PeopleSoft Financials 9.2 is HERE! |
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After months of preparation, PeopleSoft Financials 9.2 is finally here! User Tips, known issues and other important information will continue to be provided via this Financials Upgrade Buzz Newsletter, so WATCH THIS SPACE for updates!
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ATTENTION! CLEAR THE CACHE IN INTERNET EXPLORER!
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Because PeopleSoft is a browser application, a lot of detailed information is stored in the browser's cache. Because changes were made to the underlying application - in this case, the upgrade - the cache needs to be cleared for PeopleSoft to run correctly. You'll need to do this JUST ONCE, before logging into the new PeopleSoft 9.2 environment. Please follow the steps below:
- Open Internet Explorer (log out of PeopleSoft if you're already logged on).
- Click on TOOLS at the top of the browser window.
- Select INTERNET OPTIONS.
- Within the INTERNET OPTIONS dialog box, select the GENERAL tab.
- Under the BROWSING HISTORY section, click the DELETE button.
- Within the DELETE BROWSING HISTORY dialog box, uncheck the box next to PRESERVE FAVORITES WEBSITE DATA.
- Click the DELETE button at the bottom of the DELETE BROWSING HISTORY dialog box.
- When the browsing history has been deleted, Click OK.
- Close all Internet Explorer windows.
- Open Internet Explorer and log into PeopleSoft.
The File Transfer Protocol (FTP) transfers between PeopleSoft and the Mainframe are not connecting. This is preventing Vouchers from Remote, Deposit Loads, Vendor Uploads and other FTP processes from running successfully. Running these load processess in PeopleSoft should be discontinued until further notice.
If not using unique e-numbers, e.g. e999999, do not overwrite any of your files on the Mainframe until the current files have loaded.
We are diligently working on the problem and expect to have it corrected as soon as possible. We will send a notice when the FTP process is connecting to the mainframe.
We apologize for any inconvenience this has caused.
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Please postpone running the Summary Receipts and Disbursements report until Tuesday, December 2, 2014.
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Temporary Steps for Reports with Print Preview Pages
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If you process a report that renders a print preview page, please use the following navigation, as a temporary measure, to retrieve the report:
- Main Menu > PeopleTools > Process Scheduler > Process Monitor
- Click the "DETAILS" hyperlink next to the report you wish to retrieve
- Click the "VIEW LOG TRACE" hyperlink to retrive the report in .pdf format
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Main Page Personalization
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9.2 features a new menu located across the top of the page. All you do is click "Main Menu" to start your navigation.
However, if you just can't part with the menu along the left side of the page, as in 8.9, here are steps to reset your menu preference.
- On the Home page, click on "Content" at the top right hand corner
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Uncheck the box next to "Top Menu Features Description"
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Check the box next to "Menu"
- Click "Save"
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Line Personalizations
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If you have personalized any lines where you perform data entry, they may not come over correctly from 8.9 to 9.2. You will need to delete and recreate your personalizations.
- Log into PeopleSoft 9.2 if not already logged in.
- Navigate to the page you have personalized and click on the "Personalize" hyperlink (formerly "Customization" in 8.9).
- Record how your personalizations are configured so that you can recreate them in step 5 below.
- On the "Personlaize Column and Sort Order" pop-up screen, scroll to the bottom and click on the "Delete Settings" hyperlink.
- You will be asked if you are sure you want to delete your settings, click the "Delete" button. You can now recreate your personalizations.
- Scroll to the bottom of the pop-up screen and click the "Preview" button to make sure your personalizations have been selected.
- When you are satified with the selections, click the "OK" button and this will take you back to the page you personalized.
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FS_BP Process Alert
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The FS_BP process for Deposits and Transfers will no longer be listed in the Process Monitor.
You will need to verify that the budget status is "Valid" using the following navigations:
Accounts Receivable > Payments > Direct Journal Payments > Modify Accounting Entries
OR
Accounts Receivable > Payments > Online Payments > Deposit Transfers
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ePro Requisitions
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When you save an ePro requisition as a template and that requisition has an item id on it, you will receive the following save warning message: "You have unsaved data on this page. Click OK to go back and save, or Cancel to continue." Please click "Cancel"... the template will be saved. Oracle is currently working to resolve the save warning message.
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Requisitions and Supplier Information
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Most requisitions do not require a Supplier (vendor) unless you are attaching a State Wide Contract to it. In that event, the Supplier (vendor) for that contract must be entered on the requisition.
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Using the Lookup Glass
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Preliminary testers of 9.2 have discovered that some fields, such as Dept, Class, Account, etc., allow users to enter more characters than what is required for that particular field. If you have this issue, you will need to use the Lookup Glass to be sure you enter the correct value.
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Maintenance in 9.2
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By now you should have run and saved the results for each PeopleSoft 8.9 query you deemed mission critical. Now is the time for run the same query(s) again in the new 9.2 version.
Query Managers:
- Run each mission critical query in 9.2 and compare the results to the results from your previously saved 8.9 queries.
- Fix any errors you may experience
- Fix any errors identified by query viewers to whom you previously copied a query
The EBS Upgrade Team has sent to you an email listing all queries you identified as mission critical and all queries identified as mission critical by a user to whom you copied the queries. Use this email, with specific instructions, to guide your testing process.
Query Viewers:
- Run each mission critical query in 9.2 and compare the results to the results from your previously saved 8.9 queries.
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If there are errors, notify the query manager from whom you originally received each incorrect query. The query manager will be resonsible for fixing the query and copying the new, corected query back to you for use.
The EBS Upgrade Team has sent you an email listing all queries you identified as mission critical and the query managers who copied the queries to you. Use this email, with specific instructions, to guide your testing process.
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Known Issures We Are Currently Working On...
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VOUCHERS:
The ATL+1 hot key combination is not saving on the voucher component. Oracle has been notified and is working to resolve this issue.
ePro REQUISITION TEMPLATES:
A save warning message occurs in certain situations (see Requisition News above). Oracle has been notified and is working to resolve this issue.
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There is a new look to PeopleSoft 9.2. Please review the PeopleSoft 9.2 Navigation video for a quick overview of the new menus, color scheme and new features.
There is a BRAND NEW video that demonstrates a small difference between PeopleSoft 8.9 and 9.2 when creating a regular deposits and related accounting entries.
Click HERE to access these, and other videos so you can get a jump start on PeopleSoft 9.2!
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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!
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