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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.

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non po accounts payable changes overview
Non-PO Accounts Payable Changes Overview
  • Global Changes
  • Page Changes
    • Summary Tab
    • Related Document Tab
    • Invoice Information Tab
    • Copy Worksheet
  • Delete Voucher
non po accounts payable changes overview con t
Non-PO Accounts Payable Changes Overview (Con’t)
  • Payment Inquiry
  • Voucher Inquiry
  • Review Vendor Balances
  • Review Accounting Entries
global change
Global Change
  • Chartfield Distribution now includes the “project” as a field
    • PS 8.8 the “project” was a link that took you to another screen where you had to enter either a project number or “00”
    • PS 9.0 the “project” is a field on the distribution line which still needs to be filled in with either “00” or the project number
page changes re wording of navigation pages or adding new fields
Page Changes – Re-wording of Navigation/Pages or Adding New Fields
  • In some instances, either the navigation or fields on a page have changed from the 8.8 version to 9.0. Please see the screen captures to view these page changes.
add update regular voucher regular entry the summary tab v8 8
Add/Update Regular Voucher -> Regular Entry -> The Summary Tab – v8.8

The Summary Tab has been reorganized in v9.0

Budget Header Status and Non-Prorated Budget Status field names have changed in v9.0

add update regular voucher regular entry the summary tab v9 0
Add/Update Regular Voucher -> Regular Entry -> The Summary Tab – v9.0

A View Related dropdown box has been added allowing the user to view pages related to the selected voucher.

add update regular voucher regular entry the summary tab v9 08
Add/Update Regular Voucher -> Regular Entry -> The Summary Tab – v9.0

Selecting Payment Inquiry from the dropdown and clicking on the “Go” hyperlink, the user is directed to a new page automatically

payment inquiry v9 0
Payment Inquiry - v9.0

The Payment Inquiry directs the user to a new window screen which includes the details on the payment information.

add update regular voucher regular entry the summary tab v9 010
Add/Update Regular Voucher -> Regular Entry -> The Summary Tab – v9.0

Selecting Accounting Entries Inquiry from the dropdown and clicking on the “Go” hyperlink, the user is directed to a new page automatically.

accounting entries inquiry v9 0
Accounting Entries Inquiry – v9.0

Review all accounting entry information on the new page.

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Add/Update Regular Voucher -> Regular Entry -> The Related Documents Tab – v9.0

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.

-Payment Status

-Payment Reference

-Vendor ID

add update regular voucher regular entry the invoice information tab v9 0
Add/Update Regular Voucher -> Regular Entry -> The Invoice Information Tab – v9.0

The Invoice Information Tab layout has changed in v9.0.

add update regular voucher regular entry the invoice information tab v9 014
Add/Update Regular Voucher -> Regular Entry -> The Invoice Information Tab – 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

add update regular voucher regular entry the invoice information tab v9 015
Add/Update Regular Voucher -> Regular Entry -> The Invoice Information Tab – 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.

add update regular voucher regular entry the invoice information tab v9 016
Add/Update Regular Voucher -> Regular Entry -> The Invoice Information Tab – v9.0

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.

add update regular voucher regular entry the invoice information tab v9 017
Add/Update Regular Voucher -> Regular Entry -> The Invoice Information Tab – v9.0

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.

add update regular voucher regular entry the invoice information tab v9 018
Add/Update Regular Voucher -> Regular Entry -> The Invoice Information Tab – v9.0

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.

add update regular voucher regular entry the invoice information tab v9 019
Add/Update Regular Voucher -> Regular Entry -> The Invoice Information Tab – v9.0

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.

add update regular voucher regular entry the invoice information tab v9 020
Add/Update Regular Voucher -> Regular Entry -> The Invoice Information Tab – v9.0

The invoice information has been grouped and summarized at the bottom of the page.

delete voucher v9 0 navigation accounts payable vouchers add update delete voucher
Delete Voucher – v9.0Navigation: Accounts Payable>Vouchers>Add/Update>Delete Voucher

Only the navigation to the page has changed – the functionality is the same

accounts payable review accounts payable info payment inquiry v9 0
Accounts Payable -> Review Accounts Payable Info -> Payment Inquiry v9.0

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.

accounts payable review accounts payable info voucher inquiry v9 0
Accounts Payable -> Review Accounts Payable Info -> Voucher Inquiry v9.0

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.

accounts payable review accounts payable info voucher inquiry v9 024
Accounts Payable -> Review Accounts Payable Info -> Voucher Inquiry v9.0

After selecting a voucher for Inquiry, icons are available to drill down to Accounting Entries and Payment Information from the Inquiry Page.

accounts payable review accounts payable info vendor current balances v9 0
Accounts Payable -> Review Accounts Payable Info -> Vendor -> Current Balances v9.0

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.

peoplesoft v9 0 will be available on monday december 1 2008

PeopleSoft v9.0 will be available on Monday, December 1, 2008

If you have any questions, please feel free to call the Accounting Services HelpDesk at 882-3051. Thanks!