PeopleSoft Financials Upgrade v9.1

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• Navigation includes “Breadcrumbs” and

“Recently Used” menu items

New Features• “Type ahead” feature is available

New Features

• Users may add attachments to requisitions and voucher approvals

• Users may customize certain grid layouts

No Changes to…

• Security

• Business processes

eProcurement

eProcurement Overview

• Navigation

• Define Requisition

• Parts Number

• Trade-ins & Discounts

• Req Summary & Comments/Attachments

• Manage Requisition

• Requisition Print View

New Navigation

• Main Menu > eProcurement > Create Requisition

Type Ahead Searching

• Popup descriptions can automatically display while you enter information

Define Requisition

Parts Number

• Part numbers assigned by the manufacturer are now a required field

Trade-Ins & Discounts

• Negative Line Price and Amount

Requisition Summary

Attachments

• Add attachments by searching and selecting a file

Manage Requisitions

Requisition Cycle

• Access the Requisition Cycle section of the Manage Requisition page (Click the Expand Section icon next to a listed requisition)

Select Action Options

• Copy Requisition

Requisition Print View

Accounts Payable

Accounts Payable Overview

• Voucher Approval

• Review Accounts Payable Information

Voucher Approval Navigation

• Main Menu > Accounts Payable > Vouchers > Approve > Approval Framework > Vouchers

Voucher Approval Search

• Search is similar to v8.8

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

Voucher Approval History

• Approval history is now available

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

Review Accounts Payable • Inquiry page

Review Accounts Payable

• Sample screen shot of search results

Review Accounts Payable• Attachments may be added to specific

voucher lines

Review Accounts Payable

• Review vendor information

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

Questions?