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PeopleSoft Financials 8.8 vs. 9.0 Delta Training. PeopleSoft Financials 8.8 vs. 9.0 Delta Training. Event Details Course Name 407DL91 PeopleSoft Financials 8.8 vs. 9.0 Delta Training Time 1:00 p.m. – 3:00 p.m., Tuesday June 11, 2008 Lesson Modules Purchasing Accounts Payable/Banking

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PeopleSoft Financials 8.8 vs. 9.0 Delta Training


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    1. PeopleSoft Financials8.8 vs. 9.0 Delta Training

    2. PeopleSoft Financials8.8 vs. 9.0 Delta Training

    3. Event Details Course Name 407DL91 PeopleSoft Financials 8.8 vs. 9.0 Delta Training Time 1:00 p.m. – 3:00 p.m., Tuesday June 11, 2008 Lesson Modules Purchasing Accounts Payable/Banking Asset Management

    4. Presenters • Toni Kennelly – State Accounting Office - Training and Communications • Jarnice Anderson – State Accounting Officer (Acting)/Director of Financials/HCM Systems • Brian Hampton – State Accounting Office - Unit Manager of Financials Systems

    5. Introduction

    6. Welcome and Introduction • You are integral to the success of the Upgrade • Are we going to upgrade every year? • Why are we upgrading now? • Who is managing this Project? • When will the Upgrade be implemented? • Will the Upgrade impact year-end close for FY08?

    7. Training Delivery

    8. Training Delivery • We will use the Delta presentations to facilitate End User training. • User Acceptance Testing (UAT) will take place after the training and allow the users involved in testing to see the changes outlined in the Delta documents first hand.

    9. Training Delivery Continued • We created Changes/Delta Documents for All Financials Modules with changes and placed on the SAO Website. http://sao.georgia.gov/02/sao/home/0,2474,39779022,00.html • Delta Documents will include references to Navigation, UPK Modules Impacted down to the Lessons/Topics Level (For example, page changes in General Ledger for adding a journal entry will reference Module 6, Lesson 6.2, and Topic 6.2.1 of the UPKs).

    10. Training Delivery Continued • The Financials UPK topics will be updated after the 9.0 upgrade is completed due to the large number of topics and screenshots that are impacted by minor changes. For example: • Page changes including changes to fields including… • Name changes • Placement of field changes • Removal of field changes • Additional tabs / pages Collectively, these changes account for 90% of the UPK modifications caused by the Upgrade.

    11. Modules to be Addressed in this Lesson

    12. Lesson Modules • Purchasing • Accounts Payable/Banking • Asset Management

    13. Assumptions

    14. Assumptions – All Modules • Page and functionality changes documented will only be in reference to current business processes and will not reference functionality not currently used by the State of Georgia end users. • If any Lessons or Topics are not referenced in this document, then no page changes exist.

    15. Global Change

    16. Global Change – All Modules • Project Costing fields including Project Business Unit, Project, Activity, and Source Type are now Chartfields that are included on all distribution lines for Accounts Payable, General Ledger, etc. In order to enter Project information (where it is required), users will now enter the data on the Distribution line with other Chartfields rather than using a hyperlink.

    17. Attention to all Webcast Participants • During the Webcast Broadcast, Please forward all of your questions to: SAO_Communications@sao.ga.gov We will capture your questions throughout the program and answer them during the Question and Answer segment of the presentation. THANK YOU!

    18. Financials 9.0 UpgradeLesson One – Part IPurchasing

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

    20. 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

    21. 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

    22. 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

    23. 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 #.

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

    25. 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

    26. 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

    27. 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 #.

    28. 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 are to be used by DOT only. Navigation: Requisitions>Add/Update Requisitions Requisitions – Distributions- v9.0

    29. 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.

    30. 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

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

    32. Navigation: Purchasing>Receipts>Reports > Receiving Copy of PO PO Receipts – v9.0 The Receiving Copy of PO is a new feature that was not available in v8.8. UPK Topics impacted by change: 9.5.1 & 9.5.2

    33. Financials 9.0 UpgradeLesson One – Part IIAccounts Payable/Banking

    34. Accounts Payable

    35. Accounts Payable Change Overview • Global Change • Page Changes • Summary Tab • Related Document Tab • Invoice Information Tab • Add a New Value Tab

    36. Accounts Payable Change Overview Continued • Create a PO Voucher from Receiver • Copy Worksheet • Create a Reversal Voucher • Review and Correct Voucher Build Errors • Close Voucher

    37. Accounts Payable Change OverviewContinued • Delete Voucher • Online Budget Exception Inquiry • Payment Inquiry/Voucher Inquiry • Add Update Vendor

    38. Accounts Payable Change OverviewContinued • Review Vendor Balances • Review Accounting Entries

    39. Global Changes to the Accounts Payable Page – Project Costing Fields Project Costing fields including Project Business Unit, Project, Activity, and Source Type are now Chartfields that are included on all distribution lines for Accounts Payable, General Ledger, etc. In order to enter Project information (where it is required), users will now enter the data on the Distribution line with other Chartfields rather than using a hyperlink.

    40. 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. • The page changes will affect all UPK Lessons and Topics.

    41. Add/Update Regular Voucher Regular Entry – The Summary Tab – v8.8 Navigation: Accounts Payable>Vouchers>Add/Update>Regular Entry>Summary The Summary tab has been reorganized in v9.0. UPK Topics Impacted by Change: 2.2.1, 2.3.2, 2.4.2, 2.5.2

    42. Add/Update Regular Voucher Regular Entry – The Summary Tab – v8.8 Navigation: Accounts Payable>Vouchers>Add/Update>Regular Entry>Summary Budget Header Status and Non-Prorated Budget Status field names have changed in v9.0.

    43. Add/Update Regular Voucher Regular Entry – The Summary Tab – v9.0 Navigation: Accounts Payable>Vouchers>Add/Update>Regular Entry>Summary A View Related dropdown box has been added allowing the user to view pages related to the selected voucher.

    44. Add/Update Regular Voucher Regular Entry – The Summary Tab – v9.0 Navigation: Accounts Payable>Vouchers>Add/Update>Regular Entry>Summary Selecting Accounting Entries Inquiry from the dropdown and clicking on the ‘Go’ hyperlink, the user is directed to a new page automatically.

    45. Add/Update Regular Voucher Regular Entry – The Summary Page – v9.0 Navigation: Accounts Payable>Vouchers>Add/Update>Regular Entry>Summary Review all accounting entry information on the new page.

    46. Add/Update Regular Voucher Regular Entry –The Related Documents Tab – v9.0 Navigation: Accounts Payable>Vouchers>Add/Update>Regular Entry>Related Documents 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.

    47. Add/Update Regular Voucher Regular Entry – The Related Documents Tab – v9.0 Navigation: Accounts Payable>Vouchers>Add/Update>Regular Entry>Related Documents Version 9.0 Screen Capture of the Related Documents Page displays a voucher copied from a PO receipt. Sections can be expanded to view the PO information and PO Receipt information.

    48. Add/Update Regular Voucher Regular Entry – The Invoice Information Tab – v8.8 Navigation: Accounts Payable>Vouchers>Add/Update>Regular Entry>Invoice Information The Invoice Information Tab layout has changed in v9.0.

    49. Add/Update Regular Voucher Regular Entry – The Invoice Information Tab – v8.8 Navigation: Accounts Payable>Vouchers>Add/Update>Regular Entry>Invoice Information 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.

    50. Add/Update Regular Voucher Regular Entry – The Invoice Information Tab – v8.8 Navigation: Accounts Payable>Vouchers>Add/Update>Regular Entry>Invoice Information The ‘+’ and ‘-‘ symbols used to add a line or delete a line from the invoice section and/or the distribution section are moved from the far right to the far left in v9.0.