Questions and Answers
As we all work together to assure a successful implementation, we are sure to have some great questions or concerns arise. Your questions and concerns are vital to an implementation of this magnitude. We ask that you supply your questions to Sean McInnis Director of Implementation of Financial Systems and Reporting. Once we receive your question, we will work diligently as a team to obtain your answer and respond to you as soon as possible. We will also be posting some of your questions, without your information, and the answer to your question on this site. Please be as specific as you can in your written question, as this will expedite our response time to your question. Thank you for all of your hard work during this implementation period.
Important Updates:
Dear eProcurement User,
When you enter your purchase request on either a Description-Only Requisition or a UMass Marketplace Requisition, please do not exceed twenty (20) line items.
We have experienced problems with approving a requisition when the request has multiple line items. If your request has more than twenty (20) line items, please split your order and enter two requisitions.
If you have any questions, please contact the Procurement Office @7-5060.
Linda Perrotto
Change Management Lead
Information Technology
1st Floor, Quinn Administration Bldg
617.287.5212
Current Q & A - Newest question is posted first.
Q: What ProCard transactions will post in People Soft between December 22 – January 22? Will there be an extended period for reallocation of ProCard purchases after Go-Live date?
A: No Procard transactions will post in People Soft between December 19 - January 22. There will be an extended reallocation period. All transactions that have not posted prior to shut off date
of December 22 will now post January 22, 2007 and thereafter. You will have 30 days from January 22 to reallocate transactions that did not post in PeopleSoft between Friday December 22, 2006 and Monday January 22, 2007
Q: Will we have the ability to do PAFs tied to external grants during the shutdown period. Specifically, can we put someone new on a project during this period, or is all project payroll frozen during the shutdown?
A: PAF's can be processed during the shutdown through HR, but the payroll expenses will not hit the Grant until after the first payroll post go-live.
Q: I have an opened PO that still has money in it that I opened in August of 2006. Will I still be able to use this PO during the PeopleSoft conversion and after the conversion is done?
A: Yes you will be able to use your order during shutdown and after conversion.
All purchase orders created between July 1, 2006 and December 29, 2006 are eligible for conversion and available for payment purposes only.
Q: Can we still use our Procard during shut down?
A: Yes, you can still use your Procard during the "shut down" period to meet your purchasing needs. If you have any questions please contact the Procard Admin Eden Medaglia at 617-287-5063
Q: Will all public queries be available after January 22, 2007?
A: Yes, all public queries will transfer from version 7.5 to the 8.9 application.
Q: Will the Cross-walk be available during the cutover/conversion period?
A: The web crosswalk will remain available through the cutover/conversion period using data that was saved on the last day of transactions in December.
Q: Will the web look-up be changing with the upgrade, or will the existing one just be fed from the new system?
A: The new Cross-walk is sourced from a different table however the output will look the same to all users
Q: Can I access the Practice Data Base (UAT) from my desktop computer?
A: Great news, YES! You can now access the practice database (UAT) from your desktop. Because this system is a web application, you can now access it from any computer on campus offering the web.
Q: I use some private queries in my position. What happens to all my old private queries once the upgrade/conversion happens?
A: On January 22, 2007, all of the private queries will be archived. You will need to rebuild your private query in version 8.9 using the achieved query as a guide.