understanding

1
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

2
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
3
Navigation
review

• Navigation bars
• Personalizations
• Search capability
• Hiding and showing the navigation bar
• Opening new windows

4
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

5
New Structure, New Language
Chart of Accounts
6
Chartfield Comparison

• PeopleSoft

• UD Legacy

Account
Object Code
Class
Line Number
Purpose
11 Digit Account
current UD account code
7
SPEEDTYPES
auto fill-in

• Enter Speedtype (ex CHEM11) into Speedtype
  field and the following chartfields are filled
  in
• Purpose
• Fund
• Program
• Project
• Source
• DeptID

8
What does the future hold?
July Phase I will go liveand minor
applicationsof some Phase IImodules
June May see changesin work processesin
preparationfor July 1 roll out
March June Training on more specific tools and
uses
February Begin trainingreadiness
9
Training Courses

• All Users
• Readiness Training
• Basic Training
• How to use Pre-defined Forms, Queries Reports
• Procurement Training

10
Keep an eye on our Web site for future training
dates and information http//www.udel.edu/UDFS/
info/