11 9.2 PeopleSoft Finance Upgrade New Features and Functionality May 2015.
PeopleSoft Finance Schedule 9.2 Upgrade - uvm.edupsupgrd/documents/FSCM 9.2 Upgrade Changes.pdf ·...
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PeopleSoft Finance 9.2 Upgrade Schedule Changes to expect Communication and training
Transcript of PeopleSoft Finance Schedule 9.2 Upgrade - uvm.edupsupgrd/documents/FSCM 9.2 Upgrade Changes.pdf ·...
PeopleSoft Finance 9.2 Upgrade
Schedule
Changes to expect
Communication and training
ScheduleFunctional testing round 1 Jan-FebFunctional user acceptance testing Late MarchGo-live decision Apr 5Reqs and Expense user lockout 5pm Apr 5Go-live weekend 5pm Apr 12 – 15
(system available Mon Apr 16)
Changes to Expect
1. Requisition page – new look, new terminology
2. Travel & Expense – new layouts for Travel Auths, Cash Advances, Expense Reports
CHANGES TO EXPECT
REQUISITIONS PAGE
9.1 Create Requisition Page
New Look - 9.2 Create Requisition Page
9.1 Requisition Detailed Page – Out with “Vendor”
9.2 Requisition Detail Page – In with “Supplier”
CHANGES TO EXPECT
TRAVEL & EXPENSEExpense ReportsTravel AuthorizationsCash AdvancesApproval
9.1 Expense Report – looks like this:
9.2 Expense Report looks like this:
9.2 Travel Authorization
9.2 Cash Advance
User Lockout for Requisition & Expenses
Thursday, April 5 Last day to submit expense reportsLast day to enter/submit requisitions
Monday, April 9 Last day for departmental approval of expense reports
Thursday, April 12 Last day for Disbursement to complete expense reports and paycycleLast day for Purchasing Services to process Pos
Monday, April 16 System reopens to all users for all functionality
Communications & Training Plan
Information sessionsFeb 21 BFAN meetingMar 15 EDU sessionsMar 29 BFAN meetingApr 4 ePro and T&EApr 12 eProApr 18 T&E
TrainingsApr 19 eProApr 24 T&EApr 26 T&E approvers
Open labsApr 23 eProApr 27 T&EMay 1 eProMay 3 ePro
QUESTIONS?
