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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
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
Key Dates
• Upgrade - May 12th to May 15th
• System unavailable for Budget Managers during this timeframe
• Go-live – May 16th
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.
New Features
• Users may add attachments to requisitions and voucher approvals
• Users may customize certain grid layouts
eProcurement Overview
• Navigation
• Define Requisition
• Parts Number
• Trade-ins & Discounts
• Req Summary & Comments/Attachments
• Manage Requisition
• Requisition Print View
Requisition Cycle
• Access the Requisition Cycle section of the Manage Requisition page (Click the Expand Section icon next to a listed requisition)
Voucher Approval Navigation
• Main Menu > Accounts Payable > Vouchers > Approve > Approval Framework > Vouchers
Voucher Approval Attachments
• Attachments, such as an invoice, may be added by searching and adding a file
Voucher Approval
• Auto save feature upon approval / denial
• Comments are required when denying a voucher
Review Accounts Payable Navigation
• Main Menu > Accounts Payable > Review Accounts Payable > Vouchers > Voucher
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
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.
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
Pop Quiz
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