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PeopleSoft 8.9

PeopleSoft 8.9. Upgrade from 8.4 to 8.9. Upgrade Plan. Upgrading PeopleSoft Finance from version 8.4 to version 8.9 First of two planned upgrades: Navigation Reports – planned for xxx. What to Expect?. Business Processes remain the same Simplified Navigation: Pcard Requisitions

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PeopleSoft 8.9

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  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

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