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Presented at the University System of Maryland Oracle PeopleSoft Mid Atlantic Regional Conference at Gettysburg College on June 2, 2009. MICA shares its experiences from its recent successful upgrade to Oracle PeopleSoft Financials 9.0. This session includes lessons learned from our long upgrade path from 7.5 to 8.4 to 9.0, including specific functional, technical, and cultural challenges of a double upgrade. We will also share specifics on integration points between Financials 9.0 and Campus Solutions 9.0, including setting up and maintaining interfaces from Payroll, Student Financials, and Contributor Relations.
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Always a Work in Progress: Oracle PeopleSoft Financials Upgrade 7.5 to 9.0 Success!
June 2, 2009USM Regional Oracle PeopleSoft ConferenceGettysburg, Pennsylvania
MICA (Maryland Institute College of Art)
MICA is a private art college in Baltimore, Maryland founded in 1826. The college has approximately 1800 students, 300 faculty members, and a staff of 400.
www.mica.edu
Agenda
1. The Environment
2. The Upgrade
3. Interfaces
4. Interfund Balancing
5. Areas of Improvement
6. The Future
7. Questions?
Current PeopleSoft EnvironmentFinancials 9.0
General Ledger, Accounts Payable, etc.Campus Solutions 9.0
Campus Community, Financial Aid, Student Financials, Admissions, Student Records, Contributor Relations
HCM 9.0Human Resources, Base Benefits, Payroll
Enterprise Portal 9.0 All on PeopleTools 8.49
Oracle PeopleSoft
Financials 9.0
www.mica.edu
Oracle PeopleSoft Enterprise Portal 9.0
Oracle PeopleSoft
HCM 9.0
Oracle PeopleSoftCampus
Solutions 9.0
Oracle PeopleSoft
Contributor Relations 9.0
Oracle PeopleSoft System Overview
Oracle PeopleSoft
Financials 9.0
www.mica.edu
Oracle PeopleSoft Enterprise Portal 9.0
Oracle PeopleSoft
HCM 9.0
Oracle PeopleSoftCampus
Solutions 9.0
Oracle PeopleSoft
Contributor Relations 9.0
Oracle PeopleSoft System Overview
Agenda
1. The Environment
2. The Upgrade
3. Interfaces
4. Interfund Balancing
5. Areas of Improvement
6. The Future
7. Questions?
The Upgrade
Test Plans Documentation Cleanup of data
AP DataGeneral Ledger Data
Goals
Upgrade
PeopleSoftFinancials 7.5
2/26/09
PeopleSoftFinancials 8.4
3/1/09
Oracle PeopleSoft
Financials 9.0
3/3/09
Agenda
1. The Environment
2. The Upgrade
3. The Interfaces
4. Interfund Balancing
5. Areas of Improvement
6. The Future
7. Questions?
Oracle PeopleSoft
Financials 9.0
www.mica.edu
Oracle PeopleSoft Enterprise Portal 9.0
Oracle PeopleSoft
HCM 9.0
Oracle PeopleSoftCampus
Solutions 9.0
Oracle PeopleSoft
Contributor Relations 9.0
The Interfaces
Interfaces
Eliminated manual interface processing from CS/HRMS 9.0 to Financials 7.5
Use PS delivered processes Run interfaces manually initially Schedule overnight
PAYGL01
prepares
PS_HR_ACCTG_LINE
AVPACCTL
prepares
PS_AV_ACCTG_LN
SFPGLINT
prepares
PS_SF_ACCTG_LN
PS_SF_ACCTG_LINE
PS_AV_ACCTG_LINE
PS_HR_ACCTG_LINE
Linked Databases
Scheduled Updates
viaApplication
Engine
Oracle PeopleSoft Financials GL Interfaces 9.0
Oracle PeopleSoft Campus Solutions 9.0
Oracle PeopleSoft Financials 9.0
Oracle PeopleSoft Financials GL Interfaces 9.0
Campus Solutions/HCM 9.0
Prepare GL Data
Oracle PeopleSoft Financials GL Interfaces 9.0
Campus Solutions/HCM 9.0
Prepare GL Data
Oracle PeopleSoft Financials GL Interfaces 9.0
Campus Solutions/HCM 9.0
Custom Application Engine
Oracle PeopleSoft Financials GL Interfaces 9.0
Financials 9.0
Generate Subsystem Journal
Agenda
1. The Environment
2. The Upgrade
3. Interfaces
4. Interfund Balancing
5. Improvements
6. The Future
7. The Questions?
Interfund Balancing
Manual process in PS 7.5 Journals sorted in excel by fund Types of journals
Payroll Student Financials Cashiering Others
Automated process in PS 9.0
Oracle PeopleSoft Financials GL Interfaces 9.0
Financials 9.0
IntraUnit Template
Oracle PeopleSoft Financials GL Interfaces 9.0
Financials 9.0
Journal Entry
Agenda
1. The Environment
2. The Upgrade
3. Interfaces
4. Interfund Balancing
5. Areas of Improvement
6. The Future
7. Questions?
Areas of Improvement
Inactive Vendors in PS 7.5 Missing 1099 information
Voiding checks created in PS 7.5Cannot void and not reissueHad to key credits
SF Journals had prior period dates
Agenda
1. The Environment
2. The Upgrade
3. Interfaces
4. Interfund Balancing
5. Areas of Improvement
6. The Future
7. Questions?
The Future
Automate and schedule the processes Commitment Control
More control over budgets Look into the PO and Requisitions
modulesLink PO’s to vouchersEasy to research open PO’s
Agenda
1. The Environment
2. The Upgrade
3. Interfaces
4. The Interfund Balancing
5. Improvements
6. The Future
7. Questions?
Call us out.
