Financials Upgrade Buzz! PeopleSoft Financials 9.2 Updates!

Oklahoma Office of Management and Enterprise Services sent this bulletin at 12/04/2014 02:43 PM CST

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

PeopleSoft Financials 9.2 is HERE!

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PeopleSoft Financials 9.2 has been up since
Dec. 1. We are getting lots of constructive feedback from users concerning issues they are encountering and tips that will help make the transition easier. We will continue to keep you updated. Please read through the entire Buzz to make sure you don't miss the latest information.

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Issues We Are Working On

VOUCHERS:

 

The ATL+1 hot key combination is not saving on the voucher component. Oracle has been notified and is working to resolve the issue. 

 


ePro REQUISITION TEMPLATES:

 

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."


Click "cancel," and the template will be saved.  Oracle is currently working to resolve the save warning message. 


Dispatch Option for the Maintain PO Screen:

 

The Dispatch option for the Maintain PO Screen is inconsistent at best. If you experience difficulty using this feature, please use the "Dispatch PO" menu option. OMES is working to resolve this issue.

 


Reports with Print Preview:

 

If you process a report that renders a print preview page, use the following navigation as a temporary measure to retrieve the report:

 

  1. Main Menu > PeopleTools > Process Scheduler > Process Monitor
  2. Click the "Details" hyperlink next to the report you wish to retrieve.
  3. Click the "View Log Trace" hyperlink to retrieve the report in a PDF file. 

 

OMES is working to resolve this issue.

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Resolved Issues

 

Summary Receipts and Disbursements Report:

The SRD report is running correctly for agencies with multiple ASA and clearing accounts. 


FTP Processes:

The FTP server is connected to the mainframe. You should be able to successfully run FTP processes.

Don't Forget

 

ATTENTION!
CLEAR THE INTERNET EXPLORER CACHE

 

Because PeopleSoft is a browser application, a lot of detailed information is stored in the browser's cache. Since changes were made to the underlying application, such as 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. 

Follow these steps:

  1. Open Internet Explorer (log out of PeopleSoft if you're already logged on).
  2. Click on TOOLS at the top of the browser window.
  3. Select INTERNET OPTIONS.
  4. Within the INTERNET OPTIONS dialog box, select the GENERAL tab.
  5. Under the BROWSING HISTORY section, click the DELETE button.
  6. Within the DELETE BROWSING HISTORY dialog box, uncheck the box next to PRESERVE FAVORITES WEBSITE DATA.
  7. Click the DELETE button at the bottom of the DELETE BROWSING HISTORY dialog box.
  8. When the browsing history has been deleted, click OK.
  9. Close all Internet Explorer windows.
  10. Open Internet Explorer and log into PeopleSoft.


Reset Your Personalizations

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Main Page Personalization

PeopleSoft 9.2 features a menu located across the top of the page. Simply click "Main Menu" to start your navigation.

If you just can't part with the menu along the left side of the page, as in PeopleSoft 8.9, there are steps to reset your menu preference:

  1. On the Home page, click "Content" at the top right hand corner.
  2. Uncheck the box next to "Top Menu Features Description."
  3. Check the box next to "Menu."
  4. Click "Save."
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Line Personalizations

If you have personalized any lines where you perform data entry, they may not come over correctly from PeopleSoft 8.9 to 9.2. You will need to delete and recreate your personalizations. 

  1. Log into PeopleSoft 9.2 if not already logged in.
  2. Navigate to the personalized page and click on the "Personalize" hyperlink (formerly "Customization" in PeopleSoft 8.9).
  3. Record how your personalizations are configured so that you can recreate them in Step 5.
  4. On the "Personlaize Column and Sort Order" pop-up screen, scroll to the bottom and click "Delete Settings."
  5. You will be asked if you are sure you want to delete your settings, click the "Delete" button. You can now recreate your personalizations.
  6. Scroll to the bottom of the pop-up screen and click "Preview" to make sure your personalizations have been selected.
  7. When you are satisfied with the selections, click "OK" and this will take you back to the page you personalized.

ATTENTION: Accounts Receivable Users

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FS_BP Process Alert

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: 


1. Accounts Receivable > Payments > Direct Journal Payments > Modify Accounting Entries

OR

2. Accounts Receivable > Payments > Online Payments > Deposit Transfers

Requisition News

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Requisitions and Supplier Information

Most requisitions do not require a supplier (vendor) unless you are attaching a statewide contract to it. In that event, the supplier (vendor) for that contract must be entered on the requisition.

Field Lengths

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Using the Lookup Glass

Preliminary testers of PeopleSoft 9.2 have discovered that some fields, such as Dept., Class and Account 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. 

Private Queries Maintenance

By now you should have run and saved the results for each PeopleSoft 8.9 query you deemed mission critical. Now it is time to run the same queries in PeopleSoft 9.2.

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Maintenance in PeopleSoft 9.2

Query Managers:

  • Run each mission critical query in PeopleSoft 9.2 and compare the results to the results from your previously saved 8.9 queries.
  • Fix errors you may experience.
  • Fix errors identified by query viewers to whom you previously copied a query.

 

The EBS upgrade team sent 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 PeopleSoft 9.2 and compare the results to the results from your previously saved 8.9 queries.
  • If there are errors, notify the query manager from whom you originally received each incorrect query. The query manager will be responsible for fixing the query and copying the corrected 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.

PeopleSoft 9.2 Videos

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 features.

There is a brand new video demonstrating a difference between PeopleSoft 8.9 and 9.2 when creating 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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PeopleSoft Manuals

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

The Cache

Dear Upgrade...

Do you have a question, comment, or suggestion?

Send Upgrade a message at upgrade.robot@omes.ok.gov

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

Incomplete Voucher Video

Create e-Pro Requisition

Creating Accounting Entries for Regular Deposits


 

Manuals:

COR430      COR411   COR417  

COR431      COR414   COR451

COR432      COR415   COR437

COR403      COR412   COR433

COR406      COR151   COR132 

COR416      COR434   COR438

COR405      COR436   COR435

COR108      COR113   COR216

COR131      COR214   COR402

COR118      COR452   COR110

COR114      COR404        

Coming Soon

More updated manuals

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