COR214 Payroll to AP Process Manual
There is new, important information available for AP users in the COR214 Payroll to AP Process manual. A new chapter on Reconciliation has been added and all AP users are encouraged to review it before Go-Live!
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!
EBS Videos
Don't forget to take a look at all of the 9.2 Financials Upgrade Delta Training Videos here.
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.
ABS, IT Procurement, and Central Purchasing partners will join the EBS Upgrade Team this week for train-the-trainer sessions. With Go-Live just a few weeks away, more agency partners will join the Team to put the new 9.2 financials system through its paces. They are providing valuable information about how the system works when it comes to the day-to-day business of the state. The EBS Upgrade Team is looking forward to working with all our agency partners to put 9.2 through its paces in the coming weeks.
New adjustments and information are coming in daily about the project, so be sure to keep an eye on this spot for new and updated information. For those of you keeping track on the map above, we have finally reached Testing. Follow along on your own Milestone Map.
Private Queries Reminder
So far, testing shows that queries are working well. However, as stated previously, EBS cannot quarantee that all private queries will transition from 8.9 to 9.2. To assist users with this possible issue, the EBS Upgrade Team has put together a plan of action for users to take to prepare for and then remedy any problems they encounter with private queries.
In the next few days Query Managers and Viewers will receive an email with instructions regarding the actionsthey need to take. As stated previously, EBS cannot access private user queries. This means EBS cannot make corrections or fix broken private queries after the upgrade.
Query Managers:
- You will be asked to run each of your mission critical private queries in the current 8.9 environment prior to Thanksgiving weekend (before we upgrade to 9.2).
- You will be provided a list of these copied queries and the users to whom you made copies.
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You will be responsible for identifying and fixing any and all errors in these queries in 9.2.
- You will also need to fix errors identified by query viewers to whom you previously copied a query.
The emails sent to the Query Managers from the EBS Upgrade Team will contain step-by-step instructions on how to proceed. The Team encourages all Query Managers to take action to prepare for Go-Live.
Query Viewers:
- You will be asked to run each of your mission critical private queries in the current 8.9 environment prior to Thanksgiving weekend (before we upgrade to 9.2)
- Run the same queries again in the new 9.2 environment after completion of the upgrade.
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For those queries in which you identify an error, you will need to contact the query manager who copied the query to you in order to have it fixed.
The emails sent to the Query Viewers from the EBS Upgrade Team will also contain step-by-step instructions on how to proceed. The Team encourages viewers to take action to prepare for Go-Live.
Reminders and other notifications will be provided via the Financials Upgrade Buzz newsletter -- so WATCH THIS SPACE for updates!
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