1 / 16

PeopleSoft Financials 9.0 Changes

PeopleSoft Financials 9.0 Changes. Purchasing. Purchasing Module. What are the Changes? Global changes to the Purchasing Distribution pages Purchase Order Receipts Page Changes v8.8 to v9.0. Purchasing Module. Purchase Order and Requisition Changes

orinda
Download Presentation

PeopleSoft Financials 9.0 Changes

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. PeopleSoft Financials9.0 Changes

  2. Purchasing

  3. Purchasing Module What are the Changes? • Global changes to the PurchasingDistribution pages • Purchase Order Receipts Page Changes v8.8 to v9.0

  4. Purchasing Module • Purchase Order and Requisition Changes • Chartfields including Project Business Unit, Project, Activity, and Source Type will now be entered on the Distribution Line with other Chartfields • Activity & Source Type Chartfields will be used exclusively by DOT in conjunction with Project Costing

  5. Purchase Order Defaults – v8.8 Navigation: Purchasing>Purchase Orders>Add/Update PO’s In v8.8, users had to use a link in order to enter Project BU and Project #. UPK Topics impacted by change: 9.3.1, 9.3.2, 9.3.3, 9.3.5 & 9.3.7

  6. Purchase Order Defaults – v9.0 Navigation: Purchasing>Purchase Orders>Add/Update PO’s In v9.0, the user will enter the Project BU and Project # directly on the chartfield line. UPK Topics impacted by change: 9.3.1, 9.3.2, 9.3.3, 9.3.5 & 9.3.7

  7. PO Distribution Schedule – v8.8 Navigation: Purchasing>Purchase Orders>Add/Update PO’s In v8.8, users had to use a link in order to enter Project BU and Project #.

  8. PO – Distributions Schedule – v9.0 Navigation>Purchasing>Purchase Orders>Add/Update PO’s In v9.0, PO Distributions Schedule, you must scroll to the right.

  9. Navigation: Requisitions>Add/Update Requisitions Requisition Defaults – v8.8 In v8.8, users had to use a link in order to enter Project BU and Project #. UPK Topics impacted by change: 9.1.1, 9.1.2 & 9.1.4

  10. Requisitions – Defaults – v9.0 Navigation: Requisitions>Add/Update Requisitions In v9.0 Requisition Defaults – you must scroll to the right. The user will enter the Project BU and Project # directly on the chartfield line. Activity & Source Type to be used by DOT only. UPK Topics impacted by change: 9.1.1, 9.1.2 & 9.1.4

  11. Requisition Distributions – v8.8 Navigation: Requisitions>Add/Update Requisitions In v8.8, users had to use a link in order to enter Project BU and Project #.

  12. Navigation: Requisitions>Add/Update Requisitions Requisitions – Distributions- v9.0 In v9.0 Requisition Defaults – you must scroll to the right. Users will enter the Project BU and Project # directly on the chartfield line. Activity & Source Type to be used by DOT only

  13. Purchase Order Receipts Changes • The “Print Delivery Report” button has been moved to the Header section of the Maintain Receipts – Receiving Page in v9.0.

  14. PO – Receipts – v8.8 Navigation: Purchasing>Receipts>Add/Update Receipts The Print Delivery Report button was located below the Receipt Lines section. UPK Topics impacted by change: 9.5.1 & 9.5.2

  15. Navigation: Purchasing>Receipts>Add/Update Receipts PO Receipts – v9.0 Expand the Header section to access the Print Delivery Report button which is now located in the Header section in v9.0. UPK Topics impacted by change: 9.5.1 & 9.5.2

  16. PO Receipts – v9.0 Navigation: Purchasing>Receipts>Reports > Receiving Copy of PO The Receiving Copy of PO is a new feature that was not available in 8.8. UPK Topics impacted by change: 9.5.1 & 9.5.2

More Related