Financials Upgrade Buzz! AP User Video

Hi! I'm Upgrade! Follow me to Peoplesoft 9.2!


Go-Live: THANKSGIVING WEEKEND!


Information Icon Demo

New feature empowers AP users

Video screenshot

If you are an AP user, there is a new feature that will provide you with important information about supplier (vendor) payment holds. Take a look at the Information Icon video to see it in action!

This new feature will alert you to Remit To: Supplier payment holds on the payment page of the voucher component. As you well know, there is no such alert in 8.9. You typically don't find out about a payment hold until after the voucher returns because it failed to pay. This new icon provides a heads-up a lot sooner in the process.

Don't forget to take a look at all of the 9.2 Financials Upgrade Delta Training Videos including: Budget Detail Search and 9.2 Navigation.

The EBS Upgrade Team encourages all users to review the videos -- regardless of the content -- in order to get a look at the new 9.2 environment.


Manuals and Quick Tips

More end-user resources made available

Several new resources are posted and available to give you an advance look at 9.2. Accounts Receivable, Asset Management, and Grants and Contracts all have new items available. In addition, some of the existing Quick Tips have also been updated and posted.

EBS financials manuals and other resources are, and always have been, available on the EBS Financials Page for end-users to download and use at their convenience.

Just look for manuals and resources with a 2014 date.

How to Use EBS Manuals

EBS manuals do not train individual agency business processes. They are PeopleSoft manuals to teach end-users how to use the software. How your agency uses it and what your agency requires as data and input for the software is a business process and can vary greatly from agency to agency.

 

Best Practice

  • All manuals are Microsoft Word documents.
  • Download the manual you want.
  • Add your agency business processes in the appropriate spots within the manual.


And there you have it -- one resource that includes important technical information about the software AND your own agency rules!


PROJECT UPDATE:

Milestone Map

The EBS Upgrade Team has been granted an additional week of integration testing, so User Acceptance Testing (UAT) will begin the first week of October. Project partners will occupy the Black Mesa Proving Ground at ISD-Midtown to put 9.2 through its paces.

Look for updated information about adjustments to the overall project goals and scope next week. If you remember, way back on May 30, the Upgrade Team started reviewing and studying some of the new bells and whistles available in 9.2. Their goal was to figure out the best practices for the uses and implementation of the new functions. Some decisions have been made. Watch this space!

For those of you keeping track on the map above, we are just about to cross over into the Testing Phase. Follow along on your own
Milestone Map.

The Cache


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Just the FAQs

What is Delta Training?

Delta Training means training the differences between 8.9 and 9.2.

What do you mean by fewer clicks?

As most of the articles have suggested, "fewer clicks" focuses on navigation.


Training Info

Videos:

Navigation 9.2 Video

Budget Detail Search Video

Information Icon Video
Manuals:

COR430       COR411   COR417  

COR431       COR414   COR451

COR432       COR415   COR437

COR403       COR412   COR416

COR433

Coming Soon

E-Pro Requestor Video

PO Vouchers

Incomplete Vouchers

More updated manuals

Upgrade robot running