oracle peoplesoft financials 9.0 upgrade

Always a Work in Progress: Oracle PeopleSoft Financials Upgrade 7.5 to 9.0 Success!

June 2, 2009USM Regional Oracle PeopleSoft ConferenceGettysburg, Pennsylvania

Carolyn Newtoncnewton@mica.edu

Ted Simpsontsimpson@mica.edu

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.