1. Finance Upgrade 9.2

2. Topics to Cover Welcome and Introductions Finance upgrade project
What’s different in the new version?
FAQs, tips and hints
Changes
Quick look at changes in Finance & eProcurement
Quick look at changes for Approvers
Quick look at changes for staff and managers in SSO
Go Live Information
What will happen?
What do you need to do?
Training, Support, Resources
University of Adelaide

3. Finance Upgrade Project

4. About the Finance System Upgrade
Analysis Oct-Dec 16
Build Dec 16-Mar 17
Test Apr-May 17
Go-Live June
Why?
The Finance system must be upgraded to maintain support and access to security and compliance related updates.
Scope
Review and remove customisations that are no longer required
Implement new interface & functionality
Interface with Campus Solutions and HR systems
What we’re not doing
Major process change or re-engineering
No changes to other Financial systems (Campus Travel, Fraedom, Cognos reporting)
Dani
University of Adelaide

5. What’s different?
For all users (Forms, Managers, eProcurement Requestors);
New homepage with tiled look
Easier access to self-service and role-based functions
Movile device-friendly navigation
University of Adelaide

6. What’s different: Tiles
University of Adelaide

7. What’s different: Navigation
University of Adelaide

8. What’s different: Navigation options
University of Adelaide

9. What’s New: Approvals
For people with a financial delegation who approve:
Purchase orders
Vouchers
Journals
Click on an item to access details including comments and attachments
Sort and filter as required
Dani
Bulk approvals
University of Adelaide

10. What’s New: Approvals
Mobile friendly format allows for comments and attachments to be viewed with an extra click
Dani
University of Adelaide

11. What’s New: eForms WorkCentre
All forms are aggregated into one place with convenient links to create and manage
Dani
University of Adelaide

12. What’s New: Requisition WorkCentre
Dani
University of Adelaide

13. What’s New: Requisition WorkCentre
Dani
University of Adelaide

14. What’s New: Requisition WorkCentre
Dani
University of Adelaide

15. What’s New: Requisition WorkCentre
Dani
University of Adelaide

16. What’s New: Requisition WorkCentre
Dani
University of Adelaide

17. What’s New: ePro Special Request page
Unit of measure default
Category default
Amount only now on this page
Dani
University of Adelaide

18. What’s New: ePro Review and Submit page
Dani
University of Adelaide

19. FAQs on system changes Question Response Will my favourites be there?
Yes – all existing favourites will be carried across and be available through the Navbar after the upgrade.
Will the queries I use be there?
Yes – all existing queries are being migrated across and will be available. Some will be accessible through WorkCentres but not all.
Will my chartfield personalisations be there?
No – these will need to be redone by each user after the upgrade. A link to a QRG will be sent by to help guide people in how to do this.
What browser is best for eProcurement?
Firefox and Chrome are the recommended browsers
Is there any change to online catalogues?
No – the upgrade does not change anything about the online catalogues.
Dani
University of Adelaide

20. SSO Changes

21. SSO Employee and Manager Changes
Need to have an user interface that is designed to be used on mobile devices, but can also be used on a laptop.
Aims to roll-out the PeopleSoft Fluid interface.
The menu will move from accordion style menu to Tiles.
All changes impact the home page only, all other functionality of SSO remains the same (for now).
Trisha

22. New look for SSO - Employee
Trisha

23. New look SSO - Manager

24. Upgrade Go-live

25. What will happen during Go-live?
Go-live for the Finance upgrade and patching will be on June 9-13
Lockout and shutdown of services will start from 3.30pm on Friday 9th
All services will be unavailable from 4pm Friday June 9th
Services will return on Tuesday 13th from 8am
Dani
University of Adelaide

26. What will happen during Go-live?
There will be no access to the following systems from Friday 4pm through to Tuesday:
PeopleSoft systems (Campus Solutions, HR and Finance)
Access Adelaide
Access Adelaide Admin
SSO
Online Store (including Print top up facility)
Unified
Course Planner
CASPA
Student mobile
Scholarships site
Student banking details site
Course Credits and Transfers
AROP/Academic Program Rules applications
Adelaide
Outage notices will be in place
All interfacing to other systems will be paused over the outage
Dani
University of Adelaide

27. What do I need to do? Before 3pm on June 9th
Clear your worklist & approval items
Be mindful of anything urgent. Run and source any critical data or reports.
Dani
University of Adelaide

28. What do I need to do? Before 3pm on June 9th
Clear your worklist & approval items
Be mindful of anything urgent. Run and source any critical data or reports.
On June 13th
Restart your computer and clear your browser cache
Be patient – the system can be sluggish
eProcurement users update personalised Chartfields (via QRG)
Dani
University of Adelaide

29. Training, Support & Resources

30. Training and Support - Finance
Website
Video overview of Finance System Upgrade
Interactive Guide
Blog post
Roadshow and Demonstration Schedule
Quick Reference Guides and transactional videos
Training for new users
Technology Services training will run fortnightly for new users of eProcurement
Who do I call after Go Live?
Fin Pro Support 33414
University of Adelaide

31. Support and resources Advice of changes via Staff News
HR Website – SSO Website page updated with QRG’s and videos highlighting the changes
HR Blog page, detailing the changes and updates as required.
Trisha

32. Questions?
Any questions for the team?
University of Adelaide