). For manually entered Distributions without valid PPS End Dates, only the GUS End Date is used now to determine if it will end within the Hotlist time period.
• Added a “Helpful Resources” link to the GUS Info menu that takes users directly to the resources.shtml page on the website. The page will ultimately contain links to helpful UC and UCSB pages, helpful user forms, external apps and formulas that assist GUS users during the course of their work, as well as the GUS Mentors list.
• Met with GUS Personnel committee to continue work on future development strategies and goals
• Added code to prevent the projecting of Distributions with a Start Date before 1/1/1998 (the year the GUS project began)
• Added a warning to the Limited Appointments tab of the Hot List screen indicating that Benefit and Career Eligibility Hours must be maintained in order for the list to show ending Limited Appointments.
• Fixed the Employee Status drop-down on the Print Employee Roster screen so it reliably chooses the “Active” choice by default.
• Finished updating and revision the Personnel Module documentation (PDF format) to go with the next release of GUS (GUS 5).
• Finished creation of a new online documentation system which can be called up by clicking the “?” button on any of the major screens. Currently fully implemented for the Personnel module, other modules to follow.
• Added HR and Accounting links to the website’s resources page, so that in GUS, users can just click GUS Info > Helpful Resources to get useful forms, charts and relevant information without having to leave GUS or wade search through many pages and links on the HR site.
• Fixed a bug that caused some records to wrap to another line in the Employee Roster export process, if the comments field contained a manually typed carriage return.
• Finished adding Email functionality to the Post/Reconcile, Summary, Employee Info, UPAY Log, and Hot List screens.
• Resized the totals fields of the printable report from the Summary screen so that the numbers could be shown completely
• Fixed a bug that prevented the GSF and GSHIP from filling in automatically from the Appointment when creating a new Distribution
• Removed an extra “OK” button from the Pick MPT screen (for selecting transactions to use from the UPAY screen.)
• Fixed a bug on the Employee Information screen, Appts/Dists tab, that intermittently prevented Distributions from being set to “Inactive”, and often set them to “Historic” or back to “Active”.
• Fixed a bug that caused the first selected field of the Employee Information detail screen to be the DOB. Changed it to go to the Last Name instead.
• Fixed a bug that prevents the Distribution status from updating in the Dists list after a status change – now the list is automatically removed to avoid confusion and the user must click on an Appointment (as normal) to refresh the Dist list showing the new statuses
• Added a developer’s utility that removes inactive MPTs and their related SUBs.
• Added a utility that finds the date associated with a timestamp.
• Fixed a bug that would prevent the expected reduction of an erroneous Budget transaction when the user changed the PPP Date and THEN unreconciled a Monthly Personnel Transaction from the Post/Reconcile screen.
• Changed a behavior on the Post/Reconcile screen, where, after saving a transaction, the screen would refresh and the transaction selection would jump to the first matching transaction for the selected Employee, even if the “Advance to Next Employee” preference was switched off. Now, if that preference is turned off, when a transaction is saved, that transaction remains selected.
• Revised label on Distribution screen for the Salary Sub/Type/Object Code section to ensure that users understand that this is ONLY for those things related to Salary, and that the Subs/Types/and Object Codes for Benefits is selected during the Projection process.
• Fixed problem with the Staff Review tab of the Hot List screen that would cause it to show records for Employees whose upcoming review dates were outside the scope of the Hot List period chosen.
• Added additional filtering to the Hot List screen to prevent Appointments and Distributions assigned to other departments from showing up in the lists.
• Added additional information to GUS 5 documentation Word Doc, PDF and Documentation Site for the Personnel Module regarding the Hot List screen.
• Added totals fields and a lien discrepancy warning to the Award Summary screen that pops up when you click the “i” button next to a Project Code field in the Personnel Section
• Made more revisions to the Hot List to ensure that all appropriate records are selected for each tab.
• Changed the Department field to a Department Code field, requiring only the 4 character Department code, on the Appointment Screen.
• Added a “Personnel Documentation” link to the Personnel menu that takes users to the main page of the online Personnel documentation.
• Added a button to the Distribution screen that is enabled only when carrying a Distribution forward from the Personnel Carry Forward screen. This button enables a user to plug in Project-related data from the previous year’s Distribution, as well as the Dist number.
• Added Printing and Exporting functionality to the Carry Forward screen.
• Added the ability to double-click the Employee First or Last name to open the Employee Information detail screen from the Distributions to Project screen

Budget Recharges / Contracts & Grants:
    New Features

• Two new reports have been added to the Print Reports form.  Both provide condensed summaries of all projects belonging to a PI.  One has substantial user-controlled flexibility in the alerts which are printed for each project.
• GUS can now generate automatic alerts to PIs indicating when Agency reports (e.g. progress reports) are due.  These alerts can be printed on the financial statements and on one of the new summary reports.
• The notes section on the Financial statements has been modified to allow longer notes and to provide more flexibility as to which notes are printed.
• Two new report delivery mechanisms have been added. 
• In addition to the existing automatic production of printed reports, automatic reports can now be saved to disk as pdf files for delivery via a web or ftp server, or they may be automatically delivered as pdf files attached to email messages.  Each PI may have an individual preferred report delivery method.
• These new delivery options depend upon functionality which is currently only available in the Mac OS, so they won't work from Windows machines.  However, if you have even one Mac available, you can use these functions for your department from that machine.

    Bug Fixes and Modifications

• Automatic reports - if a PI had more than 55 projects, the PI cover page would skip the first 55 when printing the list of attached projects.  This is now fixed.
• Printing repots - a bug introduced in GUS 4.5 which caused the 'Project Status' condition to fail properly select projects has been fixed.
• Budget - overhead on lien credits posted from the UPAY form was not being correctly calculated.  This is now fixed.
• Budget - different balances were being displayed in the Project Status and Account/Fund Status when searching for reconciled data within a date subinterval.  This is now fixed.
• Budget - when using the Account/Fund Status form to look at data within a date interval, any corresponding Problems List entries were not reduced by the same date interval.  Now they are.
• Project Setup form -  If a user clicked the Cancel button and then attempted to Cancel the Cancel, the project would close.  It now behaves properly and stays open.
• Cost Centers - A run-time error which could occur when printing financial statements from the cost center display form has been fixed.
• Recharges - Marking an external funding source as inactive didn't remove it from the choice lists.  Now it does.
• Projects - When duplicating a Project, the project award conditions were not duplicated.  This is fixed.
• Project Status form - The 'i' button next to the project code didn't work.  Now it does.
• Project Codes List - The quick searches for project by low value number and blanket number now work properly.
• Vendor Blankets - If you had more vendor blanket funding sources that could be displayed without scrolling the display subform, it was very difficult to select or edit funding sources which you had to scroll to see.  This has been fixed.
• Contracts & Grants - When creating a Project from inside an award, the award conditions were not copied to the project conditions for the new project.  This has been fixed.
• Contracts & Grants - A third overhead rate type, 'Other Activities', has been added to the choice lists in the Proposals and Awards setup forms.
• Archived Projects - Clicking on 'Show All' would produce a run-time error.  This has been fixed.
• 4D 2004 Display fixes - The Account/Fund Status form now justifies the data columns properly.  A display problem for Macintosh clients in the Project Codes List was fixed.

Personnel module:

• Changed note field on Employee Roster report from the MPT notes to the (more useful) Appointment notes
• Made the fields on the UPAY report a little taller to accommodate slightly larger Arial font on the Mac
• Fixed a problem with the Preferences screen where, while changing the default Type/Object codes for benefits in the personnel section, the list shown was empty.
• Wrote debug tool to recursively find and eliminate any “hanging”, or unattached Monthly Personnel Sub-transactions which have been left over as a result of deleted Monthly Personnel Transactions (parent records). This is a “behind the scenes” utility intended for use by GUS support personnel only.
• Created a utility to seek force MPT Subs to adopt the correct Personnel Transaction ID when a previously changed Project Code causes the projected Personnel records to retain the incorrect PTID from the old Project Code. Running the code fixes the problem for all such records in the database. This is also a “behind the scenes” utility for GUS support personnel use only.
• Moved new “Budget/Personnel Liens Comparison Warning” text to page 0 of the Summary screen to allow it to be seen whether viewing data by Person or by Month.
• Moved “Display By” box down a bit and shrunk height on the Summary screen to alleviate display issues
• Added button to Budget Transactions manual input screen (GUS Support Only) that totals up the expenses for the selected record’s sub and description, and displays it in an Alert box. This simplifies and streamlines troubleshooting and data examination for support purposes.
• Adjusted entire interface on manual input screen for Budget Transactions table (GUS Support Only).
• Moved hidden (numeric keypad enter trapping) button on Summary screen to avoid conflict with sub-total scroll bar
• Added a “Fix” button for the OH on the Budget Transactions Manual Input screen. Adjusts the OH based on the OH Rate entered and adds a note to that effect. (For GUS Support personnel use only)
• Fixed a problem where reports from the “Print Other Reports” screen would sometimes hang on the last page.
• Added clarification to labels for Transaction radio buttons on Print Other Reports screen to resolve confusion over the difference between Pending and Outstanding liens.
• Fixed bug in Payroll Ledger report that prevented the current date and user name from appearing on the first iteration of the report for the current session (name and date would appear on subsequent report copies only).
• Adjusted length of Date field in Employee Roster report header to accommodate longer month names
• Fixed problem with Appts and Dists report where report would hang
• Fixed bug that would prevent printing of Appts and Dists when the Appts and Dists report screen had detailed report checkbox unchecked
• Fixed a bug that prevented saving the default Type/Object codes in the preferences screen. Fixed the problem in existing GUS 4.5 databases that use Personnel also.
• Fixed bug that caused an additional (blank) page when printing a UPAY form from the UPAY screen
• Fixed a problem with the UPAY Date Processing method where there was an open ended “If” statement.
• Added a fully editable, free-standing UPAY form to allow form creation from within GUS even when not doing a normal Project to Project UPAY transfer. The new form is accessible from the main Personnel menu, as well as from the “Create Transaction” screen where single-sided UPAYs are created (from the bottom of the Post Reconcile screen)
• Fixed bug in Distribution screen where the WSP code wasn’t showing up after being saved in the Distributions table
• Added additional code to block projection of Distributions across fiscal years where the original FY check and end date change was done, but the user went in afterwards and changed the Distribution end date back to what it was previously.
• Changed the title of the Employee Roster print form from Payroll Ledger to Employee Roster
• Fixed Outstanding (Personnel) Liens reports so they print without error messages
• Set up header reprinting on Liens reports so they show up at the top of each page.
• Added an “Include Closed” checkbox to the “Print Other Reports – Lien Reports” screen which is set to “Unchecked” by default. Allows printing of outstanding or pending liens for projects that are closed.
• Added a “Forever” button to the Appointments screen to allow users to quickly fill in the Appointment End date with a virtually non-reachable date (12/31/9999).
• Added a tabbed area to the Appointment form to more intuitively handle the transition from the optional fields to the dist. salary sub, type, and object code selection fields.
• Fixed bug on the Employee Info screen that would default the employee type to Post Doc.
• Adjusted the Employee Type field on the Employees table to 30 characters to accommodate longer types input by users in the EmpTypes list.
• Fixed a bug in the Employee Roster report that caused the wrong PI name to show up if the project code had been changed by the user.
• Fixed bug in Summary screen that prevented it from refreshing every time a project code is chosen or a transaction is edited. Now it’s automatically refreshed every time.
• Added an “Export” button to the Employee Roster Report screen to allow the chosen records to be exported to a tab-delimited file for import into Excel.
• Modified the “Copy Appointment” button so that they don’t copy the same Appointment Number into the new Appointment.
• Modified the “Copy Distribution” button so that they don’t copy Project-related information. This forces the user to choose the Project anew, ensuring that the active project will be used and not a closed or inactive one.
• Edited the Personnel menu, deleting unused (and not currently planned) menu items. Moved menu items pointing to old Personnel screens from the default support menu to another new (Old Personnel) menu.
• Added a UPAY Log screen. Users can double-click the Complete field to hide finished UPAYs, or add comments to individual transactions.
• Added print functionality to the new UPAY Log screen.
• Added an Export function to the new UPAY Log screen.
• Fixed minor bug in the new UPAY log screen that showed inconsequential error when exiting under certain (rare) conditions
• Changed the Appointments screen to reduce ambiguity over creating Distributions from there. Specifically, I made the “Single Distribution” creation function happen in the normal Distribution screen, which pops up on Save if the “Create New Distribution” box is checked.
• Added code to empty the Comments and disable the “Save Comments” button on the UPAY Log screen if someone clicks on a blank area. Button re-enabled when a valid transaction is selected.
• Fixed a glitch with the new UPAY log screen that prevented all previously reconciled UPAYs from showing up on Load or Refresh
• Enabled additional Personnel module security. Made the reporting screens available to anyone with Personnel_View privileges or higher, and the other screens only available to users with Personnel_Edit or higher.
• Added Unreconciled totals to the Summary screen main page.
• Rewrote the code to allow selection of date ranges as well as all records on the Summary “View by Month” tab. Renamed the tab “View by Month(s)”.
• Fixed a bug that reset a UPAY transaction to the status of a normal one if the UPAY was unreconciled.
• Added reconciled total fields to the Summary screen.
• Changed the way the Summary screen reacts to a click on a transaction. Now, instead of popping up an alert saying “You can only edit the note for a reconciled transaction” or “Edit this transaction?”, it doesn’t say or do anything except highlight the line. If you DOUBLE-click, however, it now automatically opens only the field to edit the comments if it’s a reconciled record, or opens an edit screen if it’s unreconciled.
• Changed background to gray for all non-enterable fields on the Summary screen.
• Added a separate comments field to the Post/Reconcile screen. Now the automatically generated notes (“reconciled by NAME on DATE”, etc.) can be seen in the “Log” field, and the users can add their own comments to individual transactions in either the Summary screen or the Post/Reconcile screen.
• Added a “Print Transaction Notes” checkbox to the Print Projections Report setup screen. If unchecked no notes are added to the report footer, whereas if it is selected, log (automatically generated) notes as well as user added comments are printed. Transactions associated with the notes are identified by Date and Employee Name.
• Added a check to the Distributions projection functionality that checks if the funding end date is before the dist end date and asks if the user wants to reset it. It was doing this for new Distributions but not for existing ones where the end date was being updated.
• Fixed a bug that checked the Dist begin date against the project’s funding end date. Should have been comparing to the Dist end date.
• Fixed a number of small problems with selection status of transaction records on the updated Summary form. Specifically, created mechanisms to hold and restore the currently selected transaction when switching from one view to another, until another transaction is selected or the screen is closed.
• Modified field labels in the Create New Transaction screen to reduce ambiguity regarding pay month start and end dates and the ledger date.
• Fixed a bug in the Post Reconcile screen that caused incorrect salary and benefits calculations when manually adjusting the percent time for an individual transaction.
• Finished the new Hot List screen which shows the upcoming Distributions, Appointments, Project Funding, and Visas which are ending within the chosen time period (this month, next month, three months, or FY end, as well as past dates if chosen). Also shows upcoming Tenure Milestones, and Merit Cycle dates.
• Fixed bug that would prevent transactions from showing up on various screens/reports if the pay month start or end date was not on the beginning or end of the month.
• Changed the source of the Actual Salary field on the Employee Roster from the Distribution % x Gross Salary, to the Salary amount shown on the actual monthly transaction
• Changed the Notes shown on the Employee Roster from the Appointment notes to the actual Monthly Transaction Comments field
• Added “Show Historic Dists” checkbox to the Employee Roster report selection screen.
• Modified the Date and Department fields on the header of the Employee Roster to accommodate larger dept. names
• Added a Dist number field to the Post / Reconcile screen in preparation for the upcoming PPS data download functionality
• Added drop-down lists to the Appointments screen for the Pay Schedule and Appointment Type fields.
• Rearranged the Appointments screen in preparation for the upcoming PPS data download feature
• Added a Beli Code Descriptions “i” screen to explain the codes for the users on the Appt screen
• Added a Type field to the Merit Cycle tab of the Hotlist screen
• Centered the alignment of many of the fields on the Appointments and Distributions screens for easier viewing
• Added another drop-down as well as the code to handle another choice for the Appointment Rate Type field – now handles “B” for “By Agreement” type

Budget module:

• Project setup form - Blocked the 'Enter' key from closing Proposal and Award input forms without saving changes.
• Project setup form - modified sub setup area to remove a bug which allowed users to change a Sub Id without changing it in related financial transactions by using the Sub Id pulldown.
• Project setup form - a runtime error which could occur when clicking "Done" after changing the OR Record number has been fixed.
• Cost Types - the link between cost type information and project information has been changed in order to improve reliability.
• Edit/Reconcile - an alert has been added to indicate if someone else is concurrently editing the displayed record.
• Edit/Reconcile -safety has been added so that it's not possible to reconcile a record if no GL date has been entered.
• Edit/Reconcile - added a user selectable option to control whether the GL date autofills when the form is opened or is entered by the user.
• Edit/Reconcile - modified security options to properly lock data fields when the selected record is chosen using the arrow keys as well as when it is selected by clicking.
• Edit/Reconcile - modified Project selection dialog to provide more options in fiscal year selection when editing departmental projects.
• Edit/Reconcile - renamed 'Complete' checkbox to 'Billing Complete' to improve functional clarity
• Edit/Reconcile - the 'All' selection pulldown option now works consistently.
• Edit/Reconcile - modified the fiscal year selection box to include new selection options; any fiscal year, no fiscal year, don't care about fiscal year.
• Edit/Reconcile - a runtime error would occur if a user attempted to change display type pull-down while no project code was entered.  This is now fixed.
• Edit/Reconcile - in version 4.3b002, a runtime error could occur when changing data or reconciling.  This is now fixed.
• Edit/Reconcile - added a new total field to show the sum of overhead on the currently displayed financial transactions.
• Edit/Reconcile - moving a financial transaction from one project to another would change the overhead rate to zero.  This has been fixed.
• Problems List - extensive modifications to problems list printing from the Budget menu item.  Added new dialog with new printing/file saving options.
• Project Status - an error could occur in the balances shown if the display was changed to show reconciled transactions and the date interval was changed from the default.  This has been fixed.
• Project Status - clicking on the outstanding liens or audit trail report button could cause a runtime error.  This has been fixed.
• Project Status - for Macintosh users only - added ability to attach pdf copies of project reports to GUS-generated emails from that form.
• Posting form - modified layout and renamed 'Complete' checkbox to 'Billing Complete' to improve functional clarity.  Added help button.
• Find Transactions - clicking on the "Sub" column header didn't sort by Sub.  This has been fixed.
• Assisted Reconciliation - allocations on the ledger were being imported with an incorrect sign.  This has been fixed.
• Assisted Reconciliation -zero dollar GL entries could not be marked 'reconciled' from the main display in order to clear them.  Now they can be.
• Clear Monthly Notes  budget menu option now requires Budget_Mgr authority and requires double confirmation before executing.
• Carry-Forward - monthly notes may now be carried forward from the old fiscal year into the new.
• Find Transactions - "Export" data button added to form to allow saving records to disk.
• Find Transactions - date search options have been added to the quick searches
• Print Reports - the "All Current" project status option didn't work.  Now it does.
• Print Reports - Sub Y totals on the audit trails were not displaying properly.  They now do.

Contracts and Grants module:

• C&G reports - added a user selectable option to control whether No Cost Extensions are included in report totals.
• Added Agency Activity report to show all proposals and awards associated with a particular agency in a particular time interval.
• Added new agency name print format control options to the Agency Totals report.
• Fixed bug in Awards input and Proposals input forms which could cause Agency selection pulldown list to be improperly initialized.
• Blocked the 'Enter' key from closing Proposal and Award input forms without saving changes.
• Proposals display - the quick search by OR Number didn't work.  Now fixed.

Purchasing module:

• Input form - modified display of related-project information to improve reliability when entering new POs.
• Input form - buttons which would allow a user to erroneously try to change the type of an order after it has been saved have been modified to help prevent the error.
• Input form - the link between PO vendor info and Address book info has been rewritten to make it easier to use.
• Vendor Blankets - main display form has been increased in size.
• Vendor Blankets - error messages on the individual vendor blanket display form have been updated.
• Vendor Blankets main display - modified form so that display does not automatically revert to the top after editing a VB.
• Vendor Blankets main display - removed automatic addition of '@' to search fields and modified help button content accordingly.

Personnel module:

• Fixed UPAY screen to use calculated overhead instead of total from monthly personnel transaction record
• Projection/Reconcile screen – the vacation salary taken object and type code field is now enterable – bug disabled invisible button
• Added a new G6 style sheet to GUS – applied it to text labels and fields on the new Print Projections report.
• Added new notice labels to the Print Projections report. Users needed to be advised that the summary information at the bottom of the report reflected only the data from their chosen date range, so the numbers won’t match the project summary numbers at the top of the report.
• Fixed another UPAY bug to prevent overhead from being charged on inelegible benefits including GSF and GSHIP.
• Fixed overhead rounding on UPAY screen
• Fixed a display conflict between Mac fonts and Windows fonts – created new style sheets and applied to all labels, variables and fields on all Personnel reports and screens.
• Added (again) a “Deactivate Dist” button to the Appt/Dist screen. Was temporarily removed from recent versions due to data integrity concerns and other functionality issues.
• Fixed problem which caused insufficient stack space run-time errors while projecting Distributions. This problem was specific to 4D version 2004.
• Revised Appt/Dist selection screen (Edit Employee Info screen) for more robust operation.
• Added Copy Appt. and Copy Dist. Buttons to the Edit Employee Info screen.
• Fixed bug where Distribution projection used wrong code version when looking at the budget table.
• Added designer functionality to speed up lien correction behind the scenes (support tools)
• Added more support tools to Summary screen to speed up support – new arrays total unreconciled values (liens) and append them to debug fields onscreen
• Added additional support tools for viewing unreconciled totals in the Post-Reconcile screen
• Added new link and information to the front page of the GUS website
• Fixed bug in Copy Distribution button
• Changed heading on Personnel Transactions report to “Salary Projections”
• Added restricted “Go To User Mode” menu item as workaround for cumbersome mode selection process with 4D 2003/2004. Menu item is accessible to core admin group only and is intended for support expediency purposes only.
• Replaced Reason Code drop-down control with a simple text box to fix an issue where the Reason Code was not printing on the UPAY report.
• Changed label for checkbox on Print Projections form to more accurately say “Print report even if no projections exist”
• Adjusted some header fields on the Employee Roster report to accommodate longer text or date strings
• Fixed bug where the Personnel Liens total field on the Summary screen didn’t add the liened UPAY transactions
• Re-introduced a fix from Personnel screens in previous GUS versions as a workaround to built-in 4D “feature” which closes screens when the “Enter” key is pressed.
• Added code that tests and increments the sequence number of a distribution before adding a new one, to avoid (very) intermittent “Attempt to add non-unique data to a unique field…” errors
• Added code to check current overhead rates and fix liened personnel transaction overhead rates in the case that an overhead rate was changed for a specific project/sub/type/object code.
• Wrote code that implements overhead rate check code in the summary screen “refresh” button object method.
• Added code to automatically save a record in a new table when OH rates are changed for specific projects
• Revised label on employee edit screen to read “Appt #” instead of more ambiguous “PPS Num”
• Added functionality to add or delete title codes from the title code selection screen (sub-component of the Appointments screen)
• Created a tab-delimited version of standard Title codes for importing into GUS, and added a link to it on the GUS website
• Completed code to automatically check the newly created “PossibleOHRateChanges” table from the Personnel Post/Reconcile screen when a user enters a project code. If a record of a possible overhead rate change exists for the project, GUS will update any liened MPTs with the current OH rate before the user has a chance to reconcile any records, which inserts the expense into the Budget transactions table. The PossibleOHRateChanges table is then updated to prevent GUS from checking again for the same possible rate change.
• Corrected display issue for 4D 2004 where the Employee Roster report was showing fields with gray backgrounds. Implemented a workaround which includes a white rectangle behind white fields.
• Added an “O/A” field to the Appointment screen and table to accommodate the “On Scale/Above Scale” notation for Employee Appointments.
• Switched tab order on Distribution screen so that focus tabs from the Project Code field to the Distribution # field.
• Fixed bug on Post/Reconcile screen where the “Vacation + Other” didn’t automatically update when the Benefit Rate amount was changed.
• Added a setting to the preferences screen to allow for occasional changes in the Vacation Benefits percentage.
• Added code to check max values for sequence numbers in the Appointment and Distribution tables. Creates corresponding process variables in the Employee screen process – allowing for checking of duplicate sequence number generation on creation of copied or new records before attempting to save erroneous sequence numbers which cause run-time errors. Also increments process variables on saving a new record.
• Revised message on deactivation of distribution from “There were no associated transactions with this Distribution. Changing to Inactive.”, to “There are no reconciled transactions for this Distribution. Changing to Inactive.”
• Revised message on deactivation of distribution from “There are historic transactions with this Distribution. Changing to Historic.”, to “There are reconciled transactions for this Distribution. Changing to Historic.”
• Fixed bug where the percent time was not updated for projections along with other fields if the user answers yes to the “Update future salary, benefit, and vacation accrual amounts?” question after changing one of those fields on the Post/Reconcile screen and saving the record.
• Enabled copy and paste for editable fields on all personnel forms
• Added code to check for other Appointments and Distributions related to the selected Employee when a significant change is made during reconciling, and if any unreconciled transactions are found a popup appears reminding the user to check for required changes in other future benefit percentages, etc. Will automate further with a selection list screen in future versions.
• Fixed bug in Projections report that put the wrong date in the “Distributions until…” field
• Fixed a problem in the Period Summary section of the Projections report where the total for the Benefits Liened field included the Vacation Salary and Vacation Benefits Liened amounts, and the Vacation Benefits Liened field showed the Vacation Benefits again, causing confusion. Now the Vacation Salary and Benefits Liened amounts are only showing up in the Vacation Benefits Liened field.
• Adjusted header on Projections reports so that wrapped text in the second line of the Title field is visible.
• Adjusted the label on the Period Summary section of the Projections report to accommodate plenty of space for the number of Distributions included in the summary information.
• Increased size of common print header to accommodate longer department name inclusion
• Added code to check for Projects which use fiscal years, and if someone is trying to project a Distribution beyond the fiscal year end date for that project, it warns them and automagically resets the distribution end date to the last day of the project’s FY.
• Changed ambiguous alert message for when a user attempts to project a Distribution beyond the date that a Project’s funding ends. The alert used to say “Funding End Date is before Distribution End Date. Shall I reset it?”. Now it says, “Distribution End Date is after this Project’s Funding End Date. Reset the Distribution End Date?”.
• Created a PPP5302 (Personnel Ledger) explanation page and posted on the website under the training page in the Personnel section.
• Created a graphic key for the Post/Reconcile screen showing relationships to the Personnel Ledger. Created a form to hold it and linked it to the Help (?) button on the Post/Reconcile screen, replacing the verbose text that was there previously.
• Added a Summer Salary Days field to the Post/Reconcile screen and the Monthly Personnel Transactions table
• Added code for the Projections report that checks the Summer Salary Days amount and appends it to the Percent Time number when the SSDays amount is greater than zero.
• Added functionality to check for locks on the Personnel Transactions table before saving a record when updating the Personnel Transactions (using the “Refresh” button on the Summary screen), and displaying an alert notifying the user who has the table locked up, and what screen they have to close to allow a write to the table. User then can return to the Summary screen and click the “Refresh” button again to complete the process.
• Added support tool to check for extra (leftover) Monthly Personnel Subtransactions by comparing the records found by drilling down from the Distributions table versus the Personnel Transactions table. Debug tool finds unmatched records and displays the MPTIDs in an alert box. Also automatically checks for related MPTs.
• Changed name of link on website from “Training” to “Documentation” on all pages to avoid apparent confusion in terminology.
• Created centralized “PERS_RefreshSummary” method to replace code under Refresh button on the Summary screen
• Added code to the “Save Changes” button and the “Show Balances” button on the Post/Reconcile screen to call PERS_RefreshSummary when a transaction has been saved and the “Show Balances” button is pressed, so the balances shown are up to date.
• Renamed the “Show Balances” button on the Post/Reconcile screen to “Refresh & Show Balances”.
• Reworked the Select Type Codes/Object Codes form to show all type/object codes available to a project, based on the (relatively) new Cost_Types2 table.
• Simplified some of the code on page 2 of the Edit Employee Info screen (Appts and Dists list screen)
• Added a Status field to the Distributions list on the Edit Employee Info screen
• Removed unnecessary Status field from the Distributions screen
• Added alerts to Employee Info Edit screen warning that a Distribution must be selected first before a Copy, Edit, or Deactivation can be performed
• Fixed bug that prevented Distribution screen from harmlessly trapping the Enter key (the one on the keypad)
• Reintroduced the code to allow double-clicks to open the Appointment and/or Distribution screens from the Edit Employee Info screen without needing to click a button. Was standard feature on screen from previous versions but was accidentally left off when the screens were revised.
• Went through all Personnel screens and relevant reports on a Mac and made sure all fields and labels are linked to the appropriate style sheet for uniform Mac/Windows display
• Adjusted the Projections report for better alignment on a Mac – had to find the happy medium between optimum on either platform
• Rewrote the code that gathered the PI information on the Projections report to account for the (relatively new) Project PIs table
• Fixed bug on the Projections report that caused the PI and related information to show up blank
• Reset the G-xx Helvitica/Arial style sheets to default to Arial for OSX users to provide more expected display behavior between Windows and Mac machines using Personnel screens and reports.
• Fixed bug in “Create Transactions” screen that didn’t properly convert the ledger date entered into the last day of the month to coincide with the actual ledger date from accounting
• Added radio button label “UPAY / Other” to the create transactions screen
• Fixed bug that caused an “Indices out of range…” error when projecting Distributions.
• Reinserted some missing code from the Distributions form method.
• Added Budget and Personnel side lien comparison feature to the Summary screen – Produces red warning with totals and difference amounts if Personnel liens on Budget and Personnel modules don’t match for the given project
• Added a GUS Info menu containing a link to the GUS website
• Added ETMO tag to Fiscal Period field on UPAY screen for clarification and to better match the PPP5302 report
• Revised new Post/Reconcile help button graphic to include a step-by-step explanation of how to reconcile to the Personnel ledger and posted to website as well
• Fixed date handling on the Print Projections screen so that the start date converts itself to the first day of the month entered, and the ending date converts itself to the last day of that chosen month.

Budget module:

Some printing and display bugs associated with the Cost Centers area and with printing PI cover sheets have been fixed.

A carry-forward bug introduced in version 4.4 which would prevent setup of the carryforward process has been fixed.

Purchasing module:
The Vendor Blankets main display and input detail forms have been modified to provide more user error messages and to provide better control over identification of the Vendors and VB funding sources.

Personnel module:
A new "Employee Roster" report has been added.

The "Print Projections" report may now be printed on either legal- or letter-sized paper.

The "Print Projections" report has been modified to show summary data for the period chosen.

Some printing bugs have been fixed.

General:
A source of memory leaks which could lead to program instability has been eliminated.

There have been modifications, some substantial to the Budget, Purchasing, Personnel, Recharge and Contracts & Grants areas.

Budget Module:
Report printing:  The PI Cover Sheet produced using the automatic printing could sometimes show an erroneous list of Project Codes if agency reports were also set up for the projects in question.  This has been fixed.

Project Status screen:  The 'Internal Balance' field was not reflecting overhead on outstanding liens.  This has been fixed.

Project Status screen: If the user clicked on one of the report printing buttons before entering a valid project code a runtime error could occur.  This has been fixed.

Assisted Reconciliation (autoreconcile):  The GL import routine would skip the first line of data.  This has been fixed.

Automatic reconciliation would sometimes erroneously reconcile GUS transactions if anticipated expenses on a particular control number were entered as expenses rather than liens and were identical to the amount of the expense to be reconciled.

One of the sub search fields on the main form for automatic reconciliation would not allow you to enter sub Y as a search option.  This has been fixed.

Depending upon how the automatic reconciliation process matched GUS and GL expenses, the notes field in the GUS budget transactions was sometimes not updated.  This has been fixed.

Recharges: The project code selection pulldown was including archived projects.  This has been fixed.

The Financial Journal report has been made slightly smaller so that it will print without either clipping off a portion of the right-hand column or requiring rescaling to 97%.

Default GL Dates for the Edit/Reconcile and other forms would be erroneous if the forms were opened on Jan 31 (all other dates were ok).  This has been fixed.

Cost Types/Object Codes management and entry have been heavily rewritten.

Award Conditions (Condition Codes) management has been completely rewritten.

Printing the Cost Center Summary report required manual scaling on the Windows platform.  The form has been rewritten so no scaling is needed.

The sort order used in the Print Problems List report has been modified.

A runtime error could occur when adding a new person to the Dept Reports list.  This has been fixed.

The Internal Archive main display form and project display form have been updated.

Autoreconcile has been renamed Asssited Reconcile in the Budget menu.

Award Conditions:
Basic structure rewritten to allow retention of historical award condition definitions.

Ability to import definitions via specially formatted text files.  importing checks validity of pre-existing conditions added.

Added automatic update to convert old-style data records to new-style.

Main display form rewritten - increased font sizes, added additional quick searches, added help button, added +/- buttons for 4D 2004 compliance.

Added more data fields, including logging
added additional display options to show which projects use particular award condition codes.

All areas which either select or display award conditions to reflect new structure (Budget: Project setup display & selection forms, projects list info display have been rewritten.  Purchasing: PO input form, proj info display form.  C&G: Award setup display and selection forms.

Cost Types :
Modified basic storage structure so that cost types and object codes now exist in separate tables.

Created new menu, main display forms for both object codes and cost types

Main display forms now include more quick search options.  help buttons added. 

Main cost type display distinguishes between active and inactive records by changing font color.

Created new input/edit forms for both object codes and cost types.  Cost types input form includes logging of primary field changes and display of which projects and subs use this cost type.  Object codes are selected from choice list.  Error highlighting, deletion/change control and help added.

Object Codes input form includes display of related cost types.  Error highlighting, deletion/change control and help added.

Written documentation for both cost types and object codes has been created.

Added automatic conversion to move old data into new structure.

Find Transactions:
Quick search area has been modified.  More searches have been added.

Displayed data may now be sorted by clicking or shift-clicking on column headers.

Purchasing:
PO main display form:  POs have two ways in which to be marked "Complete".  One is for receipt of goods.  The other is for receipt of billing.  In versions prior to this release these two values were combined into a single status column on the main PO display form.  They are now separated into two columns.

The PO input form, when being used for SBPOs will no longer allow the user to enter numbers beginning with VB or KK into the PO number field.

Some users are using copy & paste to enter PO numbers into SBPOs.  When doing so they sometimes copy carriage returns or multiple lines of information.  This embeds invisible characters in PO numbers and causes problems with searches.  Invisible characters are now filtered out when using copy & paste to the PO number field.

PO number field for SBPOs will no longer accept control numbers beginning with VB or KK. (Must be set up in the VB area.)

A sorting problem in the PO line detail information has been resolved.

Added +/- buttons to invoice and line item subforms for 4D 2004 compatibility.

Modified main PO input form so that the selection of POs on the main PO display would be disturbed less frequently when adding invoices and modifying existing PO records.

Inventory:
The permissions level needed to delete an item from the inventory list has been changed to Purchasing_Mgr.

Fabrications:
Quick searches updated in main display form.

Logging added to detail form.

Preferences:
Moved printing preferences to their own tab in order to add new options (summarize salary and benefits)

Personnel preferences reorganized.

Personnel:
 Virtually all screens rewritten to improve appearance & functionality, bring button behavior into compliance with patterns in other areas of GUS

Extensive rewrite of interface code between personnel & budget modules.

UPAY form completely rewritten.

Payroll Ledger Report added.

Many 'Help' buttons have been updated.

Lingering references to social security numbers have been removed.

Modified Summary screen to allow for viewing distributions by employee.

Posting:
Borders added to data fields to improve visibility on some monitors.

Outstanding Lien Report:
New preference added to allow salary and benefits liens to be combined into a single summary line to reduce printing size

Cost Center Summary Report:
Print form rewritten so Windows users can print more easily

Contracts and Grants:
Award, Proposal, Subagreement, Matching Funds requires user to request deletion 2x before deletion occurs.

Deletion confirmation buttons have been changed so that instead of 'OK' and 'Cancel' they now say 'Delete Matching Funds' and 'Don't Delete Matching Funds' etc. to help reduce user confusion.