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PeopleSoft 9.2 upgrade eProcurement/Budget Overview Amy Jurgens Jim Barnaby

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Budget Activity Reports Georgia Perimeter College Budget Manager Training

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Budget Activity Report Replaces the Budget Progress Report in PeopleSoft version 9.2 Link to PeopleSoft production system will be provided after the upgrade Login using your current PeopleSoft login and password Security to report will convert Select BOR Menus

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Budget Activity Report Select the BOR GL Reports Link Select the Budget Activity Report

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Budget Activity Report Add a new Run Control by clicking on the Add a New Value tab Select an existing run control by selecting the Find an Existing Value tab

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Budget Activity Report Select as a Favorite Parameters panel has changed to include: Ability to Run Detail & Summary at the same time Ability to run All Fiscal Periods without using year and date parameters Must select either Detail or Summary to run GPC Business Unit is 71000 Budget Reference = year wish to view

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Budget Activity Report New feature is ability to run for all fiscal periods If selected, the Fiscal Year and Accounting Period boxes are greyed out If not selected, you will need to populate the Fiscal Year and Accounting Period boxes

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Budget Activity Report A new feature is running a report for Projects Not used for Grants Applies mainly to Plant and OIT Fund, Department and Account are the same as the Budget Progress Report Click on Save and Run the report

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Budget Activity Report After selecting run, the Process Scheduler Request box will appear. Report can be emailed to you or sent to your screen Click OK

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Budget Activity Report The Budget Activity Report has the same look and feel as the Budget Progress Report

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Questions?? Please contact the Budget Office if you have any questions or need any assistance running the Budget Activity Report Amy Jurgens, Interim Assistant Vice President for Budgets amy.jurgens@gpc.edu 678-891-2788

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eProcurement 9.2 No changes to Ga First Marketplace No changes to workflow Access settings, marketplace, special request and more from one page Fewer steps to get to the Marketplace shopping portal Pre-encumbrance amounts can be viewed from Manage Requisitions User can copy old requisitions into new ones from Manage Requisitions Requisition can be set-up as Open Amount Ship To locations by line instead of by Purchase Order Vendors called suppliers Purpose: Training is to provide an overview of changes in PeopleSoft eProcurement 9.2. HIGHLIGHTS

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Marketplace Orders

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To create a purchase requisition click on the eProcurement link To view GA First Marketplace contracted items (View Only)

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Selected Requisition

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Marketplace & Special request links Shopping cart Settings, where you set-up defaults

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Select GA First Marketplace link

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The first time you enter into the Marketplace you will see this one-time user acceptance. Click Accept.

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No change to the Marketplace functionality Search window Supplier Punchouts

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Select items and process your Marketplace Requisition the same as you have done prior to the upgraded (No Change). Select Proceed to Checkout

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Select Issue Requisition

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Name your requisition

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Add Chartfields (Old Step #3)

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Complete Chartfields & Budget Reference Speedchart Note: Account code is defaulted from NIGP Code

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Select OK

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Save & Submit to route the requisition Leave Open (Save for Later)

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View Printable version Approval pending and routed

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Special Requests

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Click on Special Request

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Same required fields

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Add to Cart

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Cart information

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Click on carrot to expand fields (change or add chart fields and line details)

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Accounting lines (Change or add)

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Chartfields 1

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Chartfields 2 Full chartfield view Speed chart Details to make PR Amount Only Details

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Amount only (Service related Orders)

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Save & Submit or leave open

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View printable version Edit Requisition Not functional will be in near future

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View chartstring

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Manage Requisitions

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Path: eProcurement> Manage Requisitions

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Click on carrot to expand & view life cycle. Filters

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Now can view Pre-Encumbrances

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Additional filters Added

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Copy option added View Print Added

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Create Receipts

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Approvals

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Approvals through Manage Requisition Approvals or Worklist

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Select approve or Deny Review details

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Total View line details Approve or Deny

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Pre-Budget Check Vendors Link Contracts Module GSU Panther Mart

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Questions ? Jill Jackson: vagillia.jackson@gpc.edu or 678-891-3932vagillia.jackson@gpc.edu Jim Barnaby: james.barnaby@gpc.edu or 678-891-3326james.barnaby@gpc.edu