PeopleSoft Financials Upgrade v9.1

1. PeopleSoft Financials Upgrade v9.1

2. Upgrade Overview • PeopleSoft Financials will be upgraded from v8.8 to v9.1 • People Tools will be upgraded from v8.49 to v8.51 • Why? – Support will end for v8.8 in December of 2011

3. Upgrade Overview • Module upgrades impacting Budget Mangers include eProcurement and Accounts Payable • Additional module upgrades include Asset Management, General Ledger, Grants and Web Based Budgeting

4. Key Dates • Upgrade - May 12th to May 15th • System unavailable for Budget Managers during this timeframe • Go-live – May 16th

5. Additional v9.1 Training • PeopleSoft v9.1 eProcurement and AP • Loop – May 2nd at 11a.m. and 2p.m. • Loop – May 18th at 11a.m. • LPC – May 10th at 11a.m. and 2p.m. • LPC – May 19th at 11a.m.

6. New Features • Navigation includes “Breadcrumbs” and “Recently Used” menu items

7. New Features • “Type ahead” feature is available

8. New Features • Users may add attachments to requisitions and voucher approvals • Users may customize certain grid layouts

9. No Changes to… • Security • Business processes

10. eProcurement

11. eProcurement Overview • Navigation • Define Requisition • Parts Number • Trade-ins & Discounts • Req Summary & Comments/Attachments • Manage Requisition • Requisition Print View

12. New Navigation • Main Menu > eProcurement > Create Requisition

13. Type Ahead Searching • Popup descriptions can automatically display while you enter information

14. Define Requisition

15. Parts Number • Part numbers assigned by the manufacturer are now a required field

16. Trade-Ins & Discounts • Negative Line Price and Amount

17. Requisition Summary

18. Attachments • Add attachments by searching and selecting a file

19. Manage Requisitions

20. Requisition Cycle • Access the Requisition Cycle section of the Manage Requisition page (Click the Expand Section icon next to a listed requisition)

21. Select Action Options • Copy Requisition

22. Requisition Print View

23. Accounts Payable

24. Accounts Payable Overview • Voucher Approval • Review Accounts Payable Information

25. Voucher Approval Navigation • Main Menu > Accounts Payable > Vouchers > Approve > Approval Framework > Vouchers

26. Voucher Approval Search • Search is similar to v8.8

27. Voucher Approval Attachments • Attachments, such as an invoice, may be added by searching and adding a file

28. Voucher Approval • Auto save feature upon approval / denial • Comments are required when denying a voucher

29. Voucher Approval History • Approval history is now available

30. Review Accounts Payable Navigation • Main Menu > Accounts Payable > Review Accounts Payable > Vouchers > Voucher

31. Review Accounts Payable • Inquiry screens have been combined into one main search screen • For optimal performance, limit results by inserting search criteria and clear criteria when beginning a new search

32. Review Accounts Payable • Inquiry page

33. Review Accounts Payable • Sample screen shot of search results

34. Review Accounts Payable • Attachments may be added to specific voucher lines

35. Review Accounts Payable • Review vendor information

36. Additional v9.1 Training • PeopleSoft v9.1 eProcurement and AP • Loop – May 2nd at 11a.m. and 2p.m. • Loop – May 18th at 11a.m. • LPC – May 10th at 11a.m. and 2p.m. • LPC – May 19th at 11a.m.

37. Pop Quiz Training • Beginning May 2011, Budget Manager training will be conducted in v9.1. See Financial Affairs website for Training Schedule. • http://financialaffairs.depaul.edu/training/index.htm

38. Contacts • eProcurement • Laurie Krauel x 2-5272 • Accounts Payable • Marisol Torres x 2-5382 • Juan Gonzalez x 2-5335 • General System Inquiries • Jim Kilian x 2-7141 • Sherri Sidler x 2-7150

39. Questions?