This week we met with UNF ITS and Finance to go over the progress of our Aleph to Banner export project. The news was very good. FCLA sent over the data from Aleph and ITS successfully imported it into our Banner Financial System. The process appears to match what I envisioned from the outset. When the data is imported into Banner, all of the fields will be filled an our business office will simply need to approve the transaction without entering much, if any, data.
Our next steps will require ITS to automate the ingestion of our index number. This number is the same 99% of the time so that will be part of the approval process for our business office. We will also have an "accuracy report" produced, again by ITS, to tell us what was entered into banner and what was left out. Finally, we decided to ask ITS to script the import process to run nightly which is, of course, much faster than our current manual process which is only done once a week.
We are going to retest the rejection process of PCARD transactions. The initial thought was to automatically reject any invoice without the proper n-number and ingest any invoice with an n-number but we must also reject invoices that contain the text PCARD even if it has a legitimate n-number. We will perform one more export to validate the process and then go live. Hopefully this will all be wrapped up before Fall.
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