The Integrated Technology SupportServices department wishes to remind District staff that the PeopleSoftFinancial/Supply Chain application will be upgraded from version 8.9 to 9.2 inDecember 2013
Ø When will this upgrade occur in December?
ThePeopleSoft Financial/Supply Chain application will be upgraded and unavailable beginning at 5:00 p.m., Thursday, December 5 and will remain unavailable throughoutthat weekend. The upgraded 9.2 version will be available at 6:00 a.m., on Monday, December 9. The outage will affect all of the PeopleSoft Financial/SupplyChain functionality including Travel & Expense and eProcurement. This upgrade does not affect any other district applications. District e-mail,ORBIT, PowerSchool, Site Based Budgeting and PeopleSoft HCM (PARs, Time andLabor, etc) will continue to be available.
Ø What changes will happen because of this upgrade?
This upgrade to a newer version of the software means the web pages and screens you currently use to do things like eProcurement orders, travel authorizations, expense reports and budget reports, will look different. You'll still perform the same or similar tasks, and most of the general steps you do now will be the same, or similar. However, the look and feel of the software will be different. Depending on your usage of the application, there may be some new features available.
Ø Important cut-off information about eProcurement and Travel & Expense:
If you use the eProcurement or Travel and Expense functionality in PeopleSoft Financials, please review Circular 34 for important information about cutoff dates/times for saving and submitting, and approvals for eProcurement requests and for Travel Authorization and Expense reports. The cut-off dates vary depending on functiona nd type and will begin on Wednesday, November 20.
Ø Important Training information about eProcurement and Travel & Expense:
v Training materials and resourcesfor eProcurement
· Brand new and updated trainingmaterials will be created to assist with the transition to the new 9.2 version. As they become available starting in mid-to-late November andthroughout December, they will be posted on the District website at Staffà Technical Support andResources à PeopleSoft--> New PeopleSoft Training Materials [SD1] .
o A transitional job aid will beavailable for current advanced eProcurement users (those who use ePro frequently, and are good with computers). This job aid will show the core differences between placing an order with the old eProcurement version 8.9, and placing orders with the new eProcurement version 9.2.
o The existing step-by-step job aids (i.e., How to Order Catalog (Stock) Items, How to Order Printer or Copier Paper, etc.) will be updated for the new 9.2 version.
o Online narrated video tutorials that you can watch and interact with on your own computer at your desk are being created for you and will be available soon. They will walk you through and train you on all the steps for many different tasks, such as creating different kinds of eProcurement orders, etc. You will be able to access and use these interactive tutorials at any time, from your computer at work.
o There will be an eProcurement 8.9 to 9.2 transitional overview session at the Ed Center Auditorium on Tuesday, December 3 from 1:30 to 3:00 p.m. This is an open session and no sign-up or enrollment is required.
o There will also be several limited classroom trainings in December. The schedule for these will be available later this month. Additional training classes will be scheduled for January and ongoing thereafter. Please watch your emailed Newslines for future announcements on these classes.
v Training materials and resources for Travel & Expenses
· Brand new and updated training materials will be created to assist with the transition to the new 9.2 version. As they become available starting in mid-to-late November and throughout December, they will be posted on the District website at Staffà Technical Support and Resources à PeopleSoft --> New PeopleSoft Training Materials [SD2] .
o A transitional job aid will be available for current Travel Expenses users. This job aid will show the core differences between creating a Travel Expense form in version 8.9, and creating a Travel Expense form in version 9.2.
o The existing step-by-step job aids (i.e., How to Create an Expense Report, How to Create a Mileage Reimbursement Report, etc.) will be updated for the new 9.2 version.
o Online narrated video tutorials that you can watch and interact with on your own computer at your desk at work will be available. They will walk you through and train you on all the steps for many different tasks, such as creating mileage expense reports, etc. You will be able to access and use these interactive tutorials at any time, from your computer at work. Watch for announcements about when and how to find these tutorials, in your emailed Newslines.
Please stay up-to-date on all PeopleSoft news by following the PeopleSoft News blog at http://www.sandi.net/page/1777[SD3] For questions, contact Jessica Youngs, Systems Development Coordinator, Integrated Technology Support Services, at firstname.lastname@example.org .
For more resources on these classes, including printable training materials, please go to the PeopleSoft Training web site.
Our last PeopleSoft Training classes of the 2012 calendar year are available for registration now, in ERO online. Seats are limited, so if you plan to attend any of these classes, please sign up as soon as you can.
The classes being offered are:
Nov. 15th, 9am-11am, eProcurement Tune Up
Dec. 4th, 8am-3pm, PeopleSoft for Site Administrators (Dept. Heads & Principals Only)
Dec. 6th, 8am-11:30am, Expenses
Dec. 11th-12th, 8am-11:30am (11th) and 8:30am-11:30am (12th), eProcurement (Beginning & Advanced)
Dec. 18th, 9am-11am, Mileage
After Dec. 18th, the next PeopleSoft training classes will likely take place in late January or in February. To enroll in a class, please go online to the ERO website, and login with your SDUSD Employee ID number and password. We have direct links to the ERO website from our "Training Opportunities" web page. Please click the "Training Opportunities" link on the left-hand side of our SDUSD PeopleSoft Training home page.