»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.

PeopleSoft Finance Updates, Week of November 17, 2014
 

 

Financial Services has commenced on Image Now-AP Solution project this month and aimed to implement Image Now-AP Solution to better streamline and achieve efficiency in AP business processes, when fully integrated with PeopleSoft.  We will keep you posted!  

 

Receiving in PeopleSoft (from POs) – Please confirm your receiving and perform the “Receiving” function in PeopleSoft promptly so AP can complete the three-way match process to prepare 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 “Receiving” is very important in helping suppliers get paid timely.  If you ordered multiple products from the same supplier and received multiple invoices, you need to “Receive” each invoice individually.  If there are many lines to be received in one PO, you will have multiple pages in PeopleSoft to receive as well.   Go to Main Menu PurchasingReceipts Add/Update Receipts.  For screen shots and detail instruction, please visit PS Live! – Financials, under “Documentation”.

 

Stop Payment / Reissue or No Reissue Form  If a vendor, student or employee lost a Chapman check issued to them, please have the payee complete the “Declaration of Lost or Destroyed Chapman University Check”, select “Reissue” or “No Reissue” option, and return the form to Financial Services to process.  The fillable form can be found at PS Live! ~ Finance, under the “Form Center”, or at Accounts Payable website.

  

Use PeopleSoft T&E for Travel Expense or Reimbursement Request– If employees incur travel or other expense for University business, please submit the expense report online through PeopleSoft’s T&E module.   Accounts Payable no longer accepts paper form for reimbursement if it is not entered in PeopleSoft.  Please continue to send in your receipts and backup documentation to AP for audit.

 

Send Back notification in T&E – An email notification is now available when the approver or AP “send back” any Cash Advance, Travel Authorization or Expense Report for revision.   See a screen print below. The email notification will go to the initiator and the traveler/employee of the T&E document.  Be sure to also check your Junk or Spam mailbox to make sure you do not have Worklist items or PeopleSoft email notification posted there.  

 

PeopleSoft Training Documents – You can find the up to date training documents for T&E, Requisition, Workflow and Report Training in PS Live! ~ Financials, under the “Useful Links” → “PeopleSoft Training” section. You can also locate the same information at Chapman’s PeopleSoft Training site.  

 

Tip of the Week “Worklist Tips and Tricks” – We have useful tips for you to manage your Worklist, such as Accessing your Worklist, Locating Transaction to Approve and Removing Approved Items from Your Worklist.

 

For a complete detail, please visit PS Live! – Financials, under “Tip of the Week”.

 

 

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

 

 

 

 

 

Expires: 12/19/2014

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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