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PS 9.2 UPGRADE. Purchasing. Security All Roles will remain the same (Inquiry, Req entry/approval) User access will not change Network access required and no change to current security process to access system Workflow with Visibility Requisition approval – Real Time - PowerPoint PPT Presentation
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OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
1
PS 9.2 UPGRADEPurchasing
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
2Summary
• Security1. All Roles will remain the same (Inquiry, Req entry/approval)2. User access will not change3. Network access required and no change to current security process to access system
• Workflow with Visibility1. 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 workflow4. View Header and Line comments from approval page5. Attachments • Automated matching is new and will apply on all purchase orders. A lot fewer manual
processes.
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
3 Requisition Entry
Data Entry
9.0 Maintain Requisitions
9.2 Maintain Requisitions with the new View Approval link once submitted
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
4
Data Entry
Requisition Entry
9.0 Requisition Defaults
Account code required
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
5 Requisition Entry
Account code is now greyed out
Data Entry
9.2 Requisition Defaults
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
6Open Requisitions - WB
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.
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
7 Approval – Requisition Review
9.0 Approval page
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
8Approval – Requisition Review
Approval Page 9.21. 9
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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* Review Information 9.2
Review Requisition
Click
Click
Approval – Requisition Review
• Header comments and line details will appear in new window
• Close window when complete
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
10Approval Options – Requisitions
Approver Options 9.2“Approve” sends the requisition to
next level of approvers“Deny” sends the requisition back to
Entry PersonIf 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.
“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.
The following requisition has been "Denied".Requisition Number: 0000069212Date: 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/EMPLOYEE/ERP/c/PV_MAIN_MENU.PV_REQ_APPROVAL.GBL?Action=U&BUSINESS_UNIT=OUHSC&REQ_ID=0000069212
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
11Approval – Requisition Review
* Review Information 9.2*To Review Approval History Click
*Reviewer = Buyer Assignment
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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*Requisition Review 9.2 To Review Attachments follow menu below
Inquiry Options
Menu Choice
Click on Header comments
Header comments will appear with view of attachments
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
13Inquiry Options
*Requisition Workflow 9.0Step 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
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
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*Requisition Review 9.2
Inquiry Options
Click on Approval Status to view workflow approval
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
15Inquiry Options
*Requisition Review Document Status 9.2
OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014
16
Questions?