PeopleSoft Financials 8'4 Upgrade

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PeopleSoft Financials 8.4 Upgrade
Craig Richmond, Director Tammy Knutson,
Manager University Financials Treasurers
Office 5th Floor New South Bldg
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What Is It?

• The Universitys current PeopleSoft purchasing,
  accounts payable, and general ledger functions
  are based on PeopleSoft version 7.5. These are
  the online panels and functions you are already
  familiar with.

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Why Is It Done?

• Last March, PeopleSoft issued a major upgrade of
  their financial product, version 8.4, whose user
  interface is Web based.

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Who Does It?

• The Treasurers Office and OIT has begun a
  project to install this new 8.4 version, reapply
  our Princeton specific customizations, and
  convert the 7.5 data into the 8.4 format.

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How Is It Done?

• Nine (9) phases to the upgrade project

• Planning, budget, and initiation (COMPLETE)
• Hardware installation (COMPLETE)
• Upgrade Team training (ALMOST COMPLETE)

4. Technical upgrade and reapplication of
customizations
(STARTED)
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How Is It Done?

• Nine phasescontinued

• Testing, documentation, and training planning
• Departmental staff training
• Go-live weekend
• Shakedown
• Steady state

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• The Princeton upgrade team is being assisted by
  a former PeopleSoft consultant who helped us on
  the 6.0 to 7.5 upgrade.
• The Current project schedule calls for the
  start of departmental staff training on March 15,
  2004 and the conversion to the new 8.4 version
  Spring 2004.

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What Will Change?

• Version 8.4 is entirely Web based. You will use
  a Web browser to access, enter, approve and
  perform all the functions you now accomplish in
  PeopleSoft Financials

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Underlying Fields and Functions Will Not Change

• You still enter header, line, schedule, and
  distribution information.
• You still approve and budget check your
  documents.
• You will still need security to access and enter
  your transactions.

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To Access PeopleSoft 8.4 Youll use the Web
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Left Hand Navigation
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Client/server Panels Are Replaced With Web Pages
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Web Page Hyperlinks
Instead of panel tabs and icons youll have Web
page hyperlinks
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No More Sparky
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Details Can Be Updated All at Once
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Detailed Searches Are Now Available
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Easier PO Maintenance
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Single Page PO a Possibility
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Remember to Visit our Demonstration Booth to see
PeopleSoft Version 8.4! Thank You!