PS 9.2 Changes

Report
PS 9.2 UPGRADE
Purchasing
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OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
• Security
1.
All Roles will remain the same (Inquiry, Req entry/approval)
2.
User access will not change
3.
Network access required and no change to current security process to access system
• Workflow with Visibility
1.
Requisition approval – Real Time
2.
Workflow process includes departmental, specialty, grant, AP and with Purchasing added
as final approver.
3.
All users (Entry and Approvers) can view all approval steps within workflow
4.
View Header and Line comments from approval page
5.
Attachments
•
Automated matching is new and will apply on all purchase orders. A lot fewer manual
processes.
Summary
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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Data Entry
9.0 Maintain
Requisitions
9.2 Maintain
Requisitions
with the new
View Approval
link once
submitted
Requisition Entry
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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Data Entry
9.0
Requisition
Defaults
Account
code
required
Requisition Entry
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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Data Entry
9.2
Requisition
Defaults
Account
code is now
greyed out
Requisition Entry
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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Open Requisitions – Waiting for Bid
• Due to the new workflow, 9.0 Requisitions in Waiting for Bid status will
not come over in the 9.2 upgrade.
• Beginning May 28th, You can use the copy from feature on the maintain
requisitions page and copy your requisition over. Please reference the
old Req number on the new requisition in the header comments.
• All requisitions not in approved status by May 21st at 5:00 PM, will not
come over into the new system. They will have to be re-entered.
Open Requisitions - WB
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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9.0 Approval page
Approval – Requisition Review
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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Approval Page 9.2
1. 9
Approval – Requisition Review
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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* Review Information 9.2
Review Requisition
Click
Click
•
•
Header comments and line
details will appear in new
window
Close window when complete
Approval – Requisition Review
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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Approver Options 9.2
“Approve” sends the requisition to next
level of approvers
“Deny” sends the requisition back to Entry
Person
If Deny is selected, type the reason in the
comments field. An email notification will
automatically be sent to the Entry Person.
The Creator will have access to the
Requisition to make necessary changes.
The Denied Requisition is saved to
“Pending” and workflow will re-route to
Approver.
If Requisition is no longer required, contact
Purchasing to close and recon funds.
The following requisition has been "Denied".
Requisition Number:
0000069212
Date:
2014-04-30
You can navigate directly to the approval page for more
information by clicking the link below.
http://fsdevunx.hsc.net.ou.edu:8060/psp/TSTFS920/EM
PLOYEE/ERP/c/PV_MAIN_MENU.PV_REQ_APPRO
VAL.GBL?Action=U&BUSINESS_UNIT=OUHSC&R
EQ_ID=0000069212
“Hold” If department has more than one
approver the hold Requisition will no
longer be available on the other approvers
worklist.
“Pushback” sends requisition to previous
approval step without any notification.
NOTE: Only specialty approvers will see this.
Approval Options – Requisitions
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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* Review Information 9.2
*To Review Approval History
Click
*Reviewer = Buyer Assignment
Approval – Requisition Review
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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*Requisition Review 9.2
To Review Attachments follow menu below
Menu Choice
Click on
Header
comments
Header comments will
appear with view of
attachments
Inquiry Options
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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*Requisition Workflow 9.0
Step 1: Menu Choices
 Purchasing

Requisitions

Req Workflow Status View
Step 2: Search Criteria
Enter the Requisition ID that you
want to view.
Click
Step 3: View Results
Inquiry Options
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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*Requisition Review 9.2
Click on
Approval
Status to view
workflow
approval
Inquiry Options
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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*Requisition Review Document Status 9.2
Inquiry Options
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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Questions?
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OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014

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