OH NO, another upgrade – What should I be doing before, during, and after the upgrade to 9.2
Presentations text content in OH NO, another upgrade – What should I be doing before, during, and after the upgrade to 9.2
Slide1
OH NO, another upgrade – What should I be doing before, during, and after the upgrade to 9.2
Session #34031
March 17, 2015
Slide2Brenda NolanKentucky Community and Technical College Systems (KCTCS)Procurement ManagerHelen FreeseSierra-Cedar, Inc.Senior Financial Consultant – Higher Education
Your Presenters
Slide3Preparing for the upgrade to 9.2 During the upgrade to 9.2 After the upgrade to 9.2
Agenda/Contents
Slide4KCTCS & OraclePeopleSoft Financials 9.2PeopleSoft HR 9.2
PeopleSoft SA 9.0
PeopleTools
8.53
Financial Modules
General Ledger, Commitment Control, Asset Management, Payables, Expenses, Purchasing, Receivables, Billing
Budgets (custom)
Slide5Preparing for the
Upgrade to 9.2
Slide6Workflow and PurchasingGeneric Notification Templates are overwritten in 9.2Before the upgrade, document any changes made to customize the templates as they will need to be reapplied
Purchase Order Close Short Setup
PO Close Short Workbench functionality has been expanded to allow more flexibility and control of how to close short purchase orders.
If using, you will need to determine the close short
rules
Match Exceptions
Must be cleaned up prior to starting the upgrade
Slide7PayablesPay Cycle Definition
Any modifications performed on the
Payment Source
,
Mapping
,
Step
, and Step Definition tables will be overwritten. Make note of the changes if you wish to reapply these customization at the end of the upgrade
Due to the Financial Gateway enhancement in Pay Cycle, all pay cycles must either be completed or reset before starting the upgrade process
You must post all voucher, payment, and withhold transactions and generate the corresponding accounting lines.
You must run Journal Generator, Journal Edit, and Journal Posting for all Payables entries that have been posted but not yet processed before starting the upgrade
Custom Match Rules and Match Controls will be removed – make note if you have customized as these will need to be redefined
Slide8ExpensesNew Approval and Workflow engine in 9.2In preparation for the upgrade, ensure all expense transactions are either in Pending status (not submitted) or Paid status (expense reports, cash advances) or final approval status (travel authorizations, time reports).
If using post-payment audit functionality, any outstanding transactions for post-pay review must be completed prior to the upgrade.
Slide9Supplier Financial AuditNew Feature in 9.2 Allows the users to set up and administer an audit trail for various fields on the Supplier component at the SetID
or Supplier level
If you are going to use, preparation includes:
Configuration Template
Which fields will be audited
Which fields will require a reason code
Identify Reason Codes to be set up
Slide10Purchasing Auto NumberingChanged in 9.2Requisitions, Purchase Orders, Receipts, Return to Vendor, Master Contracts, and Procurement Contract documentsIf you are going to use, preparation includes:
Determine prefix, if any
Determine starting sequence number
Determine field length
Slide11Search FrameworkNew feature in 9.2Search Framework provides a standard, declarative method for creating, deploying, and maintaining search indexes for all PeopleSoft Applications
Oracle Secure Enterprise Search (SES) is the search engine the Search Framework relies on
To use, determine which Search Categories will be enabled
Must enable
AP_SDN_ADDRESS
and
AP_SDN_AKA_NAME
if using Financial Sanctions
Slide12WorkCenters & DashboardsIf you are going to use, preparation includes:Buyer and Payables WorkCenters
What items are to be includes on the
WorkCenter
My Work
Links
Queries
Reports/Processes
Who will have security
Buyer and Payables Dashboards
Which dashboards will be included
Who will have security
Slide13During the Upgrade to 9.2
Slide14ConfigurationGeneric Notification TemplatesReapply any changesPO Close Short
Add
a PO close short rule ID for each PO Business Unit that allows purchase orders to be closed short.
Pay Cycles
Reapply any changes
Matching
Configure custom match rules and match controls
Slide15Supplier Financial Audit Set Up Financials/Supply Chain → Common Definitions → Codes and Auto Numbering → Reason Codes
Add reason codes for
Reason Type
of
Supplier Audit
Slide16Supplier Financial Audit Set Up Financials/Supply Chain →
Product Related → Procurement Options → Suppliers
→
Supplier Audit Template
Copy the delivered default template (
SHARE
–
TESTTMPL
)
Slide17Supplier Financial Audit Set Up Financials/Supply Chain → Common Definitions → User Preferences → Define User Preferences
→
Procurement
→
Supplier Processing Authority
User who is enabling the supplier audit must be authorized for the supplier audit
Slide18Supplier Financial Audit Set Up Financials/Supply Chain → Product Related → Procurement Options → Suppliers → Set Controls-Supplier
Enable auditing
Slide19Purchasing Auto NumberingSet Up Financials/Supply Chain →
Common Definitions
→
Codes and Auto Numbering
→
Auto Numbering
Add for each number type using auto numbering
Purchasing Requisition
Purchase Order
Receiver Number
Return to Vendor (Supplier)
Master Contract
Procurement/Supplier Contract
Slide20Set Up Financials/Supply Chain → Business Unit Related → Purchasing → Purchasing DefinitionIf no Beginning Sequence is defined, the
Last Number Issued
will continue to be used
Purchasing Auto Numbering
Slide21Search FrameworkDeploying the SearchesPeopleTools
→
Search Framework
→ Administration → Deploy/Delete Object
As delivered, the search definitions are not deployed to the search engine
Slide22Search Framework
Slide23Search Framework
Slide24Search FrameworkGlobal Search PeopleTools →
Search Framework
→ Administration → Define Search Context
As delivered, all of the search categories are available from the home page
Slide25Search FrameworkBuilding the Search IndexesPeopleTools
→
Search Framework
→ Administration → Schedule Search Index
Before users can submit search requests against the deployed objects, the search indexes must first be built.
The search indexes are only as current as the last incremental index update or the last full build date and time.
Slide26WorkCenters & DashboardsWorkCenters are delivered as empty components
Configure
WorkCenter
Pagelets
Enterprise Components →
WorkCenter
/Dashboards → Configure
Pagelets
Slide27WorkCenters & Dashboards
Slide28WorkCenters & Dashboards
Slide29WorkCenters & Dashboards
Slide30WorkCenters & Dashboards
Slide31WorkCenters & DashboardsConfigure Dashboard
Pagelets
PeopleTools
→ Portal →
WorkCenter
→
Manage
WorkCenter
Dashboards
Slide32WorkCenters & Dashboards
Slide33WorkCenters & DashboardsConfigure Dashboard
Pagelets
PeopleTools
→ Portal →
WorkCenter
→
Manage
WorkCenter
Dashboards
Slide34WorkCenters & Dashboards
Slide35After the Upgrade to 9.2
Slide36Areas of focus for testingSearch FrameworkVerify the new search feature is working as expectedWorkflow
Verify email templates
Verify proper routings
Supplier Financial Audit
Verify the audit information
Procurement Document Auto Numbering
Verify the various procurement documents are being numbered properly
PO Close Short
Verify the new rules
Pay
Cycles
Verify each pay cycle is working properly
Matching
Verify matching is working correctly
WorkCenters
and Dashboards
Verify each of the items on the
WorkCenter
and Dashboards are working correctly.
Slide37Questions?
Slide38Brenda NolanProcurement ManagerKentucky Community and Technical College SystemsE-mail: Brenda.Nolan@kctcs.eduHelen FreeseSenior Financial Consultant – Higher Education
Sierra-Cedar, Inc.
E-mail: Helen.Freese@sierra-cedar.com
Contacts
Slide39Presentations from previous meetings are also availableThis presentation and all Alliance 2015 presentations are available for download from the Conference site at
www.alliance-conference.com
OH NO, another upgrade – What should I be doing before, during, and after the upgrade to 9.2
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