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 12 th to May 15 th System unavailable for Budget Managers during this timeframe Go-live – May 16 th

Additional v9.1 Training PeopleSoft v9.1 eProcurement and AP –Loop – May 2 nd at 11a.m. and 2p.m. –Loop – May 18 th at 11a.m. –LPC – May 10 th at 11a.m. and 2p.m. –LPC – May 19 th 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 ApprovalSearch 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 2 nd at 11a.m. and 2p.m. –Loop – May 18 th at 11a.m. –LPC – May 10 th at 11a.m. and 2p.m. –LPC – May 19 th at 11a.m.

Training Beginning May 2011, Budget Manager training will be conducted in v9.1. See Financial Affairs website for Training Schedule. dex.htm Pop Quiz

Contacts eProcurement –Laurie Krauel x Accounts Payable –Marisol Torres x –Juan Gonzalez x General System Inquiries –Jim Kilian x –Sherri Sidler x

Questions?