PS 9.2 Changes - University of Oklahoma

PS 9.2 UPGRADE Purchasing 1 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 2 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 3 Data Entry 9.0 Requisition Defaults Account

code required Requisition Entry OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014 4 Data Entry 9.2 Requisition Defaults Account code is now

greyed out Requisition Entry OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014 5 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 6 9.0 Approval page Approval Requisition Review OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014 7 Approval Page 9.2 1. 9

Approval Requisition Review OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014 8 * 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 9 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 10 * Review Information 9.2 *To Review Approval History Click *Reviewer = Buyer Assignment Approval Requisition Review OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014 11 *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

12 *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 13 *Requisition Review 9.2 Click on Approval Status to view workflow

approval Inquiry Options OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014 14 *Requisition Review Document Status 9.2 Inquiry Options OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014 15 Questions?

16 OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014