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PeopleSoft Financials v9.2 Upgrade Overview

Learn about the upcoming upgrade from v9.1 to v9.2 including key dates, new features, and training opportunities. Stay informed to ensure a smooth transition.

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PeopleSoft Financials v9.2 Upgrade Overview

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  1. PeopleSoft Financials Upgrade v9.2

  2. Upgrade Overview • PeopleSoft Financials will be upgraded from v9.1 to v9.2 • People Tools will be upgraded from v8.53 to v8.54 • Why? – Support will end for v9.1 in December of 2016

  3. Upgrade Overview • Module upgrades impacting Budget Managers include eProcurement • Additional module upgrades include Accounts Payable, Asset Management, General Ledger, Grants and Web Based Budgeting

  4. Key Dates • Upgrade – April 7th to April 10th • System unavailable for Budget Managers during this timeframe • Go-live – April 11th

  5. Additional v9.2 Training • PeopleSoft v9.2 eProcurement • Loop – March 31st at 10:30 a.m. • Loop – April 20th at 2 p.m. • LPC – March 30th at 10:30 a.m. • LPC – April 21st at 11:00 a.m.

  6. New Features You will see several changes in the look, layout and navigation of Peoplesoft and eProcurement.

  7. New Features

  8. Pop Quiz New Features • Multi Line Default (Set Chartfield & Vendor)

  9. Pop Quiz New Feature • Unit of Measure – Default (EA)

  10. Pop Quiz New Feature • Shopping Cart – Checkout

  11. Pop Quiz New Feature • Checkout – Review & Submit

  12. Pop Quiz New Feature • Add Chartfields - Click the “triangle” on the left of to expand the line.

  13. Pop Quiz New Feature • Add Comments and Attachments

  14. Pop Quiz New Feature • Save for Later

  15. eProcurement

  16. Pop Quiz Training • Beginning April 2016, Purchasing training will be conducted in v9.2. See Financial Affairs website for Training Schedule. • http://financialaffairs.depaul.edu/training/index.htm

  17. Contacts • eProcurement • Laurie Krauel x 2-5272

  18. Questions?

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