What's New in 9.2?
PeopleSoft Financials 9.2
Changes effective January 2021...
| Description |
Pre-Update 9.2 Version |
Post-Update 9.2 Version |
|---|---|---|
| The color scheme has changed |   |
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| PeopleSoft no longer supports classic navigation; so, the classic home tile has been removed |   |
If you don't use Classic Home, continue business as usual. If you use the Classic Home tile, here are several options for your transition to the current navigation choices. All these options give you an example of how to access this former menu path: OPTION 1: Do nothing now. After the upgrade, begin using the tile navigation provided on the homepages: OPTION 2: Do nothing now. After the upgrade, continue to use menu path navigation through the Navigation button and choosing Navigator: OPTION 3: Prior to the upgrade, save menu paths in Favorites: 1) Navigate to the screen you frequently use 2) Click on Favorites > Add to Favorites 3) After the upgrade, you will find your Favorites by selecting the Navigation button and choosing My Favorites OPTION 4: Prior to the upgrade, save a tile to My Homepage 1) Navigate to the screen you frequently use 2) Click on the 3 dots button and select Add to Homepage 3) In the pop-up window, choose My Homepage 4) Navigate to My Homepage to use your new tile |
Changes effective April 2017...
Within this document, take me to...
| Purchasing |
Expense Reports |
Central Services |
| Budget Management |
Approvals |
Navigation
| Description |
Old 9.1 Version |
New 9.2 Version |
| PeopleSoft Header now with drop-down homepages |   |
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| Favorites are alphabetized replaced with homepages organized by function |   |
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| Access to (My) Favorites / Recently Used |   |
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| Menu Path navigation replaced with tile links |   |
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Purchasing
| Description |
Old 9.1 Version |
New 9.2 Version |
| Navigation to Add/Update a Requisition has changed from menu path to homepage/tile links Access to Requisition Approval is through a tile link |
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| The term Vendor has been replaced with Supplier | Vendor |
Supplier |
| The location of some of the fields has changed |   |
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| Approval Workflow status, formerly through Related Content, is now readily available through the View Approvals link |    |
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Expense Reports
| Description |
Old 9.1 Version |
New 9.2 Version - |
| Navigation to the various expense report transactions has changed from menu path to homepage / tile links |  |
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| Expense Report Header The Comment field is now located in the Summary and Submit section under Notes The location of some of the fields has changed |
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| Expense Line Item(s) Selection of the Expense Type will now show only the required fields. No more clicking through multiple tabs.  The charge number and associated budget manager is now evident when entering the SpeedChart. |
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| You now have to enter at least 1 Expense Line before you have the opportunity to: Set Accounting Defaults Apply Cash Advances Associate Travel Authorization |
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| You can now Withdraw Expense Report prior to 1st level approval; previously the Expense Report had to be Sent Back for Revision |   |
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Budget Management
| Description |
Old 9.1 Version |
New 9.2 Version |
| Navigation to the various budget tools has changed from menu path to homepage / tile links |             |
  |
| Project / Grant Dashboard can no longer be shown on the main page |   |
Due to the change in navigation, this customized tool can no longer be displayed immediately upon accessing PeopleSoft Financials |
Approvals
| Description |
Old 9.1 Version |
New 9.2 Version |
| Navigation to Approvals has changed from Worklist to homepage / tile links (this tile also exists on the Expense Report homepage) |
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Central Services
| Description |
Old 9.1 Version   |
New 9.2 Version |
| ### Navigation to Receiving and Internal Billing tools has changed from menu path to homepage / tile links |    |
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