PeopleSoft Financials Upgrade - New Features Available Soon!
New improvements to eProcurement, Travel Expenses, and other tasks in PeopleSoft Financials will be available to district employees in Fall 2007.
What has been accomplished so far?
Representatives from school sites, Finance, and IT have completed the process of reviewing the new application. The group has:
Starting July 1st the district will implement the first phase of a reconfiguration of the Asset Management module. Asset Management is a PeopleSoft module designed to track and report on non-consumable goods (things like computers, projectors, furniture, etc.) that are worth more than $464.00 per unit.
How does the reconfiguration of Asset Management affect me?
Starting on July 1st, ePro Requesters will have expanded and meaningful item categories to choose from on Special Requests. Using these item categories will reduce delays in processing orders by helping the Purchasing Department efficiently route the requisition to the correct buyer. When the requester selects the item categories, key pieces of the chart field string will be pre-populated into the requisition. Additionally the use of these predefined item categories will ensure that accurate information flows from the requisition and through purchasing and eventually is stored in the Asset Management module.
Will this slow down the process of creating a requisition?
No, it should actually speed it up a little for you. The IT Department is streamlining the process by reorganizing the category list into a logical order.
Who is going to help me with the new procedures for creating a requisition?
The IT Training team is developing a series of job aids and online tutorial demonstrations to assist you with learning more about item categories. Stay tuned for more information!
How can I learn more about Finance 8.9 during the summer so I’ll be better prepared for fall?
We will continue to distribute informational emails twice a month.
Who should I contact with questions?
Please contact Jessica Youngs, PeopleSoft Development Coordinator, at jyoungs@sandi.net.
What has been accomplished so far?
Representatives from school sites, Finance, and IT have completed the process of reviewing the new application. The group has:
- Identified changes to the existing application and developed strategies for providing you with training and support on the new application.
- Reviewed new features to determine which ones can be implemented to help you become more efficient.
Starting July 1st the district will implement the first phase of a reconfiguration of the Asset Management module. Asset Management is a PeopleSoft module designed to track and report on non-consumable goods (things like computers, projectors, furniture, etc.) that are worth more than $464.00 per unit.
How does the reconfiguration of Asset Management affect me?
Starting on July 1st, ePro Requesters will have expanded and meaningful item categories to choose from on Special Requests. Using these item categories will reduce delays in processing orders by helping the Purchasing Department efficiently route the requisition to the correct buyer. When the requester selects the item categories, key pieces of the chart field string will be pre-populated into the requisition. Additionally the use of these predefined item categories will ensure that accurate information flows from the requisition and through purchasing and eventually is stored in the Asset Management module.
Will this slow down the process of creating a requisition?
No, it should actually speed it up a little for you. The IT Department is streamlining the process by reorganizing the category list into a logical order.
Who is going to help me with the new procedures for creating a requisition?
The IT Training team is developing a series of job aids and online tutorial demonstrations to assist you with learning more about item categories. Stay tuned for more information!
How can I learn more about Finance 8.9 during the summer so I’ll be better prepared for fall?
We will continue to distribute informational emails twice a month.
Who should I contact with questions?
Please contact Jessica Youngs, PeopleSoft Development Coordinator, at jyoungs@sandi.net.
posted by Scott at
4:08 PM
