1. PeopleSoft 8.9 Upgrade from 8.4 to 8.9

2. September 20062 Upgrade Plan  Upgrading PeopleSoft Finance from version 8.4 to version 8.9  First of two planned upgrades: Navigation Reports – planned for xxx

3. September 20063 What to Expect?  Business Processes remain the same  Simplified Navigation: Pcard Requisitions Pre-award  Reports remain the same

4. September 20064 Pcard Changes  Navigation change 8.4: Purchasing  Procurement Cards  Reconcile Cardholder Info  Reconcile Statement 8.9: Purchasing  Procurement Cards  Reconcile  Reconcile Statement

5. September 20065 Pcard Changes  Reconcile Search Screen 8.4:

6. September 20066 Pcard Changes  Reconcile Search Screen 8.9:

7. September 20067 Pcard Changes  Bank Statement Line Page is now… 8.4:

8. September 20068 Pcard Changes  Bank Statement Transaction Page 8.9: Distribution Link Comment Link Data Removed

9. September 20069 Pcard Changes  Bank Statement Details page is now… 8.4:

10. September 200610 Pcard Changes  Bank Statement Billing Page 8.9:

11. September 200611 Pcard Changes  Distribution Template… 8.4:

12. September 200612 Pcard Changes  Distribution Template 8.9:

13. September 200613 Pcard Changes  Transaction Splits 8.4:

14. September 200614 Pcard Changes  Transaction Splits 8.9:

15. September 200615 Pcard Changes  Account Distribution Page 8.4:

16. September 200616 Pcard Changes  Account Distribution Page 8.9:

17. September 200617 Pcard Changes  Line Comments Page 8.4:

18. September 200618 Pcard Changes  Line Comments Page 8.9:

19. September 200619 Requisition Changes  Navigation 8.4: Purchasing  Requisitions  Maintain Requisitions  Add a New Value 8.9: Purchasing  Requisitions  Add/Update Requisitions

20. September 200620 Requisition Changes  Main Page 8.4:

21. September 200621 Requisition Changes  Main Page 8.9

22. September 200622 Requisition Changes  Header Defaults is now… 8.4:

23. September 200623 Requisition Changes  Requisition Defaults 8.9

24. 8.9 Upgrade Training Plans

25. September 200625 Documentation Efforts  Update existing training documentation  Create Change Documents  Update KnowledgeBase End-Users Manual  Create pre-award documentation

26. September 200626 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