1. PeopleSoft 9.2 upgrade eProcurement/Budget Overview
Amy Jurgens
Jim Barnaby

2. Budget Activity Reports
Georgia Perimeter College Budget Manager Training

3. Budget Activity Report
Replaces the Budget Progress Report in PeopleSoft version 9.2
Link to PeopleSoft production system will be provided after the upgrade
Login using your current PeopleSoft login and password
Security to report will convert
Select BOR Menus

4. Budget Activity Report
Select the BOR GL Reports Link
Select the Budget Activity Report

5. Budget Activity Report
Add a new Run Control by clicking on the Add a New Value tab
Select an existing run control by selecting the Find an Existing Value tab

6. Budget Activity Report
Select as a Favorite
Parameters panel has changed to include:
Ability to Run Detail & Summary at the same time
Ability to run All Fiscal Periods without using year and date parameters
Must select either Detail or Summary to run
GPC Business Unit is 71000
Budget Reference = year wish to view

7. Budget Activity Report
New feature is ability to run for all fiscal periods
If selected, the Fiscal Year and Accounting Period boxes are greyed out
If not selected, you will need to populate the Fiscal Year and Accounting Period boxes

8. Budget Activity Report
A new feature is running a report for Projects
Not used for Grants
Applies mainly to Plant and OIT
Fund, Department and Account are the same as the Budget Progress Report
Click on Save and Run the report

9. Budget Activity Report
After selecting run, the Process Scheduler Request box will appear.
Report can be ed to you or sent to your screen
Click OK

10. Budget Activity Report
The Budget Activity Report has the same look and feel as the Budget Progress Report

11. Questions??
Please contact the Budget Office if you have any questions or need any assistance running the Budget Activity Report
Amy Jurgens, Interim Assistant Vice President for Budgets

12. eProcurement 9.2
Purpose: Training is to provide an overview of changes in
PeopleSoft eProcurement 9.2.
HIGHLIGHTS
No changes to Ga First Marketplace
No changes to workflow
Access settings, marketplace, special request and more from one page
Fewer steps to get to the Marketplace shopping portal
Pre-encumbrance amounts can be viewed from Manage Requisitions
User can copy old requisitions into new ones from Manage Requisitions
Requisition can be set-up as Open Amount
Ship To locations by line instead of by Purchase Order
Vendors called suppliers

13. Marketplace Orders

14. To create a purchase requisition click on
the eProcurement link
To view GA First Marketplace
contracted items (View Only)

15. Selected Requisition

16. Marketplace & Special request links
Settings, where you set-up
defaults
Shopping cart

17. Select GA First Marketplace link

18. The first time you enter into the Marketplace you will see this one-time user acceptance.
Click Accept.

19. Search window
No change to the Marketplace functionality
Supplier Punchouts

20. Select items and process your Marketplace
Requisition the same as you have done prior to
the upgraded (No Change). Select Proceed to Checkout

21. Select Issue Requisition

22. Name your requisition

23. Add Chartfields (Old Step #3)

24. Speedchart
Complete Chartfields & Budget Reference
Note: Account code is defaulted from NIGP Code

25. Select OK

26. Save & Submit to route the requisition
Leave Open (Save for Later)

27. View Printable version
Approval pending and
routed

28. Special Requests

29. Click on
Special Request

30. Same required fields

31. Add to Cart

32. Cart information

33. Click on carrot to expand fields (change or add chart fields and line details)

34. Accounting lines (Change or add)

35. Chartfields 1

36. Speed chart
Full chartfield view
Details
Chartfields 2
Details to make
PR “Amount Only”

37. Amount only (Service related
Orders)

38. Save & Submit or leave open

39. View printable version
Edit Requisition
Not functional will be in near
future

40. View chartstring

42. Manage Requisitions

43. Path: eProcurement>
Manage Requisitions

44. Filters
Click on carrot to
expand & view life
cycle.

45. Now can view
Pre-Encumbrances

46. Additional filters
Added

47. Copy option
added
View Print
Added

48. Create Receipts

49. Approvals

50. Approvals through Manage Requisition Approvals or Worklist

51. Select approve or Deny
Review details

52. Total
View line details
Approve or Deny
Approve or Deny

53. Pre-Budget Check
Vendor’s Link
Contract’s Module
GSU Panther Mart

55. Questions ? Jill Jackson: vagillia.jackson@gpc.edu or 678-891-3932
Jim Barnaby: or