PeopleSoft 9.2 and You What you need to know

Transcription

1 and You What you need to know

2 We want to provide What you need to do to prepare for the 9.2 go live Understand how you will be affected WHY WE RE HERE We want to build A foundation for future enhancements

3 AGENDA Today we will cover: The Basics Goals and Benefits Key Changes Preparing for Change Navigation Changes Transactional Changes Changes for Approvers Wrap Up

4 THE BASICS

5 Go Live: November 3rd Downtime begins at 5 PM on October 28 Voucher/Req deadline on October 23 WHEN?

6 WHO? All TRAX Users Approvers Faculty and Staff who have fiscal responsibilities

7 We re removing customizations throughout the system We re implementing Workflow on Vouchers and Requisitions Workcenters for our power users PeopleSoft s delivered Chartfield security WHAT S IN STORE?

8 GOALS BENEFITS

9 Position Baylor to take advantage of new and improved functionality through the reduction of customizations. Includes software and hardware changes Stay in vendor support for: New and updated functionality, Fixes, Security updates Solid foundation for future enhancements By decreasing customizations, we: Reduce long term maintenance costs Simplify the application of delivered updates Facilitate the implementation of new functionality WHY?

10 To do this We must align and streamline our business processes to better fit the delivered system. This will help maximize resources available for future projects and advances. BENEFITS

11 KEY CHANGES

12 There will be Access Changes Navigation Changes Business Process Changes Approval Changes Transactional/System Changes Field Changes Removed New/unhidden Customizations removed KEY CHANGES

13 DEEP BREATH It is only through labor and painful effort, by grim energy and resolute courage, that we move on to better things. ~Theodore Roosevelt

14 PREPARING FOR CHANGE We ve been Identifying system and business process changes Evaluating the effects on users and the university Planning how to prepare affected users But we cannot do this without YOU!

15 PREPARING FOR CHANGE Communication, Training and Everything In Between Start with existing meetings and communication channels Evaluate the effects on those in your area Target those in your area that need to come to training Submit questions to

16 NAVIGATION CHANGES

17 Breadcrumb Navigation Baylor Menu vs. Main Menu Folder/Page Name Changes SES Recently used Alphabetize menus NAVIGATION

18 NAVIGATION

19 TRANSACTIONAL CHANGES

20 Under $10K Vendor becomes SUPPLIER Supplier Registration New vendor (supplier) code being phased out Save for later Personalize Fund Project Changes Attachments Workflow VOUCHERS

21 VOUCHERS

22 REQUISITIONS Over $10K Vendor becomes SUPPLIER Supplier Registration New vendor (supplier) code being phased out Fund Personalize Project Field Changes Spending grant funds over $3000 Attachments Workflow Multiple Approvals?

23 The Req is now THREE PAGES!!! REQUISITIONS

24 REQUISITIONS

25 REQUISITIONS

26 OTHER Departmental Adjustments, Budget Change Requests, and Departmental Receipts Fund Project Changes

27 CHANGES for APPROVERS WORKCENTERS

28 When you click the Approve button, you are approving The Purchase The Amount The Department/Project The Account This will Improve visibility Cut down on administrative costs THE ROLE OF THE APPROVER

29 WorkCenters help frequent users by: Boosting Productivity WORKCENTERS Consolidating Tasks, Exceptions, Alerts, Links, Reports, and Queries Can be customized Reduce navigation time

30 Important Things to Note No s on Voucher Approval Use Your Worklist! Self Approval Allowed (unless you have entered a transaction for yourself!) First person to approve the transaction WINS (unless you ad hoc) Configure your filters WORKCENTERS

31 WRAPPING UP Action Items Questions to Consider What does my internal business process look like? What does my approval process look like? Does my department have multiple approvers? Will I change business/approval processes in my department as a result of this upgrade? How will I communicate to those in my area? Who in my department needs training?

32 Action Items At Go Live Make sure My Favorites is as you expect Personalize your Voucher and Req pages Configure your Workcenter Filters How will I handle voucher notifications? (if applicable) Download new 9.2 documentation at WRAPPING UP