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Published byDerek Sharp Modified over 9 years ago
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PeopleSoft 9.2 upgrade eProcurement/Budget Overview
Amy Jurgens Jim Barnaby
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Budget Activity Reports
Georgia Perimeter College Budget Manager Training
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Budget Activity Report
Replaces the Budget Progress Report in PeopleSoft version 9.2 Link to PeopleSoft production system will be provided after the upgrade Login using your current PeopleSoft login and password Security to report will convert Select BOR Menus
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Budget Activity Report
Select the BOR GL Reports Link Select the Budget Activity Report
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Budget Activity Report
Add a new Run Control by clicking on the Add a New Value tab Select an existing run control by selecting the Find an Existing Value tab
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Budget Activity Report
Select as a Favorite Parameters panel has changed to include: Ability to Run Detail & Summary at the same time Ability to run All Fiscal Periods without using year and date parameters Must select either Detail or Summary to run GPC Business Unit is 71000 Budget Reference = year wish to view
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Budget Activity Report
New feature is ability to run for all fiscal periods If selected, the Fiscal Year and Accounting Period boxes are greyed out If not selected, you will need to populate the Fiscal Year and Accounting Period boxes
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Budget Activity Report
A new feature is running a report for Projects Not used for Grants Applies mainly to Plant and OIT Fund, Department and Account are the same as the Budget Progress Report Click on Save and Run the report
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Budget Activity Report
After selecting run, the Process Scheduler Request box will appear. Report can be ed to you or sent to your screen Click OK
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Budget Activity Report
The Budget Activity Report has the same look and feel as the Budget Progress Report
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Questions?? Please contact the Budget Office if you have any questions or need any assistance running the Budget Activity Report Amy Jurgens, Interim Assistant Vice President for Budgets
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eProcurement 9.2 Purpose: Training is to provide an overview of changes in PeopleSoft eProcurement 9.2. HIGHLIGHTS No changes to Ga First Marketplace No changes to workflow Access settings, marketplace, special request and more from one page Fewer steps to get to the Marketplace shopping portal Pre-encumbrance amounts can be viewed from Manage Requisitions User can copy old requisitions into new ones from Manage Requisitions Requisition can be set-up as Open Amount Ship To locations by line instead of by Purchase Order Vendors called suppliers
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Marketplace Orders
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To create a purchase requisition click on
the eProcurement link To view GA First Marketplace contracted items (View Only)
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Selected Requisition
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Marketplace & Special request links
Settings, where you set-up defaults Shopping cart
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Select GA First Marketplace link
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The first time you enter into the Marketplace you will see this one-time user acceptance.
Click Accept.
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Search window No change to the Marketplace functionality Supplier Punchouts
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Select items and process your Marketplace
Requisition the same as you have done prior to the upgraded (No Change). Select Proceed to Checkout
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Select Issue Requisition
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Name your requisition
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Add Chartfields (Old Step #3)
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Speedchart Complete Chartfields & Budget Reference Note: Account code is defaulted from NIGP Code
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Select OK
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Save & Submit to route the requisition
Leave Open (Save for Later)
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View Printable version
Approval pending and routed
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Special Requests
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Click on Special Request
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Same required fields
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Add to Cart
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Cart information
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Click on carrot to expand fields (change or add chart fields and line details)
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Accounting lines (Change or add)
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Chartfields 1
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Speed chart Full chartfield view Details Chartfields 2 Details to make PR “Amount Only”
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Amount only (Service related
Orders)
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Save & Submit or leave open
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View printable version
Edit Requisition Not functional will be in near future
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View chartstring
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Manage Requisitions
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Path: eProcurement>
Manage Requisitions
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Filters Click on carrot to expand & view life cycle.
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Now can view Pre-Encumbrances
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Additional filters Added
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Copy option added View Print Added
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Create Receipts
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Approvals
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Approvals through Manage Requisition Approvals or Worklist
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Select approve or Deny Review details
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Total View line details Approve or Deny Approve or Deny
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Pre-Budget Check Vendor’s Link Contract’s Module GSU Panther Mart
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Questions ? Jill Jackson: vagillia.jackson@gpc.edu or 678-891-3932
Jim Barnaby: or
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