PeopleSoft 8.9

1
PeopleSoft 8.9

• Upgrade from 8.4 to 8.9

2
Upgrade Plan

• Upgrading PeopleSoft Finance from version 8.4 to
  version 8.9
• First of two planned upgrades
• Navigation
• Reports planned for xxx

3
What to Expect?

• Business Processes remain the same
• Simplified Navigation
• Pcard
• Requisitions
• Pre-award
• Reports remain the same

4
Pcard Changes

• Navigation change
• 8.4 Purchasing ? Procurement Cards ?
  Reconcile Cardholder Info ? Reconcile Statement
• 8.9 Purchasing ?Procurement Cards ? Reconcile ?
  Reconcile Statement

5
Pcard Changes

• Reconcile Search Screen
• 8.4

6
Pcard Changes

• Reconcile Search Screen
• 8.9

7
Pcard Changes

• Bank Statement Line Page is now
• 8.4

8
Pcard Changes

• Bank Statement Transaction Page
• 8.9

Distribution Link
Data Removed
Comment Link
9
Pcard Changes

• Bank Statement Details page is now
• 8.4

10
Pcard Changes

• Bank Statement Billing Page
• 8.9

11
Pcard Changes

• Distribution Template
• 8.4

12
Pcard Changes

• Distribution Template
• 8.9

13
Pcard Changes

• Transaction Splits
• 8.4

14
Pcard Changes

• Transaction Splits
• 8.9

15
Pcard Changes

• Account Distribution Page
• 8.4

16
Pcard Changes

• Account Distribution Page
• 8.9

17
Pcard Changes

• Line Comments Page
• 8.4

18
Pcard Changes

• Line Comments Page
• 8.9

19
Requisition Changes

• Navigation
• 8.4 Purchasing ?Requisitions ? Maintain
  Requisitions ? Add a New Value
• 8.9 Purchasing ? Requisitions ? Add/Update
  Requisitions

20
Requisition Changes

• Main Page
• 8.4

21
Requisition Changes

• Main Page
• 8.9

22
Requisition Changes

• Header Defaults is now
• 8.4

23
Requisition Changes

• Requisition Defaults
• 8.9

24
8.9 Upgrade Training Plans
25
Documentation Efforts

• Update existing training documentation
• Create Change Documents
• Update KnowledgeBase End-Users Manual
• Create pre-award documentation

26
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