PantherSoft Financials 9.2 Webinar Presentation – Dec 15 2014

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PantherSoft Financials 9.2
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Overall Changes - Favorites
Favorites will migrate into 9.2. The only exception that we are aware of is any
navigation that pointed from the Main Menu to Vendor. Vendor is now Suppliers
in 9.2.
Overall Changes – Global Search
Global Search - Global Search enables you to take actions directly from your
search results based on context without navigating through the menu to find the
pages and data that you are looking for.
Overall Changes – Global Search
Advanced Search – Search PantherSoft by keywords, phrases or exclude words
Overall Changes – Global Search
Global Search – Last Search Results
Overall Changes – Embedded Help
Embedded Help – Click on the question mark.
Overall Changes - Workflow
Workflow Improvements will allow users to see the status of transactions
throughout 9.2. For examples, the approvers for Requisitions, Travel
Authorizations and Expense Reports.
Overall Changes – Inner Scroll
Inner Scroll - The nested inner scroll is perfect for viewing a long
row of content such as a chartfield.
Overall Changes - Personalization
Personalizations – Dropdown Menu Sort Order
Turning off Auto Complete is also found under My Personalizations (not new but you
want to know how to turn it off)
Overall Changes - Personalization
Personalizations – Dropdown Menu Sort Order. Must click on Main Menu
Overall Changes – Move Columns
Moving Columns - Users can now personalize grids by dragging & dropping
column headers into an order that suits them. Click the name of the column
header and drag it to a new position. In the example shown the Description
field is being moved to the left.
Attachments
Overall Changes - WorkCenters
WorkCenters – WorkCenters are designed for specific operation roles —
General Ledger, Accounts Payable, Buyers, etc. Users can perform their daily
tasks without navigating from the WorkCenter.
PantherSoft Financials 9.2
Travel & Expense
Travel & Expense - Destination
Default Location label change to Destination
Travel & Expense – Benefit to FIU
Comment field label change to Benefit to FIU or Project
Travel & Expense – Expense Types
Updated expense types list.
Travel & Expense – Payment Type
Additional payment type added: Prepaid Expenditures
Travel & Expense – Urgency
Urgency lights will show for all approvers that go through Manager Self-Service
for pending TAs, Cash Advances or Expense Reports.
Travel & Expense – Expense Report
Travel & Expense – Expense Report
Travel & Expense – Expense Report
Travel & Expense – Submit Expense
Expense Report Certification
Withdraw Expense Report - Withdraw option in Expense Report when it’s in
approval process
Travel & Expense – Quick Fill
Quick Fill in Expense Report only. Select this link to access the Quick Fill
Window where you can select multiple expense types and whether the
expense type was incurred for one day or all days of the date range.
Travel & Expense – Expense Report
Complete an Expense Report from an approved Travel Authorization
Travel & Expense – Expense Report
Complete an Expense Report from an approved Travel Authorization
Travel & Expense – View Analytics
After an Expense Report is submitted using the Summary and Submit link
, a hyperlink to View Analytics will appear. Here you can see
three tabs: Expense by Day, Totals by Department, and Totals by Project
/Activity.
PantherSoft Financials 9.2
Requisitions
Requisitions – Budget Check
Requestors have the ability to Budget Check a Requisition after it has been
submitted.
Requisitions - Approval
Manager Self Service > Procurement > Manage Approvals OR
Purchasing > Requisitions > Manage Requisition Approvals
Approvers must do a budget check before they can approve a requisition.
Requisitions - Approval
Approvers
Requisitions – Approval Justification
Approval Justification
Requisitions – IT Commodity
IT Commodity Approval is now required for all
requisitions of Audio Visual, Network and Data
Processing items.
DATA PROCESSING CODES
Code Category Description
20429 Data/File Security Hardware/So
20455 Microcomputers\ Multi-Processo
20785 Systems Environmental Monitor
99906 OCO-DATA PROC EQUIP-TELECOM
99907 OCO-COMPUTER PC-$5,000 & OVER
92002 Access Services\ Data
92021 Data Entry Services
92022 Data Preparation and Processin
92024 Data Conversion Services
92039 Processing System Services\ Da
92040 Programming Services\ Computer
20836 Data Processing Software\ Micr
20840 Driver and Hardware Support Pr
20842 EDI (Electronic Data Interchan
20881 Software For Computer Software
20887 Tools\ Programming and Case
20888 Software\ Monitoring
20928 Communications: Networking\ Li
20937 Data Processing Software\ Mini
20938 Database Software
20943 EDI (Electronic Data Interchan
05067 Racks\ Drying (Portable and St
20425 Controllers\ Tape: Tape Subsys
Account
711916
711916
773304
721401
721404
772110
772110
772110
772110
772110
772110
773303
773303
773303
773303
773303
773303
773303
773303
773303
773303
773906
711916
Alt Acct
71100
71100
77300
72100
72100
77200
77200
77200
77200
77200
77200
77300
77300
77300
77300
77300
77300
77300
77300
77300
77300
77300
71100
Account Description
Computer Equip under $5,000
Computer Equip under $5,000
Computer Supplies
Data Processing Equipment
DP Workstation
Information Tech. Services
Information Tech. Services
Information Tech. Services
Information Tech. Services
Information Tech. Services
Information Tech. Services
Information Technology Supplie
Information Technology Supplie
Information Technology Supplie
Information Technology Supplie
Information Technology Supplie
Information Technology Supplie
Information Technology Supplie
Information Technology Supplie
Information Technology Supplie
Information Technology Supplie
Other Materials and Supplies
Computer Equip under $5,000
AUDIO VISUAL CODES
Code
Category Description
99903
OCO-AV EQUIP-$5,000 AND OVER 721302
Account Alt Acct Account Description
72100
Audio Visual Equipment
20775
Projection Devices and Accesso 773304
77300
Computer Supplies
84014
Audio Equipment and Accessory 711903
71100
F&E under $5,000
84020
Broadcast Equipment\ Televisio 711903
71100
F&E under $5,000
84055
Switchers\ Audio and Video
711903
71100
F&E under $5,000
84057
Teleprompters and Accessories
711903
71100
F&E under $5,000
84066
Television-VCR Combination Set 711903
71100
F&E under $5,000
84067
Video Camera Recorders\ Digita 711903
71100
F&E under $5,000
84076
Video Projectors\ Accessories
711903
71100
F&E under $5,000
84084
Video and Audio Systems\ Acces 711903
71100
F&E under $5,000
84086
Video Systems (For Studio Qual
71100
F&E under $5,000
711903
NETWORKING CODES
Code
Category Description
Account
Alt Acct
Account Description
20458
Modems\ External\ Data Communi
711916
71100
Computer Equip under $5,000
20464
Network Components: Adapter Ca
711916
71100
Computer Equip under $5,000
20827
Communications: Networking\ Li
773303
77300
Information Technology Supplie
28029
Communications/Telecommunicati
711185
71110
Communication Charges Other
83832
Communication Devices\ Multi-F
711182
71110
Communication Equipment
83833
Communications: Networking\ Li
711182
71110
Communication Equipment
83834
Communication Security Systems
711182
71110
Communication Equipment
83835
Communication Systems\ Integra
711182
71110
Communication Equipment
83839
Consoles and Racks\ Security
711182
71110
Communication Equipment
83868
Recycled Telecommunication Equ
711182
71110
Communication Equipment
83881
Telecommunication Equipment (V
711182
71110
Communication Equipment
83883
Telecommunication (Internet Pr
711182
71110
Communication Equipment
83885
Telecommunication Parts and Ac
711182
71110
Communication Equipment
83900
TELEPHONE EQUIPMENT\ ACCESSORI
711182
71100
Communication Equipment
83912
Accessories\ Telephone (Not Ot
711182
71110
Communication Equipment
AND MORE……………………………………..
Requisitions - Workbench
Requester’s Workbench - Navigation changed
Requisitions - Buyer Workbench
Buyer’s Workbench
Requisitions – Select Lines
Ability to Search for specific lines within a requisition and you want to avoid
scrolling through multiple pages.
Requisitions – Pre-Encumbrance
Pre-Encumbrance Balance
Requisitions – Pre-Encumbrance
Pre-Encumbrance Balance
Requisitions – Name & BPO
Requisition Name & New Origin Code ‘BPO’ for Blanket Purchase Orders
PantherSoft Financials 9.2
Credit Cards
Credit Cards – PDF Attachments
 Beginning with the 12/31/2014 billing statement (scheduled to load
into PS 9.2 on 1/5/2015), a scanned receipt and supporting backup
documentation must be attached to each transaction line; this will
be mandatory during the reconciliation process.
 This new business process will improve record retention efficiencies
by providing easy electronic access to view and print the receipts
and supporting documentation of all card activity.
Credit Cards –Attachments
PDF files are preferred. If you need to attach multiple scanned documents for a
single transaction line, click the + button.
Credit Cards – Reconcile
PantherSoft Financials 9.2
Accounts Payable
Accounts Payable
Changes to Invoice Processing
● Invoices should be submitted to Accounts Payable directly
● E-mail is the preferred method of delivery.
o [email protected] – this e-mail address should be used for invoices ONLY,
no inquires of any kind. This e-mail account will interface directly with
our payable system and will NOT be monitored by AP staff. Do not use the
body of the e-mail for questions/comments or other correspondence.
o PDF format only. One invoice per PDF.
o All other correspondence can be sent to [email protected]
PantherSoft Financials 9.2
Commitment Control
Commitment Control – Budget Transfer
Commitment Control – Budget Transfer
Commitment Control – Payroll Accounts
Auto Override for Payroll Accounts
 Payroll Accounts are set to Override. After running the
edit and budget check processes, the journal will have a
“warning”, but Journal and Budget Status will be
marked valid (V V Status).
 Month end process will be completed faster for Activity
Numbers and Projects set to Control, since you no
longer have to manually override payroll transactions
PantherSoft Financials 9.2
General Ledger
Journal Workflow
Journal Upload
The new Journal Upload template will be available on January 5, 2015.
Email [email protected]
Journal Upload – Error Message
Error message for the GL Journal Upload feature in 9.2
Snapshot of the JrnlLog
Ledger Inquiry by ChartField Value Set
Inquire by ChartField Value Set as opposed to individual ChartField
PantherSoft Financials 9.2
nVision
nVision
If you currently have access to App Designer/nVision in
PantherSoft 9.0 you will want to install a new version for
9.2. Email [email protected] to get instruction on how to
install the App Designer/nVision 8.53
All nVision layouts in Production have been tested and will
be in 9.2. If you have personal nVision layouts on your
desktop please email [email protected] and attach your
layout to have it converted.
PantherSoft Financials 9.2
Queries
Queries
 Reporting Database queries will be available at Go-Live as a
copy of Production. Only Production queries will be available
in the Reporting Database.
 All Public queries will be available in 9.2 Production at go-live
 Private Queries will be available in 9.2 Production as of April
2014
 If you are missing any Private or Public query from Production
or the Reporting Database, email [email protected] with the
name of the query and whether from Production or Reporting
Important Dates
Travel & Expense - Deadlines
Travel and Expense Deadlines
All Travel Authorizations, Cash Advances and Expense Reports must be in an
“Approved” or “Paid” or “Open” status prior to the upgrade. Reports that
have a status of “Submitted for Approval”, “Pending”, or “Approval in
Process” will be deleted from the system to ensure a smooth transition. In
order to plan accordingly, see the deadline dates listed below:
 December 15, 2014 – Users will have the ability to create and modify TAs,
Cash Advances and Expenses Reports but will only have the option to save
for later. They will not be able to submit.
 December 28, 2014 – Last day for all Travel transactions to be approved
by Managers.
Other Deadlines
 December 15, 2014
 Ability to submit Smart Proposals and Smart Bills for approvals will be removed the
University community
 December 30, 2014 – After 5PM
 All Requisitions, Smart Proposals, Smart Bills and Payroll Transfers should be in
Approved status.
 Any POs that are in Pending Approval, Open, or Initial status will need to be either
Approved, Dispatched or Deleted
 All Account Payable Pay cycles should be fully completed
 All in-process Access Request should be denied. PantherSoft will execute the script to
deny them as part of the go-live.
 After 5:00 p.m. the PeopleSoft Financials system will be unavailable to the user
community.
 January 5, 2015 – GO LIVE!
 The upgraded system will be available to the user
community for processing.
9.2 Training in December
Classroom Topics
Dates at W6
Fundamentals
December 16 & 18
Procure to Pay
December 16 & 18
Credit Card
December 17
Travel & Expense
December 17 & 19
9.2 Open Labs in January
GL274
W6
Monday Jan 5th 9:30 – 12:30
Tuesday Jan 6th 1:30 – 3:30
Wednesday Jan 7th 9:30 – 12:30
Thursday Jan 8th 1:30 – 3:30
Friday Jan 9th 9:30 – 12:30
Tuesday Jan 13th 9:00 – 12:00
Getting Assistance
 Financials 9.2 Upgrade – Presentations, important dates, etc.
http://panthersoft.fiu.edu/projects-2/financials-9-2-upgrade/
 Training Registration – Signup for training, Webinar
http://finance.fiu.edu/controller/TrainingRegistration.html
 Office of the Controller – Purchasing, Credit Cards, Travel, etc.
http://finance.fiu.edu/controller/index.html
 Training PowerPoints Decks – Updated for 9.2
http://finance.fiu.edu/controller/FinSysandSup2.html
 Financials Call Center
305-348-7200 (7-7200)
Questions

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