Important Go-Live News: Dates and Deadlines to Remember!  

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In preparation for the October 15th availability of PeopleSoft Finance 8.9, there are some important deadlines, events and instructions to be reviewed by all staff using the Financial Application or the Budget Reports in EPM.

This includes everyone submitting or approving eProcurement requisitions, Travel Authorizations and Expense claims.

The system will completely shut down to all users at 5:00 PM on Thursday 10/11. The Finance application will be unavailable until Monday, October 15 at 6:00 a.m.  The shutdown will not affect the HCM application (Timekeeping, PARS, etc.).

The following are important deadlines and instructions for users of the Financial Application. (COB = Close Of Business)

eProcurement Requisitions: Thursday 10/11 COB
eProcurement requisitions can be submitted up until COB on Thursday, October 11.  Any unapproved requisitions at that time will be available to the Approver on Monday, October 15.  Requisitions that are approved at that time will be available to the Purchasing department on Monday, October 15.

The Budget Transaction Reports in EPM will be available through Friday, 10/12 COB but will not be run that weekend and will NOT be in the Report Manager for all sites on Monday morning.

Travel Authorizations/Expense Reimbursements: Submitted by Friday, September 28 COB

Please submit expense reports with September activity by Friday, September 28, 2007 to allow them to budget check at 9:00 p.m. that evening.  Expense reports must budget check "valid" and be approved by the appropriate department approver by close of business Monday, October 1, 2007.  This will allow the Accounts Payable staff to process all expense reports possible prior to the deadline.

Please make sure the guidelines in Distirct procedures 2510 "Personal Use of a Car" and 7155 "Absence on District Business" are followed.
Also make sure that appropriate supporting documentation is submitted by September 28, 2007.  Incomplete or incorrect reports must be returned to the originator and cannot be resubmitted until October 15, 2007.

Travel authorizations for upcoming events must be submitted by Friday, September 28, 2007.
This is so that department and branch head approvers have an opportunity to budget check and approve them by Monday, October 1, 2007.  This will enable the Accounts Payable staff to process requested prepayments to vendors by the deadline of October 10, 2007.

Please make sure the travel authorizations are completed accurately and submit the necessary supporting documentation for prepayments to Accounts Payable, Room 3209, Eugene Brucker Education Center, by September 28, 2007.

Any expense report or travel authorization that remains in a submitted status on October 11, 2007 must be returned to the originator.
Originators will be able to make any corrections necessary and resubmit the same reports on Monday, October 15, 2007 after the upgrade is installed.

The Accounts Payable staff will make every effort to process all reports prior to the deadline and we thank you in advance for your cooperation during this time.  Please contact Sandy Davis, Accounts Payable Supervisor, if you have any questions at sdavis@sandi.net or 619/725-7756.

Any general Upgrade questions can be sent to Jessica Youngs at jyoungs@sandi.net or 619/260-5426.