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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 - PowerPoint PPT Presentation
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PeopleSoft 8.9
Upgrade from 8.4 to 8.9
September 2006 2
Upgrade Plan
Upgrading PeopleSoft Finance from version 8.4 to version 8.9
First of two planned upgrades: Navigation Reports – planned for xxx
September 2006 3
What to Expect?
Business Processes remain the same
Simplified Navigation: Pcard Requisitions Pre-award
Reports remain the same
September 2006 4
Pcard Changes
Navigation change
8.4: Purchasing Procurement Cards Reconcile Cardholder Info Reconcile Statement
8.9: Purchasing Procurement Cards Reconcile Reconcile Statement
September 2006 5
Pcard Changes
Reconcile Search Screen 8.4:
September 2006 6
Pcard Changes
Reconcile Search Screen 8.9:
September 2006 7
Pcard Changes
Bank Statement Line Page is now… 8.4:
September 2006 8
Pcard Changes
Bank Statement Transaction Page 8.9:
Distribution Link
Comment Link
Data R
emoved
September 2006 9
Pcard Changes
Bank Statement Details page is now… 8.4:
September 2006 10
Pcard Changes
Bank Statement Billing Page 8.9:
September 2006 11
Pcard Changes
Distribution Template… 8.4:
September 2006 12
Pcard Changes
Distribution Template 8.9:
September 2006 13
Pcard Changes
Transaction Splits 8.4:
September 2006 14
Pcard Changes
Transaction Splits 8.9:
September 2006 15
Pcard Changes
Account Distribution Page 8.4:
September 2006 16
Pcard Changes
Account Distribution Page 8.9:
September 2006 17
Pcard Changes
Line Comments Page 8.4:
September 2006 18
Pcard Changes
Line Comments Page 8.9:
September 2006 19
Requisition Changes
Navigation
8.4: Purchasing Requisitions Maintain Requisitions Add a New Value
8.9: Purchasing Requisitions Add/Update Requisitions
September 2006 20
Requisition Changes
Main Page 8.4:
September 2006 21
Requisition Changes
Main Page 8.9
September 2006 22
Requisition Changes
Header Defaults is now… 8.4:
September 2006 23
Requisition Changes
Requisition Defaults 8.9
8.9 Upgrade Training Plans
September 2006 25
Documentation Efforts
Update existing training documentation
Create Change Documents Update KnowledgeBase End-Users
Manual Create pre-award documentation
September 2006 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
