PeopleSoft Financials 9.0 Changes

2 Purchasing

3 Purchasing Module What are the Changes? Global changes to the Purchasing Distribution pages Purchase Order Receipts Page Changes v8.8 to v9.0

4 Purchasing Module Purchase Order and Requisition Changes Chartfields including Project Business Unit, Project, Activity, and Source Type will now be entered on the Distribution Line with other Chartfields Activity & Source Type Chartfields will be used exclusively by DOT in conjunction with Project Costing

5 Purchase Order Defaults – v8.8 In v8.8, users had to use a link in order to enter Project BU and Project #. Navigation: Purchasing>Purchase Orders>Add/Update PO’s UPK Topics impacted by change: 9.3.1, 9.3.2, 9.3.3, & 9.3.7

6 Purchase Order Defaults – v9.0 In v9.0, the user will enter the Project BU and Project # directly on the chartfield line. Navigation: Purchasing>Purchase Orders>Add/Update PO’s UPK Topics impacted by change: 9.3.1, 9.3.2, 9.3.3, & 9.3.7

7 PO Distribution Schedule – v8.8 In v8.8, users had to use a link in order to enter Project BU and Project #. Navigation: Purchasing>Purchase Orders>Add/Update PO’s

8 PO – Distributions Schedule – v9.0 In v9.0, PO Distributions Schedule, you must scroll to the right. Navigation>Purchasing>Purchase Orders>Add/Update PO’s

9 Requisition Defaults – v8.8 In v8.8, users had to use a link in order to enter Project BU and Project #. Navigation: Requisitions>Add/Update Requisitions UPK Topics impacted by change: 9.1.1, & 9.1.4

10 Requisitions – Defaults – v9.0 In v9.0 Requisition Defaults – you must scroll to the right. The user will enter the Project BU and Project # directly on the chartfield line. Activity & Source Type to be used by DOT only. Navigation: Requisitions>Add/Update Requisitions UPK Topics impacted by change: 9.1.1, & 9.1.4

11 Requisition Distributions – v8.8 In v8.8, users had to use a link in order to enter Project BU and Project #. Navigation: Requisitions>Add/Update Requisitions

12 Requisitions – Distributions- v9.0 In v9.0 Requisition Defaults – you must scroll to the right. Users will enter the Project BU and Project # directly on the chartfield line. Activity & Source Type to be used by DOT only Navigation: Requisitions>Add/Update Requisitions

13 Purchase Order Receipts Changes The “Print Delivery Report” button has been moved to the Header section of the Maintain Receipts – Receiving Page in v9.0.

14 PO – Receipts – v8.8 The Print Delivery Report button was located below the Receipt Lines section. Navigation: Purchasing>Receipts>Add/Update Receipts UPK Topics impacted by change: & 9.5.2

15 PO Receipts – v9.0 Expand the Header section to access the Print Delivery Report button which is now located in the Header section in v9.0. Navigation: Purchasing>Receipts>Add/Update Receipts UPK Topics impacted by change: & 9.5.2

16 PO Receipts – v9.0 Navigation: Purchasing>Receipts>Reports > Receiving Copy of PO UPK Topics impacted by change: & The Receiving Copy of PO is a new feature that was not available in 8.8.