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understanding

Objectives. understanding. 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

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understanding

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  1. Objectives understanding • 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 review • Navigation bars • Personalizations • Search capability • Hiding and showing the navigation bar • Opening new windows

  4. Data Entry example • 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

  5. New Structure, New Language Chart of Accounts

  6. PeopleSoft UD Legacy Chartfield Comparison Account Object Code Class Line Number Purpose 11 Digit Account current UD account code

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

  8. What does the future hold? July Phase I will go liveand minor applicationsof some Phase IImodules June May see changesin work processesin preparationfor July 1 roll out March – June Training on more specific tools and uses February Begin training“readiness”

  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/

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