| OSC FY 2002-2003 NCAS JULY MONTHLY OPERATIONS | |||
| CALENDAR FOR PERIOD 01, ENDING 7/31/2002 | |||
| ACTIVITY | SYSTEM | DATE | COMMENTS |
| Close system to users | ALL | 7/1 | System access is restricted to OSC at close of business on June 29 in order to process new year open activities. |
| Open Fiscal Year 2003 | ALL | 7/1 | Fiscal Year 2003 and July (Period 01) are opened. |
| Multiyear Programs | PS | 7/1 | OSC runs Multiyear program C-PS-CHANGE-FUTURE-PO as part of year end process. |
| Production Regions Down | ALL | 7/1 | Production regions unavailable to users |
| Modify the DSS MDC's to include 2002 | DSS | 7/1 | Parameters, fiscal structure, and download jobs are modified. |
| Audit Tape | GL | 7/1 - 7/31 | FY 2002 cash basis audit tape (periods 1-12) are made on request after cash is certified and closed. |
| Adobe reports for CAFR 11A, 30, 57 are sent to agencies and Central Managers | DSS | 7/1 - 7/31 | These reports are updated nightly. |
| DSS Processing | DSS | 7/1 -9/30 | GASB MDC's are created first. |
| Close prior periods | ALL | 7/1 | June 29 and June 30 (Periods 12 and 13) are closed. |
| Restore User Access | ALL | 7/2 | System up and ready for use. |
| Electronic vendor payments are resumed | ALL | 7/2 | OSC re-activates all electronic vendors. |
| Pre-Month End Reports | GL | 7/2 | Pre-month end (cash basis) reports available in X/PTR. |
| Month End Certification (June Only) | GL | 7/2 | Month End Certification reports for June 29 available in OSCOP* MOCEY. |
| The modified CAFR and CASH reports and Comparative CAFR reports are sent to agencies and Central Managers | DSS | 7/2 | New reports are sent to agency LANs. |
| EOY Trial Balances for fiscal year 2001 are generated | GL | 7/2 | June 30 (thirteenth month) trial balances are available daily in X/PTR under: OSCOP* GL EOY TB/BUDGET OSCOP* GL EOY TB/BUDGET FUND OSCOP* GL EOY TB/GASB OSCOP* GL EOY TB/GASB FUND |
| Health Benefits Interface | FC | 7/2 | Monthly Health Benefits Interface is run. |
| Cash Carry Forward | ALL | 7/2 - 7/8 | Perform cash carry forward procedures. |
| Change dates GED | AP | 7/2-7/9 | Request OSC to change date on GED screen to process cash carry forward checks. Manual carry forward check must have a June 29 effective date. |
| Certify Final Budgetary Reports | ALL | 7/2-7/16 | Certified June cash basis reports due to Central Managers. |
| Automated Accrual Reversals | ALL | 7/2-7/12 | Verify prior fiscal year accrual reversals have been released from SBM. |
| Manual Reversing Entries | BC | 7/2-712 | Key and update any manual accrual reversing entries. |
| Flag AP accruals for automated postings | AP | 7/2-7/31 | Use accrual indicators to flag Accounts Payable invoices for posting back to June 30. |
| Flag AR accruals for automated postings | BC | 7/2-7/31 | Use BC documents to flag Accounts Receivable accruals for posting back to June 30. |
| Manual Accruals | BC | 7/2-8/15 | Post manual accruals and adjustments for fiscal year ended June 30. |
| Payroll Interface and PI accruals | FC | 7/3 | Run Payroll Interface - Cancellation / Rewrite; verify automated payroll accruals from the statewide payroll interface. Adjustments must be entered manually as BC documents with a 33 type document ID. |
| Holiday | ALL | 7/4 | System down for July 4th holiday. |
| IT Project Reports | GL | 7/5 | IT project reports available in XPTR. |
| Fixed Asset Monthly Update | FA | 7/5 | Fixed Asset monthly update process for June. Includes depreciation cycle. |
| Saturday Hours | ALL | 7/6 | Production regions up for keying transactions from 8 a.m. until 3 p.m. with a production cycle update. |
| FY 2002 Cash Close | ALL | 7/8 | Final day to process cash entries in the Cash Management System. Post the fourth quarter allotment reversion entry to NCAS with an effective date of June 30. |
| Payroll Interface and PI accruals | FC | 7/10 | Run Payroll Interface - Mid-month; verify automated payroll accruals from the statewide payroll interface. Adjustments must be entered manually as BC documents with a 33 type document ID. |
| IT Project Reports | GL | 7/12 | IT project reports available in XPTR. |
| Asset Transfers | FA | 7/12 | Deadline for submitting FY 2002 asset transfers to OSC Client Support. |
| Check Reconciliation | AP | 7/12 | Check reconciliation tape posted during production run. |
| Inventory Recalculation | IN | 7/13 | Inventory Recalculation special request for July. |
| Saturday Hours | ALL | 7/13 | Production regions up for keying transactions from 8 a.m. until 3 p.m. with a production cycle update. |
| Payroll Interface and PI accruals | FC | 7/18 | Run Payroll Interface - Cancellation / Rewrite; verify automated payroll accruals from the statewide payroll interface. Adjustments must be entered manually as BC documents with a 33 type document ID. |
| IT Project Reports | GL | 7/19 | IT project reports available in XPTR. |
| Saturday Hours | ALL | 7/20 | Production regions up for keying transactions from 9 a.m. to 2 p.m. |
| Inventory Recalculation | IN | 7/20 | Inventory Recalculation third Saturday of every month. |
| Current Month End Reports | GL | 7/23 | Current month end reports (MOCUR) available in XPTR; Pre-month end reports (MOPRE) discontinued |
| IT Project Reports | GL | 7/26 | IT project reports available in XPTR. |
| Saturday Hours | ALL | 7/27 | Production regions up for keying transactions from 9 a.m. to 2 p.m. |
| Payroll Interface and PI accruals | FC | 7/29 | Run Payroll Interface - Monthly Payroll; verify automated payroll accruals from the statewide payroll interface. Adjustments must be entered manually as BC documents with a 33 type document ID. |
| Non-system Checks | AP | 7/31 | Process non-system check deletes and cancellations. |
| Fixed Assets Monthly Update | FA | In August | Fixed Asset monthly update process for July will occur on 8/15. |
| Automated Closing of PO's | MM | 7/31 | Automated closing of applicable PO's to receiving. |
| Reinitialize AR YTD | AR | 7/31 | The Accounts Receivable YTD journal file, RK659 input file, is reinitialized. DMA and ITS only. |
| Balancing to Available Funds Report | BC | 7/31 | Balancing to Available Funds (BC950) report available in XPTR |
| Open Next Period | GL | 7/31 | August (Period 02) is opened. |