PeopleSoft Financials v9'0 Upgrade

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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
Navigation Commitment ControlgtBudget
JournalsgtEnter Budget Journals
In v8.8, Budget Entry Type was selected using
radio buttons.
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Budget Journal Header Page v9.0
Navigation Commitment ControlgtBudget
JournalsgtEnter Budget Journals
In v9.0, the Budget Entry Type is chosen from a
drop down menu.
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Budget Journal Lines Page v8.8
Navigation Commitment ControlgtBudget
JournalsgtEnter Budget Journals
In v8.8 on the Budget Lines tab, the plus/minus
lines buttons at the end of each line were
removed.
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Budget Journal Lines Page v9.0
Navigation Commitment ControlgtBudget
JournalsgtEnter Budget Journals
In v9.0, use the Lines to Add below the journal
lines to add or delete additional lines.
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Customer Budget Journal Post Page v8.8
Navigation Commitment ControlgtCustomer Budget
JournalsgtPost Budget Journals
In v8.8, the Process Scheduler had only one
option in the Process List.
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Customer Budget Journal Post Page v9.0
Navigation Commitment ControlgtCustomer Budget
JournalsgtPost Budget Journals
The process scheduler page shows three options.
Select the custom post process DX_BUDP.
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Review Budget Activities Activity Log v8.8
Navigation Commitment ControlgtReview Budget
ActivitiesgtActivity Log
In v8.8, the Activity Log search page utilized
several fields in order to return the desired
data.
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Review Budget Activities Activity Log v8.8
Navigation Commitment ControlgtReview Budget
ActivitiesgtActivity Log
In v8.8, there were as many as 28 Source
Transaction types.
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Review Budget Activities Activity Log v8.8
Navigation Commitment ControlgtReview Budget
ActivitiesgtActivity 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
Navigation Commitment ControlgtReview Budget
ActivitiesgtActivity Log
In v9.0, an inquiry name should be created and
then reused.
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Review Budget Activities Activity Log v9.0
Navigation Commitment ControlgtReview Budget
ActivitiesgtActivity Log
In v9.0, there are fewer transaction types to
choose from.
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Review Budget Activities Activity Log v9.0
Navigation Commitment ControlgtReview Budget
ActivitiesgtActivity Log
The v9.0, there is a new Budget Journal,
GL_BD_JRNL.
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Review Budget Activities Activity Log v9.0
Navigation Commitment ControlgtReview Budget
ActivitiesgtActivity 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 v9.0
Navigation Commitment ControlgtReview Budget
ActivitiesgtActivity Log
Search results in v9.0 are viewed differently.
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Review Budget Exceptions v8.8
Navigation Commitment ControlgtReview 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 v9.0
Navigation Commitment ControlgtReview 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 v9.0
Navigation Commitment ControlgtReview 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 ControlgtReview Budget
ExceptionsgtRevenuegt Revenue Estimate
In v8.8, the only search criteria is Business
Unit.
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Review Budget Exceptions Revenue Estimate
v8.8
Navigation Commitment ControlgtReview Budget
ExceptionsgtRevenuegt Revenue Estimate
The search results are returned as viewed below.
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Review Budget Exceptions Revenue Estimate
v9.0
Navigation Commitment ControlgtReview Budget
ExceptionsgtRevenuegt 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
v9.0
Navigation Commitment ControlgtReview Budget
ExceptionsgtRevenuegt Revenue Estimate
The search results in v9.0 are displayed
differently.
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Review Budget Exceptions Budget Journals v9.0
Navigation Commitment ControlgtReview Budget
ExceptionsgtGeneral Ledgergt Budget Journals
This page does not exist in v8.8
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Review Budget Exceptions Budget Journals v9.0
Navigation Commitment ControlgtReview Budget
ExceptionsgtGeneral Ledgergt Budget Journals
Search results are displayed. Select the
appropriate Journal.
This page does not exist in v8.8
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Review Budget Exceptions Budget Journals v9.0
Navigation Commitment ControlgtReview Budget
ExceptionsgtGeneral Ledgergt Budget Journals
Journal Details are displayed.
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Review Budget Activities Drill Down toBudget
Journals
Navigation Commitment ControlgtReview Budget
ActivitiesgtBudget Details Commitment
ControlgtReview Budget ActivitiesgtBudget
Overview Commitment ControlgtReview Budget
ActivitiesgtActivity 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 v8.8
Navigation Commitment ControlgtReview Budget
ActivitiesgtBudget Details Commitment
ControlgtReview Budget ActivitiesgtBudget
Overview Commitment ControlgtReview Budget
ActivitiesgtActivity Log
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Review Budget Activities Drill Down to Budget
Journals v9.0
Navigation Commitment ControlgtReview Budget
ActivitiesgtBudget Details Commitment
ControlgtReview Budget ActivitiesgtBudget
Overview Commitment ControlgtReview Budget
ActivitiesgtActivity Log