Payment Request Versions

Payment Request V2.1 (5/17/04)

• Integrated new person search plug-in for retrieving and displaying information about a given individual.
• Updated the travel totals for travel requests to display in the same order that they do within the travel system.
• Corrected a bug that was preventing copies of rejection emails from being sent to the individuals initiating the rejection.
• Modified process dates (accounting periods) to work off of a different schedule than JEMS, so payment request can be kept open for posting independent of JEMS.
• Modified the flow of requests when a problem occurs while loading the request to the AP system.
• Gave administrators the ability to change the status of a request from COMPLETED to prevent accidental loading of an invalid request.

Payment Request V2.0 (4/27/04)

• Integrated new web-based travel reimbursement application ("Travel") with the payment request system.
• Updated wording on some of the email notifications.
• Added a notice to the prepare, review and Signature Authority forms to remind individuals to send backup documentation to DFA.
• Added ability to include Signature Authority in on rejection email if a request is rejected by DRAT or SFA.
• Modified interface to show empty table messages in read-only view if a no values were entered for a section of the request.
• Added rule to prevent setting Signature Authority to the same person as the Payee.
• Added rule to prevent reviewer from assigning themself as the Signature Authority.
• Updated search page to allow for searching by process date.
• Added calendar popup for selecting dates on the search page.
• Added a label next to the vendor status for vendors who are foreign.

Payment Request V1.4.1 (2/15/04)

• Resolved a caching problem that caused requests to appear unchanged after changes were made.
• Updated the new vendor form to remove any hyphens entered into the SSN field.
• Resolved a problem with resorting of search results.
• Updated some SFA routing rules.

Payment Request V1.4 (2/5/04)

• Integrated ability to attach electronic documents to requests.
• Enhanced the copy request feature to allow the copying of a request in any status.
• Added auto-advancing feature to the payment line and account distribution edit lines, so cursor advances to next field.
• Built in ability to identify closed or invalid accounts, if they were closed after being entered into a request.
• Modified the edit rules on the Req # field in the account distribution lines to prevent the entry of hyphens (-) and the letter P, as well as the addition to automatically fill this field with zeros if no value is entered into the field.
• Fixed a security hole that was discovered in the system.
• Fixed a bug that was causing the wrong delivery method to be displayed on the cover sheet.
• Incorporated links to the account search and object code search systems into the header of the account distribution lines.
• Added a "Clear" button to new payment lines and account distributions to enable discarding changes accidentally made to the line that you do not wish to keep.
• Modified the signature authority approval/rejection process.
• Added a notification to the submission process to remind preparers to attach their enclosures to the cover sheet and send them to DFA.
• Updated the signature authority assignment process used by preparers and reviewers.
• Modified the pay date field to not allow dates more than 6 months into the future.
• Improved load time for all queues within the system.
• Added ability for administrator to change the preparer of a request.

(Administrative function modifications)

• Modified the Disbursement Review and Tax queue to display all requests by default.
• Changed the locking feature to be an optional lock.
• Changed DRAT queue to show approval date (date sig auth signed off on request) instead of create date.
• Added ability to override default 1042 codes.

Payment Request V1.3.1.1 (12/3/03)

• Added a few new rules required to ensure that appropriate requests get routed to Sponsored Funds Accounting for review prior to being paid.

Payment Request V1.3.1 (11/18/03)

• Fixed bug that prevented some people from seeing the "Set" and "Cancel" buttons on the Signature Authority selection dialog.
• Increased the size of the Pay Date field for Payment Lines to allow for one more character to be typed on entry.
• Minor modifications to the Vendor Search system.

Payment Request V1.3 (10/31/03)

• Updated reviewer selection process to display a warning message if the search results return you as a potential reviewer.
• Modified the select a reviewer process to allow people to search for reviewers by Net ID.
• Added a warning message that is displayed when someone attempts to save a payment request where the payment amount doesn't equal the distribution amount.
• Replaced the Prelim accounting period with June for all accounting period drop down boxes
• Modified the rejection process so Signature Authorities are included in the rejection email notification sent back to the preparer or reviewer.
• Improved emailing process so a copy of the email being generated by the system is sent to the person causing the email generation, for record and follow-up purposes.
• Fixed a bug in the search page that allowed anyone to open a request if they mistyped the request ID.
• Updated the search by ID field to allow the entry of the full request ID beginning with 'P'.
• Modified the search by ID feature to open the request directly.