| OSC FY 2002-2003 NCAS JUNE MONTHLY OPERATIONS | |||
| CALENDAR FOR PERIODS 12, ENDING 06/29/2002 and 13, ENDING 06/30/2002 | |||
| ACTIVITY | SYSTEM | DATE | COMMENTS |
| Saturday Hours | ALL | 6/1 | Production regions up for keying transactions from 9 a.m. to 2 p.m. |
| Inventory Recalculation | IN | 6/1 | Inventory recalculation first Saturday of every month. |
| Pre-month end reports | GL | 6/3 | Pre-month end reports (MOPRE) available in XPTR. Current month end reports (MOCUR) available 6/3-6/29 |
| Close prior period | GL | 6/3 | May (Period 11) is closed. |
| Update budget MDC's for Fiscal Research | DSS | 6/3 | Multi-year budget MDC's are needed for September, December, March, and June. |
| Health Benefits Interface | FC | 6/3 | Run monthly Health Benefits Interface. |
| FA EOY Letter | FA | 6/3 | FA users notified of EOY tasks and schedule. |
| Convert open requisitions to PO's | PS | 6/3-6/29 | Convert all open requisitions to PO's. Verify by running IE report C-U-PS-REQUISITION-AGING. |
| SBM Validation Report | GL | 6/3-6/29 | SBM validation report is available daily in XPTR group OSCOP* GL EOY SBM VALIDATION or run C-U-SBM-VALIDATION-REPORT in the GLPUBLIC library. |
| Validate PO's Multi-Year Indicators | PS | 6/3-6/29 | Run IE report C-U-PS-LIST-FUTURE-PO and make any necessary corrections to the multi-year indicators. Anything that is not an 03 will not be converted to a current encumbrance in the next fiscal year. Review anything with a prior year indicator. |
| Override Payment Terms to pay invoices by June 29 | AP | 6/3-6/29 | Override payment terms on invoices to pay by June 29. All AP transactions to be paid from current year appropriations must have a date no later than June 29. |
| Delete all requisition headers and purchase order headers with no attached lines | PS | 6/3-6/29 | Use the C-U-PS-REQ-MAINT report to list all requisition headers with no attached lines and C-U-PS-PO-MAINT-REPORT to list all purchase order headers with no attached lines. |
| Manually close all purchase orders where no more activity (receiving or invoicing) will take place | PS | 6/3-6/29 | The NCAS closes these automatically only when payments are within tolerances. EFF agencies can use report C-U-AP-INVOICE-STATUS (in the APPUBLIC library) to help identify candidates for manual closing. There is no report to help non-EFF agencies that do not use online receiving. |
| Payroll Interface | FC | 6/5 | Run payroll interface - Cancellation / Rewrite. |
| IT Project Reports | GL | 6/7 | IT project reports available in XPTR |
| Saturday Hours | ALL | 6/8 | Production regions up for keying transactions from 9 a.m. to 2 p.m. |
| Check Reconciliation | AP | 6/11 | Check reconciliation tape is posted during production run. |
| Payroll Interface | FC | 6/11 | Run payroll interface - Mid-month. |
| Certified Reports | GL | 6/13 | Certified reports for May run tonight (9th working day). |
| CI budget codes requisitions for CIs funded by bond appropriations | CMCS | 6/13 | Capital Improvement funded by bond appropriations requisitions must be submitted by 11:00am on this date. |
| IT Project Reports | GL | 6/14 | IT project reports available in XPTR |
| Saturday Hours | ALL | 6/15 | Production regions up for keying transactions from 9 a.m. to 2 p.m. |
| Inventory Recalculation | IN | 6/15 | Inventory recalculation third Saturday of every month. |
| Zero $ Invoices Extracted | AP | 6/17-6/29 | Bank Account Policy is updated to post zero $ invoices to GL. Agencies should watch for zero $ checks. |
| No new companies added until the new fiscal year is opened | GL | 6/18- 6/30 | Company build requires multiple production runs and may interfere with year close. |
| Cash transfers for CI reversions | CMCS | 6/18 | Cash transfers should be received by OSC by 11:00 a.m. for CI reversions to the general fund. |
| CI budget codes requisitions for other CIs | ALL | 6/18 | Capital Improvement budget codes requisitions must be submitted by this date. |
| Payroll Interface | FC | 6/19 | Run payroll interface - Cancellation / Rewrite. |
| No new 2002 budget funds added until new fiscal year is opened | GL | 6/20 | If 2002 budget fund is added before new fiscal year is opened, 2003 budget fund should also be added. |
| IT Project Reports | GL | 6/21 | IT project reports available in XPTR |
| FY 2003 company/fund table is created. | GL | 6/21 | FY2003 budget funds will appear on the Batch Proof List on 6/22. |
| Saturday Hours | ALL | 6/22 | Production regions up for keying transactions from 9 a.m. to 2 p.m. |
| CI Certified Reports due to Central Managers | ALL | 6/24 | Certified CI reports for June are due to Central Managers on this date. |
| Payroll Interface | FC | 6/26 | Run Payroll Interface - Monthly. |
| This will be the last day to enter electronic payments. All payments processed after June 26 will generate a paper check. | ALL | 6/26 | OSC inactivates all electronic vendors. |
| Travel advances closed out. | AP | 6/27 | All permanent and temporary travel advances need to be closed. |
| Agencies end all BC documents | BC | 6/27 | End all FY 2002 unfinished BC documents: ON HOLD AWAITING COMPLETION, ON HOLD AWAITING APPROVAL, and IN PROGRESS. |
| Agencies reconcile all clearing accounts | GL | 6/27 | All clearing accounts should have a zero balance before certification. |
| Agencies need to clear suspense | GL | 6/27 | All suspense accounts should have a zero balance before certification. |
| Suspended Batch Master should be reviewed | GL | 6/27 | All FY 2001 SBM entries need to be corrected and released or deleted. |
| IT Project Reports | GL | 6/28 | IT project reports available in XPTR |
| Non-system Checks | AP | 6/28 | Process Non-System check deletes and cancellations. |
| Cash transfers should be received by OSC by 11a.m. (refer to comments) | CMCS | 6/28 | Funds for sale of surplus property, net proceeds from sale, lease or rental. NCAS effective date should be June 28. |
| Imprest cash should be reimbursed and closed out. | AP | 6/28 | Imprest cash should be reimbursed and closed out. |
| Last Check Run for FY2002. | AP | 6/28 | Last day to request a check run. PCC Payment date must be no later than June 28. |
| Fixed Assets Monthly Update | FA | In July | Fixed Asset monthly update process for June will occur on July 5. |
| Automated closing of PO's | PS | 6/29 | Automated closing of applicable PO's to receiving. |
| Balancing to Available Funds Report | BC | 6/29 | Balancing to Available Funds (BC950) report available in XPTR |
| Saturday Hours | ALL | 6/29 | Production regions up for keying transactions from 8 a.m. to 3 p.m. with a production cycle update. |
| End of Month & Open Period 13 (06/29/2002) | ALL | 6/29 | A complete production cycle is run to process the final cash basis activities for June and the thirteenth period is opened. |