PS 9.2 UPGRADE Purchasing 1 OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014

OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014

1

PS 9.2 UPGRADEPurchasing


2Summary

• Security

1. All Roles will remain the same (Inquiry, Req entry/approval)

2. User access will not change

3. Network access required and no change to current security process to access system

• Workflow with Visibility

1. Requisition approval – Real Time

2. Workflow process includes departmental, specialty, grant, AP and with Purchasing added as final approver.

3. All users (Entry and Approvers) can view all approval steps within workflow

4. View Header and Line comments from approval page

5. Attachments

• Automated matching is new and will apply on all purchase orders. A lot fewer manual

processes.


3 Requisition Entry

Data Entry

9.0 Maintain Requisitions

9.2 Maintain Requisitions with the new View Approval link once submitted


4

Data Entry

Requisition Entry

9.0 Requisition Defaults

Account code required


5 Requisition Entry

Account code is now greyed out

Data Entry

9.2 Requisition Defaults


6Open Requisitions - WB

Open Requisitions – Waiting for Bid

• Due to the new workflow, 9.0 Requisitions in Waiting for Bid status will not come over in the 9.2 upgrade.

• Beginning May 28th, You can use the copy from feature on the maintain requisitions page and copy your requisition over. Please reference the old Req number on the new requisition in the header comments.

• All requisitions not in approved status by May 21st at 5:00 PM, will not come over into the new system. They will have to be re-entered.


7 Approval – Requisition Review

9.0 Approval page


8Approval – Requisition Review

Approval Page 9.21. 9


9

* Review Information 9.2

Review Requisition

Click

Click

Approval – Requisition Review

• Header comments and line details will appear in new window

• Close window when complete


10Approval Options – Requisitions

Approver Options 9.2“Approve” sends the requisition to

next level of approvers

“Deny” sends the requisition back to Entry Person

If Deny is selected, type the reason in the comments field. An email notification will automatically be sent to the Entry Person. The Creator will have access to the Requisition to make necessary changes. The Denied Requisition is saved to “Pending” and workflow will re-route to Approver.

If Requisition is no longer required, contact Purchasing to close and recon funds.

“Hold” If department has more than one approver the hold Requisition will no longer be available on the other approvers worklist.

“Pushback” sends requisition to previous approval step without any notification.

NOTE: Only specialty approvers will see this.

The following requisition has been "Denied".Requisition Number: 0000069212Date: 2014-04-30 You can navigate directly to the approval page for more information by clicking the link below. http://fsdevunx.hsc.net.ou.edu:8060/psp/TSTFS920/EMPLOYEE/ERP/c/PV_MAIN_MENU.PV_REQ_APPROVAL.GBL?Action=U&BUSINESS_UNIT=OUHSC&REQ_ID=0000069212

http://fsdevunx.hsc.net.ou.edu:8060/psp/TSTFS920/EMPLOYEE/ERP/c/PV_MAIN_MENU.PV_REQ_APPROVAL.GBL?Action=U&BUSINESS_UNIT=OUHSC&REQ_ID=0000069212





11Approval – Requisition Review

* Review Information 9.2

*To Review Approval History Click

*Reviewer = Buyer Assignment


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*Requisition Review 9.2 To Review Attachments follow menu below

Inquiry Options

Menu Choice

Click on Header comments

Header comments will appear with view of attachments


13Inquiry Options

*Requisition Workflow 9.0

Step 1: Menu Choices Purchasing

Requisitions

Req Workflow Status View

Step 2: Search Criteria

Enter the Requisition ID that you want to view.

Click Step 3: View Results


14

*Requisition Review 9.2

Inquiry Options

Click on Approval Status to view workflow approval


15Inquiry Options

*Requisition Review Document Status 9.2


16

Questions?

Documents

PS 9.2 UPGRADE Purchasing 1 OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014