Core-CT 9.2 Delta...WorkCenters is a new feature in PeopleSoft 9.2. These enable users to access...

Post on 22-May-2020

2 views 0 download

Transcript of Core-CT 9.2 Delta...WorkCenters is a new feature in PeopleSoft 9.2. These enable users to access...

Time LineO All POs must be budget checked valid

O All vouchers must be paid - shoot for the 8th

O Remove voucher access by 10am on the 9th

O AM will close March 8th

O March 9th complete paycycle by noon

O GL will close on March 9th

O System unavailable at noon March 9th

O Finance will be unavailable until Monday, March 13th

New FunctionalityO Direct Connect

O Punch-Out from a requisition to Staples and/or Suburban

O P-Card

O Requests, statements and reconciliation online

O Mobile Physical Inventory

O Scan assets utilizing mobile devices

O Online Chartfield Request Form

O Routed directly to OSC for approval

O Document Tolerance

O PO and voucher validation

O Workcenters

WorkCenters

WorkCenters is a new feature in PeopleSoft

9.2. These enable users to access various

pages and perform daily tasks without

leaving the WorkCenter, which reduces the

time used when navigating through menus.

A WorkCenter is used to increase the

productivity of a specific role by streamlining

and simplifying their work in a central place.

WorkCentersWorkCenters are comprised of two tabs and each tab has two sections:

1. Main Tab1. My work – pending or errored transactions

2. Links – information related to user

2. Reports/Queries1. Queries – Limited to access of the user

2. Reports and Processes

Each Module WorkCenter is configured based upon what is available in that module and the access based upon a user’s role.

New Key Terminology

Key Term Definition Icon

Electronic Data

Exchange (EDX)

Dispatch

The requisition dispatch

method for the Suburban

and Staples suppliers when

using WEB (Punch-Out).

WEB (Punch-Out) Ability to interact directly

with a supplier’s website.

The supplier’s online

catalog can be searched to

select items to add back

into a requisition.

Preferred Supplier The Supplier with the

lowest cost for an item.

Procurement Card

(P-Card)

Supports credit card

purchases made by card

holding employees.

PCARDPOS

O To create a requisition using a P-Card to reconcile a swipe purchase, the requester MUST choose PCARDPOS for the Supplier location to successfully save the requisition.

1. Enter a requisition name

2. Choose a P-Card, Requisition Type & Supplier

3. Choose PCARDPOS as the Supplier Location

4. Enter a Buyer

5. Continue entering chartfields as required

O To create a requisition using the P-Card with a

Supplier that has “opted in” to accept P-Cards,

the requester MUST choose PCARDOPTIN for the

Supplier location to successfully save the

requisition.

1. Enter a requisition name

2. Choose a P-Card, Requisition Type & Supplier

3. Choose PCARDOPTIN as the Supplier Location

4. Enter a Buyer

5. Continue entering chartfields as required

PUNCHOUT

O To create a requisition for Office Supplies using the P-Card, the requester MUST choose either Staples or Suburban which will default PUNCHOUT for the Supplier location.

1. Enter a requisition name

2. Choose a P-Card, Requisition Type & Supplier

3. PUNCHOUT will default for the Supplier Location

4. Enter a Buyer

5. Continue entering chartfields as required

6. Click on WEB to Punch-Out and purchase office supplies.

O Catalog items have a default Supplier

Location of MAIN. If P-Card is chosen as the

payment method the Supplier location can

be changed at the line detail level on each

line or by using MASS change to update

multiple lines.

O Even if you have entered a different location

on the Define Requisition page, the catalog

default is MAIN and will override it.

Catalog

WEB Punch-Out

• Staples & Suburban Stationers are set up for Punch-Out in eProcurement. All Requesters should use this purchasing method when ordering Office Supplies except when the items are for an Inventory Business Unit. Those items should still be purchased through the State Catalog.

• Requesters will have the ability to choose P-Card as a payment method for Punch-Out purchases, if a card or proxy is assigned to them.

• Core-CT only supports one supplier on each requisition.

• Punch-Out purchases cannot be mixed with catalog, special request, template or favorite purchases & vice versa.

WEB Punch-Out

• Both suppliers can support favorites that have been previously saved on their direct websites.

• The Contract ID is defaulted on the ePro requisition for each supplier upon clicking the Save & Submit button.

• The Supplier Location code will default in as PUNCHOUT.

• Punch-Out requisitions are defaulted to EDX dispatch and cannot be changed.

• Punch-Out requisitions cannot be copied in Manage Requisition.

• Punch-Out requisitions cannot be saved as Templates or Favorites in Core-CT. This functionality resides on the suppliers website.

P-Card

P-Card Benefits:

O Automates reconciliation and payments.

O Improves controls (Spend monitoring, policies and procedures and security).

O Streamlines business processes.

O Increases focus on negotiating volume discounts, supplier(vendor) management/analysis.

O Reduces paperwork and manual processing

P-Card

Budget Check and Chartfield Validation

O Batch P-Card budget check process is run against these P-Card transactions.

O Budget validation process will only validate that the chartfields are correct, budget period exist and check the available funds so we don’t go over the tolerance

P-Card Role Access Rights

Access RightsCT CNTRL CC

ADMINISTRATORCT Agency P-Card

COORDINATORCT AGENCY CC RECONCILER

CT AGY CCAPPROVER

CT CNTRL CC VIEWER

Review Statement YES YES YES YES YES

Access Reports YES YES YES YES YES

Reconcile - Modify Staged Transactions NO YES YES NO NO

Reconcile - Set Status to Staged NO YES YES NO NO

Reconcile - Modify Verified Transactions NO YES YES YES NO

Reconcile - Set Status to Verified NO YES YES YES NO

Reconcile - Modify Approved Transactions NO NO NO YES NO

Reconcile - Set Status to Approved NO NO NO YES NO

Reconcile - Modify Error Transactions NO YES YES YES NO

Unmask Card Number YES NO NO NO NO

Cardholder - Maintain Profile YES YES NO NO NO

Cardholder - Maintain Proxy YES YES NO NO NO

Cardholder - Maintain Distribution YES YES NO NO NO

Use Procurement Card on Requisition NO YES YES YES NO

Use Procurement Card on PO NO YES YES YES NO

Agency Prep

O Process Open PO/InterUnit Receipts

O Navigation: Inventory>Putaway Stock>Load Staged

Items

O Navigation: Inventory>Putaway Stock>Stockroom

Feedback

O Process Open Material Stock Requests

(MSR)

O Reservations – Order Release – Picking Feedback

O Process or Cancel Backorders (DOT only)

Storage Locations

O No longer using Fixed Picking Locations

O Existing Fixed Picking Locations associated with items

will be removed by Core-CT prior to go-live

O New items added to an IN Business Unit will

only need to be associated with a Default

Putaway Location

O IN processes and reports will run based on

the Default Putaway Location only

IN WorkCenter

O Inventory users will have access to the new

Supply/Demand WorkCenter

O The Supply/Demand WorkCenter is a central

location enabling Inventory users to access

various pages and perform daily tasks

O User’s Inventory roles will dictate what links

and processes can be accessed from the

WorkCenter

Item Add/Update Request

O New process for Inventory agencies to request new CM #’s or changes to existing ones that are not covered by the DAS Market Basket.

O Agencies will enter a Footprints Help Desk ticket and attach the INV_001 form to the ticket.

O For new items the information received from the vendor should be entered completely

O For updates the current item details should be entered as well as the changes being requested

O The Inventory team will review the requests and make the necessary additions or changes.

O A User Interface That Transforms How Asset Users Work

O Enables the mobile asset physical inventory business process within Asset Management

O Conduct audits/change of asset locations

O Retrieve general asset information, including associated preventive maintenance schedules and work orders

Fluid User Interface

O System will create the Receipt Line Asset records to reflect split distributions for each serial asset/item

O Split distribution in the Receipt Line Asset table will be merged into the Interface AM Lines table

WorkCentersSplit Distribution

Receipts

PO Schedules

PO Distributions

Receipt Lines

Receipt Distributions

Receipt Asset Lines

Interface AM Lines

O Non-Serialized ItemsO Behaves the same as Specify Allocation Type

except all Receipt Asset Lines are grouped

under one assert

O Specify Allocation TypeO Retains existing functionality

O Serialized items with one distribution or with

a quantity line of 1 can still use the Specify

Allocation Type

WorkCentersSplit Distribution

Receipts

Consolidate/Unitize Enhanced

O ConsolidationO Usability

O Collapsible sections provide insight into consolidated asset detailsO Asset

Information

O Acquisition-Related Fields

O Cost Information

O Chartfields

O Custodian Information

O Asset Location

O Manufacturer Information

Consolidate/Unitize Enhanced

O UnitizationO Usability

O Collapsible sections provide insight into unitized asset details

O Asset Information

O Acquisition-Related Fields

O Cost Information

O ChartFields

O Custodian Information

O Asset Location

O Manufacturer Information

O •Unitize Quantity accepts 5 digits

Changes to Comments

O New EPM Reporting Table

O CTW_AST_COMMENT

O Historical Asset Comments

O Physical Inventory information from PI Scanning

History and Asset Comments staging tables

O Business Unit, Asset ID, Scanning Date, PI

Number, Serial Number, Operator, Comments

(w/associated effdt), and Asset Location

Changes to CommentsO Asset Management Close

Due to Financials 9.2 Upgrade

O AM Period #8 will close early (March 8th)

O March 7th End of Day (last day to load)

O All AM Transaction Loader Interfaces must be

loaded

O Includes any 9.1 Physical Inventory in-process

O Interfaces not loaded will be set to Excluded

Closing

O Reminder by March 7th – 8th

O All vouchers are approved, budget checked, and

paid or they will be deleted

O POs are budget check to valid or they will be

closed

O Make sure assets are loaded

O Reconcile for general ledger closing

O Ensure CO-1092s are requested for new roles

O Questions