PeopleSoft Upgrades Delta Training Session

Transcription

1 PeopleSoft Upgrades Delta Training Session Session Objectives: Understand what s changed Highlight differences that users need to know about Highlight new functionality that users can use if desired Show how to use grid customizations and personalizations

2 Project Overview EPM, HCM and FSCM have all undergone a PeopleTools upgrade PeopleTools control the underlying structure of the system, e.g. the menu, etc. things that are used everywhere. Financials and EPM have also been upgraded to Version 9.1 This upgrade affects the functionality of the application (for example, new features, changes to the way pages look, etc.) Change to EPM will be covered in budget building training The plan is to upgrade HCM to version 9.1 next

3 PeopleTools Related Changes Menu Now, there is no more Hover Feature Click on Folder to get the folder view (underneath in pic here) or click on the words to get the cascading, floating menu Pop-Out Long Text Boxes and Grids Click the little arrow to pop out a box or grid This can help see the entire grid, and can let you read / see all of the text in the Box at once.

4 My Personalizations At the bottom of the main menu, there is a link to My Personalizations Navigation Personalizations control what you choose to tab over, and if you want to use AutoComplete. Click Restore Defaults to get back to original settings.

5 Grid Customizations Can hide fields, tab over fields, sort grids by default ALL CUSTOM GRID SETTINGS NEED TO BE SET UP AGAIN post-upgrade See page 20. This applies to ALL grids. Click on the field and then Click on Hidden to Hide it, Frozen to freeze it (like Freeze Panes in Excel), or use the arrows to move it up/down. Use the > arrow to put it in the right column to change the Sort Order Hide unused fields, and changing the Frozen settings can allow you to see more in the grid.

6 New Page to Update User Prefs Coming Soon All employees can change their own default travel chartstring, journal Source and default Projects Business Unit If employee has PurCard or ability to enter Reqs, they can change those defaults as well. An employee who is the proxy for someone else can also change that person s defaults. Edits are in place.

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8 GL/ Journal Changes Journal Attachments and Budget Transfer Attachments More info on how to use coming link to Attach is on Journal Header page. Spreadsheet Journal Upload There are new files, will be on Learning Svs website Chartfields can now have long descriptions Will be gradually added over time, a report will exist or page where you can view these Jrnl Ln Ref is now a separate field in the Budget Transaction Detail output xls file Scrollable Grids some grids have a horizontal scroll bar now instead of extending way out to the right Audit Logging: You will see this link in various places, it will show who did what when, for certain events. Speedtypes Can use on Budget Transfers Can enter the PC BU and Activity now

9 Journal: The process monitor link is now lower and so is the process box. The process button is not yellow anymore and the Errors only box is in the upper right corner. Select Print Journal (Crystal) instead of just Print Journal.

10 Requisitions Now the requester can begin typing the vendor s name right in the entry page rather than clicking to the look-up page. This will save time when searching for a vendor to add to a requisition.

11 Travel Expense Reports: Accounting Detail Icon A new icon to quickly link to Accounting Details is now displayed at the end of the Details Overview. Clicking this icon brings the user directly to the chart string information without having to drill through the Expense Detail page.

12 Multi-line Expense Reports Expense Reports with more lines than can be easily displayed on a page will show a scroll bar on the right side of the Details section.

13 Travel Expanded Comments Text Box The Comment text box is now expanded to allow for easier typing and more information. As in a few other locations in PeopleSoft, the text box will pop forward when the Display Comment in Modal Window icon is clicked. This is true for Expense Reports, Cash Advances and Travel Authorizations.

14 Travel Adding Travel Authorizations to Expense Report PeopleSoft 9.1 now allows the user to attach a Travel Authorization to an Expense Report after the Expense Report creation has begun. Use the More Options drop down menu and select Associate Travel Authorization.

15 In General Some things may look a little different, buttons may be blue instead of yellow, some fields may have moved around, but nothing should be significantly different and generally speaking you should be able to figure it out. Keep in mind that sometimes, with the complexity of this big change, there can be small issues that need to be ironed out over the first few days, but overall we expect this to be smooth.

16 Getting Help Log a footprint! We can see how many people are having the same issue and quickly respond A group of people can work on the footprints, vs. if you just call someone Refer to Job Aids on Learning Services website Most changes to job aids were cosmetic For policy/procedure questions, call the responsible office 9.1 Website: