PeopleSoft Financials Upgrade v9.2. Upgrade Overview PeopleSoft Financials will be upgraded from v9.1 to v9.2 People Tools will be upgraded from v8.53.

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**Each course title also has a link the class schedule page**

Presentation transcript:

PeopleSoft Financials Upgrade v9.2

Upgrade Overview PeopleSoft Financials will be upgraded from v9.1 to v9.2 People Tools will be upgraded from v8.53 to v8.54 Why? – Support will end for v9.1 in December of 2016

Upgrade Overview Module upgrades impacting Budget Managers include eProcurement 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 unavailable for Budget Managers during this timeframe Go-live – April 11 th

Additional v9.2 Training PeopleSoft v9.2 eProcurement –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 Peoplesoft and eProcurement.

New Features

Multi Line Default (Set Chartfield & Vendor) Pop Quiz

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

New Feature Pop Quiz Shopping Cart – Checkout

New Feature Checkout – Review & Submit 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 Save for Later Pop Quiz

eProcurement

Training Beginning April 2016, Purchasing training will be conducted in v9.2. See Financial Affairs website for Training Schedule. dex.htm Pop Quiz

Contacts eProcurement –Laurie Krauel x

Questions?