PeopleSoft 8.9 Upgrade from 8.4 to 8.9. September 20062 Upgrade Plan  Upgrading PeopleSoft Finance from version 8.4 to version 8.9  First of two planned.

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Presentation transcript:

PeopleSoft 8.9 Upgrade from 8.4 to 8.9

September Upgrade Plan  Upgrading PeopleSoft Finance from version 8.4 to version 8.9  First of two planned upgrades: Navigation Reports – planned for xxx

September What to Expect?  Business Processes remain the same  Simplified Navigation: Pcard Requisitions Pre-award  Reports remain the same

September Pcard Changes  Navigation change 8.4: Purchasing  Procurement Cards  Reconcile Cardholder Info  Reconcile Statement 8.9: Purchasing  Procurement Cards  Reconcile  Reconcile Statement

September Pcard Changes  Reconcile Search Screen 8.4:

September Pcard Changes  Reconcile Search Screen 8.9:

September Pcard Changes  Bank Statement Line Page is now… 8.4:

September Pcard Changes  Bank Statement Transaction Page 8.9: Distribution Link Comment Link Data Removed

September Pcard Changes  Bank Statement Details page is now… 8.4:

September Pcard Changes  Bank Statement Billing Page 8.9:

September Pcard Changes  Distribution Template… 8.4:

September Pcard Changes  Distribution Template 8.9:

September Pcard Changes  Transaction Splits 8.4:

September Pcard Changes  Transaction Splits 8.9:

September Pcard Changes  Account Distribution Page 8.4:

September Pcard Changes  Account Distribution Page 8.9:

September Pcard Changes  Line Comments Page 8.4:

September Pcard Changes  Line Comments Page 8.9:

September Requisition Changes  Navigation 8.4: Purchasing  Requisitions  Maintain Requisitions  Add a New Value 8.9: Purchasing  Requisitions  Add/Update Requisitions

September Requisition Changes  Main Page 8.4:

September Requisition Changes  Main Page 8.9

September Requisition Changes  Header Defaults is now… 8.4:

September Requisition Changes  Requisition Defaults 8.9

8.9 Upgrade Training Plans

September Documentation Efforts  Update existing training documentation  Create Change Documents  Update KnowledgeBase End-Users Manual  Create pre-award documentation

September 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