People Soft Financials Upgrade v 9 2 Upgrade

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People. Soft Financials Upgrade v 9. 2

People. Soft Financials Upgrade v 9. 2

Upgrade Overview • People. Soft Financials will be upgraded from v 9. 1 to

Upgrade Overview • People. Soft Financials will be upgraded from v 9. 1 to v 9. 2 • People Tools will be upgraded from v 8. 53 to v 8. 54 • Why? – Support will end for v 9. 1 in December of 2016

Upgrade Overview • Module upgrades impacting Budget Managers include e. Procurement • Additional module

Upgrade Overview • Module upgrades impacting Budget Managers include e. Procurement • Additional module upgrades include Accounts Payable, Asset Management, General Ledger, Grants and Web Based Budgeting

Key Dates • Upgrade – April 7 th to April 10 th • System

Key Dates • Upgrade – April 7 th to April 10 th • System unavailable for Budget Managers during this timeframe • Go-live – April 11 th

Additional v 9. 2 Training • People. Soft v 9. 2 e. Procurement –

Additional v 9. 2 Training • People. Soft v 9. 2 e. Procurement – Loop – March 31 st at 10: 30 a. m. – Loop – April 20 th at 2 p. m. – LPC – March 30 th at 10: 30 a. m. – LPC – April 21 st at 11: 00 a. m.

New Features You will see several changes in the look, layout and navigation of

New Features You will see several changes in the look, layout and navigation of Peoplesoft and e. Procurement.

New Features

New Features

Pop Quiz New Features • Multi Line Default (Set Chartfield & Vendor)

Pop Quiz New Features • Multi Line Default (Set Chartfield & Vendor)

Pop Quiz New Feature • Unit of Measure – Default (EA)

Pop Quiz New Feature • Unit of Measure – Default (EA)

Pop Quiz New Feature • Shopping Cart – Checkout

Pop Quiz New Feature • Shopping Cart – Checkout

Pop Quiz New Feature • Checkout – Review & Submit

Pop Quiz New Feature • Checkout – Review & Submit

Pop Quiz New Feature • Add Chartfields - Click the “triangle” on the left

Pop Quiz New Feature • Add Chartfields - Click the “triangle” on the left of to expand the line.

Pop Quiz New Feature • Add Comments and Attachments

Pop Quiz New Feature • Add Comments and Attachments

Pop Quiz New Feature • Save for Later

Pop Quiz New Feature • Save for Later

e. Procurement

e. Procurement

Pop Quiz Training • Beginning April 2016, Purchasing training will be conducted in v

Pop Quiz Training • Beginning April 2016, Purchasing training will be conducted in v 9. 2. See Financial Affairs website for Training Schedule. • http: //financialaffairs. depaul. edu/training/in dex. htm

Contacts • e. Procurement – Laurie Krauel x 2 -5272

Contacts • e. Procurement – Laurie Krauel x 2 -5272

Questions?

Questions?