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.
Pop Quiz
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/in
dex.htm
Contacts
• eProcurement
– Laurie Krauel
x 2-5272
• Accounts Payable
– Marisol Torres
– Juan Gonzalez
x 2-5382
x 2-5335
• General System Inquiries
– Jim Kilian
– Sherri Sidler
x 2-7141
x 2-7150
Questions?