Sno Task Description

1 Create UK SOB and OUs using iSetup. [ITG# 268521]

2 Setup responsibilities in PRD. [ITG# 252894]
3 Assign SOB, OU and Invoice Batch control profile options to UK responsibilities.
[After Task#1]
4 Complete iSetup migrations
5 Complete Markview setup with all users and roles assigned.
6 Assign UK AP Processor responsibilities to "MARKVIEW" user.
7 Run Markview ITG case. [ITG# 253023]
8 Assign UK responsibilities to all users including superusers.
[After Task#5,6,7] [ITG# 252896; 252901]
9 Review Markview AUSS process/user roles and groups
10 Configure extensity lookup values and notify Lori with payment codes
11 Complete setups for all three UK OUs. [ITG# 268521]
12 Create Markview AP request set to include "• 170 Systems Approval Check "
and "• Invoice Validation ". Notify infra team to assign this request set to UK
AP lead responsibilities and UK AP processor responsibilities. Also Schedule AP
Post & Transfer to GL Nightly.
13 Logical Apps
- Close Process
- Flow rules
14 Enter UK suppliers.
15 Setup FA Security profile option
16 Complete Extensity UK VAT configurations.
17 Migrate all ITGs (UK and Global Payments) to PRD by end of business.
- Including migration of all discoverer reports. [Finance ITG# 267168; 260594;
258166; 253021; 253020] [Procurement ITG# 264162; 253618; 251632;
251630; 250496; 250273]
18 Update QC GL Map
[coordinate with GL team to avoid conflict with GLPRC29]
19 Add UK discoverer link to Quantum Oracle homepage.
20 Update UK Employee Records ( After Task#18; can be run from any OU)
-QCC_EMP_SOB_REMAP
-QCC_EMPLOAD
21 Update discoverer lookups for "UK discoverer" responsibility assignment for
new UK employees. (After Task#18)
22 Create new Base & Pool for UK (Qtime)
23 Enter UK opening balances.
24 UK opening balances sign-off by UK team.
25 UK Qtime setup
-Create resource codes for UK.
-flipping the flag for Labor Distribution
26 Change Pools & Bases on UK Depts (needs to happen after reversals from
201101 are run, so after 10/25, but before month end when we run
Department Spending Allocation)
Responsible Date Status
Dave/Anirban 8-Oct Not Started
Ranjit/Sachin Oct 7 - Oct 8 Not Started
Ranjit/Sachin Oct 9 - Oct 10 Not Started

Dave/Anirban 11-Oct Not Started

Prafulla Oct 11 - Oct Not Started
Prafulla/Ranjit 12
Oct 11 - Oct Not Started
Prafulla/Ranjit 12
Oct 11 - Oct Not Started
Anirban/Satish/Ranjit 12
13-Oct Not Started

Prafulla 13-Oct Not Started

Dave 15-Oct Not Started
Michelle/Jignesh/Harsh Oct 14 - Oct Not Started
a
Prafulla 21
Oct 14 - Oct Not Started
21

Sesh Oct 14 - Oct Not Started

21

UK Team Oct 21 - End Not Started

Ranjit/Sachin 22-Oct Not Started
Dave 22-Oct Not Started
Anirban/Satish/Ranjit 22-Oct Not Started

Michelle 23-Oct Not Started

Ranjit/Sachin Not Started

Harsha Oct 23 - Oct Not Started
25

Sesh Oct 23 - Oct Not Started

25
Michelle Oct 23 - Oct Not Started
Michelle 25 Not Started
UK Team Not Started
Michelle Oct 25 - Oct Not Started
29

Michelle Oct 25 - Not Started

Before Month
End