$TXT Created by BECKWITH,RALPH at MNTVBB.FO-WASH.MED.VA.GOV (KIDS) on Wednesday, 02/13/08 at 15:35 ============================================================================= Run Date: APR 04, 2008 Designation: PRC*5.1*113 Package : PRC - IFCAP Priority: Mandatory Version : 5.1 SEQ #97 Status: Released Compliance Date: MAY 05, 2008 ============================================================================= Associated patches: (v)PRC*5.1*100 <<= must be installed BEFORE `PRC*5.1*113' Subject: INCOMPLETE PC ORDER CANCEL;DELINQ APPROVAL RPT;SOURCE CODE AMENDS;INACTIVE FCP Category: - Routine - Data Dictionary - Other Description: ============ 1. This issue involves the inability of the Approving Official or Alternate Approving Official to cancel incomplete Purchase Card (PC) orders. Currently, only the individual who placed the order can cancel the order. If the user who placed the order has left the VA there is no proper way to handle the canceling of the order. 2. The issue is a correction to edits of the Edit/Remove Reconciliation [RECONCILIATION PRCH P.C.O. ED/REMO RECONCILE] option which was affecting the Delinquent Approval Report. 3. The issue is with a Source Code Amendment to a purchase order. When the Source Code is amended to Federal Contract there is no screen in place to make sure the item on the purchase order has a contract associated with it before approving the amendment. 4. The issue involves the ability to select inactive Fund Control Points (FCP) when creating Purchase Card Orders. ASSOCIATED REMEDY TICKETS: ========================= 1. HD55196 NOP-1298-12590 IFCAP: Cannot cancel incomplete PC Order Duplicates: HD55204 - MOU-1099-30226 Unable to cancel PC order using PRCHPM REQN CANCEL HD55380 - MAN-0403-12185 cannot cancel incomplete pc orders HD55604 - UNY-0904-11275 How to cancel an incomplete if cardholder not available HD105594 -Unable to Cancel old PC orders 2. HD55327 Delinquent Approval Report 3. HD55282 ISW-0303-23032 SOURCE CODE AMENDMENTS 4. HD55484 SAG-0304-40005 Inactive FCP not inactive ASSOCIATED NSR(s): ================= N/A PARTICIPATING TEST SITES: ========================= Beckley, WV N. TX HCS Upstate NY HCS REMEDY OVERVIEW: =============== 1. HD55196 NOP-1298-12590 IFCAP: Cannot cancel incomplete PC Order Problem: ----------- A site reported the inability of the Approving Official or Alternate Approving Official to cancel incomplete PC orders. Currently, only the individual who placed the order can cancel the order. If the user who placed the order has left the VA, there is no proper way to handle the canceling of the order. Resolution: ------------- The functionality that is used to cancel the PC order by the owner of the order was mimicked to allow the Approving Official or Alternate Approving Official to cancel the incomplete order. The new routine was made into an option and placed on the Approving Official Menu [PRCH APPROVE] option. There is additional security in place that looks up the key of the user who is running the routine before allowing them to cancel the order. The new option is Cancel Incomplete PC Order - Approving Official [PRCH AO CANCEL INCOM PC ORDER]. *NOTE: After patch installation please ensure the new option has been added to the Approving Official Menu [PRCH APPROVE]. 2. HD55327 Delinquent Approval Report Problem: ---------- Currently our system allows multiple Oracle Document ID's associated with a Purchase Order to be set to Final Charge. Whenever a Final Charge is set to a PO, all of the Oracle Documents 'Approval Dates' get updated to the time of the most current Final Charge. The 'Reconciliation Date' gets updated on the most current Final Charge only. This causes the initial Final Charge on the PO to appear as though it is delinquent because its Approval Date is greater than 14 days of its Reconciliation Date. Resolution: ------------- The resolution was not in changing the report but changing the functionality that allows multiple Final Charges on one PO. A change was to the Input Transform for the FINAL CHARGE (#44) field of the PURCHASE CARD ORDER RECONCILE (#440.6) file. 3. HD55282 ISW-0303-23032 SOURCE CODE AMENDMENTS Problem: ---------- When creating an Amendment to an order, if a Source Code Edit is performed and it is changed to 6 Federal Supply Schedule or Other Government Agency (OGA) Contracts, currently the system does not verify that a contract is associated with the items. The system allows the user to verify and approve the Amendment with no contract needed. Resolution: ------------- Changed the Amendment process so that if the Source Code is edited to 6 Federal Supply Schedule or Other Government Agencies (OGA) Contracts before it can be approved it must have a valid contract associated with the item(s). 4. HD55484 SAG-0304-40005 Inactive FCP not inactive Problem: ---------- When creating a Purchase Order users are allowed to select a Fund Control Point that is currently in an inactive status. Resolution: ------------- Made a change to two routines that are called by the input transform for PROCUREMENT & ACCOUNTING TRANSACTIONS (#442) file and AMENDMENTS (#443.6) file. This change will check the status of the Fund Control Point (FCP) and not allow the user to add an order or make an amendment if the FCP is not active. Documentation Retrieval: ======================== The revised IFCAP manuals are available on the ANONYMOUS.SOFTWARE directories at one of the following Office of Information (OI) Field Offices. These files need to be retrieved in binary format. Sites may retrieve documentation in one of the following ways: (1) The preferred method is to FTP the files from download.vista.med.va.gov, which will transmit the files from the first available FTP server. (2) Sites may also elect to retrieve documentation directly from a specific server as follows: Albany ftp.fo-albany.med.va.gov Hines ftp.fo-hines.med.va.gov Salt Lake City ftp.fo-slc.med.va.gov The documentation distribution includes: FILE NAMES DESCRIPTION FORMAT ========== =========== ====== ifcp5_1purchase_card.pdf Purchase Card User's Guide BINARY V.5.1 Security Guide ifcp5_1tech_manual.pdf Technical Manual BINARY V.5.1 Technical Manual ================INSTALLATION INSTRUCTIONS ================= This patch can be installed with users on the system, however several options will need to be disabled (see step 4). Install Time - less than 2 minutes. 1. LOAD TRANSPORT GLOBAL --------------------- Choose the PackMan message containing this patch and invoke the INSTALL/CHECK MESSAGE PackMan option. 2. START UP KIDS ------------- Start up the Kernel Installation and Distribution System Menu [XPD MAIN]: Edits and Distribution ... Utilities ... Installation ... Select Kernel Installation & Distribution System Option: INStallation Load a Distribution Print Transport Global Compare Transport Global to Current System Verify Checksums in Transport Global Install Package(s) Restart Install of Package(s) Unload a Distribution Backup a Transport Global 3. Select Installation Option: --------------------------- NOTE: The following are OPTIONAL - (When prompted for the INSTALL NAME, enter PRC*5.1*113): a. Backup a Transport Global - This option will create a backup message of any routines exported with this patch. It will not backup any other changes such as DD's or templates. b. Compare Transport Global to Current System - This option will allow you to view all changes that will be made when this patch is installed. It compares all components of this patch (routines, DD's, templates, etc.). c. Verify Checksums in Transport Global - This option will allow you to ensure the integrity of the routines that are in the transport global. 4. Select Installation Option: Install Package(s) ------------------ **This is the step to start the installation of this KIDS patch: a. Choose the Install Package(s) option to start the patch install. b. When prompted 'Want to Rebuild MENU TREES after install? YES//' answer YES. c. When prompted 'Want KIDS to INHIBIT LOGONs during the install? YES//' answer NO d. When prompted 'Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//' answer YES e. When prompted 'Enter options you wish to mark as 'Out Of Order':' Enter the following options: APPROVING OFFICIAL MENU [PRCH APPROVE] Edit/Remove Reconciliation [PRCH P.C.O. ED/REMO RECONCILE] Amendment To Delivery Order [PRCH AMEND DELIVERY ORDER] Amendment To Purchase Card Order[PRCH AMENDMENT TO P/C ORDER] AMENDMENT TO PURCHASE ORDER [PRCHPC AMEND] AMENDMENT TO REQUISITION [PRCHPM REQN AMEND] f. When prompted 'Enter protocols you wish to mark as 'Out Of Order':' press . Routine Information: ==================== The second line of each of these routines now looks like: ;;5.1;IFCAP;**[Patch List]**;Oct 20, 2000;Build 4 The checksums below are new checksums, and can be checked with CHECK1^XTSUMBLD. Routine Name: PRCHMA Before: B77180458 After: B76984326 **21,79,100,113** Routine Name: PRCHNPO5 Before: B37355038 After: B37990669 **113** Routine Name: PRCHNPO8 Before: B7939245 After: B8355080 **113** Routine Name: PRCHPCAR Before: B16407409 After: B19373875 **113** Routine Name: PRCIREC Before: n/a After: B1330183 **113** Routine Name: PRCOT07 Before: n/a After: B1178396 **113** Routine list of preceding patches: 100 ============================================================================= User Information: Entered By : BECKWITH,RALPH Date Entered : OCT 25, 2007 Completed By: TSAIMEUCHONG,BRENDA Date Completed: APR 04, 2008 Released By : NELSON,VICKI M Date Released : APR 04, 2008 ============================================================================= Packman Mail Message: ===================== $END TXT