ConnectND at NDSU

1
ConnectND at NDSU

• Weekly Information Session
• Finance
• Gary Wawers, Controller
• 11-10-04

2
Past Weeks

• Review of Business Process Plans
• Chart of Accounts/Chartfields terminology
• Conversion/Cutoff Plans
• Training Options
• AP Voucher entry demonstration
• Group Viewing of WebEx demos
• PowerPoint Slides on NDSU Accounting Office Web
  site under guidelines and policies
• Web site www.ndsu.edu/accounting

3
Today

• Whats happening in Finance
• Training, Testing, Access
• Questions on conversion plans?
• Overview of Financial Information Available
• Brief demo of running reports

4
Round 3 testing for Finance

• Next Week (Nov 15) - General Ledger
• Commitment Control
• Purchasing
• Accounts Payable
• Asset Management
• Grants Management

5
PeopleSoft Finance Training Plans

• WebEx videos
• ConnectND team to train about 100 NDSU department
  end-users
• ½ day sessions
• Week of Nov 22
• Week of Nov 29
• Remainder of Training by NDSU staff in December
• January assistance with your actual transactions
  in Ehly Hall, Room119

6
Access to PeopleSoft Finance

• Access Officers for Finance
• Gary Wawers
• Melanie Correll
• Password Lockouts NDUS Help Desk
• Access assigned by Roles
• Colleges/division review of Access

7
Legacy vs. PeopleSoft
Legacy Chart of Accounts Fund (4
digits) Department (4 digits)
TCC (3 digits) Project (4 digits)
PeopleSoft Chartfields Fund (5 digits) Project
(10 digits) Department (4 digits) Account (6
digits) Program (5 digits)
Important to Note

• NDSU Accounting Office web site shows how
  numbers are mapped from Legacy to PeopleSoft
  system
• Mapping may change before go-live

8
Key Cutoff/Conversion Dates

• December 17
• Deadline for RFPS, IDBs, JEs, to be in Accounting
  Office
• December 23
• Payroll transactions are finalized and posted
• Final Accounts Payable and General is closed
• December 27
• Grants Billing processes run
• December 28 January 4
• No transactions in legacy or PeopleSoft
• January 5
• PeopleSoft GO-LIVE

9
PeopleSoft Financial Reporting

• Trial Balance
• Budget Status
• Summary
• Detail