Transcript Objectives understanding •Define the reasons we are making the change •Identify the basic elements of PeopleSoft Financials •Locate general navigational tools in PeopleSoft •Compare old and.

Objectives
understanding
•Define the reasons we are making the change
•Identify the basic elements of PeopleSoft
Financials
•Locate general navigational tools in PeopleSoft
•Compare old and new UD structure and
language for processing, storing and reporting
financial data
•Identify what training will be necessary
PHASE I
7/1/03
Use new PeopleSoft
Processes for:
Journal Vouchers (JVs)
Purchase Requisitions
Request for Check
Cash Advances
Business Expense Reports (BERs)
Purchasing Card Reconciliations
Reporting
Navigation
review
•Navigation bars
•Personalizations
•Search capability
•Hiding and showing the navigation bar
•Opening new windows
Data Entry
example
Journal Vouchers
•Will continue to be a Web form
•Plan to use redesigned version
of UD form
•Will be formatted to use new
chartfields instead of old
account codes and object codes
New Structure,
New Language
Chart of Accounts
Chartfield Comparison
PeopleSoft
UD Legacy
Account
Object Code
Class
Line Number
Purpose
11 Digit Account
current UD account code
01fund
1type
744710function bud unit
004101XX
project object code line no.
SPEEDTYPES
auto fill-in
Enter Speedtype (ex: “CHEM11”) into
Speedtype field and the following
chartfields are filled in:
•Purpose
•Fund
•Program
•Project
•Source
•DeptID
What does the future hold?
February
July
June
March – June
Phase I will go live
May and
see minor
changes
Training on
in work
processes
applications
Begin training
more specific
in preparation
of some Phase II
“readiness” tools and uses
for July
1 roll out
modules
Training Courses
All Users
• Readiness Training
• Basic Training
– How to use Pre-defined Forms, Queries &
Reports
• Procurement Training
Keep an eye on our Web site
for future training dates and
information:
http://www.udel.edu/UDFS/info/