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
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VOUCHERS:
The ATL+1 hot key combination is not saving on the voucher component. Oracle 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.
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Resolved Issues
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Reports with Print Preview:
The Print Preview Page is now working for reports that utilize this feature.
Dispatch Option for the Maintain PO Screen:
The Dispatch option for the Maintain PO Screen issue has been resolved.
Purchase Orders and Base Requisitions that were not fully approved in PeopleSoft 8.9 and were still in Pending Approval status prior to the 9.2 cutover cannot be approved within the new 9.2 workflow. To resolve this, these will need to be closed and then copied to New POs and Base Requisitions in 9.2 using the Copy From workflow option.** For audit purposes, it should be documented that the new PO was created due to the 9.2 upgrade. You will then be able to approve using the new 9.2 workflow. For instructions, please refer to the Dec. 4 CPO Announcement. The instructions have also been distributed to the HelpDesk so they can assist users with this issue.
**Please note that if the PO has been vouchered against and has a remaining balance less than the original amount, they must reduce the New PO to match the remaining balance of the original PO.
This guidance applies to deposits not related to invoice payments in Accounts Receivable.
Access to view Deposits, Transfers and Corrections through the General Ledger navigation is being discontinued. The General Ledger journal entry view of deposits was not retrofit in the upgrade. This navigation was for Deposits, Transfers and Corrections as they were utilized prior to the AR Deposit implementation in January, 2010.
There are four ways to see current direct journal deposit transactions in the system.
- Completed individual deposit entries, in their original form, should be viewed in Accounts Receivable using the navigation: Accounts Receivable > Payments > Direct Journal Payments > Modify Accounting Entries.
- Once the deposit has been journal generated, the related summarized General Ledger Journal Entry could be viewed in: General Ledger > Journals > Journal Entries > Create and Update Journal Entries. These entries typically start with DJ.
- Using Ledger Inquiry, you can drill down to the summarized and the detailed deposit. This navigation is: General Ledger > Review Financial Information > Ledger.
- Using Journal Inquiry, you can inquire on the summarized entry or drill down to the detailed deposit. This navigation is: General Ledger > Review Financial Information > Journals.
To View deposit-related transactions prior to the AR implementation (January 2010), you will use the basic General Ledger journal entry view found under: General Ledger > Journals > Journal Entry > Create/Update Journal Entries.
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Main Page Personalization
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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:
- On the Home page, click "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 PeopleSoft 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 personalized page and click on the "Personalize" hyperlink (formerly "Customization" in PeopleSoft 8.9).
- Record how your personalizations are configured so that you can recreate them in Step 5.
- On the "Personalize Column and Sort Order" pop-up screen, scroll to the bottom and click "Delete Settings."
- 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 "Preview" to make sure your personalizations have been selected.
- When you are satisfied with the selections, click "OK" 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:
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Accounts Receivable > Payments > Direct Journal Payments > Modify Accounting EntriesOR
- Accounts Receivable > Payments > Online Payments > Deposit Transfers
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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 statewide 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 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.
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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 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.
Check out 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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