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Library Entry

WorkCenters at Western!

WorkCenters are designed for specific roles and provide a central area for users to access key components and pages and perform daily tasks without leaving the WorkCenter. The goal of the WorkCenter is to increase productivity by grouping access to related transactions in one area (i.e. links to...

Library Entry

PeopleSoft WorkCenters

WorkCenters are designed for specific roles and provide a central area for users to access key components and pages and perform daily tasks without leaving the WorkCenter, which reduces the time used when navigating through menus. Come see what the Accounts Payable WorkCenter looks like at...

2018 Conference Slides CANADA - WorkCenters.pptx

Library Entry

Ghost Card: What happens when you step back and question customization?

After two and a half years of design and development to pull credit card transactions into PeopleSoft Finance from a third party system, it was determined that the customization being attempted was impossible. The project team had to start over. The approach taken was to look at current...

Library Entry

Moving from Paper Signature Cards to Electronic Workflow for Electronic Purchasing

The process used to verify signatures for financial transactions at the University of Utah was paper-based, and required a new signature card signed by all authorized employees every time there were departmental personnel changes. This was time consuming and difficult to manage. Signature cards...

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Library Entry

Vendor File Maintenance- Best Practices

Discuss the steps to maintain the best vendor file, from receiving the vendor form, verifying the information on the vendor form, developing a standard for entering the vendor into PeopleSoft and annually purging outdated vendors.

SCHRUG 2015 extended.pptx

Library Entry

Reconverting Vendors, Vendor 1099 consolidation, and attachment conversion.

University of Delaware had vendors from 12 years ago that were stored with a TIN as a vendor ID. We created an automated process to convert these vendors to sequential vendor IDs. Then we created a process to consolidate 1099 information where payments existed for old and new vendors. In the...

HEUG-Presentation.pptx

Blog Entry

Decentralizing Your Accounts Payable

I have recently been working with the Kentucky Community and Technical College System (KCTCS) on improvements to their Procure-to-Pay process. These improvements include streamlining their procurement process and reducing redundancy. With the upgrade to PeopleSoft Financials 9.1, we...