»PeopleSoft Enterprise Resource Planning

In 2011, Chapman University started a project to implement a new Enterprise Resource Planning (ERP) system.  In early 2012 the university selected PeopleSoft as our new ERP system and selected Io Consulting as our implementation partner.  From there, a 3-year implementation of PeopleSoft started.  Many administrators and staff, in addition to their regular roles, are very involved in designing and configuring the new system.

Project Status

Below are the latest project status posts. We will also be sending regular updates in the Thursday, Weekly Updates for Chapman University. Please check often for these updates and feel free to call IS&T if you have questions.

Exciting New Features in PeopleSoft Finance, Week of March 9, 2015
 

 

Encumbrance details and drilldown are now available in the Budget Summary Inquiry Report!  Please read on.

 

Budget Summary Inquiry Report  Budget Summary report now provides end users with drilldown capability on Encumbrance, Expenditures, Transfers and Pre-Encumbrance details, where applicable.  For a step-by-step instruction on how to run this report, please visit PS Live! - Financials, under Documentation and look for Budget Summary Inquiry with Drilldown.

 

Cash Advances: Issue Workaround and Resolution – There is a system bug in T&E’s Cash Advances module which prevents users to initiate Cash Advances in PeopleSoft.  We reported this issue to Oracle.  Recently Oracle released bug fixing patches and enhancements, we are in the process of a thorough testing.  Patches will be applied to Production once all testing is complete. 

 

The workaround for the interim period is after you have an approved Travel Authorization in PeopleSoft, you submit a Non PO Payment Request form and forward the paperwork to AP.  Please reference your approved TA# in the Non PO Payment Request form so AP can validate the Cash Advance.  A how-to instruction can be found at PS Live! - Financials, under Documentation, look for Cash Advances Issue Workaround

 

Receiving in PeopleSoft (for POs) – Please confirm your receiving and perform the “Receipt” function in PeopleSoft promptly and accurately so AP can process payments accordingly.  Please be advised some suppliers charge the University late fees if payment is not received on time, or cease to do business with the University with frequent late payments.   Your prompt and correct “Receiving” in PeopleSoft is very important in helping suppliers get paid timely.  If you order multiple products from the same supplier and receive multiple invoices, you need to “Receive” each invoice individually.  Go to Main Menu PurchasingReceipts Add/Update Receipts.  For screen shots and detail instruction, please visit PS Live! – Financials, under Documentation.

 

PeopleSoft Training Scheduler and Documents – Have you taken PeopleSoft training classes or need a refresher class?  Training classes such as Purchase Requisitions, Travel & Expenses and Reports are offered every month.  For up to date PeopleSoft training scheduler and training documents, please visit https://mywindow.chapman.edu/teams/PeopleSoft/Training/default.aspx

 

 

Please direct your PeopleSoft inquiries or comments to IS&T Service Desk (servicedesk@chapman.edu) or (714) 997- 6600.

 

Expires: 4/24/2015

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Planned Go-Live Dates

  • Benefits/Open Enrollment: Nov 2013
  • HR and Payroll: January 2014
  • Finance: May/June 2014
  • Admission and Recruiting: Fall 2014
  • Financial Aid and Registration: Spring 2015

What is PeopleSoft?

Video by Panther Productions and Strategic Marketing for the PeopleSoft project