1 peoplesoft financials v9.0 upgrade. 2 commitment control

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PeopleSoft Financialsv9.0 Upgrade

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Commitment Control

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Commitment Control Module Assumptions

• Page changes include changes or additions to fields, including names changes, placement, removal, etc.

• Page and functionality changes documented in this document will only be in reference to current business process and will not reference functionality not currently used by the State of Georgia end users.

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Budget Journal Header Page – v8.8

In v8.8, Budget Entry Type was selected using radio buttons.

Navigation: Commitment Control>Budget Journals>Enter Budget Journals

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Budget Journal Header Page – v9.0

In v9.0, the Budget Entry Type is chosen from a drop down menu.

Navigation: Commitment Control>Budget Journals>Enter Budget Journals

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Budget Journal Lines Page – v8.8

In v8.8 on the Budget Lines tab, the plus/minus lines buttons at the end of each line were removed.

Navigation: Commitment Control>Budget Journals>Enter Budget Journals

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Budget Journal Lines Page – v9.0

In v9.0, use the Lines to Add below the journal lines to add or delete additional lines.

Navigation: Commitment Control>Budget Journals>Enter Budget Journals

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Customer Budget Journal Post Page – v8.8

In v8.8, the Process Scheduler had only one option in the Process List.

Navigation: Commitment Control>Customer Budget Journals>Post Budget Journals

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Customer Budget Journal Post Page – v9.0

The process scheduler page shows three options. Select the custom post process DX_BUDP.

Navigation: Commitment Control>Customer Budget Journals>Post Budget Journals

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Review Budget Activities – Activity Log– v8.8

In v8.8, the Activity Log search page utilized several fields in order to return the desired data.

Navigation: Commitment Control>Review Budget Activities>Activity Log

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Review Budget Activities – Activity Log– v8.8Navigation: Commitment Control>Review Budget Activities>Activity Log

In v8.8, there were as many as 28 Source Transaction types.

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Review Budget Activities – Activity Log– v8.8Navigation: Commitment Control>Review Budget Activities>Activity Log

This is the way v8.8 returned the activity list hyperlinks according to the search criteria.

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Review Budget Activities – Activity Log– v9.0

In v9.0, an inquiry name should be created and then reused.

Navigation: Commitment Control>Review Budget Activities>Activity Log

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Review Budget Activities – Activity Log– v9.0Navigation: Commitment Control>Review Budget Activities>Activity Log

In v9.0, there are fewer transaction types to choose from.

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Review Budget Activities – Activity Log– v9.0Navigation: Commitment Control>Review Budget Activities>Activity Log

The v9.0, there is a new Budget Journal, GL_BD_JRNL.

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Review Budget Activities – Activity Log– v9.0Navigation: Commitment Control>Review Budget Activities>Activity Log

The Ledger Group, Business Unit and Transaction ID are in the selection criteria for Transaction Type GL_BD_JRNL.

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Review Budget Activities – Activity Log– v9.0Navigation: Commitment Control>Review Budget Activities>Activity Log

Search results in v9.0 are viewed differently.

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Review Budget Exceptions – v8.8Navigation: Commitment Control>Review Budget Exceptions

In v8.8, Project Pre-Encumbrance and Project Encumbrance appeared under Projects and Grants but do not appear in v9.0.

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Review Budget Exceptions – v9.0Navigation: Commitment Control>Review Budget Exceptions

There are differences at the high level menu. Budget Journals is an additional option under General Ledger.

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Review Budget Exceptions – v9.0Navigation: Commitment Control>Review Budget Exceptions

Select the transaction type that is in error, i.e. Accounts Payable for Vouchers.

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Review Budget Exceptions – Revenue Estimate – v8.8

Navigation: Commitment Control>Review Budget Exceptions>Revenue>Revenue Estimate

In v8.8, the only search criteria is Business Unit.

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Review Budget Exceptions – Revenue Estimate – v8.8Navigation: Commitment Control>Review Budget Exceptions>Revenue>Revenue Estimate

The search results are returned as viewed below.

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Review Budget Exceptions – Revenue Estimate – v9.0Navigation: Commitment Control>Review Budget Exceptions>Revenue>Revenue Estimate

In v9.0, new search criteria have been added in addition to Business Unit.

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Review Budget Exceptions – Revenue Estimate – v9.0Navigation: Commitment Control>Review Budget Exceptions>Revenue>Revenue Estimate

The search results in v9.0 are displayed differently.

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Review Budget Exceptions – Budget Journals – v9.0Navigation: Commitment Control>Review Budget Exceptions>General Ledger>Budget Journals

This page does not exist in v8.8

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Review Budget Exceptions – Budget Journals – v9.0Navigation: Commitment Control>Review Budget Exceptions>General Ledger>Budget Journals

This page does not exist in v8.8

Search results are displayed. Select the appropriate Journal.

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Review Budget Exceptions – Budget Journals – v9.0Navigation: Commitment Control>Review Budget Exceptions>General Ledger>Budget Journals

Journal Details are displayed.

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Review Budget Activities – Drill Down toBudget JournalsNavigation:Commitment Control>Review Budget Activities>Budget DetailsCommitment Control>Review Budget Activities>Budget OverviewCommitment Control>Review Budget Activities>Activity Log

• Any pages that allow drill down to the source transaction for budget journals displays the custom budget journals page.

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Review Budget Activities – Drill Down to Budget Journals – v8.8Navigation:Commitment Control>Review Budget Activities>Budget DetailsCommitment Control>Review Budget Activities>Budget OverviewCommitment Control>Review Budget Activities>Activity Log

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Review Budget Activities – Drill Down to Budget Journals – v9.0Navigation:Commitment Control>Review Budget Activities>Budget DetailsCommitment Control>Review Budget Activities>Budget OverviewCommitment Control>Review Budget Activities>Activity Log