1. understanding Objectives Define the reasons we are making the change Identify the basic elements of PeopleSoft Financials Locate general navigational tools in PeopleSoft Compare old and new UD structure and language for processing, storing and reporting financial data Identify what training will be necessary

2. PHASE I 7/1/03 Use new PeopleSoft Processes for: Journal Vouchers (JVs) Purchase Requisitions Request for Check Cash Advances Business Expense Reports (BERs) Purchasing Card Reconciliations Reporting

3. Navigation Navigation bars Personalizations Search capability Hiding and showing the navigation bar Opening new windows review

4. Data Entry Journal Vouchers Will continue to be a Web form Plan to use redesigned version of UD form Will be formatted to use new chartfields instead of old account codes and object codes example

5. New Structure, New Language Chart of Accounts

6. Chartfield Comparison PeopleSoftUD Legacy AccountObject Code ClassLine Number Purpose11 Digit Account current UD account code

7. SPEEDTYPES Enter Speedtype (ex: “CHEM11”) into Speedtype field and the following chartfields are filled in: Purpose Fund Program Project Source DeptID auto fill-in

8. What does the future hold? February Begin training “readiness” March – June Training on more specific tools and uses March – June Training on more specific tools and uses June May see changes in work processes in preparation for July 1 roll out June May see changes in work processes in preparation for July 1 roll out July Phase I will go live and minor applications of some Phase II modules July Phase I will go live and minor applications of some Phase II modules

9. Training Courses All Users Readiness Training Basic Training –How to use Pre-defined Forms, Queries & Reports Procurement Training

10. Keep an eye on our Web site for future training dates and information: http://www.udel.edu/UDFS/info/