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PeopleSoft Upgrade v9.0 Non-PO Voucher/Accounts Payable. Delta Presentation – November 2008. Non-PO Accounts Payable Changes Overview. Global Changes Page Changes Summary Tab Related Document Tab Invoice Information Tab Copy Worksheet Delete Voucher.
Delta Presentation – November 2008
The Summary Tab has been reorganized in v9.0
Budget Header Status and Non-Prorated Budget Status field names have changed in v9.0
A View Related dropdown box has been added allowing the user to view pages related to the selected voucher.
Selecting Payment Inquiry from the dropdown and clicking on the “Go” hyperlink, the user is directed to a new page automatically
The Payment Inquiry directs the user to a new window screen which includes the details on the payment information.
Selecting Accounting Entries Inquiry from the dropdown and clicking on the “Go” hyperlink, the user is directed to a new page automatically.
Review all accounting entry information on the new page.
The Related Documents Tab has been added in v9.0, allowing the user to access a wealth of information about the voucher. This is an entirely new page that did not exist in v8.8.
The Invoice Information Tab layout has changed in v9.0.
The Copy from Source Document box has been moved from the bottom of the page to the top under the voucher header information in v9.0
The payment due information has been reorganized and moved closer to the top of the page. A packing slip field has been added but this field is used for information only.
The Comments now includes a number (1) when there are comments added, otherwise will show (0) when no comments have been added. The Non-Merchandized Summary and Session Defaults links are new and are not used in business processes.
The Calculate button is located in three places.
Header – click to view any balance discrepancies. If out of balance, the difference will display with a red background.
Invoice Line section – click to view any balance discrepancies with multiple invoice/distribution lines.
Balancing section – click to view any balance discrepancies. If out of balance, the difference will display with a red background.
A copy down check box has been added in v9.0 to allow the user to easily copy an existing distribution line down to a new one. In addition, the ‘+’ and ‘-’ symbols used to add a line or delete a line from the invoice section and/or the distribution section are moved to the far left of the line in v9.0, rather than the far right as in v8.8.
The chartfields in the distribution lines now include the Project as a ‘field’ in v9.0, rather than a ‘hyperlink” like it was in v8.8.
The invoice information has been grouped and summarized at the bottom of the page.
Only the navigation to the page has changed – the functionality is the same
Rather than the columnar layout of v8.8, v9.0 has the fields represented in a vertical format with From and To columns in order that a range of payments may be searched for.
Rather than the columnar layout of v8.8, v9.0 has the fields represented in a vertical format with From and To columns in order that a range of vouchers may be searched for.
After selecting a voucher for Inquiry, icons are available to drill down to Accounting Entries and Payment Information from the Inquiry Page.
The layout of the page for Reviewing Vendor Current Balances has changed.
The same fields are present, but a Max Row return field was added to the page in v9.0.
If you have any questions, please feel free to call the Accounting Services HelpDesk at 882-3051. Thanks!