9.0 Finance Overview. Getting Ready for 9.0

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Penelope Johns
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1 9.0 Finance Overview The upgrade from PeopleSoft 8.4 to Oracle 9.0 should be transparent for most end users. To accomplish the transition from 8.4 to 9.0 you will not have access to the Finance system beginning April 1 (no April Fool s!) at noon until Tuesday morning, April 7. The purpose of this overview course is to give existing users a preview of what the 9.0 Finance screens look like and indicate where any changes have occurred. We will also recommend some pre go-live preparations users should perform now. Changes to note: MyCoyote page changes Navigation in 9.0 (FIN 9.0 Link) PeopleSoft Logo has changed to Oracle. Some pages will appear more compartmentalized. On-line Inquiry changes for Trust Cash Balance Preparing for go live Run Controls and Favorites Favorites-- How to re create 8.4 Favorites in 9.0 Queries 8.4 to 9.0 Menu navigation Run Controls 020 and other reports nvision R:\9.0 Finance Upgrade\CSUSB Training\9 0 Finance Departmental Overview4_22_09.doc 1

$Accounting may be changed to Foundation Accounting/Grants. R:\9.$

2 Changes to Note My Coyote Page Only change is the link to the 9.0 Main Menu. However, Budget extension will be added and Aux. Accounting may be changed to Foundation Accounting/Grants. R:\9.0 Finance Upgrade\CSUSB Training\9 0 Finance Departmental Overview4_22_09.doc 2

3 9.0 Main Menu Everything is in the same order as the 8.4 Menu. SAM reports, CSU Trial Balance reports and other reports used by the central Accounting and Budget offices that were accessed under CSU Manage CO/State Requiremnt, are now grouped under CSU State and SW Reporting. Oracle Logo Note Oracle Logo replaces the PeopleSoft logo at the top of pages. System will still be referred to as PeopleSoft though. R:\9.0 Finance Upgrade\CSUSB Training\9 0 Finance Departmental Overview4_22_09.doc 3

$Results This option did not return the Fund and Account together or have the Account description. R:\9.$

4 Trust Funds using the Inquiry page to view quick Cash balances. For those users who view the Inquiry page to see a quick cash balance, this page has changed in 9.0. The set up for 8.4 was Select Period Balances by Account for cash and AR balances. Results This option did not return the Fund and Account together or have the Account description. R:\9.0 Finance Upgrade\CSUSB Training\9 0 Finance Departmental Overview4_22_09.doc 4

4 NOTE: Click the Sum By box in the Fund code row to have the Fund show in the results. Click the Search Button Results are the same as in 8.

5 In 9.0, the set up is The top row set up is the same. Click Show YTD Balance Change Max Rows to 1000 (or more) Set the Account and Fund fields the same as 8.4 NOTE: Click the Sum By box in the Fund code row to have the Fund show in the results. Click the Search Button Results are the same as in 8.4 but with the addition of an Account Descr field. This page has been Customized to hide unwanted columns. The Activity (Drill to Journal level) and Detail (Drill to chartfield activity level) links work the same as they did in 8.4. R:\9.0 Finance Upgrade\CSUSB Training\9 0 Finance Departmental Overview4_22_09.doc 5

If you use the Inquiry tool, the following Customization is highly recommended Page will look like this NOTE: At this time we are also recommending that you don t use the Show Transaction Details box.

6 If you use the Inquiry tool, the following Customization is highly recommended Page will look like this NOTE: At this time we are also recommending that you don t use the Show Transaction Details box. In most cases, the results processing times out before it completes. SOSS and Oracle are working on the problem. For more information on using the Inquiry page, please contact Andrea Beechko in the Budget Office (x73135) R:\9.0 Finance Upgrade\CSUSB Training\9 0 Finance Departmental Overview4_22_09.doc 6

Run Controls and Favorites RUN CONTROLS Run Controls for 8.4 will not carry over to 9.0. Due to the upgrade, they have been cleared and you will need to set them up again once we go live in 9.0. Run Controls are the names users give to the process they run, such as any report or creating a Requisition.

7 Run Controls and Favorites RUN CONTROLS Run Controls for 8.4 will not carry over to 9.0. Due to the upgrade, they have been cleared and you will need to set them up again once we go live in 9.0. Run Controls are the names users give to the process they run, such as any report or creating a Requisition. You will need to set up all of the parameters associated with each Run Control. Before March 30, make a copy of your Run Control ID and the associated parameter set up for the Run Controls you want to keep. Don t forget the Process Scheduler page that shows when you Click RUN. You will need to do this for each area that you have a Run Control set up, Ex. Log into MyCoyote Click the 020 Report link Copy the Run Control list----- Alt /Print Screen, then Paste toword (or just click the print button on your browser. Using the browser print will print the entire list of run controls if they are not all showing on one page on your PC. ) If you paste to Word, you can type in any notes for this Run Control or set up, under the picture. This Run Control list will also show from the 8.4 menu when Current Status of Dept Accounts is selected from the Reports A-M menu. This list of Run Controls will be cleared for 9.0 R:\9.0 Finance Upgrade\CSUSB Training\9 0 Finance Departmental Overview4_22_09.doc 7

Select the Run Control Copy the Parameter setup to Word: On your keyboard press Alt

Using the browser print will print the entire page even if it is not all showing on one

) Click the Run button for the process and copy the Process Scheduler page.

8 Select the Run Control Copy the Parameter setup to Word: On your keyboard press Alt /Print Screen, then Paste to Word (or just click the print button on your browser. Using the browser print will print the entire page even if it is not all showing on one page on your PC. ) Click the Run button for the process and copy the Process Scheduler page. Alt/Print Screen, Paste to Word. Repeat this process for all of the 8.4 run controls you use. R:\9.0 Finance Upgrade\CSUSB Training\9 0 Finance Departmental Overview4_22_09.doc 8

$4 so you know which ones you want to keep. Once we are live in 9.0 you will be able to Search and reselect these queries for your list. R:\9.$

9 Queries on My Coyote Your Favorite Queries list will be cleared in 9.0. You will need to reselect and recreate your Favorite Query list in 9.0. Take a picture of it in 8.4 so you know which ones you want to keep. Once we are live in 9.0 you will be able to Search and reselect these queries for your list. R:\9.0 Finance Upgrade\CSUSB Training\9 0 Finance Departmental Overview4_22_09.doc 9

Refer to your training guides, follow the steps below to find the navigation or contact Andrea Beechko (x73135) for help. At the 8.

10 8.4 to 9.0 My Favorites If you use the 8.4 link to the 8.4 menu structure and you use My Favorites there, you will need to copy this list and document the navigation to each section to set your Favorite up again in 9.0. Refer to your training guides, follow the steps below to find the navigation or contact Andrea Beechko (x73135) for help. At the 8.4 Main Menu Open your My Favorites list Copy to Word or print using browser print Highlight the Favorites you use and want to keep If any of your Favorites are found on the MyCoyote Main Page, consider using the MyCoyote shortcut link instead of setting up this favorite again. NOTE All of the Favorites shown below are on the MyCoyote page when you first log in to Finance. Requisition and PO shortcut links are also on the MyCoyote page. R:\9.0 Finance Upgrade\CSUSB Training\9 0 Finance Departmental Overview4_22_09.doc 10

11 If you don t remember how to navigate to the page you have as a favorite, follow the steps below. Ex: o Click on the Favorite Link o At the Run Control or Page it takes you to Click on New Window link o When the new window opens, it will show the main menu with the correct path highlighted on the left side of the screen. If the Main Menu is minimized, click on the little Icon to open it. o Copy and Paste this page showing the navigation and the Run Control under your Favorite name list in Word (your cheat sheet) or write it down. Click on PO Activity for COA String in the Favorites Click New Window in the upper right of the page A new page will open with the navigation shown on the right side. Navigation: Main Menu>CSU Custom Rpts/Interfaces>San Bernardino>Rpts N-Z> PO Activity for COA String If the Menu isn t showing, click on the Icon to open it. Repeat these steps for all the Favorites you want to set up in 9.0. R:\9.0 Finance Upgrade\CSUSB Training\9 0 Finance Departmental Overview4_22_09.doc 11

12 Additional questions on getting ready for 9.0 can be directed to the Help Desk x77677 or Andrea Beechko at or x Upgrade information is also on the CMS web page. R:\9.0 Finance Upgrade\CSUSB Training\9 0 Finance Departmental Overview4_22_09.doc 12

Review Financial Information - Ledger Inquiry Step 1

Review Financial Information - Ledger Inquiry Step 1 Step 1 View ledger detail and summary information based on selected criteria. The example below shows how to run the report for a capital project. Screen shots at the end show the criteria to use to run