Minnesota Valley Transit Authority (MVTA) recently completed their first quarter of Payroll Processing on JDE HR/Payroll. They notified LOGIS approximately nine months ago that they would like to implement JDE HR/Payroll (they have been using JDE Finance and Purchasing since mid-2005). Nancy Hilary worked closely with Lois Spear and Terry Krei through their implementation. As with most implementations, some issues came to light, existing business processes were improved and new ones were put into place. Per Lois “some of the additional functionality gained was eliminating manual spreadsheet tracking of accruals and the automation of payroll vouchers. Timesheet entry is now limited to exceptions only.” Congratulations !
Use shortcut keys: on any forms with a menu or list that contains an underlined character in the button caption, you can trigger the action of the button with that caption by simply holding ‘ALT’ while you hit the underlined letter. For example, while in the Customer Account Inquiry, pressing Alt + s, then n on your keyboard launches the name search. On many of the ‘OK’/’Cancel’ type forms, hitting the Esc key will perform the same function so that you don’t have to use the mouse.
Access Advanced Searches and Filters quickly: saving a frequently used Advanced Search or Filter with a blank space as the first character of the name it will show up at the top of the ‘Restore’ list; typing in the first letter or two of the saved filter will bring you quickly to what you are looking for if you have a long list of saved filters. Typing the first few letters of a word in a drop down menu or on the CIS Infinity Menu will bring up the first item or form with those characters.
Perform wildcard searches: for many of the standard searches you can use a percent sign (%) in a search field if you know partial information about a subject. Add the % symbol at beginning, middle or end of any search. For example: Name = %son, Address = %ington
We released a new version of PIMS into production in March 2014. The release included enhancements and updates to the PIMS application.
Specific updates were applied to the Business License module, Contractor Information, ePermits and Scheduling.
This will be the last PIMS release (for a while) until we complete our technical development enhancements (SQL upgrade, .Net Framework upgrade) among many other improvements from a technical aspect.
There has also been a major transformation regarding our help files within the past several months that was included in this latest PIMS release. By definition, help files accompany the software to provide key information explaining the program’s functionality. Selecting the F1 key on your keyboard offers a detailed description of the screen’s usage including button and field descriptions. Some help files may even contain comprehensive instructions about the entire process, which can assist the end user with certain tasks.
Sometimes when recording a credit card payment in Class, the system acts as if it is going to authorize the credit card, but then asks if you want to “add the payment to the batch.” What does this mean?
Most cities have their Class systems set up so that when a credit card payment is recorded, that payment is authorized by the credit card processor immediately. The main advantage of this is that you know right away if the transaction went through successfully. If it didn’t, you can ask the customer for an alternative method of payment.
However, if there is a communications problem between your PC and the Class Payment Server, Class cannot determine whether the transaction will go through. (This is very rare situation.) In that case, Class will offer to “add the payment to the batch.” “The batch” is a group of credit card transactions that are awaiting authorization through the credit card processor. By adding a transaction to the batch, you are allowing the customer to complete their transaction without actually authorizing their credit card.
When communications to the Class Payment Server are restored, you can authorize all the payments in the “batch” using the Batch Authorization Screen in the Payment Processing Module of Class. If a credit card transaction is declined during this process, you will need to contact the customer, inform them that their credit card was declined, and get an alternate form of payment from the customer. Note that if a payment is declined during Batch Authorization, Class will automatically debit the payer’s account for the amount of the failed payment.
Technical upgrades to Visual Studio 2013 and the .Net 4.0 framework are complete. LOGIS computers were updated as the first step and developers completed programming changes. Property Data and Special Assessments applications were tested by LOGIS staff.
The City of Eden Prairie is currently field testing the software with no issues found to date. Within the next week, the updated applications will be released to all other PDS and SA members.