PeopleSoft 8.9
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PeopleSoft 8.9 Upgrade from 8.4 to 8.9
description
PeopleSoft 8.9. Upgrade from 8.4 to 8.9. Upgrade Plan. Upgrading PeopleSoft Finance from version 8.4 to version 8.9 First of two planned upgrades: Navigation Reports – planned for xxx. What to Expect?. Business Processes remain the same Simplified Navigation: Pcard Requisitions - PowerPoint PPT Presentation
Transcript of PeopleSoft 8.9
PeopleSoft 8.9
Upgrade from 8.4 to 8.9
September 2006 2
Upgrade Plan
Upgrading PeopleSoft Finance from version 8.4 to version 8.9
First of two planned upgrades: Navigation Reports – planned for xxx
September 2006 3
What to Expect?
Business Processes remain the same
Simplified Navigation: Pcard Requisitions Pre-award
Reports remain the same
September 2006 4
Pcard Changes
Navigation change
8.4: Purchasing Procurement Cards Reconcile Cardholder Info Reconcile Statement
8.9: Purchasing Procurement Cards Reconcile Reconcile Statement
September 2006 5
Pcard Changes
Reconcile Search Screen 8.4:
September 2006 6
Pcard Changes
Reconcile Search Screen 8.9:
September 2006 7
Pcard Changes
Bank Statement Line Page is now… 8.4:
September 2006 8
Pcard Changes
Bank Statement Transaction Page 8.9:
Distribution Link
Comment Link
Data R
emoved
September 2006 9
Pcard Changes
Bank Statement Details page is now… 8.4:
September 2006 10
Pcard Changes
Bank Statement Billing Page 8.9:
September 2006 11
Pcard Changes
Distribution Template… 8.4:
September 2006 12
Pcard Changes
Distribution Template 8.9:
September 2006 13
Pcard Changes
Transaction Splits 8.4:
September 2006 14
Pcard Changes
Transaction Splits 8.9:
September 2006 15
Pcard Changes
Account Distribution Page 8.4:
September 2006 16
Pcard Changes
Account Distribution Page 8.9:
September 2006 17
Pcard Changes
Line Comments Page 8.4:
September 2006 18
Pcard Changes
Line Comments Page 8.9:
September 2006 19
Requisition Changes
Navigation
8.4: Purchasing Requisitions Maintain Requisitions Add a New Value
8.9: Purchasing Requisitions Add/Update Requisitions
September 2006 20
Requisition Changes
Main Page 8.4:
September 2006 21
Requisition Changes
Main Page 8.9
September 2006 22
Requisition Changes
Header Defaults is now… 8.4:
September 2006 23
Requisition Changes
Requisition Defaults 8.9
8.9 Upgrade Training Plans
September 2006 25
Documentation Efforts
Update existing training documentation
Create Change Documents Update KnowledgeBase End-Users
Manual Create pre-award documentation
September 2006 26
Training Efforts
Lunch & Learns; 12-1pm Monday, 9/25 Monday, 10/2
Training Database End-user access week of 9/25
Facilitated working groups in ECS025 Week of 9/25
Begin training in version 8.9 at go-live
