peoplesoft fscm 92 release notes through update image7

Release Notes

Oracle’s PeopleSoft FMS, ALM, ESA, SRM, and SCM 9.2 Release (Through Update Image 7)

PeopleSoft Asset Lifecycle Management (ALM) 9.2

PeopleSoft Enterprise Service Automation (ESA) 9.2

PeopleSoft Financial Management Solutions (FMS) 9.2

PeopleSoft Supplier Relationship Management (SRM) 9.2

PeopleSoft Supply Chain Management (SCM) 9.2

May 2014

PeopleSoft FMS, ALM, ESA, SRM, and SCM 9.2 Release

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Release Notes PeopleSoft FMS, ALM, ESA, SRM, and SCM 9.2 Release May 2014

Contents Introduction........................................................................................................................................... 14

Purpose of This Release Notes Document ...................................................................................... 14

Release Value Proposition ............................................................................................................... 14

Cumulative Feature Overview Tool .................................................................................................. 14

Video Feature Overviews ................................................................................................................. 15

PeopleSoft Information Portal .......................................................................................................... 15

Social Media ..................................................................................................................................... 15

PeopleSoft FSCM 9.2 Release Notes (Through Update Image 7) ...................................................... 16

Features That Are Common to Multiple Applications ....................................................................... 16

PeopleSoft Search Framework ..................................................................................................... 17

Pivot Grids .................................................................................................................................... 18

Embedded Help ............................................................................................................................ 19

New PeopleSoft Online Help Solution .......................................................................................... 20

PeopleSoft Delivery Model ........................................................................................................... 23

PeopleSoft Update Manager ........................................................................................................ 24

PeopleSoft Interaction Hub ........................................................................................................... 25

PeopleSoft iPad Certification ........................................................................................................ 25

Third-Party Hosted Credit Card Storage and Payment ................................................................ 25

PeopleSoft Import/Export Utility .................................................................................................... 27

Approval Framework Improvements and Extensions ................................................................... 28

Attachments .................................................................................................................................. 29

WorkCenters ................................................................................................................................. 29

Forms and Approval Builder ......................................................................................................... 30

Online Supplier Registration and Collaboration ............................................................................ 31

Mobile Applications ....................................................................................................................... 34

Data Migration Workbench for Application Data ........................................................................... 40

Business Process Weaver ............................................................................................................ 40

Value Add Integrations.................................................................................................................. 41

Global Options and Reporting .......................................................................................................... 41

Copyright 2014, Oracle and/or its affiliates. All rights reserved. 3

PeopleSoft FMS, ALM, ESA, SRM, and SCM 9.2 Release Release Notes May 2014

Support for the International Bank Account Number (IBAN) ........................................................ 42

VAT Changes ................................................................................................................................ 42

EFT Payment Formats .................................................................................................................. 42

Taxes and Withholding ................................................................................................................. 42

Financial Management Solutions ......................................................................................................... 43

Expenses 9.2 .................................................................................................................................... 43

New Browser and Mobile Expense Reporting User Interfaces .................................................... 43

Expense Report Withdrawal ......................................................................................................... 45

Expense Report Receipt Management Options ........................................................................... 46

Expense Report Financial Summaries ......................................................................................... 46

Visual Depiction of Expense Report Status .................................................................................. 47

Enhanced Credit Card Transaction Detail .................................................................................... 47

Sophisticated Expense Searching and Filtering ........................................................................... 48

Configurable Expense Certification .............................................................................................. 48

Template Expansion and Refinement ........................................................................................... 49

Global Per Diem Rule Enforcement .............................................................................................. 49

Advanced Timesheet Approval Controls ...................................................................................... 49

Transaction Governance .............................................................................................................. 50

General Ledger 9.2 ........................................................................................................................... 50

In-Memory Real-Time Bottom Line Products................................................................................ 51

Enhancement to In-Memory Real-Time Bottom Line (RTBL) Products ....................................... 54

Adjustment Period Option for Average Daily Balances (ADB) ..................................................... 55

Separate Debit/Credit Visibility ..................................................................................................... 56

Projected Balance (T-Account) Visibility ....................................................................................... 56

Incremental Update for Hyperion Essbase Ledger Cube ............................................................. 57

General Ledger to Hyperion Planning Integration ........................................................................ 58

General Ledger WorkCenter ......................................................................................................... 58

General Ledger Dashboard .......................................................................................................... 59

Improved General Ledger to Sub-System Reconciliation ............................................................. 61

Account Reconciliation Management ........................................................................................... 61

Combination Editing by Transaction Source ................................................................................ 61

Inconsistent Combination Editing ChartFields Report .................................................................. 62

PeopleSoft Financials Integration to Hyperion Financial Close Management.............................. 63

4 Copyright © 2013, Oracle and/or its affiliates. All rights reserved.


General Ledger Integration to Oracle Fusion Accounting Hub ..................................................... 63

Oracle Fusion Accounting Hub Integration to General Ledger ..................................................... 63

Data Migration Workbench - Allocations Configuration Data ....................................................... 64

Balance Sheet Valuation through Settlement Date ...................................................................... 65

Business Request and Approval ................................................................................................... 65

Government-wide Treasury Accounting Symbol (GTAS) Adjusted Trial Balance System ........... 66

Mass GL Journal Approval ........................................................................................................... 67

Enhanced Approvals for GL Journals ........................................................................................... 67

Mobile Approvals for GL Journals ................................................................................................. 67

Logical Journal Delete Method ..................................................................................................... 67

InterUnit and IntraUnit Journal Edit Option ................................................................................... 68

Spreadsheet Journal and Flat File Journal Import Edits ............................................................... 69

Transform GL Journal Post to Application Engine ........................................................................ 69

Commitment Control Enhancements (Expense Analysis & Control) ............................................ 69

Approval Workflow for Commitment Control Budget Journals ..................................................... 69

Alternate Description for Commitment Control Budget Journals .................................................. 69

PO Rollover Improvements ........................................................................................................... 70

Payables 9.2 ..................................................................................................................................... 70

Accounts Payable Dashboard ...................................................................................................... 71

Supplier Hierarchy ........................................................................................................................ 71

Matching Exceptions Analysis ...................................................................................................... 72

Support of Global Location Numbers (GLN) for Healthcare ......................................................... 72

Payables WorkCenter ................................................................................................................... 72

Financial Sanction Search Using SES .......................................................................................... 73

Simplified User Interface for Invoice Entry and Voucher Inquiry .................................................. 73

Extension of FMS Auto Pilot ......................................................................................................... 74

Taxpayer Identification Numbers (TIN) Validation ........................................................................ 75

Online Supplier Registration and Enablement .............................................................................. 75

Financial Audit Trail for Suppliers ................................................................................................. 75

Approval Framework Extensions and Enhancements .................................................................. 75

Oracle Governance, Risk, and Compliance Integration with Procure-to-Pay .............................. 75

Receivables Integration ................................................................................................................ 76

Intra-Governmental Payment and Collection System ................................................................... 76



Secure Payment System (SPS) Payment File Support for GWA Reporters ................................ 76

Improved Integration with Asset Management ............................................................................. 76

Attachments .................................................................................................................................. 76

Visibility and Structural Productivity Improvements ...................................................................... 77

Pay Cycle Summary Metrics ......................................................................................................... 77

Pay Cycle Performance Improvement .......................................................................................... 77

Voucher Mass Maintenance ......................................................................................................... 78

Print Email Payment Advices ........................................................................................................ 78

Payment Request ......................................................................................................................... 78

Receivables 9.2 ................................................................................................................................ 78

1099-C Enhancements Customer Hierarchy ................................................................................ 79

Receivables Dashboard ................................................................................................................ 79

Support for Contracts in Collections ............................................................................................. 81

Consistent Conversations ............................................................................................................. 81

Conversations Summary and Report ............................................................................................ 82

Receivables Direct Journals to Project Costing Integration .......................................................... 82

Receivables WorkCenter .............................................................................................................. 82

Payables and Receivables Integration for Interunit Billing ........................................................... 83

Maintenance Worksheet Enhancements ...................................................................................... 84

Aging and Dunning Enhancements .............................................................................................. 84

Condition Monitor Enhancements ................................................................................................. 85

Integration with PeopleSoft Pension Administration ..................................................................... 86

Approval Framework Improvements and Extensions ................................................................... 87

Item Level Attachments ................................................................................................................ 87

Partial Payment Unpost ................................................................................................................ 88

Apply Payments Enhancement ..................................................................................................... 88

Consolidated Invoice on Statements ............................................................................................ 88

Hosted Credit Card Storage and Payment ................................................................................... 88

IPAC Enhancements..................................................................................................................... 89

1099-C Enhancements ................................................................................................................. 89

eSettlements 9.2 ............................................................................................................................... 90

Online Supplier Registration and Enablement .............................................................................. 90

Self-Service Usability for eSettlements ......................................................................................... 90



Flexible Distribution Coding for Suppliers or Internal Buyers ....................................................... 90

Invoice Pre-Validation ................................................................................................................... 90

Approval Framework Extensions and Improvements ................................................................... 91

Agreements Enhancement ........................................................................................................... 91

Treasury and Cash Management 9.2 ............................................................................................... 91

Cash Forecasting .......................................................................................................................... 91

Integration of Global Payroll with Financial Gateway ................................................................... 93

Principal Prepayments for Swaps and Interest-Bearing Instruments ........................................... 93

SEPA Payment Formats ............................................................................................................... 94

Accounting Enhancements ........................................................................................................... 94

Bank Statement Enhancements ................................................................................................... 94

Approval Framework Improvements and Extension ..................................................................... 95

Settlement and Deal Approvals Using Mobile Approval Framework ............................................ 95

EBICS ........................................................................................................................................... 96

Lights-out Processing for Financial Gateway Payments .............................................................. 96

Treasury WorkCenter.................................................................................................................... 96

Payment Format Transformation Using the Data Export Import Utility ........................................ 97

Asset Lifecycle Management Solutions ............................................................................................... 98

Asset Management 9.2..................................................................................................................... 98

Asset Cost Adjustment Enhancements ........................................................................................ 98

Enhanced Procurement and Payables Integration for Assets .................................................... 100

Asset Physical Inventory Enhancements.................................................................................... 101

Guided Step Navigation for Physical Inventory Lifecycle ........................................................... 101

Mass Transaction Manager ........................................................................................................ 102

Disposal Worksheet Improvements ............................................................................................ 102

Secure Enterprise Search in Asset Management ....................................................................... 103

Project Costing ChartFields in Asset Management .................................................................... 103

BI Publisher Reports in Asset Management ............................................................................... 104

Asset Visualization ...................................................................................................................... 104

Printable View of Asset Enhancements ...................................................................................... 105

Asset Management WorkCenter ................................................................................................. 106

Asset Management Dashboard .................................................................................................. 107

Accounting for Asset Retirement Obligations ............................................................................. 107



Dynamic Bonus Depreciation ..................................................................................................... 108

Japanese Declining Balance ...................................................................................................... 108

Combination Editing by Transaction Source .............................................................................. 108

Approval Framework Adoption for Asset Management .............................................................. 109

Multi-Level Approvals on Asset Disposals .................................................................................. 109

Accounting for Prior Lease Payments ........................................................................................ 110

Federal Funds Transfers............................................................................................................. 110

Memorandum Accounting for Current Year Acquisitions............................................................ 110

Australian Asset Revaluation ...................................................................................................... 111

Maintenance Management 9.2 ....................................................................................................... 111

Easy-to-Use Work Orders ........................................................................................................... 111

Administration of Preventive Maintenance ................................................................................. 112

Visualization and Multi-Dimensional Work Order Analysis ......................................................... 113

Labor Visibility ............................................................................................................................. 113

Maintenance Notifications ........................................................................................................... 114

SES Adoption .............................................................................................................................. 114

BI Publisher Reports ................................................................................................................... 114

Work Order and Item Control ...................................................................................................... 114

Inventory Allocation ..................................................................................................................... 114

Approval Framework for Preventive Maintenance Schedules .................................................... 114

Miscellaneous Enhancements .................................................................................................... 114

Maintenance Management WorkCenter ..................................................................................... 115

PM Enhancements ...................................................................................................................... 115

Real Estate Management 9.2 ......................................................................................................... 115

Tax Calculations ......................................................................................................................... 115

Lease Escalations ....................................................................................................................... 116

Auto-Updates to In-Process Transactions .................................................................................. 116

Lease Invoice Date Flexibility ..................................................................................................... 116

Billing Calendar Selection ........................................................................................................... 116

BI Publisher Reports ................................................................................................................... 116

Minimum Lease Obligation Pivot Grid ........................................................................................ 117

Enterprise Service Automation (ESA) Solution .................................................................................. 118

Contracts 9.2 .................................................................................................................................. 118



Contracts Workbench ................................................................................................................. 118

Contracts WorkCenter ................................................................................................................ 118

Contracts User Productivity Boosters ......................................................................................... 120

Transaction Order Template for Limit Checking ......................................................................... 120

Fixed Fee and Deferred Revenue Parallel Processing .............................................................. 120

Configurable Field Validation Framework for Run Controls ....................................................... 121

Contracts Set to Expire WorkCenter Exception .......................................................................... 121

Ability to Reopen Completed Billing and Revenue Plans ........................................................... 121

Program Management 9.2 .............................................................................................................. 121

Integration to Primavera P6 ........................................................................................................ 121

Project Costing 9.2 ......................................................................................................................... 123

Project Summarization and Compression .................................................................................. 123

Rounding and Accelerated Processing for Funds Distribution ................................................... 124

Rate Plan Pricing ........................................................................................................................ 126

Variance Pricing .......................................................................................................................... 126

Simplified Capture of Project Costs and Revenue ..................................................................... 128

Projects WorkCenter ................................................................................................................... 128

Project Financial Pivot Grids ....................................................................................................... 128

Multi-Dimensional Rate Definition ............................................................................................... 128

Exchange Rate Retention ........................................................................................................... 129

Manager Transaction Review ..................................................................................................... 129

Business-Specific Data Elements ............................................................................................... 130

In-Memory Project Discovery 9.2 ................................................................................................... 131

New Product ............................................................................................................................... 131

Integration with Asset Management ........................................................................................... 131

Integration with Expenses ........................................................................................................... 132

Integration with Project Costing .................................................................................................. 133

Integration with Program Management ....................................................................................... 134

Integration with Resource Management ..................................................................................... 135

Resource Management 9.2 ............................................................................................................ 135

Enhanced RM Integration with sPro for Sourcing Contingent Labor .......................................... 136

Mass Assignment Changes ........................................................................................................ 136

Higher Quality Search Results .................................................................................................... 136



Enhanced HCM Integration ........................................................................................................ 136

Protection of Personal Data ........................................................................................................ 136

Automatic Closure of Service Order Lines and New Assignment Flexibility .............................. 137

Ability for Resources to Cancel and Resubmit Bids and Managers to Withdraw Resource Recommendations ...................................................................................................................... 137

Control of Resource Qualifications Analyzed by the Staffing Workbench .................................. 137

Ability to Display Resources Satisfying a Minimum Qualification Score .................................... 137

Express Search Usability Enhancements ................................................................................... 137

Support of Incremental Indexing to Account for Personnel Data Changes in PeopleSoft HCM 138

Staffing Front Office 9.2.................................................................................................................. 138

Resume Parsing and Job Board Distribution Integration Frameworks ....................................... 138

User Preference Defaults ........................................................................................................... 139

Email Templates ......................................................................................................................... 140

Agenda and History Administration ............................................................................................ 141

Job Application Process.............................................................................................................. 142

Staffing WorkCenter and Rapid-Action Staffing Pagelets .......................................................... 143

Richer Search Capabilities ......................................................................................................... 144

Candidate and Agenda Visibility ................................................................................................. 144

Work Distribution to Teams ........................................................................................................ 146

Recruiting Funnel ........................................................................................................................ 148

Supply Chain Management (SCM) Solutions .................................................................................... 149

Supplier Relationship Management ................................................................................................... 150

Purchasing 9.2 ................................................................................................................................ 150

User-Definable Fields ................................................................................................................. 150

Price Adjustment Visibility on Requisitions ................................................................................. 150

Secure Enterprise Search (SES) Enhancements ....................................................................... 150

Online Supplier Registration ....................................................................................................... 151

Item Substitutes .......................................................................................................................... 151

Buyer Mass Change ................................................................................................................... 151

Advanced Purchase Order and Requisition Line Search ........................................................... 151

Autonumbering Options in Purchasing ....................................................................................... 151

Support for MasterCard 5900 Financial Adjustment Record ...................................................... 152

Support for Global Location Number (GLN) ............................................................................... 152



Split Purchase Orders by ShipTo ............................................................................................... 152

PO Rollover Enhancements ....................................................................................................... 152

Mobile Approvals ........................................................................................................................ 153

Buyer WorkCenter ...................................................................................................................... 153

PO Close Short Enhancement .................................................................................................... 153

Services Procurement 9.2 .............................................................................................................. 153

User Interface and Role Action Changes ................................................................................... 153

Contingent Workforce Process Integrations ............................................................................... 154

Adjustment History ...................................................................................................................... 154

Richer Search Capabilities and Drilldown................................................................................... 155

Transaction Controls ................................................................................................................... 155

Strategic Sourcing 9.2 .................................................................................................................... 155

Event Creation, Bidding, and Collaboration ................................................................................ 155

Managing Sourcing Events and Bid Responses ........................................................................ 156

Providing Security and Privacy ................................................................................................... 157

Supplier Administration Center and Registration Dashboard ..................................................... 159

Online Supplier Registration and Collaboration .......................................................................... 160

Supplier Contract Management 9.2 ............................................................................................... 160

Enabling Microsoft Office Open XML Format ............................................................................. 160

Document Authoring for Buy Side RFX ...................................................................................... 160

Rendering PDFs with Adobe ...................................................................................................... 161

Advanced Search Capabilities .................................................................................................... 161

eProcurement 9.2 ........................................................................................................................... 161

Transparent Punchout ................................................................................................................ 162

Price Adjustment Visibility in Requisitions .................................................................................. 162


Usability Improvements to eProcurement ................................................................................... 163

Requisition Chunking .................................................................................................................. 164

Usability Role Action Categorization ........................................................................................... 164

Mobile Approvals ........................................................................................................................ 164

Mobile eProcurement .................................................................................................................. 164

Customer Order Fulfillment ................................................................................................................ 165

Billing 9.2 ........................................................................................................................................ 165



Billing Dashboard ........................................................................................................................ 165

Billing WorkCenter ...................................................................................................................... 165

Simplified Billing Entry ................................................................................................................ 166

Enhanced Billing to Project Costing Integration ......................................................................... 166

Enhanced Integration with Payables .......................................................................................... 166

Hosted Credit Card Storage and Payment ................................................................................. 166

Billing Interface Mass Correction ................................................................................................ 166

Order Management 9.2 .................................................................................................................. 167

Price Book ................................................................................................................................... 167

Supply and Demand WorkCenter ............................................................................................... 167

Supply and Demand Dashboard ................................................................................................. 167

Related Content and Operational Metrics................................................................................... 167

Return Material Authorizations (RMAs) ...................................................................................... 168

Mark Lines for Billing and Mark Drop Ship Lines for Billing ........................................................ 168


Hosted Credit Card Storage and Payment ................................................................................. 168

eBill Payment 9.2 ............................................................................................................................ 169

Enhanced eBill Payment Portal .................................................................................................. 170

Self-Service Customer Hierarchy ............................................................................................... 170

Enhanced Self-Service User Onboarding ................................................................................... 170

Streamlined Payment Process ................................................................................................... 170

New Payment Method in eBill Payment ...................................................................................... 171

Enhanced Electronic Check Payment Method ........................................................................... 171

Inventory Management ...................................................................................................................... 173

Inventory 9.2 ................................................................................................................................... 173

Inventory Analytics and Alerts .................................................................................................... 173

PeopleSoft Mobile Inventory Management ................................................................................. 173

Item Change Templates.............................................................................................................. 174

Maintenance Work Order Inventory Enhancements ................................................................... 174

IFRS Accounting Support ........................................................................................................... 174

Supply and Demand WorkCenter ............................................................................................... 175

Catalog Management 9.2 ............................................................................................................... 175

Streamlined Catalog Management ............................................................................................. 175



Error Handling ............................................................................................................................. 175

Planning and Manufacturing .............................................................................................................. 176

Manufacturing 9.2 ........................................................................................................................... 176

Production Variance Drilldown .................................................................................................... 176

Manufacturing Analytics and Alerts ............................................................................................ 177

Planning 9.2 .................................................................................................................................... 177

Supply Planning MRP Solver Enhancements ............................................................................ 178

Demantra Interface and Usability Enhancements ...................................................................... 178

Supply Planning Usability and Security Enhancements ............................................................. 178

Industry Enhancements ..................................................................................................................... 179

General Ledger for Financial Services 9.2 ..................................................................................... 179

Balance Sheet Valuation Through Settlement Date ................................................................... 179

Adjustment Period Option for Average Daily Balances (ADB) ................................................... 179

PeopleSoft 9.2 for the Healthcare Industry .................................................................................... 179

(Purchasing) Global Location Number (GLN) and Global Trade Item Number (GTIN) .............. 179

Mobile Inventory Management 9.2 for Healthcare ...................................................................... 180

PeopleSoft 9.2 for Higher Education and Research ...................................................................... 180

Grants WorkCenter ..................................................................................................................... 180

Grants Portal Security, Transaction Classification Flexibility, and Search ................................. 181

FFR Enhancements .................................................................................................................... 182

Supplemental Data for Grants .................................................................................................... 183

Increased Field Lengths ............................................................................................................. 183

Simplified Maintenance of Award Modifications and Funding .................................................... 183

Automatically Assigning a Project Manager During Award Generation ..................................... 184

Editing Completed Milestones .................................................................................................... 184

Establishing Terms at the Award Level ...................................................................................... 184



Introduction This section discusses:

• Purpose of this Release Notes document

• Release Value Proposition

• Cumulative Feature Overview Tool

• Video Feature Overviews

• PeopleSoft Information Portal

• Social Media

Purpose of This Release Notes Document This document provides an overview of the new features and enhancements included in Oracle’s PeopleSoft FMS, ALM, ESA, SRM, and SCM 9.2 Release (through Update Image 6). It is a road map intended to help you assess the business benefits of upgrading to PeopleSoft FMS, ALM, ESA, SRM, and SCM 9.2 Release and to plan your IT projects and investments.

This document contains intended developments and functionalities and is not meant to be binding on Oracle to any particular course of business, product strategy, or development. Please note that this document is subject to change by Oracle at any time without notice.

Throughout this document, you will find examples of Oracle’s ingenuity at work. In each section, we provide detailed descriptions of exciting features, functions, and products in PeopleSoft FSCM 9.2.

Release Value Proposition The release value proposition provides more functional details than the statement of direction, identifies major enhancements, and articulates the expected business benefit. This document is designed to help you to determine whether new product features might warrant upgrading from an old release or embarking on a new implementation. With this information, managers can initiate preliminary budget planning and begin putting together a project team to evaluate specific products further.

See PeopleSoft Financial and Supply Chain Management (FSCM) 9.2 Release Value Proposition.

See PeopleSoft Financials and Supply Chain Mgt. 9.2 Release Value Proposition for Update Images

Cumulative Feature Overview Tool The Cumulative Feature Overview Tool helps you plan your upgrades by providing concise descriptions of new and enhanced solutions and functionality that have become available between your starting and target releases. You simply identify the products that you own, your existing release, and your target implementation release. With a single click, the tool quickly produces a customized set of high-level, concise descriptions of features that have been developed between your starting and target releases.


https://supporthtml.oracle.com/epmos/faces/ui/km/DocumentDisplay.jspx?id=1474260.1

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=410870751640865&id=1612995.1&_afrWindowMode=0&_adf.ctrl-state=ypetq6rtw_4


Video Feature Overviews PeopleSoft creates Video Feature Overview webcasts developed by PeopleSoft Information Development with input from Oracle PeopleSoft Development and Strategy Organizations. These videos are generally five minutes or less in length and provide a fantastic overview of the feature being highlighted. There are also direct links elsewhere in this document to specific Video Feature Overviews in those sections where the feature is being discussed. So if you encounter a feature description in these Release Notes and there’s an associated Video Feature Overview link, you can choose to watch the video to learn about the feature’s functionality. You can enjoy our public-facing Video Feature Overviews on our YouTube Channel.

PeopleSoft Information Portal PeopleSoft works hard to be sure you have as much information as possible about our applications and technology. The PeopleSoft Information Portal provides you with a single entry point to locate the documentation, training, and other useful information you need to help with your implementation process and improve your daily experience with our products. The portal includes our popular Information Solution Sheets (in downloadable PDF format) and links to our applications community, online help and support.

Social Media You will find lots of great information about PeopleSoft applications and technology through various social media platforms. Some of the information may pertain to this current release. We recommend you subscribe to the PeopleSoft social media sites to be kept current on the latest news and information from PeopleSoft. Direct links are provided below for your convenience.

• Applications Strategy Blog

• Legislative Updates Blog

• PeopleTools and Technology Blog

• Twitter

• Facebook

• LinkedIn

• YouTube


http://www.youtube.com/user/PSFTOracle

http://docs.oracle.com/cd/E52319_01/infoportal/index.html

http://blogs.oracle.com/peoplesoft/

http://blogs.oracle.com/psftlegupdates/

http://blogs.oracle.com/peopletools/

http://twitter.com/PeopleSoft_Info

http://www.facebook.com/%23!/pages/Oracle-PeopleSoft/220476464680933?sk=wall&filter=12

http://www.linkedin.com/groups?viewMembers&gid=4530781&sik=1342212056199

http://www.youtube.com/user/PSFTOracle


PeopleSoft FSCM 9.2 Release Notes (Through Update Image 7)

PeopleSoft 9.2 Delivery Model

Play Now

PeopleSoft FSCM 9.2 represents Oracle’s ongoing commitment to investing in our existing suite of applications and to enabling customers to make choices that best fit their business needs. The PeopleSoft FSCM 9.2 Release Notes describe enhancements grouped by product area within each of the following solutions:

• PeopleSoft Financial Management Solutions 9.2

• PeopleSoft Asset Lifecycle Management 9.2

• PeopleSoft Enterprise Service Automation 9.2

• PeopleSoft Supply Chain and Supplier Relationship Management 9.2

This document also discusses global compliance and cross-pillar enhancements.

Features That Are Common to Multiple Applications This section discusses new enhancements that are common to multiple applications, also known as cross-pillar features.

With the release of FSCM 9.2, Oracle delivers:

• PeopleSoft Search Framework

• Pivot Grids

• Embedded Help

• New PeopleSoft Online Help Solution

• PeopleSoft Continuous Delivery Model

• PeopleSoft Update Manager

• PeopleSoft Interaction Hub

• PeopleSoft iPad Certification

• Third-Party Hosted Credit Card Storage and Payment

• PeopleSoft Import/Export Utility


http://youtu.be/SKzPcPz7qn4


• Approval Framework Improvements and Extensions

• Financials Audit Trail for Supplier Changes

• Attachments

• WorkCenters

• Forms and Approval Builder

• Online Supplier Registration and Collaboration

• Mobile Applications

• Data Migration Workbench for Application Data

• Business Process Weaver

• Value Add Integrations

PeopleSoft Search Framework

Global Search Video Feature Overview

Play Now

With PeopleSoft FSCM 9.2, Oracle provides a Global Application Search feature that enables users to search across multiple, related components. The PeopleSoft Search Framework - Secure Enterprise Search (SES) provides a familiar user interface that is similar to faceted searches on consumer internet sites. It provides users with secure access to the organization's data sources, such as FSCM modules and file attachments.

With SES capabilities at the Global level, you have better access to enterprise information while protecting sensitive data from unauthorized users. The search is secure and supports multiple languages.

Advanced search capabilities are available with this feature as well as user-defined search groupings that enable users to locate the information they are seeking quickly and to take action on the related search results.

Example of the Global Search field in the Oracle header

In addition, FSCM 9.2 allows SES capabilities in components starting with the Procure-to-Pay business processes, as well as Assets and Expenses. Similar to the PeopleTools search capability, users have additional search criteria as well as a keyword search to enable more granular and user-defined searches.


http://www.youtube.com/playlist?list=PL8E05F05D40766171


Example of a Search page within the Purchase Orders component

Pivot Grids

Pivot Grid Video Feature Overview

Play Now

PeopleSoft Financial Management 9.2 Pivot Grids

Play Now

Pivot Grids were introduced in PeopleTools 8.52 to provide self-service, interactive, analytical grids and charts for users to segment and filter data.


http://youtu.be/HjeTC7dPeBs

http://youtu.be/K0Xp0GN-Dfg


Example of a Pivot Grid

Pivots grids are based on PS Queries and can display the results in a grid format, a chart format, or both. You use the Pivot Grid Wizard (Reporting Tools > Pivot Grid > Pivot Grid Wizard), which is a five-step process, to design how the page will appear to users.

Pivot Grids can be added as pagelets (on a user’s Home page) and to the Queries tab in a WorkCenter.

Embedded Help Detailed, embedded help is available for users when they select the information (question mark) icon available on group boxes, grids, or scroll areas on a page.



Example of Embedded Help in a transaction page

These page-specific instructions are designed to help users understand what they should do to complete a specific task or transaction. The help message appears in a modal window that can be moved around the page, and it remains visible as users navigate through the page.

Embedded help is configurable in the message catalog, where organizations can create, edit, and provide their own embedded help text.

Embedded help was initially delivered as part of the continuous delivery model in PeopleSoft FSCM Release 9.1 January 2012 release for PeopleSoft Expenses and eProcurement. Embedded help for additional self-service and administrative transactions is available in the FSCM 9.2 release.

New PeopleSoft Online Help Solution

What Is PeopleSoft Information Development? Video Feature Overview

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Starting with 9.2, PeopleSoft delivers a new help solution interface that looks and functions much like a website rather than the book format structure for help documentation in the past. The new online help solution includes these features:

• A modern user interface to engage with our application help content.

• A new content structure that allows for a more intuitive help-content to application-page relationship.

• A Business Process Map (BPM) graphical integration and navigation with the online help documentation.

• Embedded media, such as feature demonstration videos and audio files.


http://www.youtube.com/playlist?list=PL4okLhHVjSg78Bdmq5tDUjRxrZqfFmpfJ


The new help solution offers a navigation option similar to the websites users are already familiar with

Users can navigate and access help information in multiple ways:

• Using the Help link on the application pages.

• Browsing the related BPM.

• Browsing by product line.

• Using pertinent related links.

• Using search mechanisms.



PeopleSoft’s new online help solution offers the same robust documentation users expect but with many more options for accessing the help easily and quickly

When viewing BPMs, links within the maps take you to the help content for the corresponding online help documentation. Links are identified by red, underlined text:

When viewing BPMs delivered with the help documentation, click the links at various stages in the business process flow to be taken directly to help documentation for that page

Along with the new online help solution, PeopleSoft continues to deliver hosted documentation and downloadable PDFs. No matter how you want to access help documentation, PeopleSoft has made every option as easy and informative as possible.



PeopleSoft Delivery Model

PeopleSoft Delivery Model Video Feature Overview

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Oracle is committed to protecting the value of your software and delivering a superior ownership experience by continuing to support and invest in the PeopleSoft applications that you use. The goal of our PeopleSoft Delivery Model is to significantly reduce the cost of upgrading so that you can take advantage of newly available functionality whenever you choose to do so.

As part of this commitment to our customers, we are delivering new capabilities and features for the industry-leading PeopleSoft applications on a continual basis through Update Images – outside of major releases using our PeopleSoft Update Manager technology. This gives our customers control of when they upgrade, what new features they wish to adopt, all while doing so at a low cost.

PeopleSoft will accomplish this by delivering new features and capabilities within each calendar year between major releases. You can obtain them for PeopleSoft 9.2 applications through several existing mechanisms:

• PeopleSoft Image

• PeopleSoft Release Patchsets (PRP)

• Revision recut media

If you are a PeopleSoft customer and your organization is live on the current release, you can obtain the latest capabilities by using PeopleSoft Update Manager technology to apply new features to your applications delivered through update images made available to you on a regular basis. Update Images include all maintenance and new features and functionality available up to the point in time when the Update Image is posted.

This delivery model means that you no longer have to wait for major point releases in order to take advantage of new features and functionality. And should you decide to upgrade to the next major point release in the future, having applied Update Images to your existing 9.2 installation will mean the upgrade process to the next point release will require far less work and cost than in the past.

If you are upgrading from a previous release or if you are a new customer installing the current release, you can verify that you have the latest capabilities by deploying the most recent revision recut from the Oracle Software Delivery Cloud. Then you can apply updates and additional features using PUM.

The Revision recut media includes the latest General Availability software release, all of the maintenance postings up to the date of the revision recut, and all of the new features up to the date of the revision recut.

PeopleSoft will deliver new application features at different times and over the course of the release through PUM. Revision recuts are planned for annual delivery through the Oracle Software Delivery Cloud. PeopleTools releases are planned for annual delivery through the Oracle Software Delivery Cloud. PeopleSoft application releases are planned for delivery every three years through the Oracle Software Delivery Cloud.


http://www.youtube.com/watch?v=SKzPcPz7qn4&feature=share&list=PL4okLhHVjSg5nP9So9CtQVMeA_GS_PqAG


PeopleSoft Update Manager

PeopleSoft Update Manager provides the tools a customer needs to reduce time, effort, and the cost of maintaining PeopleSoft applications. On a regular schedule, PeopleSoft will deliver the most current PeopleSoft application code and objects in the form of a PeopleSoft Update Image on an Oracle VirtualBox virtual machine. PUM includes a fully functional application environment, a new Lifecycle Management PIA application, and utilizes familiar tools, such as Change Assistant and Change Packager, to provide a way for customers to select what they want to patch to their environment.

With PUM:

• Your environment does not have to be current on maintenance.

• You can select a single fix and have the system automatically find the needed prerequisites to add that fix.

• You can get current on fixes by having the system generate a custom change package that suits the current state of your environment.

Lifecycle Management

Cost and effort should no longer be primary factors when customers decide whether to stay current on application patches and fixes. Unfortunately, the process of patching with bundles and maintenance packs has made maintenance expensive and time consuming. Some customers have tried to pick specific critical fixes, only to find problems and costly delays when trying to apply critical, as-needed patches. Other times, customers have run into problems trying to discern the interdependency between patches. These kinds of problems compound over time and make it very difficult to get back to an environment that is fully patched.

PeopleSoft Update Manager alleviates many of these patching issues by:

• Making it quick and easy to download a current PeopleSoft Image running on Oracle VirtualBox technology.

• Providing customers with the ability to search for specific updates by bug ID or by specific object reference.

• Generating a custom change package definition based on the customer selection and the updates already applied to the customer’s environment.

• Drawing updated objects from the most current PeopleSoft Update Image. • Automatically including prerequisite and post-requisite updates. • Providing customers with a change package definition wherein each distinct object is called out

only one time and applied only one time in the correct sequence.

The PeopleSoft Update Image and the new Lifecycle Management PUM PIA application result in no more prerequisite bundles or maintenance packs. Every PeopleSoft Image is cumulative and contains the updates from previous images for the application release. The custom change package contains only those objects that are required based on the customer’s selection, and distinct objects are applied only once to the customer’s environment. Customers see the benefits in reduced time and effort for analysis and preparation, patching, and patching verification and validation.

PeopleSoft Update Manager Video Feature Overview

Play Now


https://stbeehive.oracle.com/content/dav/st/PeopleSoft%20Internal%20Training%20Sessions/Public%20Documents/VFOs/PeopleSoft_Update_Manager/PeopleSoft_Update_Manager.html


PeopleSoft Interaction Hub The PeopleSoft Applications Portal has been rebranded as the PeopleSoft Interaction Hub. PeopleSoft is offering an extended restricted use license (log in required) of the PeopleSoft Interaction Hub, which is free with PeopleTools. This change extends the existing restricted use license to include the additional capabilities of Dynamic Unified Navigation and Site-Wide Branding.

These additions supplement the capabilities provided in the previous restricted use license, which remains available: creation and use of collaborative workspaces and pre-built collaborative services for use in related content.

If customers want to use the PeopleSoft Interaction Hub for traditional portal purposes, they can employ its full capabilities, such as multiple site deployment/management and content management by buying the full, unrestricted license.

PeopleSoft iPad Certification

PeopleTools iPad Certification Video Feature Overview

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The Apple iPad and other tablet devices are growing in popularity and now you can use these devices to access your PeopleSoft applications. PeopleTools 8.52 is certified on the Safari browser on an iPad running version 4.2 or later.

The PeopleTools certification on the Safari browser offers you not only the ability to use dashboards and WorkCenters on your iPad, but you can do almost anything on your iPad that you can do on your desktop system. This exciting user interface platform has unlimited potential for enabling you to access your PeopleSoft application content from your mobile device.

Third-Party Hosted Credit Card Storage and Payment PeopleSoft 9.2 introduces a new option to secure credit card information. The new approach to payment security enables a third-party host to handle collection, storage, and transmission of credit card data. This model is referred to as Third-Party Hosted Credit Card Storage and Payment and is available in PeopleSoft Order to Cash applications (Order Management, Billing, eBill Payment, and Accounts Receivable). Businesses with an Order to Cash system can convert from a traditional credit card model (local storage of credit card data) to the new hosted model.

In the hosted model, only the following data is stored locally:

• Credit card type

• Last four digits of the credit card number

• Payment processor name

• Profile ID


http://www.youtube.com/playlist?list=PLD0C684D9FC38EC3C


Side-by-side comparison of the traditional and hosted credit card models

The Third-Party Hosted Credit Card Storage and Payment model includes the following functionality:

• A conversion program reads locally stored credit card data in Order to Cash records and creates a profile in the hosted site.

Note: There may be a fee associated with converting the data of each credit card to a profile.

• A secure wipe program securely and permanently erases all credit card information once a PeopleSoft Order to Cash system switches to the hosted credit card model.

• Users enter sensitive credit card information on the third-party hosted site.

The primary account number is replaced with a surrogate value known as a token. This token, together with the credit card type and the last four digits of the payment card number, is collectively referred to as a profile in PeopleSoft FSCM 9.2 Order to Cash applications. The profile ID is stored in the FSCM database.

• The third-party hosted site sends a response back to the Order to Cash application that initiated the credit card entry or payment.

History is captured whether or not the authorization or settlement was accepted or denied.



The Credit Card Options page is part of the setup for the hosted model

PeopleSoft Import/Export Utility This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

PeopleSoft Financials 9.2 delivers a data mapping and transformation utility called the Data Export Import Utility that enables users to map fields easily and interface both incoming and outgoing data between a source and a target data structure. The data set for the source and target can be in XML, flat file, or record format. Examples of typical uses for the utility are:

• Importing external data from third-party systems.

• Exporting data to third-party systems.

• Creating payment files by format.

• Creating statutory audit files.

You can change existing maps, or add new maps and new data structures, to export or import data without making coding changes or customizations. The source and target data structures are based on PeopleSoft Document functionality. Once a source and target document are defined, you choose the field mapping between source and target, and you set up transformation rules to apply to each field in the source and target data structures. Dynamic value filtering capability during execution time enables you to select the data that needs to be processed.



Example of Map Definition Detail page showing field-by-field mapping and transformation rules

Approval Framework Improvements and Extensions PeopleSoft Financials and SCM 9.2 builds on Release 9.1 to extend and enhance further the use of the Approval Framework (formerly AWE) to meet increasing business control requirements. The following enhancements are enabled for the Financials and SCM 9.2 applications:

• Adding an ad hoc approver during the approval cycle.

• Adding comments and attachments to a transaction during the approval cycle.

• Extending the Approval Framework to support Commitment Control Budget Journals.

• Extending the Approval Framework to support specific Treasury and Asset Management flows.

Please review each product area for details.

Financials Audit Trail for Supplier Changes

PeopleSoft Financials 9.1 introduced the Financials Audit Framework, which provides efficient tracking of transaction processing through a configurable audit trail with increased visibility while managing system resource usage.

PeopleSoft Financials 9.2 extends the use of the audit trail to support the changes made to the supplier core data. Customers can configure the data elements that must be tracked in terms of changes. Customers can see the changes and who made them through the Financials Audit Trail online inquiry.

For more information, refer to Financial Audit Trail for Suppliers.



Attachments Attachments enable you to provide supporting documentation for financial transactions. PeopleSoft Financials 9.1 provided customers with a framework to attach supporting documentation to the financial transactions themselves. PeopleSoft Financials 9.2 extends this capability to transactions within the following products:

• Expenses

• Receivables

• eBill Payment

• Payables

• Asset Management

• Treasury

For more information, please refer to the respective product sections.

WorkCenters

The goal of the WorkCenter is to consolidate and centralize access to relevant data and enable the organization to provide the tasks that must be completed by users. The PeopleSoft FSCM 9.2 WorkCenters use the PeopleTools WorkCenter Framework and the FSCM Application WorkCenter Framework, which facilitates the configuration of the delivered pagelet content. WorkCenter pagelets help drive the transaction and work area for users to complete sets of tasks based on their functional area.

The FSCM 9.2 WorkCenters deliver four standard pagelets: My Work, My Links, Queries, and Reports and Processes.

Example Receivables WorkCenter – My Work pagelet

FSCM WorkCenters are preconfigured by user role. However, they can be modified during implementation, or upgrade, based on the needs of your organization. Functional administrators determine the level of information that appears for an end user and the capabilities that they want to enable for end users. The framework allows for end users to personalize the content at a user, role, or permission list level.



PeopleSoft FSCM 9.2 includes WorkCenters for these applications: Payables, Billing, Receivables, General Ledger, Supply and Demand, Project Costing, Staffing, Contracts (including Grants and Projects), Supplier Administration, and SRM Buyer Administration.

PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces WorkCenters for these applications: Asset Management, Maintenance Management, and Treasury/Cash Management.

For specific information for each product WorkCenter, see the individual product sections.

My Work Pagelet

This pagelet includes personalized and user-specific work items for a user to review and complete. The work item links have been pre-seeded in each of the delivered WorkCenters based on specific user roles.

When accessing the My Work pagelet, users should be able to work through the most critical daily tasks using the content provided through My Work tasks. The result set of the task appears in the transaction area (the right pane) along with the capability to filter and take actions.

Users can set specific filter criteria to manipulate the result set and delegate the workload in an enterprise. The filter criteria can be used to show only transactions that are user-, role-, or permission list-specific.

PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability to configure the My Work filter at the role level, thus providing improved control by limiting users to access a single value at a time.

PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability for administrators to set filter values for users by role using the Filter Value Copy Wizard. They can copy one user’s filter values to one or more other users; and they can delete filter values for users.

My Links Pagelet This pagelet includes links to the most important application components that each functional user needs to use and access. Users can personalize this pagelet to include any internal or external link.

Queries Pagelet

This pagelet includes access to Query Manager and any public or private queries to which the user has access. Users can view the query output in the transaction area (right pane).

Pivot Grid output for PS Queries can be accessed using this framework.

PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability to change the descriptive name for queries and pivot grids.

Reports and Processes Pagelet

This pagelet includes access to key processes and reports that users need to run and for which the user has security access. Users can view the PeopleTools Reporting Console if they have appropriate security access.

Forms and Approval Builder

Forms and Approval Builder Video Feature Overview

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Forms and Approval Builder is designed to help organizations eliminate paper and email based forms, replacing them with auditable, electronically approvable, and immediately accessible forms and form data. This tool is a PeopleSoft common component that offers analysts the ability to specify an unlimited number of various field types to appear on a form; define instructions, attachments, and approval routing paths for forms; and map the form fields to PeopleSoft Component Interfaces so that the form can feed data to a PeopleSoft transaction.

Online Supplier Registration and Collaboration PeopleSoft FSCM Release 9.2 supports Online Supplier Registration and Collaboration using the following capabilities, which are available to applications that use the Vendor (now renamed Supplier) core information:

• Self-service registration for new suppliers and new bidders.

• Employee self-service supplier registration.

• Supplier approval management.

• Invitation management.

• Configurable Profile Questions.

Additional enhancements were introduced to the online registration pages and the registration history page in PeopleSoft FSCM 9.2 Update Image 4, December 2013.

Self-Service Registration for New Suppliers and New Bidders

This new step-by-step registration process for new suppliers and new bidders can be configured to be accessible on your organization’s public website for unsolicited requests so that any supplier or bidder can request to do business with you. Alternatively, it can be configured for access by invitation only, whereby you can send selected contacts an email with a URL and registration code for accessing the registration pages. You also can configure registration templates to enable existing suppliers to register new user accounts.



Example of the Registration Template - General page for registering new suppliers

The Online Supplier Registration system offers new pages to set up registration templates used for new suppliers, new bidders, or new supplier users to self-register.



Example Welcome page for a prospective supplier during online registration

The registration information and pages that you expose to the selected audience are configurable with the ability to route the new Supplier or new Bidder requests through an approval process. You can enable Duplicate Supplier Checking to ensure the supplier does not already exist in the system and enable Office of Foreign Asset Control (OFAC) denied parties screening. Within the approval pages for each supplier registration request, users have most of the same options that are available for other transactions that currently use the Approval Framework.

Enhancements were introduced to the online registration pages and the registration history page in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

Employee Self-Service Supplier Registration

Employee Self-Service Supplier Registration has a user experience similar to the new supplier and new bidder registration pages and is configurable to capture the same type of information through the supplier portal. Instead of someone in the organization calling the Supplier Management department or sending an email requesting a new user account, an employee can enter a request directly into the system and have the request routed through the Approval Framework. Upon approval, the system automatically creates the supplier record.

Manage Supplier Approvals

After suppliers or employees submit new registration requests, PeopleSoft automatically submits the request for review and approval using the Approval Framework. Reviewers and approvers receive an automated notification that a new registration request is awaiting their approval.



Manage Invitations

The Manage Invitations page helps you send registration invitations and other email notices to selected Supplier and Bidder contacts. You are able to select from an assortment of user-defined and delivered email templates. Invitations can be associated directly with a registration template so that email content automatically contains all of the information that solicited suppliers need to access the online registration pages. Other examples for which you may want to leverage Manage Invitations is to notify suppliers that your system will be down for maintenance during a specific time or to send a reminder notice to suppliers to keep their profile information up to date.

Configurable Profile Questions

Use configurable profile questions to create a master set of user-definable questions and information, from which you can select any or all on different registration templates. This is useful for capturing supplier and bidder information that PeopleSoft does not automatically require, such as additional diversity information or questions that are unique for your organization.

Please refer to the product sections below to see how Online Supplier Registration has been leveraged in a particular application.

Mobile Applications PeopleSoft delivers the following mobile applications for access from your mobile devices:

• PeopleSoft Mobile Time Entry

• PeopleSoft Mobile Approvals

• PeopleSoft Mobile Expenses

• PeopleSoft Mobile eProcurement

PeopleSoft Mobile Time Entry Play Now

PeopleSoft Mobile Approvals Play Now

PeopleSoft Mobile Expenses Play Now

Access the Mobile Applications page to launch the delivered PeopleSoft Mobile Applications (Main Menu, Employee Self-Service, Mobile Applications):


http://www.youtube.com/watch?v=26ShLV0lvLo&feature=c4-overview-vl&list=PLD0C684D9FC38EC3C

http://www.youtube.com/watch?v=VQgpghs5Yug&list=PL8E05F05D40766171&index=14

http://www.youtube.com/watch?v=Z0Go9T0jd8A&list=PL8E05F05D40766171&index=15


Mobile Applications page

PeopleSoft Mobile Time Entry

PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability to capture time worked on projects and non-projects using a mobile device. Two views are offered, a calendar view and a timesheet view.



Mobile Time Entry – Calendar view

Use your mobile tablet or phone to access the application and manage your time reporting on the go. Features include:

• A tool that is intuitive and easily accessible to employees.

• Two views to choose from, calendar view and timesheet view.

• The ability to enter, maintain, and submit time reports.

• The ability to copy timesheets.

• The ability to enter project ChartField information automatically.

• The ability to view time entry history.

• A link to Mobile Approvals, where approvers can approve or deny pending time sheets.



PeopleSoft Mobile Expenses PeopleSoft Mobile Expenses provides mobile entry of expense reports, Wallet entries, approval actions, and review of past expenses. (Managing cash advances and travel authorizations are not included currently.)

Use your mobile tablet or phone to access the application and manage your expense reporting on the go. Features include:

• Entering, maintaining, and submitting expense reports (with business rule validation).

• Reviewing expense report history (reports and statuses for the past six months).

• Adding, reviewing, and editing My Wallet transactions.

• Receiving notices that alert you to travel advisories, expense policy changes, and so on.

• Viewing delivered expense report analytics and metrics.

• Linking to Mobile Approvals, where approvers can approve or deny pending expense reports.

To access the Mobile Expenses application, use the latest Google Chrome browser from your mobile device and launch the Mobile Applications page. See Mobile Applications Page.

From the Mobile Applications page, select the Expenses button:

Mobile Expenses sign-in page (tablet view) - email this URL to yourself for mobile access

After users sign in with their User ID and password, they will see the Expenses primary home page. The Expenses primary home page is virtually identical whether launched from a mobile phone or a tablet and includes the same functionality. The only difference is that the mobile phone version is scaled to fit the smaller screen size of the mobile phone device:



Mobile Expenses home page (mobile phone view)

For more information on Mobile Expenses, see New Browser and Mobile Expense Reporting User Interfaces.

PeopleSoft Mobile Approvals

PeopleSoft Mobile Approvals gives you the flexibility to approve transactions on the go. You can log into the PeopleSoft system from a mobile device, such as a tablet or smart phone, and process transactions that are pending your approval. You can perform the following functions on the go:

• Approve, deny, or push back pending transactions at the header level from a mobile device.

You can perform approval actions for individual transactions or multiple transactions at one time.

• View attachments, if applicable, and add comments for approval actions.

• Preview a graphical representation of the transaction approval flow, view other approvals, and view comments that previous approvers entered.

PeopleSoft provides the Mobile Approval Framework for expense reports, journal entries, purchase orders, requisitions, and vouchers. Click the Approvals button from the Mobile Applications page:



Approvals home page (tablet view) – email this URL to yourself for mobile access

The Approvals home page provides access to the respective transactions that are pending the login user’s approval, as well as other analytics from which you can drill down to view the details. Select any button or graph bar to open the main page with the selected pending approvals. For example, you can select the Journal Entry bar in the graph to open the main page with only the journal entries that are pending your approval.

Similar to dashboards or worklists, Mobile Approvals provides a convenient option for reviewing and approving pending transactions. All transactions must be created in the database first and must adhere to the Approval Framework logic and configuration within each application. For information on configuring Approval Framework for each application, see related topics by product.

PeopleSoft Mobile eProcurement

PeopleSoft Mobile eProcurement provides the following functionality from a mobile tablet, such as an iPad:

• Add and manage PeopleSoft requisitions on the go.

• View recently ordered items, search for catalog items, direct connect items, and, add catalog items and direct connect items to the shopping cart.

• Upon completing a requisition and returning to the summary page, your entries automatically update the database.

PeopleSoft Mobile eProcurement requires web-based (Wi-Fi) connectivity. No AppStore installation is required.



Data Migration Workbench for Application Data PeopleSoft 9.2 introduces the Data Migration Workbench, which enables you to compare, validate, and copy application configuration data from one database to another using Application Data Sets (ADS) as its underlying transport technology.

The Data Migration Workbench is an effective alternative to Data Mover scripts, providing greater visibility and control of managed changes in your environments. Any authorized developer or administrator can easily define application data sets using the PeopleSoft Pure Internet Architecture (PIA) and compare and copy the data in much the same way as the copy and compare process of managed objects.

This functionality is introduced in 9.2 for the following applications:

• Allocations

• WorkCenters

• Accounting Rules

See also Data Migration Workbench - Allocations Configuration Data.

Business Process Weaver This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

Organizations manage core business processes differently depending on industry and business practice. Each organization needs to run processes in a certain order while maintaining flexibility to easily change the manner of data flow. PeopleSoft supports this need through a variety of tools, providing the ability to group a set of core processes and execute them properly within a flexible framework that connects the processing logic with the business data being processed.

PeopleSoft Business Process Weaver, a visualization and orchestration platform, enables organizations to model, manage, and support the stringing of scheduled processes (both delivered and custom), including the grouping of processes (PSJob) and user interactions. You can string processes together and include user intervention in validating the results before or after specific processes. The following example shows the process flow orchestration between PeopleSoft Contracts and Billing:



Value Add Integrations PeopleSoft Financials and SCM Release 9.2 deliver the following integrations (please refer to the PeopleSoft product indicated for further information):

Integration PeopleSoft Products

GL to Hyperion Planning General Ledger

Financials to Hyperion Financial Close Manager General Ledger

GL to Fusion Accounting Hub General Ledger

Oracle Fusion Accounting Hub to PeopleSoft GL General Ledger

Projects to Primavera P6 Program Management, Project Costing

Procure to Pay and Expenses to Oracle Governance, Risk & Compliance

Purchasing, Accounts Payable, Expenses

Expenses to Oracle Imaging and Process Management (I/PM)

Expenses

Global Options and Reporting PeopleSoft continues to support global requirements that originate from regulators. PeopleSoft Financials/SCM Release 9.2 supports several features that impact global customers and their related implementation requirements. Global features can impact several products or be part of the Global Components Framework.



Support for the International Bank Account Number (IBAN) This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 7 in May 2014.

As of February 2014, bank accounts in many European countries are no longer referred to by the local, domestic bank account number but rather by the International Bank Account Number (IBAN). To meet those legislative changes, PeopleSoft pages in Expenses, Payables, Receivables, and Treasury show the IBAN number wherever the local bank account number is currently displayed, provided IBAN functionality is enabled for that country on the IBAN Formats page. The Display IBAN check box has been added as a new field to the IBAN Formats page (Banking, Banks and Branches, IBAN Formats). By default, the Display IBAN check box is deselected. In this case, the country uses the standard IBAN functionality. When a user selects the Display IBAN field, pages that currently show the local bank account number will also display the IBAN. The IBAN has also been added to reports in addition to the bank account number where appropriate.

VAT Changes PeopleSoft Financials Release 9.2 provides the ability to produce the EC Sales List (ESL) for the UK as an XML file, which may be submitted to HMRC.

EFT Payment Formats PeopleSoft Financials release 9.2 addresses the following changes:

• SEPA Rulebook 6.0 for Credit Transfers and Direct Debits • CCD+ NACHA • CBI EFT for Italy • DTAZV for Germany • Multi Currency enhancement for EFT in Switzerland • SPS Payment Formats support for GWA reporters of the US Federal Government

Taxes and Withholding Taxation and withholding rules are updated in PeopleSoft Financials Release 9.2 with the following:

• TDS Certificate and Quarterly Return for India • International ESL File Extract • Global Withholding Report for Japan

In addition to these updates, PeopleSoft Financials Release 9.2 delivers a series of connected queries that generate a set of XML files containing transaction and master file data that can then be used to create the SAF-T (Standard Audit File for Tax purposes) file in the required format.



Financial Management Solutions The following sections provide information about the new Financial Control and Reporting features and enhancements in PeopleSoft Financial Management 9.2. They are presented by product:

• Expenses

• General Ledger

• Payables

• eSettlements

• Receivables

• Treasury and Cash Management

Expenses 9.2 In PeopleSoft Expenses 9.2, Oracle offers the following enhancements:

• New Browser and Mobile Expense Reporting User Interfaces

• Expense Report Withdrawal

• Expense Report Receipt Management Options

• Expense Report Financial Summaries

• Visual Depiction of Expense Report Status

• Enhanced Credit Card Transaction Detail

• Sophisticated Expense Searching and Filtering

• Configurable Expense Certification

• Template Expansion and Refinement

• Global Per Diem Rule Enforcement

• Advanced Timesheet Approval Controls

• Transaction Governance

New Browser and Mobile Expense Reporting User Interfaces

PeopleSoft Expenses 9.2 Play Now


http://youtu.be/c3pdVW_t9Tk


PeopleSoft Expenses 9.2 delivers a contemporary new user interface for expense report entry that simplifies and streamlines the expense reporting process for users by leveraging the latest in user interaction science.

PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the new user interface for cash advances. The redesigned cash advance offers an intelligent grid for quick entry of the appropriate details for each anticipated expense, a summary of monetary balances related to the cash advance, the ability to withdraw the cash advance, embedded help instructions, a visual depiction of the workflow process that the cash advance is expected to follow after it is submitted, and more.

Modify Expense Report Page

The revised PeopleSoft Expenses 9.2 user interface uses the common Embedded Help framework, which provides a graphical help icon throughout the user interface to assist users when creating transactions. The redesigned interface replaces the occasional and expert expense report user entry modes offered in previous releases. It also incorporates the latest PeopleTools technologies to improve the overall experience.

In addition, Release 9.2 offers a connected, mobile PeopleSoft Expenses reporting user interface for portable devices, such as smart phones and tablets.



Mobile Expenses home page (mobile tablet view)

The mobile interface facilitates additions to the user’s My Wallet, review of My Wallet entries waiting to be imported into an expense report, full creation and submission of expense reports and time reports, and access to past expense report history. It also provides a manager’s link directly into the new Mobile Approvals features to review and approve expense reports.

This mobile Expenses interface is the first of the new wave of Mobile Applications for PeopleSoft, and it can reduce maintenance costs because it works with any tablet or smart phone platform that supports HTML5.

PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability to enter time worked on a project, as well as non-project time, on a regular schedule. This is intended to accommodate accounting closes and billing deadlines, which are essential to cash flow and accurate financial reporting. Two views are offered to capture time: a calendar view and a timesheet view.

For more information regarding Mobile Applications, see Mobile Applications.

Expense Report Withdrawal With PeopleSoft Expenses 9.2, users can withdraw expense reports that they have submitted as long as the report has not been reviewed or approved by a manager or auditor. This feature returns the expense report to a pending status so that a user can correct mistakes or omissions and resubmit it. The withdrawal feature cancels any routed approvals, and the resubmission sends the report back through the approval workflow process as usual.



View Expense Report page after it has been submitted

Expense Report Receipt Management Options PeopleSoft Expenses 9.2 has several options for easing the burden of receipt capture and management, including support for file attachments at the expense report header and line levels.

The configurable framework has the ability to specify whether attachments are allowed at the header (report) level, the line (transaction) level, or both.

Finally, Expenses 9.2 integrates with the document management system Oracle Imaging and Process Management (Oracle I/PM). Organizations using this integration can provide robust tools to users to capture an image and attach their receipts (using automatic bar coding) to the expense report for approval, audit, receipt verification processing, and so on.

Installation Options – Expenses page (partial page)

Expense Report Financial Summaries With PeopleSoft Expenses 9.2, new analytics on the expense report user interface include Expenses by Day, Totals by Department, and Totals by Project/Activity views.



View Expense Report - Expenses by Day page

This modal window appears when you click the View Analytics link on the Summary and Submit page or the View Expense Report page.

Visual Depiction of Expense Report Status The new Expenses user interface presents a graphical status bar that offers an at-a-glance view as to where the expense report is in the process. It dynamically reads the approval workflow setup to display the workflow steps, so the user can determine how many more steps are needed before receiving reimbursement.

See the View Expense Report page in the Expense Report Withdrawal section.

Enhanced Credit Card Transaction Detail PeopleSoft Expenses 9.2 offers support for credit card feed enhanced data (sometimes referred to as level 3 data) from credit card suppliers. The enhanced data provides additional breakdowns of each transaction (for example, airfare, car rental, hotel folio, and so on) and can be configured with additional mapping to break down the transaction automatically into its subsequent components. With enhanced data, users can have a transaction pre-itemized, saving them time and steps, as opposed to using the Receipts Split or Hotel Wizard functionality. The enhanced data can also trigger additional approval refinement templates or risk assessment templates based on setup and rules.



Expense Types 1 page

Sophisticated Expense Searching and Filtering PeopleSoft Expense 9.2 provides global and component searching to perform advanced, text-based searches using Oracle’s PeopleSoft Search Framework - Secure Enterprise Search (SES). Keyword search capabilities are available in the View Expense Report component.

Configurable Expense Certification PeopleSoft Expenses 9.2 offers organizations a new user certification capability in the expense report submission process. Users are able to attest to the accuracy of their report and to their compliance with organizational expense policies. The legal terminology is captured in the PeopleTools Message Catalog so that it can be reconfigured without customization to any text.



Create Expense Report page

This text also appears on the Modify Expense Report page.

Template Expansion and Refinement Expansion of the existing role-based privilege templates in Release 9.2 provides the flexibility to enable a simpler presentation of only the critical information while controlling which roles have access to the appropriate data.

A new approval and risk refinement template for older transactions flags approvers and auditors of transactions that are older than a customer-definable number of days. For example, when the expense policy of an organization dictates that expenses that are older than six months can no longer be reimbursed.

To use this feature, access the Approval Risk Template page and the Approval Refinement Template page.

Global Per Diem Rule Enforcement With PeopleSoft Expenses 9.2, a configurable per diem rules calculator accommodates variable per diem rules.

The new calculator offers:

• A new range category to establish a virtually unlimited number of daily or hourly ranges that determine per diem reimbursement amounts.

• Per Diem deductions by percentage, amount, and by a flexible formula configuration.

• A flexible formula setup page with key per diem data fields and mathematical operators to support complex per diem rules. The formula setup page is also expected to provide a test option so that administrators can perform what-if scenarios to simulate the calculation of per diem transactions.

To use this feature, access the Per Diem Calculation Setup page.

Advanced Timesheet Approval Controls Oracle delivers a new line-level routing that allows a timesheet or expense sheet to be broken apart by line items for approval to different project managers in PeopleSoft Expenses 9.2. Project managers see only the row or rows that they need to approve (the rest are grayed out). Additionally, timesheet rows that have been approved individually flow to PeopleSoft Project Costing even if other rows on the timesheet have not been approved.



Business Unit 2 page (partial page)

Transaction Governance PeopleSoft Expenses 9.2 delivers fraud detection software integrated with the Oracle Governance, Risk and Compliance (GRC) T&E Monitoring Accelerator product. This integration enables GRC to monitor PeopleSoft Expenses data and flag administrators or auditors of potential risks or issues that can often lead to expense reimbursement fraud.

General Ledger 9.2 PeopleSoft General Ledger 9.2 delivers products and enhancements that allow Finance and Accounting to support the business through insight and improve operations through efficiency and automated controls.

The following In-Memory Real-Time Bottom Line products were added to improve productivity and expedite business decision support:

• In-Memory Financial Position Analyzer • In-Memory Financial Allocations Analyzer

The following enhancements were added to improve visibility into financial balances and activity:

• Adjustment Period Option for Average Daily Balances (ADB) • Separate Debit and Credit Visibility • Financial Projected Balance (T-Account) Visibility • Incremental Update for Hyperion Essbase Ledger Cube • General Ledger to Hyperion Planning Integration



The following enhancements were added to improve efficiency and productivity in finance and accounting operations:

• General Ledger WorkCenter • General Ledger Dashboard • Improved General Ledger to Sub-System Reconciliation • Account Reconciliation Management • Combination Editing by Transaction Source • Inconsistent Combination Editing ChartFields Report • Financials Integration to Hyperion Financial Close Management • Data Migration Workbench - Allocations Configuration Data • General Ledger Integration to Oracle Fusion Accounting Hub • Oracle Fusion Accounting Hub Integration to PeopleSoft General Ledger

The following enhancements were added to improve automation of controls and support for audit and regulatory requirements:

• Balance Sheet Valuation through Settlement Date • ChartField Request and Approval • Government-wide Treasury Accounting Symbol (GTAS) Adjusted Trial Balance System • Mass GL Journal Approval • Enhanced Approvals for GL Journals • Mobile Approvals for GL Journals • Logical Journal Delete Method • InterUnit and IntraUnit Journal Edit Balancing • Spreadsheet Journal and Flat File Journal Import Edits • Transform GL Journal Post to Application Engine • Commitment Control Enhancements (Expense Analysis & Control)

In-Memory Real-Time Bottom Line Products This solution suite was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

To improve productivity and expedite business decision support, Oracle takes advantage of the new ExaData machines to build out financial applications that greatly benefit from its exceptional processing power. PeopleSoft offers the following new products that are part of the new PeopleSoft In-Memory Real-Time Bottom Line suite, designed to help the CFO drive business performance through faster, well-informed decisions based on real-time simulations of business, organization, and regulatory changes before the changes actually occur:

• In-Memory Financial Position Analyzer

• In-Memory Financial Allocations Analyzer

The new In-Memory applications provide an Activity Guide for step-by-step simulations as follows:

• Create a scenario, select configuration elements, and version them to model the various possibilities.

• Through the power of In-Memory technology, graphically view the many steps chosen for the model.

• Process hundreds of rules with lightning speed.

• Review and compare scenario results in real time.



A Scenario Dashboard helps you create and manage scenarios for these solutions, providing you with alert notifications as specified in your criteria:

In-Memory Financial Position Analyzer

This solution was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013. PeopleSoft Financial Position Analyzer is a dynamic collaborative solution that allows financial decision makers to simulate business and market events against real-time financial data without affecting the actual financial position. For example, the Finance community can safely and accurately simulate the effects of a reorganization, or the effect of new regulatory requirements.

Using real-time financial data, the solution allows Finance to execute simulations of material activity that could affect the financial position and to make sound business changes within the period rather than waiting until after the period closes. Based on real-time simulation analysis of various scenarios, changes to the financial structure, such as new accounts or departments, can be deployed to the production environment.

The following is an example of a scenario definition of the Financial Position Analyzer:



Leveraging all of the power of PeopleSoft General Ledger and its differentiating capabilities, the Position Analyzer enables you to model the effect of material activity through the inclusion of what-if scenarios and to analyze results at the organization level or at more granular levels. Information can be analyzed by Finance and shared with the stakeholders and line managers to expedite business decisions. With this solution, guesswork is removed from the equation as scenarios are modeled and results can be reported instantly through delivered reporting tools.

Users can enter what-if journals (actual, statistical, or adjustments), edit and post, run PeopleSoft reporting tools to analyze and compare scenario results, and determine the best scenario to use in production.

In-Memory Financial Allocations Analyzer

This solution was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013. The PeopleSoft In-Memory Financial Allocations Analyzer is a solution that enables you to use the current production allocation rules and groups to model and compare multiple alternate allocation scenarios and to select the most favorable scenarios to deploy in production. The effect of complex allocations can quickly and easily be determined as business needs arise.

Examples of Financial Allocation Analyzer scenarios include:

• Simulating and comparing overhead expense allocations for various cost center structures. • Simulating and comparing revenue allocations to profit centers based on various assumptions.

You can model complex scenarios and run multiple PeopleSoft processes and then use reporting tools to analyze the results at various intermediate checkpoints.

Following is an example of the configuration step of an allocation scenario:



Once processed, you can use various delivered reporting tools to compare and analyze scenarios, such as scenario inquiry (summary, detail, and drill down), BI Publisher, pivot grid, and PS/nVision:

Enhancement to In-Memory Real-Time Bottom Line (RTBL) Products This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 5 in February 2014:

PeopleSoft enables you to easily maintain synonyms between the production schema and the RTBL schema when applying future RTBL change packages by specifying the relevant Production database name in the RTBL schema. Supply the production database name on the Configuration Options page before applying any patches.



Adjustment Period Option for Average Daily Balances (ADB) The automatic recognition of adjustments to the proper ADB period is critical to daily balance accuracy and visibility. PeopleSoft General Ledger has long provided customers the ability to maintain average balances automatically for specific periods or ad hoc periods. PeopleSoft General Ledger 9.2 provides the ability to associate adjustment periods that correlate with the regular accounting periods, making it easier to identify adjustments that were applied in the average balances. This functionality provides an option that defines whether to post adjustment journal entries to the ADB Ledgers using an adjustment period or a regular accounting period that is derived from the ADB calendar.

Access the Ledgers For A Unit - Journal Post Options page (Setup Financials/Supply Chain, Business Unit Related, General Ledger, Ledgers For A Unit, Journal Post Options):

Ledgers For A Unit – Journal Post Options page

The Post Adjustment Periods to ADB option defines whether to post adjustment journal entries to the ADB ledgers using an adjustment period (as defined for the ledger group) or using a regular accounting period that is derived from the ADB calendar. Options are as follows:

• Selected (default) - Select to post adjustment balances to the ADB ledgers with the same adjustment periods that are used in the detail ledger posting as defined on the Update Open Periods page (for example, 901, 902, and so on). There is an option on the ADB definition to include the adjustment periods in the calculated ADB balances as of the last or first day of the balance period.

• Deselected - Deselect this check box to post adjustment balances to the ADB ledgers using a regular accounting period as derived from the ADB calendar (for example, 01, 02, and so on). This is typically a daily accounting period.



Separate Debit/Credit Visibility When you enable the Separate DR/CR Amount Fields option on the Ledgers for a Unit - Definition page for a detail ledger, amounts appear in the separate debit and credit for both Foreign Amount and Base Amount fields. Prior to PeopleSoft 9.2, this functionality required customizations to the records to accommodate the storage of separate debit and credit balances. PeopleSoft 9.2 now automatically performs the required table modifications when you enable the functionality, without any customization required of the user.

Projected Balance (T-Account) Visibility This enhancement was modified in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

PeopleSoft General Ledger 9.2 provides the Projected Balance (T-Account) capability that enables users to check the effect of a particular line, or set of same ChartField combination lines, on the relevant balance directly from the Journal Lines page. Multibook capabilities as well as Separate Debit and Credit functionality are incorporated in the Projected Balance feature.

To enable the Projected Balance field to appear on the Journal Entry - Lines page, select the Projected Balance Field within a given Journal Entry Template. The Projected Balance field is located on the Miscellaneous tab of the Journal Entry Template page for selection.

Once you have enabled the Projected Balance field within a Journal Entry Template, select that particular template (click the Template List link from the Journal Entry - Lines page) to view and use the Projected Balance field in your journal entry.

Journal Entry - Lines page (with Projected Balance field enabled)

Click the Projected Balance link from the Lines page to access the Projected Balance page (opens in a modal window):



Projected Balance page (modal window) Without leaving the Journal Entry – Lines page, view the Projected Balance information for the selected journal line to check the effect of that line on the following (for the ChartField combination):

• Current Balance - Reflects the current ledger balance (prior to the posting of the highlighted journal line) of the selected line’s ChartField combination (in the example, Account 400000 for the PRNTRS product within Department 21000. The second line reflects the selected journal line amount. In the T-account, it appears as a proposed addition to the current balance.

• Projected Balance - Reflects what the ledger balance of the selected ChartField combination would be if the selected journal line were posted. In this example, it is the sum of −50,000.00 and −20,000.00.

Incremental Update for Hyperion Essbase Ledger Cube Hyperion Essbase is a three dimensional reporting tool that has been integrated to the PeopleSoft metadata through Cube Builder and a ledger template has been provided for 9.1. General Ledger 9.2 expands this integration by providing for the incremental update of the Essbase ledger cube. This provides efficiency and value in that material transactions can be recognized in the cube results without having to build the cube from scratch.

You use PeopleTools Cube Builder to build Essbase cubes initially:

• Load cube metadata using Trees/dimension queries.

• Load incremental metadata from updated Trees/dimension queries.

• Load transaction data.



• Load incremental transaction data, adding appropriate criteria (date time stamp) in the query.

PeopleSoft General Ledger 9.2 provides the following:

• Essbase Load Setup Options page to define parameters for loading transaction data.

• Incremental transaction data load through the regular Journal Posting process.

• Essbase Load Request page to load transaction data incrementally or reload transactions.

• Recurring process can be scheduled for incremental load using parameters from the Essbase Load Setup page and log file.

The Essbase Load process performs either incremental load or period load of ledger data. This initiates a separate Create Cube process for every outline name in your Selection Criteria using parameter values from the run control as well as the Essbase Load Setup Options page.

You can also call this process from the Post Journals Request page for incremental load. The Post Journals Request page includes an option to skip Essbase incremental load, if needed.

General Ledger to Hyperion Planning Integration Hyperion Planning is a budgeting toolset that customers use to plan, create, and run organization budgets. PeopleSoft General Ledger integrates with Hyperion Planning, integrating actual data to Hyperion Planning. Finalized budgets are integrated back to PeopleSoft General Ledger through a newly created accounting entry table. Standard budget journals are created and processed through the ledger flows for budget to actual comparisons.

PeopleSoft General Ledger Integration with Oracle Hyperion Planning and Budgeting (Oracle Support Document 1432843.1)

General Ledger WorkCenter PeopleSoft General Ledger 9.2 introduces the General Ledger WorkCenter to provide the accounting and finance users with a centralized work area in order to complete their financial and control tasks efficiently with reduced navigation. Key components of the General Ledger WorkCenter include:

• My Work – This pre-seeded pagelet gives Accounting and Finance users visibility into the most critical pieces of their job. Users know exactly what they should be working on at any time. This pagelet divides a user’s work into the following categories:

• Current Work – Provides users with control tasks requiring attention, such as Reconciliations pending approval and ChartField requests pending approval. Additionally, links are provided to tasks such as journals ready for processing, journals saved as incomplete, journals pending approval, journals approaching period end, and more.

• Exceptions – Provides users with alerts that link to journals in error with separate pagelets for journals with edit errors, journals with balance errors, journals with control total errors, journals in suspense, Commitment Control exceptions, and budget journal exceptions.

• Links – This pagelet includes links to the most important components that each functional user access most often. This pagelet can be personalized to include any internal or external links. These can include Tree Manager, Open Period Update, Ledger Inquiry, Journal Post, Process Monitor, Define ChartField Values, and so on. These are limited by a user’s security access.





• Queries – This pagelet includes access to query manager and any public or private queries based on a user’s security access. The query output can be viewed in the transaction area. The new Pivot Grid output for PS Query can also be accessed through this framework.

• Reports and Processes – This pagelet includes access to key processes and reports that a user accesses often. Processes can include Create Account Reconciliation, Request Allocation, Build Summary Ledger, and so on, Reports can be classified by category and include journal reports, trial balance, subsystem reconciliation reports, Reconciliation by ChartField, and so on, Users can also view the PeopleTools Reporting Console if they have appropriate security access.

Access the General Ledger WorkCenter (General Ledger, General Ledger WorkCenter):

General Ledger WorkCenter: Tree Manager page

General Ledger Dashboard PeopleSoft delivers the following pagelets with the General Ledger Dashboard: Ledger Balances Analysis pagelet and Account Reconciliation pagelet. You can access the General Ledger Dashboard directly (General Ledger, General Ledger Dashboard):



General Ledger Dashboard page You can also access the General Ledger Dashboard from your General Ledger WorkCenter:

General Ledger WorkCenter Dashboard accessed from the WorkCenter Use the filters to limit data, drag and drop rows and columns, expand the summary levels to view details, and display data in various chart formats. The pagelets use Pivot Grids, which are based on PSQuery and display the results in grid format, chart format, or both. You use the Pivot Grid Wizard (Reporting Tools, Pivot Grid, Pivot Grid Wizard) to design how the page is displayed. Pivot Grids can be added as pagelets (on a user’s Home page) and to the Queries tab in a WorkCenter.



Improved General Ledger to Sub-System Reconciliation In General Ledger 9.1, PeopleSoft provided enhancements to the Subsystem Reconciliation function to support a more efficient, online and automated balancing of the ledger to the PeopleSoft sub-ledgers. In addition, a drilldown of the un-posted transactions in PeopleSoft Payables and Receivables was also provided for additional visibility and operational management.

PeopleSoft General Ledger 9.2 expands the drilldown into unposted transactions from other PeopleSoft subledgers such as Billing, Treasury, and Expenses. Customers are able to identify what has not been processed and possibly identify bottlenecks ahead of the period close.

Account Reconciliation Management PeopleSoft’s Account Reconciliation provides a flexible tool by which to configure and manage the account reconciliation process. It streamlines and accelerates the reconciliation of accounts for each accounting period so that organizations can identify and correct errors in a timely manner in preparation for audits and external filings.

The PeopleSoft Account Reconciliation functionality enables you to:

• Identify specific ChartField combinations to be reconciled.

• Assign reconciliation responsibility to individual or groups of ChartField combinations.

• Allow each user to see the reconciliations for which they are responsible.

• Sign-off (and mass signoff) to indicate that a ChartField combination has been reconciled.

• Review overall status of reconciliation activities.

• Capture and retain documentation associated with reconciliation.

• Define approval workflow.

Combination Editing by Transaction Source To increase process efficiency and performance, PeopleSoft Financials 9.2 provides the ability to perform combination editing for a process group by transaction source. Users can associate a Transaction Source with a process group so that during combination edit processing, only the data for the designated transaction source is processed for that group of rules rather than processing all data for all sources.

PeopleSoft General Ledger 9.2 continues its efforts to enhance Combination Editing by enabling customers to select the Combination Editing groups they want to apply to the sources for validation. Customers can continue to use Combination Editing as-is and apply all the rules to all of the sources. They can alternatively apply all the rules in GL processing but tailor their use in the transactional flows.

When you associate the combination edit groups (process groups) to a specific Business Unit and Ledger Group on the Ledgers For A Unit – Journal Edit Options page, you can specify a transaction source to apply to certain process groups:



Ledgers For A Unit - Journal Edit Options page Select the Specific Transaction Source option to specify the transaction source (or sources) of the transactions to be edited by the combination edit process. This option increases processing efficiency by validating only those transactions with sources that are applicable for the rules defined in the process group. When selected, a Transaction Source link appears which enables you to select specific transaction sources to apply to the process group:

Transaction Source page If you do not select a specific transaction source for a process group, the combination edit process applies the combination rules of that process group to all transactions.

Inconsistent Combination Editing ChartFields Report This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

PeopleSoft 9.2 delivers the Inconsistent ChartField on Combination Editing report, GLX4009, which displays only the inconsistent ChartFields.

This BI Publisher report allows you to check inconsistent ChartFields between Combination Editing and the business units to pinpoint the setup problem.



PeopleSoft Financials Integration to Hyperion Financial Close Management The Hyperion Close Manager enables the management of tasks that may be accomplished in multiple systems. PeopleSoft Financials/SCM release 9.2 integrates PeopleSoft Financials to Hyperion Financial Close Management. The integration enables PeopleSoft users to leverage the Hyperion Financial Close functionality while seamlessly moving between the two systems with the proper security validations. Hyperion Financial Close Management centralizes the management of period-end close activities with dashboards that deliver enhanced visibility and execution capability.

PeopleSoft Financial Management System (FMS) Integration with Oracle Hyperion Financial Close Management Solution (Oracle Support Document 1301047.1)

General Ledger Integration to Oracle Fusion Accounting Hub PeopleSoft General Ledger 9.2 enables the integration of GL Journals to the Oracle Fusion Accounting Hub. PeopleSoft users can take advantage of Fusion Accounting Hub capabilities, such as the embedded Hyperion Essbase features, as well as Oracle Transaction Business Intelligence, which allows for business user driven operational reporting. This integration also includes an initial load of ChartField values from PeopleSoft to the Fusion Accounting Hub. See also, PeopleSoft General Ledger 9.1 to Fusion Accounting Hub Integration [Oracle Support Document 1365971.1]. Implementation guide is included in the Oracle Support posting.

Oracle Fusion Accounting Hub Integration to General Ledger This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

This integration allows you to use Oracle Fusion Accounting Hub to transform information from non-Oracle source systems (transaction systems) into accounting entries, and then transfer the accounting entry lines (or any third party accounting entries) to PeopleSoft General Ledger for posting. As a result, you can take advantage of Fusion Accounting Hub accounting transformations while still using PeopleSoft General Ledger as the system of record for financial reporting and analysis.






Once configured and implemented, this integration enables you to perform the following functions:

• Process accounting entries from Fusion Accounting Hub (or any third-party system) to PeopleSoft General Ledger journals.

• Perform Balancing and ChartField Combination validation with error reporting during processing, including creation of InterUnit and IntraUnit balancing entries.

• Drillback, manage, and review Fusion (or other third-party) accounting entries.

• Apply ChartField Mass Change rules to modify ChartField values for accounting entries before running Journal Generator.

Following is a high-level process flow of the functions performed in this integration:

Note: This integration between Fusion Accounting Hub and PeopleSoft General Ledger is the recommended solution for PeopleSoft General Ledger customers using PeopleTools 8.53.06 and beyond.

Data Migration Workbench - Allocations Configuration Data Allocations are widely used to apportion costs and revenues to lines of business, departments, and so on. There can be quite a bit of setup and testing involved in configuring Allocations. For this reason, it is advantageous to create the Allocations setup in a development database and use Application Data Set (ADS) definitions and the Data Migration Workbench to migrate Allocations configuration data between development environments, test environments, and ultimately to a production environment. PeopleSoft Financials 9.2 delivers ADS definitions to support the migration of:

• Allocation Steps

• Allocation Groups

• Allocation Requests

See also Data Migration Workbench for Application Data.



Balance Sheet Valuation through Settlement Date To facilitate compliance with International Accounting Standards (IAS), PeopleSoft General Ledger 9.2 captures and reports on multiple dates for single transactions, such as trade date and settlement date.

Typically, general ledger transactions capture a single date, which is used to determine the appropriate accounting period for posting to the ledger. This date is usually the accounting date from source systems and most often uses the trade date. International accounting standards require that the settlement date be captured as well, and that the ledger be viewable on this basis.

PeopleSoft General Ledger 9.2 delivers the following functionality to meet these requirements:

• A Date Code Mapping page directs the posting of settlement date, journal date, and ADB date.

• Journal lines include a date code to capture journal date (trade date), settlement date, and ADB date.

• Accounting Entry Definition includes mapping of settlement date from source system.

• Spreadsheet journals and flat file import include date code adjustments.

• Journal and Ledger inquiries include date code adjustment filter.

See also General Ledger for Financial Services 9.2.

Business Request and Approval PeopleSoft General Ledger 9.2 introduces the Business Request and Approval process for managing requests regarding updates to control data. This new capability enables each organization to choose the data elements from the financial system that they want included in the request. Further, customers can include relevant questions, require comments and include their own new data elements that help to justify or support the requested change.

Business Request and Approval is a configurable workflow process for requesting the setup of SetID-driven field values for such fields as ChartFields. You can request additions or modifications to field values and submit for approval. Upon final approval, the process saves the new or modified field value to the corresponding base tables and provides an audit trail of the setup and approval of these values.



Example of ChartField Request page showing Operating Unit request

The following steps represent a high-level process flow of the business request functionality:

1. Set up Business Request to enable the fields to be used in the request-approval process.

2. Set up the Business Request template to define, for example, business justification and trees.

3. Configure the Approval Workflow.

4. Define and use ChartField Request and Approval.

5. Inquire on a Business Request.

Additionally, you can request the change to be reflected in PeopleSoft Trees. Once the approvals are complete, the system automatically changes the control tables that hold the chart of account values, for example. PeopleSoft Trees are updated for additions but none is removed. The system also tracks the effective date of the request and the updated ChartField via the SetID. Customers can add, change, inactivate or reactivate a ChartField value.

Government-wide Treasury Accounting Symbol (GTAS) Adjusted Trial Balance System The Government-wide Treasury Account Symbol Adjusted Trial Balance System (GTAS) is a system used by agencies to report budget execution information and proprietary financial reporting information to the Department of the Treasury. The new functionality includes:

• An interface to a single data collection system for both budgetary and proprietary trial balance reporting.

• Each Treasury Account Symbol can be assigned to multiple funds.



• The ability to continue to use agency defined accounts instead of converting to 6-digit USSGL accounts.

• The ability to run GTAS edits and validations prior to uploading your file to GTAS.

• The ability to define attributes by ChartField combinations.

See also Oracle Support documents 1504697.1 and 1503212.1.

Mass GL Journal Approval PeopleSoft General Ledger 9.2 introduces GL Mass Approval, a new capability to approve more than one journal at a time. Using the Manage GL Journal Approval component, you are able to view and take appropriate action against all journals in your queue and see only those lines for the business units to which you have access. You are also able to add attachments, comments and ad-hoc approvers to any one or all journals awaiting approval. Users and managers are able to see the graphical flow so they know the status of each transaction. Users can deny, approve or return any or all transactions.

Enhanced Approvals for GL Journals PeopleSoft Financials/SCM 9.1 extends the use of the Approval Framework within the Financials/SCM applications to allow for flexibility in configuration. PeopleSoft General Ledger 9.2 takes advantage of Approval Framework capabilities for the journal flow to meet increasing business control requirements. Use the GL Journal Approval component to approve individual journals. The following enhancements can be enabled for General Ledger journals:

• Add an ad hoc approver during the workflow cycle.

• Add comments for all approval actions (not just the Deny action).

• Add attachments to a transaction during the workflow cycle.

Mobile Approvals for GL Journals PeopleSoft General Ledger 9.2 leverages the Mobile Approval Framework, allowing approvers the flexibility to approve journal entries on the go. For example, you can log into the PeopleSoft system from a mobile device, such as a tablet or smart phone, and approve, deny, or push back journals that are pending your approval. You can also preview a graphical representation of the transaction approval flow, view other approvals, view attachments, and see comments that previous approvers have entered.

See PeopleSoft Mobile Approvals.

Logical Journal Delete Method PeopleSoft General Ledger 9.2 provides the option to select a Logical Delete or a Physical Delete method to handle your journal entries that you delete using the Journal Entry - Lines page. Select the Journal Delete Method from the Installation Options - General Ledger page:



• Physical Delete: This method handles journal deletion in the same manner as in prior releases.

• Logical Delete: Use this method to retain the header, attachments and line information after deletion of a journal. Your deleted journal receives a "D" journal header status and an "N" for both budget header status and approval status. The system retains the deleted journal data in the records and you can view the deleted journals from the journal entry and journal inquiry components.

InterUnit and IntraUnit Journal Edit Option This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 5 in February 2014:

PeopleSoft 9.2 allows you to select to generate InterUnit and IntraUnit lines for non-zero-transaction-amount lines in the event that the summarized transaction amount is equal to zero but the summarized base amount is not equal to zero. The fields that are used for grouping the journal lines to calculate the summarized amounts are: Business Unit, Balancing ChartFields, Other Balancing Fields that are specified in the System Transaction Definition for InterUnit and IntraUnit processing, Foreign Currency, Base Currency, Rate Type, Rate Divisor, Rate Multiplier, and Account Balancing Attributes (if selected). This option applies to both the online and the batch journal edit.



Spreadsheet Journal and Flat File Journal Import Edits PeopleSoft 9.2 enhances Spreadsheet Journal online and batch import edits as well as Flat File journal import edits by adding an option to check decimal position. If selected, the Spreadsheet Journal and the Flat File journal imports check the decimal position for invalid journals and log a message that provides details of journals with invalid decimal positions on Amount values.

Invalid decimal positions can occur when the decimal position for a given currency is set at two positions but the spreadsheet and flat file import allow up to three or four decimal positions. With this new option, you can correct this discrepancy before importing the journal to PeopleSoft General Ledger. This option is found on the Define Options and Defaults dialogue within the delivered JRNL1 spreadsheet for online import, and on the Spreadsheet Journal Import Request and the Flat File Journal Import Request pages for the respective batch imports.

Transform GL Journal Post to Application Engine PeopleSoft General Ledger 9.2 converted the GL Posting module from Cobol to PeopleSoft Application Engine to improve performance and provide a more up-to-date technology platform.

Commitment Control Enhancements (Expense Analysis & Control) Commitment Control continues to offer opportunities for additional savings and enhanced management of funds. The enhancements include:

• Approval Workflow for Commitment Control Budget Journals

• Alternate Description for Budget Journals

• PO Rollover Improvements

Approval Workflow for Commitment Control Budget Journals Publicly funded agencies must be able to properly route and approve budget transactions, especially when adjustments are being made. PeopleSoft Commitment Control's adoption of the Approval Framework allows customers to define all of the steps in the approval workflow process using PeopleSoft pages. PeopleSoft provides the following control budget approval functionality:

• Control budget journal header and line level approval.

• Control budget transfer header and line level approval.

• Mass Approval component.

• Access to graphical approval flow display at line and header levels.

• Ability to add attachments to the control budget journals.

Alternate Description for Commitment Control Budget Journals Customers require additional data elements to provide more information about the budget transactions. PeopleSoft Commitment Control 9.2 offers an additional description data element for Commitment Control budget journals.



PO Rollover Improvements PeopleSoft PO Rollover is a tool that allows all outstanding purchase order transactions to continue into the next budget period when using Commitment Control. When performing year-end processing, users can roll only POs that meet specific criteria (for example, only a specific department or only if a project ChartField is populated). PeopleSoft Purchasing 9.2 suppresses the creation of new distribution lines if the line does not meet the particular roll criteria. Eliminating the extraneous lines makes it easier for organizations to view and analyze their rollover results.

Release 9.1 introduces the flexibility for users to filter purchase orders to roll based on specific values and qualifiers for ChartFields. The search criteria fields were expanded to select purchase orders for which a specific ChartField value is populated, regardless of the value. PeopleSoft Purchasing 9.2 includes a new qualifier, Is Not Empty, in the filters for all ChartField fields in the Request PO Rollview page.

Payables 9.2 PeopleSoft Payables 9.2 offers customers the tools to monitor, control, take action, increase visibility into their expenses, and streamline the data entry process. PeopleSoft Payables 9.2 provides the following enhancements:

• Accounts Payable Dashboard

• Supplier Hierarchy

• Matching History

• Support of Global Location Numbers (GLN) for Healthcare

• Payables WorkCenter

• Financial Sanction Search using SES

• Simplified User Interface for Invoice Entry and Voucher Inquiry

• Extension of FMS Auto Pilot

• Taxpayer Identification Numbers Validation

• Financial Audit Trail for Suppliers

• Approval Workflow Extensions and Enhancements

• Oracle Governance, Risk, and Compliance Integration with Procure-to-Pay

• Receivables Integration

• Intra-Governmental Payment and Collection (IPAC) Systems

• Secure Payment System (SPS) Payment File Support for GWA Reporters

• Improved Integration with Asset Management

• Attachments

• Visibility and Structural Productivity Improvements



• Pay Cycle Summary Metrics

• Pay Cycle Performance Improvement

• Voucher Mass Maintenance

• Print Email Payment Advices

• Payment Request

Accounts Payable Dashboard

Manager Dashboard Video Feature Overview Play Now

PeopleSoft Payables 9.2 delivers a manager-facing Accounts Payable Dashboard, which focuses on providing summary level details and supporting analytics encompassing the invoices flow within an organization. The Accounts Payable Dashboard provides access to key information and real-time analytics such as top payables suppliers by expenditure, discounts taken versus lost, past due aging, scheduled due aging, liability exposure by supplier, and invoice amounts by status with detail transaction drill-down capabilities.

Supplier Hierarchy PeopleSoft Payables 9.2 introduces the Supplier Hierarchy, leveraging the existing parent/child relationship functionality of the supplier while adding a graphical representation of the supplier relationship within the group as well as a rollup of the supplier exposure. Users can see supplier information such as open liability, balance over due, schedules to be paid, total spend by item, aging balance, purchase order contract amount, recurring voucher amount, and contract spend amount. Highly configurable hierarchy nodes allow rollup displays based on organizational needs. Users may also to take actions from that page.

Example Supplier Hierarchy page


http://www.youtube.com/watch?v=A6BW6F-qHBU&feature=share&list=PL8E05F05D40766171


Matching Exceptions Analysis PeopleSoft Payables 9.2 delivers Matching Exceptions Analysis to streamline the Invoice-to-Pay process by providing visibility into the invoice matching history for better supplier, buyer, and rules analysis. The matching history data is useful for supplier contract negotiations and minimizes matching errors. The system stores all the exceptions from the previous matching process. The matching history helps users to reduce the time to fix errors. Finally, since errors are identified as internal or external, users are positioned to offer buyer support when necessary in order to reduce repetitive errors as well as to provide critical information to buyers when renegotiating contracts with suppliers. The archiving of the matching history is included in the current invoice archiving templates.

Support of Global Location Numbers (GLN) for Healthcare GLNs are unique identifier numbers for business locations in the Healthcare supply chain. A purchasing organization and its suppliers identify all their business locations with a GLN in their business-to-business transactions. The industry initiative is mainly targeted to reduce errors in communication between business trading partners. PeopleSoft Payables 9.2 expands visibility of GLN in the areas of supplier control data, supplier inquiry pages, and payments.

Payables WorkCenter PeopleSoft Payables 9.2 introduces the WorkCenter to accelerate the rate at which users can accomplish their day-to-day jobs. The goal of the WorkCenter is to consolidate and centralize access to relevant data and to allow the organization to serve up the work that needs to be completed by the user community. Key components of the Accounts Payable WorkCenter include:

• My Work - This pre-seeded pagelet gives payable users visibility into the most critical pieces of their job. Users know exactly what they should be working on at a given time, including managing approvals and exceptions for vouchers and payments. This pagelet includes three areas of work: voucher, payments and suppliers. The voucher section includes voucher-related tasks status such as voucher exceptions and matching errors. The payment section includes payments-related tasks status such as schedule payments on holds and pay cycle manager. The supplier section includes supplier approval. Each task has its own set of related actions that can be taken on one or multiple transactions. This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013. PeopleSoft Payables has delivered an improvement to the voucher section to support Auto Generation of Notification Email to Approvers. This expedites the process in which users contact approvers. The following My Work links now automatically populates approver email addresses and transaction details on the email used to alert approvers. 1. Vouchers Submitted for Approval 2. Vouchers Rejected by Approvers 3. Suppliers Pending Approval Users no longer need to look up approver email addresses and cut paste them on to an email, thus, enabling users to contact approvers quicker.

• My Links - This pre-seeded pagelet enables payables users to navigate to key components of the application. Organizations can personalize the pagelet to include additional internal or external links as well as new categories.



• Queries - This pagelet includes access to query manager and any public or private queries that the user can access. Query output can be viewed in the transaction area.

• Reports and Processes - This pagelet includes access to key processes and reports that users need to execute and have access to. Users can also view the PeopleTools Reporting Console if they have appropriate security access.

Example Accounts Payable WorkCenter - Match Workbench page

Financial Sanction Search Using SES In PeopleSoft Payables 9.2, PeopleSoft introduces SES, a new search tool embedded within PeopleTools that gives customers more options and flexibility as to how they search and find information across PeopleSoft. The verity search engine, that was used to perform the search on the financial sanctions data, is replaced by SES in PeopleSoft Payables 9.2. The list of search indexes now holds a list of SES search definitions in the Financial Sanction options.

Simplified User Interface for Invoice Entry and Voucher Inquiry PeopleSoft Payables 9.2 delivers a Simplified User Interface for Invoice Entry to improve visibility through usability, which reduces time to create transactions.

The enhancements to improve visibility and efficiency through usability changes include:

• Ability to view grouping of amount fields on the regular invoice entry page, such as total invoice lines, currency, miscellaneous, freight, sales tax, and entered VAT.

• Ability to see the PO number and line number associated at the invoice line level without having to drill for it.

• Ability to enter packing slips at the line level to provide more flexibility to track it.

• Ability to search on additional data elements on the invoice creation page. The data elements “supplier name” and “additional name” are added. This addition reduces the number of clicks.

• Ability to navigate directly to voucher details from Voucher Accounting Entries page.



• Ability to easily sort by Accounting Date, Posting Date and Posting Process on the Voucher Accounting Entries page.

The enhancements to reduce transaction creation time include:

• Ability to see a new running where the system automatically calculates the difference between the total amount and the voucher lines amount.

• Ability to save invoices as incomplete and work on them later, thus providing easier data entry. A voucher saved as incomplete is not eligible for budget checking, matching, posting, or payment.

• Ability for the user to copy ChartField data from one line to another line in a voucher, providing more flexibility in the data entry process. This new functionality allows the user to copy, hide, and unhide certain data elements.

• Ability to set up a minimum amount per payment method or pay cycle; thus reducing bank fees and making the reconciliation process more efficient.

• Ability to activate or inactivate a pay cycle.

• Ability for the user to add PO BU and PO ID within the Voucher Add search page providing easier data entry.

• Enhanced user interface on the PO Inquiry Page making it easier for AP users to understand PO receipt count at a glance.

• Ability to define a SpeedChart at the supplier location level, which is provided by default to the invoice.

• Ability to enter the remit bank and payment information in the Excel uploads thus reducing the need to touch the invoice in the entry component.

• Related Action dropdown option added on the voucher inquiry.

• Ability for the user to pay single payment voucher in financial gateway.

• Ability to save an incomplete voucher. This enhancement provides users the ability to search on the incomplete status. Now, users can identify incomplete vouchers and quickly complete them.

Extension of FMS Auto Pilot To provide organizations with greater processing flexibility and efficiency, PeopleSoft Financials/SCM introduced the FMS Auto Pilot in release 8.8 in Project Costing and extended its use in General Ledger 8.9. PeopleSoft Accounts Payables 9.2 leverages the FMS Auto Pilot in Payables processing for voucher build, matching, voucher posting, and payment posting. The FMS Auto Pilot can be set up to run a process based on the number of transactions that are ready for processing rather than just on a scheduled basis.



Taxpayer Identification Numbers (TIN) Validation To streamline the TIN validation process and reduce the cost of the control requirement, PeopleSoft Payables 9.2 automates the validation of the Taxpayer Identification Number (TIN). PeopleSoft Payables 9.2 enables users to generate the file automatically to match with the Internal Revenue Service. Users can leverage the IRS bulk validation process of the TINs number by providing a file to the IRS website. When the IRS validation process is complete, the users are able to load and automatically update the matching status in the supplier records. If the TINs do not match, the user is able to email all unmatched suppliers to the IRS, requesting a W9 to check the TIN.

Online Supplier Registration and Enablement PeopleSoft Payables 9.2 streamlines your procurement process by using automated sourcing of requisitions, workflow approvals, exception-based workflow notifications, and electronic commerce. For more information regarding these enhancements, see Online Supplier Registration and Collaboration.

Financial Audit Trail for Suppliers PeopleSoft Financials 9.1 introduced the Financials Audit Framework, which provides efficient tracking and auditing of transaction processing that result in visibility while managing system resources usage. PeopleSoft Payables 9.2 extends the use of the Financial Audit Trail to the supplier. By providing an audit trail, customers have increased accountability and are able to present to auditors a complete audit history of who made changes to the supplier master and when those changes were made. The setup of the Audit Framework allows organizations to identify the fields on the supplier master for tracking. The changes to the supplier are stored in the audit trail framework. The audit trail captures the user, the date/time, and the actual change.

Approval Framework Extensions and Enhancements PeopleSoft Payables 9.2 enhances the Approval Framework capabilities available to users. From the Mass Voucher Approval component, users can return invoices and view invoices after final approval or denial. Users can, through an option, re-submit a voucher or allow a voucher to be saved and submitted later. Users can re-approve an invoice if the remit supplier is changed on a previously approved voucher. The approver can assign additional approvers and reviewers on an ad hoc basis during the approval process. Additionally, approvers can add comments without taking any action on the approval page or they can add attachments.

Oracle Governance, Risk, and Compliance Integration with Procure-to-Pay Oracle Enterprise Governance, Risk, and Compliance Manager (Enterprise GRC Manager) provides common process and content foundation to facilitate the holistic management of GRC programs while still addressing individual requirements with natively built modules. This unified approach promotes overall insight, shared practices, reuse, efficiency, and cost savings. PeopleSoft 9.2 Procure-to-Pay plans extend the integration to Oracle Transaction Controls Governor by delivering templates (suppliers, payments, and vouchers) that expand fraud detection and control.



Receivables Integration Interunit and Intraunit billing is used across several organizations to bill for services and equipment within and across GL business units. Vouchers are created for the Payables business unit by the voucher post process and are eventually paid through Payables PayCycle. Companies can close the Receivables open items when the payment is being processed through an internal bank for an accurate report of receivables. Enhancing this integration allows closing AR open items and eliminates any manual workarounds required for reporting. PeopleSoft 9.2 allows closing the Receivables open item automatically when the voucher is paid through Payables. The enhancement also creates consistent accounting entries across the three products. The netting account functionality is extended to allow a deposit to be created for payments from PeopleSoft Payables.

Intra-Governmental Payment and Collection System The Intra-Governmental Payment and Collection (IPAC) system transfers funds and transaction-related information between federal government agencies. Several Government Wide Accounting (GWA) initiatives are underway that necessitated changes, including updates to the IPAC bulk file layouts that support Treasury Account Symbols (TAS), 27-character Sender TAS, and Receiver TAS fields and Business Event Codes (BETC). PeopleSoft Payables 9.2 supports the new IPAC bulk format for the new TAS component structure and BETC. PeopleSoft also includes logic to provide the Sender and Receiver BETC codes by default to the IPAC transactions.

Secure Payment System (SPS) Payment File Support for GWA Reporters The US Treasury published new SPS formats to support Government Wide Accounting (GWA) Reporters. The new formats provide specifications for populating TAS and BETC information and grouping of payments for GWA Reporters. PeopleSoft Payables 9.2 supports the new 440 file layout specifications specific to SPS payments for GWA Reporters.

Improved Integration with Asset Management PeopleSoft Purchasing and Procurement 9.2 introduces functionality to allow requesters and buyers to group requisition and purchase order lines that correspond to a single asset so that when Purchasing determines that the receipt of a procurement group sequence is complete, an asset is created automatically in PeopleSoft Asset Management. With procurement groups, organizations can both simplify and gain flexibility in terms of how they manage capitalization. Debit and credit memos may be issued to adjust the cost of one or multiple assets created as a result of unitization. To eliminate manual steps for allocating cost adjustments, a work page is part of the adjustment voucher to permit drill down to the asset or assets created from the original voucher. E-mail notification of asset-applicable credit memos provides accountants with improved visibility to credit transactions that may require further review or action.

Attachments PeopleSoft Financials 9.1 provided customers with a framework to enable viewing supporting documentation from the same location as financial transactions themselves. PeopleSoft Payables 9.2 extends the attachments capability as follows:

• Supplier - The user can attach a document at the header and at the supplier location in the supplier component.

• Voucher - The user can load attachments at the header.



• Quick Invoice - The user can attach documents and create comments to the Quick Invoice entry page at the header level.

• Voucher Inquiry - The user can access the attachments and comments from the Voucher Inquiry page. It allows the user, with a minimum number of clicks, to drill down to the invoice transaction, which saves time.

Visibility and Structural Productivity Improvements This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

The PeopleSoft ERP system helps by offering more efficient and effective functionalities to provide visibility to important data and business process flow. PeopleSoft FSCM Update Image 4 further supports visibility and productivity structure enhancements in Accounts Payable.

Pay Cycle Summary Metrics This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

Pay Cycle Summary Metrics pivot grid provides analysis of payments. Users can now retrieve data for a single or multiple Pay Cycles and by currency. Users can also specify the dates in which they want to view the data. Furthermore, users can filter by bank code, payment method, bank account and business unit, allowing users to analyze data more quickly.

Example Pay Cycle Summary Metric page

Pay Cycle Performance Improvement This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.



PeopleSoft Payables 9.2 allows users to execute up to 999 Pay Cycles simultaneously for express payments, thus, expediting data flow in order to recognize discounts and reduce liabilities.

Voucher Mass Maintenance This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

PeopleSoft Payables 9.2 improves overall performance of managing changes to large quantity of vouchers in Mass Voucher Maintenance through the use of chunking technology. Users can now search, close, un-post, change and delete multiple vouchers at once in very large quantities.

Print Email Payment Advices This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

To provide the highest level of flexibility, PeopleSoft Payables 9.2 allows customers to configure the system to either email or print payment advices in ACH or EFT formats.

Payment Request This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 6 in March 2014.

PeopleSoft Payables 9.2.06 now provides the ability for users to enter payment requests such as non-PO, miscellaneous, and other expenses into PeopleSoft. End users from Marketing, Legal, Operations, etc. may now initiate and submit their expenses without AP assistance.

By empowering end users to submit their own expenses, Payment Request helps optimizing Payables processes. Payables is involved at the level of reviewing, correcting, and auditing transactions. The new Payment Request self-service feature enables end users to create requests for payments outside of the purchasing module and to run them with minimum knowledge of the Payables product.

The Payments section of the My Work links has payment request-related tasks status payment requests pending review and payment requests pending approval.

Receivables 9.2 PeopleSoft Receivables 9.2 delivers the following enhancements:

• Customer Hierarchy • Receivables Dashboard • Support for Contracts in Collections • Consistent Conversations • Conversations Summary and Report • AR Direct Journals to Project Costing Integration • Receivables WorkCenter and Enhancements • Payables and Receivables Integration for Interunit Billing • Maintenance Worksheet Enhancements • Aging and Dunning Enhancements • Condition Monitor Enhancements • Integration with PeopleSoft Pension Administration • Approval Framework Improvements & Extensions • Item Level Attachments • Partial Payment Unpost • Apply Payments Enhancement



• Consolidated Invoice on Statements • Hosted Credit Card Storage and Payment • IPAC Enhancements

1099-C Enhancements Customer Hierarchy PeopleSoft Release 9.2 provides an enhanced Customer Hierarchy to view and report against hierarchical customer relationships. The customer hierarchy provides transparency to open balances for corporate and subsidiary customers and visibility into total receivables for the customer. Users are able to take actions quickly such as review open balances or put customers on hold. Users are also able to see details of the top five customers in a hierarchy to get quick insight into which customers have the highest open balances in a corporate hierarchy.

Example Customer Hierarchy page features interactive chart of customer relationships and options to view customer details or take actions

Receivables Dashboard This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

PeopleSoft Receivables 9.2 enables Receivables managers and supervisors to monitor key information through pagelets that present data using pivot grids. Pivot grids is are a quick, lightweight visualization tool for business users, enabling them to "slice and dice" display data in a chart or pie graph. That is, business users can display data in different views by performing operations such as pivoting and filtering, which enables them to analyze and interpret business data in a variety of ways.

The Receivables Dashboard provides access to key information and real-time analytics through these pivot grids:



• Top Customer Balances shows balance by customer and the number of open items making up the balance.

• Customer Aging shows the aging balance by aging category and a count of open items making up the aging balance.

• Items by Status shows balance by customer and a count of open items making up the balance.

• Payment by Status shows balance by payment status and a count of payments making up the status.

• Posting Errors by Type shows the balance of items in error by group type and a count of items in the group.


Example Items by Status pagelet available on the Receivables Dashboard



Support for Contracts in Collections PeopleSoft Receivables 9.2 extends the support for contracts and projects on the Collections Workbench by providing additional search capabilities and showing customer balances by contracts and projects. Users can search for Receivables open item balances by contract, billing specialist, and billing authority and view balances by contract and contract line. Additionally, the Collections Workbench shows all projects tied to an open item balance within a contract or contract line.

Example Contracts tab on the Collections Workbench page

Consistent Conversations PeopleSoft 9.2 enhanced the conversations feature with additional capabilities and tighter integration with eBill Payment. The new capabilities are:

• eBill Payment changes:

The self-service Contact Us note is linked to an invoice number. This allows users to search for conversations related to specific invoices.

Users are able to view the invoice image while entering a Contact Us conversation, which allows them to compare online invoice amounts to invoice copies they already have.

eBill Payment customers are notified when their conversation is updated and marked visible to external users, which keeps them accurately informed of all changes.

• Receivables changes:

An alert to internal users is triggered when a self-service Contact Us note is entered in eBill Payment with a link to the conversation updating them of a possible dispute or a customer question.



Both Receivables users and external users can search conversations by subject and topic.

When conversation review is done and the action is complete, it is marked complete in the action owner list.

Conversations Summary and Report This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

Receivables 9.2 enables you to maintain conversations by offering a summary page of all conversations for a particular item across business units. When multiple conversations exist for an item, you can easily view a list of conversations as well as the conversation entries without opening individual conversation pages. The enhancements also include a new BI Publisher report to print a selected customer’s conversations and related conversation entries by date range.

Receivables Direct Journals to Project Costing Integration Enhancing the Receivables to Project Costing integration includes direct journals, which allow for accurate reporting and reflect a much more complete expense and revenue picture. PeopleSoft Receivables 9.2 extends the AR to PC integration by interfacing AR direct journals to Project Costing. The interface process was modified to pick up direct journals from Receivables. Users are able to specify an analysis type while entering the direct journal, which makes AR direct journal integration to PC consistent with other subsystems and increases the value of the data in Project Costing by making the system more comprehensive.

Receivables WorkCenter PeopleSoft Receivables 9.2 features the Receivables WorkCenter, which is a centralized workspace for Receivables users that manages cash application, payment receipt, and other Accounts Receivable tasks.

The Receivables WorkCenter is built on the PeopleTools WorkCenter framework and the 9.2 Common Applications Framework. Key components of the Receivables WorkCenter include:

• My Work – This pre-seeded pagelet gives Receivables users visibility into the most critical pieces of their job. Users know exactly what they should be working on at a given time, including items and payments, system-generated alerts, and processing exceptions. This pagelet divides a user’s work into the following categories:

Alerts – includes user tasks such as owner action list, pending write-off approvals, conversations that have to be reviewed, and other items generated through the worklist.

Items – includes item-related tasks such as pending item groups to post, open items, maintenance worksheets to post, and transfer worksheets to post. Each task has corresponding related actions that the user can take on selected items, including post and delete worksheet.

Payments – includes payment-related tasks such as express deposits to post, incomplete payments, payments to post, and credit card payments to post. Each task has its own set of related actions that can be taken on multiple payments or deposits.

Interfaces to process – this group includes interfaces such as bills, Excel uploads, and refunds that need to be processed.



Exceptions – includes posting exceptions, deposit errors, and commitment control exceptions.

• My Links – This pre-seeded pagelet allows Receivables users to navigate to key components of the Receivables application, such as customer account, item entry, and payment entry. Users can personalize this pagelet to include additional internal or external links.

• Queries – This pagelet includes access to Query Manager and any public or private queries to which the user has access. The query output can be viewed in the transaction area.

• Reports and Processes – this pagelet includes access to key processes, reports that the user needs to execute, and for which they have security access. Users can also view the PeopleTools Reporting Console if they have appropriate security access.

Receivables WorkCenter Enhancements

This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

The Receivables WorkCenter enables Receivables users to work on a variety of tasks without leaving the WorkCenter. The Receivables WorkCenter includes these new enhancements:

• Pending Item Groups to Post link: Now includes Overdue Charge items in addition to Online and External items.

• My Work link for Direct Journal entries to be posted to GL.

• My Work link for Incomplete Payments shows more detail, including deposit ID, customer, credit analyst, collector and more.

• Accounting Entries to GL page now allows users to select multiple transactions and kick of the Journal Generator process.

• Additional links for creating and viewing Drafts and Direct Debits, including Create EFT File.

Payables and Receivables Integration for Interunit Billing Enhancing the integration between Payables and Receivables for interunit billing allows users to close a large volume of Receivables open items and eliminates any manual workarounds required for reporting. PeopleSoft 9.2 allows closing the Receivables open item automatically when the voucher is paid through Payables. The enhancement also creates consistent accounting entries across all involved products. The netting account functionality was extended to allow deposits to be created for payments from PeopleSoft Payables.



Payment Interface page

Maintenance Worksheet Enhancements PeopleSoft Receivables 9.2 enhances the open item maintenance processes by allowing users to sort the maintenance worksheet by absolute value of the item balance column so users can quickly find related credit and debit items. The maintenance worksheet also includes additional search criteria—use due date to/from—to search for items, display supplier address sequence number on the maintenance worksheet for sending refunds, and run the refund process for multiple business units.

Aging and Dunning Enhancements PeopleSoft Receivables 9.2 includes several enhancements in the area of aging reports and dunning letters. Users are able to categorize doubtful items during the aging process similar to items in dispute, deduction, or collection. Customers who use interunit billing are able to exclude interunit customers from aging reports. Higher education and professional services customers can review aging by contract number and are able to run dunning reports and customer statements by contract number. A new system data parameter that can be used to generate aging, customer statements, and overdue charges enables users to set recurrence for processes and have them run for the current date without any user intervention.

Customer-Level Aging ID


Receivables 9.2 now supports a customer-level Aging ID default value in addition to the business-unit default. The Aging process in Receivables first uses the Aging ID in the customer setup, and if not found, the system proceeds to the business unit level. Furthermore, aging reports offer new options to exclude customers with a different Aging ID than the one entered on the run control page, as well as an option to print subtotals by sub customer. You can also age a new type of item, namely items paid by drafts with an accepted or remitted status. The system supports aging items based on Dispute, Deduction, Collection, Doubtful, and Drafts status.



Condition Monitor Enhancements PeopleSoft Receivables 9.2 enhances the Condition Monitor to generate a welcome call action for collectors to follow up with new and recently active customers. In addition, when Condition Monitor creates an action based on the condition defined on the Assessment Rule User page, it uses the owner (AR Specialist, Collector, Credit Analyst, or Sales Person) that is stored on the Item instead of the default owner defined on the Customer Master. The functionality was made consistent between system-completed actions and user-completed actions; the action is not generated again if it has been marked as complete by a user.

Collection Rule Options for Dunning Letters


Receivables 9.2 offers Collection Rule options that are applicable to Dunning Letters executed from Condition Monitor. A new page allows you to define item exclusion and cancel document options in the setup component. You can create the rule to exclude items in collection or in disputed status, credit items, and deduction items. You can also exclude items with an amount less than a specified amount. The rule can be set up so that no Dunning Letters will be generated for the customer when using condition ID COLL, if it is a collection customer, or if the customer is in dispute. The customer can also be excluded from receiving Dunning Letters by Condition Monitor, if the customer balance is less than a specified amount entered on the collection rule exclusion options page.

Collection Rule Exclusion Options page

Promise to Pay Conversations




Condition Monitor now creates one action for the promise to pay conversation business unit, containing items referenced in the conversations. Formerly, Condition Monitor generated one review broken promise action for each item referenced in the promise to pay conversation, but now it creates a single action for the promise to pay conversation business unit, thus consolidating the action for all of the referenced items. When the Customer Promise Date Broken condition or Review Broken Promise Date action is created after Condition Monitor runs, the Item References link will be available on action detail pages to provide access to the items associated with the action. This link displays when there is one or more items for promise to pay actions.

Integration with PeopleSoft Pension Administration PeopleSoft FSCM 9.2 provides integration between PeopleSoft Pension Administration and Receivables by providing a service purchase plan, which allows members to buy service credit based upon rules defined by the plan and type of service. Employees pay the contributions and interest that the plan would have collected if they had been working and contributing during a non-working time. Pension Administration triggers the creation of open items in Receivables for each of a series of service purchase transactions or a single transaction. The service purchase can be canceled in Pensions in which case the system initiates refund processing in Receivables.

This diagram shows how Receivables integrates with HCM to support Pension Service Purchase plans:



Approval Framework Improvements and Extensions PeopleSoft Receivables 9.2 takes further advantage of Approval Framework capabilities to meet increasing business control requirements. Enhancements that are enabled for Receivables write-offs include the following:

• Ability to add an ad hoc approver during the workflow cycle.

• Ability to add comments and attachments to a transaction during the workflow cycle.

Item Level Attachments PeopleSoft FSCM 9.2 extends the attachments capability for online pending items. Users are able to view item-level attachments through the payment, maintenance, credit card, and draft worksheets. Users are also able to view billing invoice attachments from Receivables for open items that were created through Billing and to access them in the various worksheets.



Partial Payment Unpost PeopleSoft Accounts Receivable 9.2 allows users to unpost payments partially. The newly designed Payment Unpost process provides a Partial Unpost option. The system presents the user with a Partial Unpost Worksheet with all the original payment applications from the payment group. The user can deselect one or more items from this payment application page, effectively unposting those items. The user can add new items and perform other transactions to rebalance the payment application.

Partial Unpost Worksheet Application page

Apply Payments Enhancement This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

After a deposit is created and balanced, you must apply the entered payment. Now you can apply the entered payment directly from the Payments page, without navigating back to the menu. The Apply Payments link on the Payments page takes you directly to the Payment Worksheet page or the Direct Journal Accounting Entries page, depending on the type of payment.

Consolidated Invoice on Statements This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

A user can now choose to print consolidated invoices on customer statement reports, to distinguish invoices entered in the consolidated bill page in the Billing product. The option displays individual invoices in addition to the consolidated invoice ID with rollup balances. The user can select this option on the Receivables product-level Statement setup page. When this option is disabled, the customer statements will print only the customary individual invoices.

Hosted Credit Card Storage and Payment For Release 9.2, PeopleSoft provides the ability to employ a Third-Party Payment Processor in the Order to Cash modules, thus removing the responsibility from the organization for credit card data security.



ePayment Worksheet Application page supports Electronic Check payments

For more information, see Third-Party Hosted Credit Card Storage and Payment.

IPAC Enhancements The Intra-Governmental Payment and Collection (IPAC) system transfers funds and transaction-related information between federal government agencies. Several Government Wide Accounting (GWA) initiatives are underway that necessitated changes, including updates to the IPAC bulk file layouts that support Treasury Account Symbols (TAS), 27-character Sender TAS, and Receiver TAS fields and Business Event Codes (BETC). PeopleSoft Receivables 9.2 supports the new IPAC bulk format for the new TAS componentized structure and BETC, PeopleSoft also includes logic to provide the Sender and Receiver BETC codes by default to the IPAC transactions.

The IPAC system is designed to transfer funds between government agencies and provide the capability to include descriptive information related to each transaction. This descriptive information assists with monthly reconciliation. Because the IPAC system allows agencies to establish fields as required or optional, Receivables now allows a customer to require specific IPAC data that may be optional for billing or receiving, on the IPAC Fields page in the Agency Location component (AGENCY_LOC_CD).

1099-C Enhancements PeopleSoft Receivables 9.2 significantly extends 1099-C reporting functionality, which creates a 1099-C report for any customer that is bankrupt or flagged for 1099-C reporting and has more than 600 USD written off in the Receivables system. With the new enhancements, you can also:

• Associate a customer with a Canceled Debt Reporting customer group. You can then select the designated 1099-C customer group, a single customer, or all customers for 1099-C processing.

• Generate 1099-C reports for one or more business units associated with a canceled debt creditor.

• Store information that indicates a 1099-C report was created for a customer and retains the data submitted in the report.



eSettlements 9.2 PeopleSoft eSettlements, a global electronic invoice presentation and payment (EIPP) solution, enables customers to optimize the settlement process with electronic invoices and payments, matching, online approval, online dispute resolution, email notifications, and dashboards.

The following enhancements are included in the eSettlements Release 9.2:

• Online Supplier Registration and Enablement • Self-Service Usability • Flexible Distribution Coding for Suppliers or Internal Buyers • Invoice Pre-Validation • Approval Framework Extensions and Improvements • Agreements Enhancement

Online Supplier Registration and Enablement PeopleSoft FSCM offers several enhancements to support Online Supplier Registration and Collaboration for Release 9.2. This functionality is available to applications that use the Vendor (now renamed Supplier) functionality. For more information regarding these enhancements, see Online Supplier Registration and Collaboration.

Self-Service Usability for eSettlements PeopleSoft eSettlements 9.2 enhances usability to streamline the supplier data entry processes. Usability enhancements include:

• Simplify self-service invoice printing to allow users to print multiple invoices at the same time.

• Provide default buyer/supplier information based on user ID.

• Provide configurable default of payment terms when suppliers are entering invoices. Users can choose to default payment terms from the PO, the supplier master, or the agreement.

Flexible Distribution Coding for Suppliers or Internal Buyers Utilization of PeopleSoft SpeedCharts allows rapid default data entry of ChartFields, thus reducing the cost of entering an invoice for the buyer as well as the supplier. PeopleSoft eSettlements 9.2 implements SpeedCharts for rapid data entry of ChartFields by suppliers or internal users. SpeedCharts are secured by user, user role, or both. SpeedCharts are available at the header or line level. At the header level, the ChartFields distribution applies to all lines. At the line level, each line has its own ChartFields distribution.

Invoice Pre-Validation PeopleSoft eSettlements 9.2 introduces a step in the automation flow of performing invoice pre-validation enabling higher levels of touchless straight-through processing. Pre-validation of invoices is accomplished before creating vouchers in the system. Examples of data validation include duplicate invoice checking, invalid purchase order ID, blank Supplier item ID, PO has been totally invoiced, no further invoicing available, and so on.



Approval Framework Extensions and Improvements PeopleSoft eSettlements 9.1 adopted the Approval Framework for vouchers at the header level. PeopleSoft eSettlements 9.2 continues its investment in the Approval Framework solution to support line level approvals. Line-level approvals enable customers’ approvers to manage invoice lines directly related to their purchases easily. Customers can designate particular users in their organization and enable them to approve and dispute individual invoice lines. Line-level routing and approval occurs in parallel with header-level routing. If both are active, the two are mutually exclusive. All lines of an invoice must be approved before an invoice is paid. Agreements Enhancement PeopleSoft eSettlements 9.2 facilitates the collaboration with suppliers and simplifies the agreement process. Users can use an agreement as a template and select a group of buyers valid for a particular agreement template. Once the user has finalized the agreement, the system clones the agreement as a template and automatically creates individual agreements between the supplier and the selected buyers.

Treasury and Cash Management 9.2

PeopleSoft Cash Position and Forecasting Video Feature Overview

Play Now

PeopleSoft Treasury and Cash Management 9.2 deliver enhancements that allow cash and treasury operations to improve visibility into the current cash position as well as forecasted positions across the enterprise. The integration with Global Payroll makes it possible to access the payroll amounts directly in the enterprise as well. Treasury Management 9.2 presents the following features:

• Cash Forecasting • Integration with Global Payroll • Principal Prepayments for Swaps and Interest-Bearing Instruments • SEPA Payment Formats • Accounting Enhancements • Bank Statement Enhancements • Approval Framework Extension • Settlement and Deal Approvals Using Mobile Approval Framework • EBICS • Lights-out Processing for Financial Gateway Payments • Treasury WorkCenter • Payment Format Transformation Using the Data Export Import Utility

Cash Forecasting PeopleSoft Cash Management 9.2 improves its cash position capabilities with the following enhancements:

• Provides a separate component to define cash position worksheets outside of Tree Manager.

• Allows Effective dated Cash Position Worksheets.

• Supports up to three position currencies for each worksheet.


http://youtu.be/aS66zQkK0Eo


• Supports user-defined cash forecast dimensions.

• Allows import of cash forecast data from external systems in xml and csv formats.

• Allows users to identify variance percents and to track variances.

• Supports drilling down to the source transactions.

• Provides a new cash forecast results page with charts.

• Provides new cash forecast reports.

The Cash Forecast Results page enables cash managers to view the cash position in several dimensions, such as bank, bank account, currency, business unit, and several more that you can configure during setup. In addition, you can initiate bank transfers and schedule a cash sweep directly from the new page. Cash forecasting results presentation uses the new PeopleTools charting as follows: A trend analysis graph depicts the cash movement over time, and a pie chart shows distribution. You can create and save cash position searches available across users in the system.

Example Cash Forecasting Results page



Integration of Global Payroll with Financial Gateway PeopleSoft Global Payroll 9.2 and PeopleSoft Cash Management 9.2 integrate to leverage several of the Financial Gateway’s features, such as direct, secure communication to the bank and a complete payment lifecycle view to process Global Payroll payments.

“Using the SEPA Framework Within PeopleSoft HCM Global Payroll and Financials Cash Management White Paper” provides more insight into the integration (Oracle Support Document 1337679.1).

Principal Prepayments for Swaps and Interest-Bearing Instruments PeopleSoft Deal Management 9.2 allows multiple prepayment changes in a day to be made to an existing deal. Each change is tracked in a detailed audit log. Interest Rates and Margins can be updated for a range of interest periods. The Interest Dates and Payments page, which is used to view the payment schedules, rate information, and prepayments, has been redesigned to improve its usability with the addition of these new capabilities.

Example Interest and Payment Dates page


https://support.oracle.com/epmos/faces/DocumentDisplay?_adf.ctrl-state=h5w5q8k3q_9&_afrLoop=940736271094081


SEPA Payment Formats PeopleSoft Cash Management 9.2 supports Rulebook 6.0 for all payments sent through its Financial Gateway. In addition to supporting the newer version, it supports category purpose, and other identification information.

Accounting Enhancements Errors are sometimes not identified until accounting entries have already been booked to the General Ledger. PeopleSoft Cash Management 9.2 introduces a new capability that allows users to reverse their accounting entries. Accounting entries can be reversed once by several criteria including Accounting Entry Number, Payment ID, and Accounting Source.

In addition, in Cash Management 9.2, customers may now choose to accrue a fee amount and pay it later.

Substitution rules are now defined independent of the accounting template. In Cash Management 9.2, the same substitution rule can be applied to different accounting templates. Customers can choose and apply the relevant substitution rules for each template. Furthermore, substitution rules have been extended for Bank Statement Processing.

These enhancements were introduced in PeopleSoft FSCM 9.2 Update Image 5 in February 2014:

Cumulative Method of Fair Value Accounting

Customers running global treasury need more flexible options when it comes to fair value accounting. PeopleSoft Treasury had supported fair value accounting by the Per Period method. PeopleSoft FSCM Update Image 5 continues the investment in PeopleSoft Cash & Treasury through the support of the Cumulative method of fair value accounting. An option on the instrument allows the user to choose the accounting method where the fair value adjustment is calculated based on the difference between the current fair value and the initial value of the investment. The prior accounting entry is automatically reversed when the new fair value accounting is created. The new expansion allows customers to undo a fair value adjustment and/or capture late price adjustments. This choice in fair value accounting calculations provides flexibility for corporations looking to automate their compliance and reporting needs.

Multicurrency Tracking in Treasury

Organizations operating in regions around the world need granular visibility into the exchange rate gains and losses at the instrument level. PeopleSoft has robust multicurrency capabilities at the top level in General Ledger and at a more granular level for supplier and customer. PeopleSoft FSCM Update Image 5 expands on the robust capabilities by recognizing the effect of exchange rate fluctuations at an instrument level in PeopleSoft Treasury. Enhancements have been made to calculate the realized currency gain or loss and create treasury accounting when the investment is sold or matured. Unrealized currency gain or loss is also tracked for fair value accounting. As more and more businesses manage global investments across national borders, automating these crucial calculations will not only save time, money, and effort but also reduce manual mistakes.

Bank Statement Enhancements This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.



The Bank Balance Entry page now displays the bank statement number (File ID) provided by the bank. This field is populated during import of BAI2, MT940, and FINSTA statements and is display-only; you cannot change the File ID for a bank statement that has been loaded into the system. However, when you manually create a new bank statement, you can enter the File ID value. The Bank Statement Import process has been enhanced to load multi-page MT940 bank statement files and multi-day BAI2 bank statement files.

Approval Framework Improvements and Extension In PeopleSoft Financials 9.2, we extend the use of the Approval Framework within PeopleSoft Cash and Deal Management.

PeopleSoft Treasury and Cash Management leverages the Approval Framework for Settlement Approvals as well as Deal Approvals. The system delivers new sample rules in addition to existing workflows.

For more information about Approval Framework improvements, see Approval Framework Improvements and Extension.

Settlement and Deal Approvals Using Mobile Approval Framework This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013. PeopleSoft Mobile Approval Framework enables real-time access to Treasury Settlement and Treasury Deal approvals through smart phones and tablet devices, allowing managers and employees to engage in Treasury approval processes with a high degree of portability. Users log in using their standard PeopleSoft permissions and the interface offers an intuitive, touch-optimized experience designed for a mobile device for easy access to critical business information. Mobile approval for Settlements and Deals uses Approval Framework to support:

• Performing mass approvals. • Viewing attachments. • Recording comments. • Performing Approve, Deny, and Push Back actions. • Displaying Graphical approval monitor.



Example Landing page for Treasury Settlements and Treasury Deals mobile approvals

EBICS In Cash Management 9.2, Financial Gateway supports the use of EBICS to send SEPA files to the bank. The EBICS (Electronic Banking Internet Communication Standard) protocol is SEPA compliant and can transmit new ISO 20022 standard messages in XML format. The system issues SEPA Credit Transfer payment files. You must specify EBICS attributes on your bank integration layouts.

Lights-out Processing for Financial Gateway Payments Cash Management 9.2 offers lights out processing with respect to payment dispatch in Financial Gateway. Every Financial Gateway source can take advantage of this feature. The Source Registration page offers a Dispatch on Load check box that you can select to dispatch payments on load without any intervention. If this option is selected, the system schedules payment dispatch for each PMT_MSG_ID on payment load.

Treasury WorkCenter This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013. PeopleSoft FSCM 9.2 introduces the new Treasury WorkCenter, a role-based employee-facing interface for users of the Cash Management and Deal Management applications and related accounting



functions. It provides power users with a single place to accomplish their daily tasks within specific functional areas, providing improved efficiency and effectiveness. The Work Center is configurable by organization and function to support different requirements. The Treasury WorkCenter delivers links that your organization can configure for WorkCenter access to a variety of functional areas: For example, you can finalize accounting entries and approve transfer templates, view payments, make changes to a deal portfolio or confirm and approve deals, and manage exceptions, such as payments on hold or in error or accounting errors. Links can also provide easy access to other dashboards and pages from which you can run queries and processes.

Payment Format Transformation Using the Data Export Import Utility This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 6 in April 2014.

Traditionally Financial Gateway has built its own transformation programs to generate payment files in various payment formats. PeopleSoft Cash Management 9.2 continues to support the delivered Financial Gateway transformation programs and introduces a new method using the Data Export and Import Utility. The utility provides an alternative method of layout transformation using configurable map definitions. Provided by PeopleSoft FSCM as a common framework in PeopleSoft FSCM 9.2 Image 4, with added support for payment dispatch in Image 5, the Data Export Import Utility is based on the PeopleTools Document Technology and supports transformation through an online mapping definition that allows users to map a source document to a target document. Financial Gateway delivers one source document and two target documents as well as corresponding map definitions for payment dispatch, or a user can configure an existing layout to use the data mapper.



Asset Lifecycle Management Solutions The ALM solution includes products that focus on significant asset management categories: Asset Management (AM), IT Asset Management (ITAM), Maintenance Management (MM), and Real Estate Management (REM).

Asset Management 9.2 PeopleSoft Asset Management enables effective tracking of physical and financial assets while meeting reporting requirements. Integrating with other PeopleSoft applications automates the asset lifecycle to reduce processing errors and increase processing efficiency. Tracking physical attributes, calculating depreciation, recording tax and insurance requirements, and budgeting for future acquisitions of organizational assets are all key elements of PeopleSoft Asset Management.

The following PeopleSoft Asset Management enhancements are delivered with Release 9.2:

• Asset Cost Adjustment Enhancements • Enhanced Procurement and Payables Integration for Assets • Asset Physical Inventory Enhancements • Guided Step Navigation for Physical Inventory Lifecycle • Mass Transaction Manager • Disposal Worksheet Improvements • Secure Enterprise Search (SES) in Asset Management • Project Costing ChartFields in Asset Management • BI Publisher Reports in Asset Management • Improved Asset Visualization • Printable View of Asset Enhancements • Asset Management WorkCenter • Asset Management Dashboard

Additional enhancements provide support for key legislative and regulatory requirements and transaction controls in PeopleSoft Asset Management 9.2:

• Accounting for Asset Retirement Obligations • Dynamic Bonus Depreciation • Japanese Declining Balance • Combination Editing by Transaction Source • Approval Framework Adoption for Asset Management • Multilevel approvals on Asset Disposals • Accounting for Prior Lease Payments

Asset Cost Adjustment Enhancements PeopleSoft Asset Management 9.2 provides greater efficiency and time savings for managing asset entry with the following enhancements:

• Rapid capture of multiple distinct asset cost adjustments. • View Asset Cost History from Basic Add component. • Automatic Default System Source for manually entered assets.



Rapid Capture of Multiple Distinct Asset Cost Adjustments

In Asset Management 9.2, you can enter multiple distinct asset cost adjustment rows for an asset on the Basic Add - Asset Acquisition Details page without leaving the component. This saves time and steps for asset accountants as they enter asset financial entries.

When you enter the first acquisition line, the page displays the Capitalize button when the To be Capitalized field value is selected as the Capitalize option. Click the Capitalize button and save. Without leaving the page, click the Add a New Row button (plus button) to add the next transaction: You may also add a noncapital transaction for the next row. In this case, once you select the Never Capitalize field value, the Non-Capitalize button appears. Click the Non-Capitalize button and save the transaction.

View Asset Cost History from Basic Add Component

PeopleSoft delivers the ability to view complete asset cost history information for an asset from the Basic Add component. PeopleSoft Asset Management employs Related Content functionality to display Asset Cost History information from any page within the Basic Add component. The Related Content functionality is enabled for Asset Management as delivered. Click the Related Content arrow button from the Asset Acquisition Detail page, for example, (top right corner of the page) and select the Cost History link:

Basic Add - Asset Acquisition Detail page (with Related Content selected to view Cost History)

Automatic Default System Source for Manually-Entered Assets

When entering assets online, the default value for the System Source field (Asset Acquisition Detail page in Basic Add) is automatically classified with an AM Online Entry Page value upon saving the new asset. This functionality applies whether you enter assets using the Basic Add component, the Express Add component, or the Define Asset Operational Information component.



Enhanced Procurement and Payables Integration for Assets PeopleSoft 9.2 provides the following integration enhancements for Procurement and Payables with Asset Management:

• Ability to group requisition and purchase order lines that correspond to a single asset. • Purchasing can determine when assets should be created based on the receipt of a procurement

group sequence. • Flexible allocation of asset-applicable voucher adjustments. • Full text of procurement item descriptions populates the asset detailed description field

(Location/Comments/Attributes page). • Email notification of asset-applicable credit memos improve visibility to credit transactions that may

require further review or action.

Access the Pre-AM Financial page (Asset Management, Send/Receive Information, Preview AP/PO Information):

Pre-AM Financial page

When all items in a Procurement Group Sequence are received, the Load Status field on the Pre-AM Financial page is updated from PO Group Incomplete to Pending.

Access the Procurement Group Inquiry to view details (Asset Management, Send/Receive Information, Procurement Group Inquiry):



Procurement Group Inquiry page

To set up email notification of asset-applicable credit memos, access the Asset Management Definition - Interface Options page and configure the Credit Memo Notification section by role, user, or email address to notify.

For more information, see Improved Integration with Asset Management.

Asset Physical Inventory Enhancements PeopleSoft Asset Management 9.2 enhances Asset Physical Inventory functionality by providing:

• A configurable Mass Transaction Manager that replaces Mass Change for Physical Inventory. • Configurable inventory occurrence criteria. • Improved view of Physical Inventory processing steps. • Validation of asset acquisition date against physical inventory control start and end dates. • Physical inventory of assets assigned to multiple sets of ChartField combinations for a single

department ID with new alert for an asset assigned to multiple departments. • Reconciliation of location area ID and custodian name. • Identification of duplicate serial IDs within the same physical inventory ID.

Guided Step Navigation for Physical Inventory Lifecycle This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

PeopleSoft Asset Management introduces a new horizontal guided step navigation for the Physical Inventory process, which enables you to execute a series of predefined actions.

This enhancement guides you through the Physical Inventory Load/Match/Reconcile lifecycle to complete the series of steps such as Extract Assets, Generate Extract File, Load Scan File, Generate Results, Generate Transactions, and Delete PI Data:



Mass Transaction Manager This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

PeopleSoft Asset Management 9.2 introduces the Mass Transaction Manager, which replaces Asset Mass Changes. Mass Transaction Manager, in contrast to Mass Change, provides the following benefits:

• User-centric design: Intuitive, simple and powerful.

• Enhanced prompts with subordinate keys.

• Enter data only once (no need for dual entry)

• Row security is enabled.

• Allows processing logic and sharing of common code (for example, rounding routine).

• Always runs the most current version.

• Can be transparently embedded in other components.

• Allows conditional logic and captures user input to be consumed by online, SQR, or Application Engine programs.

Disposal Worksheet Improvements The Disposal Worksheet provides simultaneous retirement of multiple assets. Asset Management 9.2 enhances the functionality of the Disposal Worksheet by providing:

• Expanded asset search criteria selection, including asset ID range, area ID, in-service date range, parent ID, FERC code, group ID, and asset status.

• Ability to specify retirement convention and retirement options by asset from the worksheet.



Secure Enterprise Search in Asset Management PeopleSoft Asset Management 9.2 leverages the advanced search functionality of Oracle’s Secure Enterprise Search The application search allows any user the ability to locate documents quickly while accelerating the advanced user’s search of one or more objects:

Select the Asset Management application search from the top of a page and enter a keyword. In this example, the keyword is PRIUS. The search results are returned as follows:

The component search that is available from the Basic Add component provides a keyword search and more advanced search options. Related actions are available from the search results grid, providing links to transaction entry and inquiry components in Asset Management, Maintenance Management, and Real Estate Management.

Project Costing ChartFields in Asset Management PeopleSoft Asset Management 9.2 enables organizations to track PeopleSoft Project Costing ChartFields as well as the Project ID ChartField. If enabled in Asset Management Installation Options, these additional Project Costing ChartFields are included in accounting entries, online inquiries, and reports. The Project Costing ChartFields are also available to Journal Generator when Asset Management accounting entries are transformed into general ledger journals.



BI Publisher Reports in Asset Management PeopleSoft Asset Management 9.2 offers the existing Crystal reports in the Oracle BI Publisher format. The BI Publisher format supports configured ChartFields and provides flexibility to adopt future technology for smoother transitions.

Asset Visualization Visual assistants, such as maps, significantly improve the performance of locating and viewing assets to plan their maintenance and deployment. Integration with ESRI ArcGIS Online enables the display of assets on a map from the Basic Add component. Enable GIS integration at the overall Installation Options and at the Asset Management business unit level from the Asset Management Definition – Interface Options page. Once enabled you can map assets using the new Asset Map Dashboard and from the Basic Add component:

Basic Add – Location/Comments/Attributes page

Click the Map It button from the Location/Comments/Attributes page to view the location of the asset:



The integration uses ArcGIS Web Mapping JavaScript APIs to embed maps in PeopleSoft. The ArcGIS JavaScript API is owned by ESRI and is used subject to the Terms of Use found at http://www.esri.com/legal/licensing/software-license.html.

Printable View of Asset Enhancements The Printable View of Asset page is enhanced in Asset Management 9.2 as follows:

• Additional asset information fields (Asset Type, Asset Subtype, Asset Retirement Obligation fields, and Capitalization Threshold).

• Print option that formats the asset information into a more readable output for printing. Click the Print Preview (printer) icon to generate a printable PDF.

Access the Printable View of Asset page (Asset Management, Print an Asset, Printable View of Asset):

Print Preview icon on Printable View of Asset page

Click the Print Preview icon for a printable PDF:


http://www.esri.com/legal/licensing/software-license.html


Printable View of Asset page

Asset Management WorkCenter This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

PeopleSoft Asset Management 9.2 delivers the Asset Management WorkCenter and Dashboard, which offer role-specific information via a new Dashboard and WorkCenter. The WorkCenter allows you to tailor your views of key data to meet your specific needs. The delivered solution includes new pagelets that operate consistently, with related actions and modal window drilldown capabilities that dynamically change based on the data being viewed.

With a variety of delivered alerts in the My Work pagelet, exception queries, reports, and links to key Asset Management functions, the Asset Management WorkCenter provides deep visibility into, and control over, the processes that are essential to efficient management of assets as well as the accounting for them. In Pending Transactions, two important alerts are provided (AP/PO Transactions and Load Transactions into AM), and in Exceptions, there are seven exception links provided.

In the Asset Management WorkCenter Queries pagelet, a number of queries are provided to monitor financial processes further. Accountants can take advantage of the PO/AM Reconciliation, PC/AM Reconciliation, Asset with Inactive ChartField, and more to find transactions that require attention. Additionally, several more queries, such as Accounting Entry not yet Journal Generated and Asset Depreciation by Category, are provided as pivot grids to aid in the analysis of potentially problematic transactions.



See WorkCenters.

Asset Management Dashboard PeopleSoft Asset Management 9.2 delivers a manager-facing Asset Management Dashboard, which focuses on providing summary level details and supporting analytics encompassing the invoices flow within an organization. The pagelets use Pivot Grids, which are based on PSQuery and display the results in grid format, chart format, or both.

Example Asset Management Dashboard

The Asset Management Dashboard provides access to key information and real-time analytics, such as top asset acquisitions, retirements, depreciation by category, and asset cost by asset acquisition with detail transaction drill-down capabilities.

Accounting for Asset Retirement Obligations In accordance with generally accepted accounting principles (GAAP), PeopleSoft Asset Management 9.2 automates the recognition and measurement of Asset Retirement Obligations (ARO) and the associated asset retirement cost for certain types of assets that have significant remediation costs associated with their end-of-life accounting.

Once you enable ARO processing in overall Installation Options and at the business unit level, Asset Management 9.2 automatically performs the following functions:

• Flags assets with legal obligations that are associated with retirement to facilitate proper reporting and processing of the retirement obligations in accordance with GAAP.

• Captures the initial measurement of an asset retirement obligation.



• Calculates depreciation of the asset retirement cost. • Recognizes and measures the ARO. • Provides online schedule of ARO expenses for review. • Provides accounting and settlement of ARO. • Compliance for leased assets, group assets, and asset impairment. • Provides reports for ARO.

Dynamic Bonus Depreciation Asset Management 9.2 provides the Dynamic Bonus Depreciation feature whereby users can configure new depreciation bonuses as soon as tax legislation is enacted. You can configure tax depreciation attributes, including bonus depreciation allowance percentage and the applicable acquisition and in-service dates for qualified property. Use the Depreciation Bonus page to configure new depreciation bonuses (Set Up Financials/Supply Chain, Product Related, Asset Management, Depreciation, Depreciation Bonus):

Depreciation Bonus page

Once defined, you are able to select your configured depreciation bonus at the asset profile level and for eligible assets.

Japanese Declining Balance PeopleSoft Asset Management 9.2 provides a new Japanese declining balance depreciation method for organizations with assets in Japan that were acquired after April 1, 2012. These assets are subject to the declining balance rate of 200 percent, pursuant to the FY2011 Japan Tax Reform Act. Select the Japan – Changes DB to SL 200 depreciation method for the asset profile or at the asset level.

Combination Editing by Transaction Source In PeopleSoft 9.2, Combination editing by source provides organizations with the ability to configure combination editing rules by transaction source. Associate a Transaction Source with a ChartField Combination Process Group so that during combination edit processing, only the data for the designated transaction source is processed for that group of rules rather than processing all data for all sources This reduces the data that is accessed for more efficient processing.



Ledgers For A Unit – Journal Edit Options page Select the Specific Transaction Source option and click the Transaction Source link to select Asset Management Transaction for the Process Group:

Transaction Source page

Approval Framework Adoption for Asset Management PeopleSoft Asset Management 9.2 leverages the Approval Framework to meet increasing business control requirements. The Approval Framework can be easily configured by business and functional users for self-service and asset disposal.

Multi-Level Approvals on Asset Disposals This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013:

PeopleSoft Asset Management further enhances the Approval Framework functionality for asset disposals by enabling multi-level approvals. You can view approval maps for a graphical display of the approval process. Approvals are at the line (or asset) level. Added features are as follows:

• Select specific assets or select and deselect all assets to apply approval actions.

• Approvers can add comments.

• Select from the following approval actions: Approve, Deny, Hold, and Pushback

• Help text explains actions and processes.

• Access the Approval Flow link to view approval flow for each asset.



• Define anyone as approver (user does not need to be defined as an asset owner to access the Approve Disposals component). Access can be restricted to specific users via permission lists.

Accounting for Prior Lease Payments Asset Management 9.2 enhances leased asset functionality with the ability to account for backdated leases. A new transaction type for prior lease payments (PLP) is added to Asset Management Installation Options to be used when a lease payment is made in the current period for a prior period. The PLP transaction type functions similarly to the Lease Payment (LPY) transaction type for accounting entry purposes. Select the Prior Payment in Current Period check box on the Lease entry pages.

Federal Funds Transfers Introduced in PeopleSoft Image 9.2.006, PeopleSoft provides users with the ability to set up and generate accounting entries for USSGL E510 and E606 when you transfer assets to/from a Federal fund.

When transferring an asset from one federal fund to another, Treasury rules require that you generate the appropriate federal funds transfer accounting entries as documented in the United States Standard General Ledger (USSGL) transactions E510 and E606.

Public Law 101-5101 requires that upon cancellation of a Treasury Appropriation Fund Symbol (TAFS), any collectible account receivable is re-established in a miscellaneous receipt account. Upon collection, the funds are deposited to Treasury miscellaneous receipt account ‘3200’ – Collections of Receivables from Canceled Accounts. The cancelled fund should no longer be transacted against or posted to the General Ledger per Federal regulations. However, assets can be transferred from the purchasing fund into a non-cancelling fund that is available for the same general purpose but still in the unexpired phase. Thus, when you transfer assets to/from a Federal fund, you must generate accounting entries for USSGL E510 and E606 in Asset Management.

Memorandum Accounting for Current Year Acquisitions Introduced in PeopleSoft Image 9.2.006, PeopleSoft provides users with the ability to set up and generate memorandum accounting entries to track current year asset acquisitions, as required by new GTAS rules.

Federal changes to the Government-wide Treasury Account Symbol Adjusted Trial Balance System (GTAS) require that organizations track current year asset acquisitions using memorandum accounts, which are used for GTAS Bulk File attribute reporting, validations, and edits. Current year acquisitions include operating materials and supplies, inventory, real property, exhibits, capital leases, leasehold improvements, internal-use software, and other assets and personal property expenditures that are capitalized. ‘Current year’ is defined as any asset transaction posted in a given fiscal year (October 1 – September 30) and is not tied to the expiration of an agency’s Treasury Account Symbol (TAS)/appropriation.

Memorandum accounts are administrative accounts only and do not affect recorded or reported budgetary and proprietary values on the adjusted trial balance.



Per Treasury guidance, the memorandum postings should be booked on a transaction by transaction basis. This requires each asset purchase transaction that posts to a United States Standard General Ledger (USSGL) asset account (15XX, 17XX, 18XX, or 19XX) to also post the USSGL memo accounts (8801, 8802, 8803, and 8804). Create memorandum accounting entries any time your agency takes possession of an asset. Concurrent postings include asset accounts (15XX, 17XX, 18XX, and 19XX), 4901 (Delivered Orders - Obligations, Unpaid), 3107 (Unexpended Appropriations – Used), and 5700 (Expended Appropriations).

Australian Asset Revaluation Introduced in PeopleSoft Image 9.2.007, PeopleSoft Asset Management delivers a revised method for generating asset revaluations per Australian accounting standards. This feature includes:

• New Net Method option on the Accounting Entry Template IDs page.

• New streamlined revaluation processing, which consists of:

o Revaluation in Mass (AMAUSCAL) process automatically sets the correct load status for each transaction.

o Load Transaction into AM (AMIF1000) process enables you to process all transactions in a single step.

• New ability to revalue an asset below net book value using the Revaluation Worksheet page.

Maintenance Management 9.2 In PeopleSoft Maintenance Management 9.2, Oracle delivers the following enhancements:

• Easy-to-Use Work Orders • Administration of Preventive Maintenance • Visualization and Multi-Dimensional Work Order Analysis • Labor Visibility • Maintenance Notifications • Secure Enterprise Search (SES) Adoption • BI Publisher Reports • Work Order and Item Control • Inventory Allocation • Approval Framework for Preventive Maintenance Schedules • Miscellaneous Enhancements • Maintenance Management WorkCenter • PM Enhancements

Easy-to-Use Work Orders Usability enhancements help streamline data entry and accelerate the process of capturing work order information. Oracle PeopleSoft added these enhancements:

• To prevent unnecessary data entry and to improve accuracy, work order task labor actuals can be copied to the task header actuals and actuals entered for the task header can be copied to the task labor rows in the Work Order Completion component.



• Output destination options have been added to the Work Order Task Detail Report Options page to decrease the number of clicks to control where work orders output.

• In Work Order Completion, if a task status is changed to Complete and labor actuals have been entered but not submitted for posting to PeopleSoft Project Costing, a message appears and prompts users to indicate whether the labor actuals should be submitted for posting.

Administration of Preventive Maintenance PeopleSoft Maintenance Management 9.2 offers the following preventive maintenance enhancements:

• On Demand (one-time) preventative maintenance schedules

• Blackout days of the week

• Preventative maintenance work orders based on meter reading as of the date of prior work order completion

• Preventative maintenance schedule workbench

On Demand (one-time) Preventive Maintenance Schedules

A date-based preventive maintenance schedule type of On Demand enables maintenance planners to identify, select, and generate on-demand preventive maintenance work orders as necessary.

Blackout Days of the Week

Blackout days of the week may apply to preventive maintenance events. A Calendar field is added to the Preventive Maintenance Schedule, Location Schedule, and Maintenance Loop to permit flexible configuration of blackout days of the week. For example, an organization might indicate that preventive maintenance can be scheduled to occur monthly but can never be performed on a Saturday.

Preventive Maintenance Work Orders based on the Meter Reading as of the Date of the Prior Work order Completion

Oracle’s PeopleSoft Preventive Maintenance Linking by Cycle generates preventive maintenance work orders based on the meter reading as of the date of the prior work order’s completion.

Preventive Maintenance Schedule Workbench

Additional search selection options on the Preventive Maintenance Schedule Workbench give planners the power to manage volumes of work quickly.



Preventive Maintenance Schedule Workbench page showing Search parameters

Visualization and Multi-Dimensional Work Order Analysis In PeopleSoft 9.2, integration with ESRI ArcGIS Online enables the display of assets and work orders on a map to facilitate work planning. PeopleSoft Maintenance Management 9.2 also provides new visual interfaces to help maintenance organizations visualize related work orders, work order tasks, and the asset component hierarchy, and analyze parent-child work order costs before further analysis.

PeopleSoft displays embedded maps and assets can be viewed on a map from the Basic Add, the Work Order, and the new Asset Map Dashboard components, while work orders are visible on a map using the Work Order and Technician Workbenches. Hyperlinks to create an express work order are available when viewing assets on a map from Basic Add and the Asset Map Dashboard. (The ArcGIS JavaScript API is owned by ESRI and is used subject to the Terms of Use found at http://www.esri.com/legal/licensing/software-license.html.)

The new Hierarchy Chart can display relationships among work orders, tasks, and asset components. In addition, key balances (such as planned and actual maintenance costs), and navigation links enable maintenance managers to take action quickly.

Labor Visibility The Labor Actuals grid on the Work Order Completion component now displays all labor actuals rows and indicates the time entry source.


http://www.esri.com/legal/licensing/software-license.html


Maintenance Notifications PeopleSoft Maintenance Management 9.2 has adopted the Events and Notifications framework to deliver work order-specific notifications. New work order alerts notify designated maintenance personnel when total actual labor hours exceed total scheduled labor hours, total actual work order task cost exceeds total scheduled work order task cost, and when a work order is created for an asset under warranty. The system also offers other user-configurable alerts by work order type, problem type, work order priority, and asset criticality.

SES Adoption The PeopleSoft Maintenance Management match engine is used to recommend labor resources and tools that meet work order task requirements and availability. In 9.2, the resource match engine uses Oracle’s Secure Enterprise Search to calculate the fit scores for labor and tool resources.

BI Publisher Reports PeopleSoft Maintenance Management 9.2 offers the existing PeopleSoft Maintenance Management Crystal Reports in Oracle’s BI Publisher format.

Work Order and Item Control PeopleSoft 9.2 Maintenance Management offers new work order and item control capabilities. For example, by allowing maintenance schedulers and technicians to hand select inventory items for reservation and pick plans from the work order, items can be issued as they are needed to complete the tasks required to maintain or repair an asset. Inventory items are not issued before they are needed, thus helping to minimize costs and the productivity loss associated with item stockouts.

Inventory Allocation In PeopleSoft 9.2, pre-allocating inventory from a work order helps provide maintenance schedulers and technicians with an easier way to access the Inventory Allocation Workbench. The Allocation Workbench helps ensure that the exact material such as, specific lots or serial IDs, or items from a specific storage location are available to complete work order tasks.

Approval Framework for Preventive Maintenance Schedules PeopleSoft Maintenance Management 9.2 leverages the Approval Framework to enable Preventive Maintenance Schedule approvals. As delivered, Preventive Maintenance Schedule approval is associated with hazardous assets. However, the Approval Framework criteria can be modified during implementation to satisfy additional business requirements. Preventive Maintenance Schedule Approval Framework by Work Order business unit is enabled. When activated, any new Preventive Maintenance Schedule created remains inactive until it is approved.

Miscellaneous Enhancements PeopleSoft Maintenance Management 9.2 introduced the new Assign Resources to Shop functionality, which allows users to search and select one or many supervisors by names or employee IDs to find resources and assign them to the shop.

The Crew Definition functionality is enhanced to allow users to select multiple shop resources to be assigned to the crew.



The Work Order Workbench is enhanced to allow mass-update of the WO Task schedules. Other usability changes are also added such as, supporting asset location search and displaying created on/by, and PM Schedule ID on the result grid. PeopleSoft Maintenance Management 9.2 offers the enhanced Labor Assignment Workbench, wherein multiple tasks can be assigned to a technician. In addition, Work Order and Work Order Task attachments can now be printed using the Work Order Task Detail Report Options page.

Maintenance Management WorkCenter This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013. A new Maintenance Management WorkCenter is available to help maintenance planners and schedulers organize their work even more effectively than they could with the existing workbenches. Having quick access to various work order and preventive maintenance condition monitoring alerts and exceptions, maintenance planners and schedulers not only gain better visibility into the status of critical work orders and preventive maintenance schedules but also the ability to act quickly.

The Maintenance Management WorkCenter delivers alerts that each maintenance planner or scheduler can configure to highlight the new work orders, overdue work order tasks, upcoming preventive maintenance, overdue preventive maintenance, and more. Management WorkCenter is a key tool for helping organizations track and execute maintenance in a timely fashion.

PM Enhancements These enhancements were introduced in PeopleSoft FSCM 9.2 Update Image 5 in February 2014. The new date controls for PM scheduling will aid organizations to specify whether preventive maintenance events are to be scheduled on business days only, and define how the Preventive Maintenance and Projection processes should treat holidays and weekends.

The Preventive Maintenance Loop option determines whether individual asset meter readings or default asset meter readings are used to calculate the next schedule due date. Work Order generation can be one work order for all assets in the loop, or one work order for each asset in the loop.

Real Estate Management 9.2 In PeopleSoft Real Estate Management 9.2, Oracle delivers the following enhancements:

• Tax Calculations • Lease Escalations • Auto-Updates to In-Process Transactions • Lease Invoice Date Flexibility • Billing Calendar Selection • BI Publisher Reports • Minimum Lease Obligation Pivot Grid

Tax Calculations Furthering its ability to support organizations’ essential lease calculation challenges, Oracle’s PeopleSoft 9.2 delivers a Ship To Location override capability to all recurring rent transactions within the lease. This feature provides the ability to trigger the VAT/SUT calculation engine when the override location differs from the default location on the lease.



Lease Escalations If a lease escalation occurs in the middle of a billing period—a common occurrence—new support for proration of mid-period lease escalations enable proration of the escalation amount for the number of days applicable in the current period. Proration functionality applies to both index and stepped escalation types. In addition, the ability to enter negative rent escalations allows users to enter negative escalation amounts/percentages, which enables rent reductions based on Economic Index (for example, Consumer Price Index) changes. Finally, a new lease escalations auto-generation tool populates the stepped escalation schedules based on a fixed escalation percentage/amount and a predefined calendar frequency.

Stepped escalation schedules generated by auto-generation tool

Auto-Updates to In-Process Transactions With release 9.2, PeopleSoft Real Estate Management offers the ability to automatically adjust and regenerate pending, in-process transactions according to the revised financial terms, including proration, if applicable, thus reducing manual calculations and ensuring accuracy.

Lease Invoice Date Flexibility While providing a default invoice date for lease payments according to setup, PeopleSoft Real Estate Management 9.2 offers the ability for a user to override the invoice date during processing, thus giving more flexibility to accommodate the various timing issues that inevitably are encountered with leases.

Billing Calendar Selection In PeopleSoft Real Estate Management 9.2, Oracle added a new billing calendar selection to the Percent Rent terms setup pages in the lease. This selection is in addition to the existing Reporting Calendar field, and the availability of both provides the ability to accrue sales reporting more frequently than the actual billing of percent rent variable rent charges.

BI Publisher Reports Oracle BI Publisher formats replaced existing PeopleSoft Real Estate Crystal Reports (Reported Sales & Rent Variance) to give richer reporting options.



Minimum Lease Obligation Pivot Grid This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

In PeopleSoft Release 9.2, PeopleSoft Real Estate Management added a pivot grid and chart displaying minimum lease obligations by business unit, lease administrator, portfolio manager, transaction group, region, year, and lease type to give real estate administrators the ability to analyze their cash flow demands from several perspectives. The pivot grid also has related actions associated to it so that users can quickly act on the information.



Enterprise Service Automation (ESA) Solution The following sections preview the Program and Portfolio Management features and enhancements, by products in PeopleSoft Enterprise Service Automation 9.2.

• Contracts • Grants • Project Costing • Program Management • Resource Management

Contracts 9.2 To provide organizations with greater control over revenue and leverage for their staff to handle larger volumes of work, Oracle’s PeopleSoft Contracts delivers the following enhancements in Release 9.2:

• Contracts Workbench • Contracts WorkCenter • Contracts User Productivity Boosters • Transaction Order Template for Limit Checking • Fixed Fee and Deferred Revenue Parallel Processing • Configurable Field Validation Framework for Run Controls

Contracts Workbench The Contracts Workbench is designed to bring critical information together from the PeopleSoft Contracts, Project Costing, and Grants applications into a single interface in Contracts 9.2. The Workbench improves contract administrators’ and accountants’ abilities review contracts, instantly identify the need for adjustments, and enable rapid update to contract lines, projects, bill plans, and so on. Business analysts and users can configure sections of the Contracts Workbench to provide a summary view of and access to various controls, statuses, and transactions within the related applications. The workbench also aggregates and summarizes large amounts of disparate but related information required for effective contract management.

Contracts WorkCenter Contract administrators require access to a great deal of information such as contract terms, limits, related projects, and the status of related invoices in order to perform their jobs. The Contracts WorkCenter in release 9.2 helps users to quickly identify and resolve key process exceptions so that contracts proceed unimpeded. Key components of the Contracts WorkCenter include:

• My Work - The My Work section includes links to pages that users may access frequently. It comprises exceptions and alerts, where the user needs to take some type of action. My Work section is divided into two sets of exceptions, which are Pre-Process Exception and Process Exception.

Pre-Process exceptions are:

• Billing Plans Requiring User Action



• Revenue Plans Requiring User Action

• Billing Events Not Processed

• Revenue Events Not Processed

• Contract Lines Missing Rate Set/Plan

• Posted Sponsor Budget <> Billing Limit

These exceptions display data of all active contracts. Users can select required rows and perform necessary action on them.

Process exception is Closed Contracts With Open Projects.

This exception displays all the contract status that is assigned to contract processing status as Closed.

• Links - The Links tab includes additional links to pages related to contracts such as Amendments, Contracts Workbench and My Contracts. A System administrator can determine a list of links that are available to end users in this section. The end user can personalize the required links they want to appear on their WorkCenter. Links to external pages can also be placed in this section.

• Queries - The Query section includes links to Query Manager, public queries, private queries, and Pivot Grids. The system administrator can determine if an end user can add public queries. The end user can personalize their private queries. Query results can be saved to Microsoft Excel.

• Reports and Processes – The Reports and Processes section includes links to reports and processes. The links accesses the run control page for reports, processes, and the reporting console. The system administrator can determine whether an end user can configure their pagelet. The objective of this pagelet is to minimize the number of clicks to access reports or processes and the results.

A Contracts WorkCenter Dashboard is provided, which displays information summaries that enable users to monitor different objects and data. There are multiple grids displaying various data on the Dashboard such as top five contracts, recent contracts and metrics. User can select and edit required contracts from the Dashboard.



Example Contracts WorkCenter Dashboard page

Contracts User Productivity Boosters With PeopleSoft Contracts 9.2, Oracle enables users to change the Sold To Customer on pending contracts. This flexibility eliminates the re-keying of data that is typically required in situations when business needs dictate that the customer associated with a pending contract needs to change.

Users can now view a contract’s billing plans and revenue plan, descriptions, and plan IDs throughout the PeopleSoft Contracts application. They can readily access and update bill plans, revenue plans, and contract terms using the PeopleSoft Related Action Framework and Related Content, which decreases time spent locating pertinent information and helps avoid delays in key revenue management processes.

Transaction Order Template for Limit Checking With the transaction order template for limit checking, Oracle gives the project and contract-driven enterprise the option to control the order in which transactions are checked against a revenue contract. This feature allows organizations to comply with contract terms negotiated with customers, improve the rate of invoice acceptance, and increase cash flow, which can result in higher rates of reimbursement, especially on grants, commercial business (such as in media), and government contracts.

Fixed Fee and Deferred Revenue Parallel Processing Release 9.2 includes the ability to enable the Contracts application’s Fixed Fee Revenue process (CA_LOAD_GL1) and Deferred Revenue process (CA_LOAD_DEF) to run in parallel.



Configurable Field Validation Framework for Run Controls This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013. A configurable field validation framework is provided for business analysts to specify the combinations of fields on various Contracts Run Control components that must contain values when a user tries to run a process. Organizations can now set up templates to specify, either by role or set of users, which fields are required when a user attempts to launch a process via a Run Control component. The processes include Process As Incurred Billing, Process Recurring Billing, Process Other Billing Methods, Process limits, Process Deferred Revenue, Process Fixed Fee Revenue, Process As Incurred Revenue, and Retrieve GL Updates in PeopleSoft Contracts.

This validation framework option enables organizations to ensure that the necessary validations configured by the users are enforced, thus narrowing the scope of transactions end users can affect when they run a process. This ability provides greater control on the run control parameters that could be passed as inputs to the key processes mentioned above. This feature gives organizations the confidence to know that business processes are being governed effectively.

Contracts Set to Expire WorkCenter Exception This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013. The Contracts WorkCenter contains a rich set of My Work Exceptions to help contract administrators govern their portfolio of contracts. A new exception, Contracts Set to Expire, is offered to ensure that the organization has adequate warning to begin executing all the necessary contract pre-close and closeout activities in a timely fashion. Typically, all transactions need to be recorded and invoiced, documents updated, the status of related activities and projects updated, and more. With this exception, contract administrators are provided a list of all active contracts that have expired or are set to expire within the timeframe they specify so that they can quickly identify the contracts that need attention.

Ability to Reopen Completed Billing and Revenue Plans This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013. A key element of simplifying business processes is having software that lets users change their minds and accommodate exceptions. Users can now reopen bill plans and revenue plans, associated to rate based contract lines, after they are marked as complete. For rate-based contract lines, this offers contract administrators the option to bill and recognize revenue easily for project transactions that arrived late. This new flexibility removes the need to account for and track the late transactions as reconciliation exceptions and, more importantly, can help to minimize the number of billable but late project costs that an organization is forced to write off.

Program Management 9.2 Integration to Primavera P6 In PeopleSoft Program Management 9.2, Oracle offers these enhancements to the Primavera P6 integration:

• Integration to Primavera P6 Enterprise Project Portfolio Mgt. R8.1 and R8.2.

• Master data synchronization.

• Budget item defaults.



PeopleSoft Program Management Integration with Primavera P6 Video Feature Overview

Play Now

With PeopleSoft Program Management 9.2, a comprehensive integration between PeopleSoft Program Management and Primavera P6 R8.1 and 8.2 simplifies and lowers the cost of achieving enterprise project portfolio visibility and control. The integration helps organizations to combine the planning, resource scheduling, and project progress strengths of Primavera P6 with the project resourcing, budgeting and planning, and financial controlling capabilities of PeopleSoft to manage the full project portfolio life cycle. The integration aligns enterprise master data and financials with project operations to improve transparency, increase business process flexibility, accelerate data flow and improve data quality, and decrease the cost of administering projects.

Primavera P6

Master Data

Actual Financial CostsHours WorkedCommitmentsProject Teams

PeopleSoft

Project HeaderWBS/Activities

Budgets

Timesheet DataResource Assignments

PeopleSoft Program Management to Primavera P6 data flow

See PeopleSoft Program Management to Primavera P6 Enterprise Project Portfolio Mgt. R8.1 and R8.2 (Oracle Support Document 1361217.1).

See PeopleSoft Program Mgt. 9.1 to Primavera P6 Enterprise Project Portfolio Mgt. R8.1: Process Flow Diagrams (Oracle Support Document 1361220.1).

When synchronizing master data from PeopleSoft to Primavera P6, you can determine the Project Costing business unit for projects, the Human Resources business unit for labor resources, the Inventory business unit for materials, and the Asset Management business unit for equipment.

With Program Management 9.2, budget items can be defaulted onto project and activity team resources that are loaded when using the Third-Party Loader process. When the budget item is defaulted on the activity team, the existing GetPlan functionality can be used to automatically create a cost budget that can be finalized.






Note: PeopleSoft Program Management will integrate with Primavera P6 Enterprise Project Portfolio Management R8.2 and R8.3 when these applications are generally available.

Project Costing 9.2 In PeopleSoft Project Costing 9.2, Oracle offers the following enhancements:

• Project Summarization and Compression

• Rounding and Accelerated Processing for Funds Distribution

• Rate Plan Pricing

• Variance Pricing

• Flexible Rate Sets

• Simplified Capture of Project Costs and Revenue

• Projects WorkCenter

• Project Financial Pivot Grids

• Multi-Dimensional Rate Definition

• Exchange Rate Retention.

• Manager Transaction Review

• Business-Specific Data Elements

Project Summarization and Compression PeopleSoft Project Costing 9.2 delivers subsystem transaction summarization, which allows for summarization of data before it is written to the project transaction table. Pricing summarization reduces the volume of data in the project transaction table.

Each subsystem integration process, such as PC_EX_TO_PC for Expenses, can use a summarization template to determine the level to which data is aggregated. When the summarized rows are inserted into the project transaction table, the transaction details are stored in new tables that provide the necessary detail when you drill into a transaction on the Transaction List page.

Pricing summarization reduces the volume of data in the project transaction table and provides the option to eliminate excessive target transactions.

This diagram illustrates that each application engine process for the corresponding feeder application, sends detailed information to the corresponding detail table. If summarization is being used (the application check box is selected in the Summarization Options section on the Installation Options – Project Costing Integrations page), then the detailed data is summarized and then added to the Project Costing transaction table (PROJ_RESOURCE).



PC_EX_TO_PC detailsPC_EX_DETAIL(SQL table same

structure as PROJ_RESOURCE)

PC_GL_TO_PC

PC_INTFEDIT

PC_GL_DETAIL(SQL table same


details

PROJ_RESOURCE(project transactions)

PC_TL_TO_PCPC_TL_DETAIL(SQL table same


details

PC_AP_TO_PC

PC_PO_TO_PC

PC_POADJUST

PC_APPO_DETAIL(SQL table same


details

Summed using appropriate

Summarization rule

Transaction Summarization process flow

When running the Project Summarization you have the option to select Daily, Monthly, Quarterly, Weekly, and Yearly as the Date Summarization level on the Summarization Template.

When running the Project Compression process you have the option to select Monthly, Quarterly, Weekly, and Yearly as the Date Rollup Level on the Project Compression Template.

Rounding and Accelerated Processing for Funds Distribution New Funds Distribution capabilities include the replacement of straight distribution with a weighted rounding method, allowing organizations to specify a balancing Analysis Type in order to manage how fund distribution amounts are calculated. The Funds Distribution process also handles debit and credit Over Distribution Limit (ODL) transactions more efficiently, to reduce the time required to process the transactions in accounting.



Funds Distribution – Source page

To accelerate the configuration of Funds Distribution, PeopleSoft Project Costing 9.2 allows the grouping of a subset of source rules to a single target definition. In addition to allowing the mapping of all source rules to a single target definition, or configuring each source rule to a separate target definition, the enhancement allows users to enter source rules by Analysis Group or to group source rules manually. This option is defined on the Installation Options – Project Costing Integration page, in the Funds Distribution Options group box:

Installation Options – Project Costing Integration page (partial page)



Rate Plan Pricing To support complex rate structures, rate plans can contain multiple rate sets. With a focus on pricing rate plans rapidly, PeopleSoft Project Costing offers the ability to process rate sets that have a common base across projects. This reduces the cycle time when processing and compressing transaction from pricing to invoicing and accounting.

Rate Plans page

Variance Pricing With PeopleSoft 9.2, Variance Pricing is no longer limited to projects associated with revenue contracts classified as Government. The feature is available for repricing transactions for any project.

Variance pricing is used to capture and process price variances for a particular set of rates. Variance pricing, or retroactive rate adjustments, are required when contractors retroactively apply new rates to transactions that are previously processed. Transactions that are previously processed are those that have been billed or sent to the general ledger.

You can enable variance pricing on a standard or contract-specific rate set by selecting the Enable Variance check box.

Rate Sets page – Enable Variance check box selected



When using this option, you can enter, track, and process variance rates on the Rate Variance History page.

The Variance Pricing process selects all rate set types (cost, billing, cost/billing, and revenue). In addition, Pricing Summarization can be enabled to generate summarized variance output rows and reduce the volume of data as well as the time required to run the Variance Pricing process.

Expanded run control parameters for Variance Pricing enables more control over the variance pricing transactions that are created. Processing can be restricted by business unit, project, activity, accounting date, or transaction date. Users can run the Variance Pricing process for individual rate sets, rate plans, or rate set categories, as well as for specific contracts or customers.

The Variance Pricing run control page includes an optional review page to enable users to examine the output of a rate change and decide whether to accept the new calculations before proceeding.

Variance Pricing run control page

Flexible Rate Sets

The rate definition type of Cost/Billing creates cost and billing target rows, reducing the number of rate sets required and accelerating the Pricing process. Organizations are able to reduce their usage of rate plans (rate plans serve as a collection of rate sets) and improve the speed of the Pricing process. Rate plans are typically necessary only when rate stacking is needed.

See the Rate Sets page shot in the Variance Pricing section.

You specify a rate definition type when you create a rate set. By using rate definition types, the Pricing process can create costs (indirect and direct), price transactions for billing, and price transactions for revenue recognition. Rate definition types control the type of rows that the Pricing process creates by restricting the analysis types that you can select for target rows on the rate set.



For example, when you create a rate set with a cost rate definition type, the system restricts the target rows to analysis types that belong to the actual cost analysis group. The default actual cost analysis group is PSCST (Accounting Costs), which is specified on the Installation Options - Project Costing page along with the actual revenue and billing analysis groups. During implementation, you can override the default analysis groups for actual cost, revenue, and billing.

Simplified Capture of Project Costs and Revenue PeopleSoft 9.2 Project Costing enables integration with PeopleSoft Payables and Billing to process Accounts Receivable Direct Journals and project-related bills that do not have a bill plan attached. These enhancements help organizations remove customizations and simplify the process of capturing revenues for invoices that are not associated with a contract, and for cash receipts such as donations and reclassifications of cash receipts.

A Receivables Analysis Group field is available on the Installation Options – Project Costing Integration page.

In addition to the existing timesheet and expense report integration from PeopleSoft Services Procurement, deliverables-based progress log information integrates with PeopleSoft Services Procurement for cost collection and reporting purposes.

Projects WorkCenter PeopleSoft Project Costing 9.2 delivers the Projects WorkCenter and Dashboard, which offers role-specific information via a new Dashboard and WorkCenter that allows users to tailor their views of key data to their preferences. New pagelets that operate consistently, with related actions and modal window drilldown capabilities that dynamically change based on the data being viewed are part of the solution.

See WorkCenters.

Project Financial Pivot Grids PeopleSoft Project Costing 9.2 delivers project financial pivot grids designed to provide interactive operational analytics that enable filtering and project transaction data “slicing and dicing” by analysis type, Project Costing ChartFields, and other key dimensions. Users can adapt the pivot grids as business needs evolve.

Pivots grids are based on PSQueries and can display the results in a grid format, a chart format, or both. You use the Pivot Grid Wizard (Reporting Tools, Pivot Grid, Pivot Grid Wizard) to design how the page is displayed to the user.


See Pivot Grids.

Multi-Dimensional Rate Definition Organizations often need to define resource rates for a project and contract by multiple criteria. To accommodate this and nearly any other complex rate definition, the Custom Rates feature offers the ability to define rates by as many as five different fields (or dimensions) that are available in the project transaction table.



Define Custom Rates page

The Define Custom Rates page provides the means to create different rate structures in addition to rates by employee, role, and jobcode. A custom rate enables you to create rates by source quantity or source amount with multiple criteria. For example, you can define one custom rate that is applied to the source quantity and based on job code and department, and a second custom rate that is applied to the source quantity and based on source type and supplier.

Exchange Rate Retention PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability to enter a user-defined exchange rate in feeder subsystems, such as Payables, and retain that exchange rate in Project Costing. Organizations that conduct business in multiple currencies, being able to accurately capture and apply contractually agreed upon rates is essential. This feature provides the ability to enter a user-definable exchange rate on vouchers and have Project Costing retain that rate. This enhancement to exchange rate definition is intended to reduce the need to reconcile exchange rate differences between subledgers and Project Costing.

Manager Transaction Review The PeopleSoft Project Costing Manager Transaction Review (MTR) is a key tool that enables organizations to review and approve billable transactions before interfacing them to PeopleSoft Contracts and Billing. In PeopleSoft Project Costing 9.2, the MTR feature enables users to search and filter transactions by contract and contract line. Although many organizations typically defer transactions through the Billing Worksheet, MTR enables users to defer billable transactions and add a number of additional fields to the transaction grid. As a result, billable transactions can be processed later, and project managers have the opportunity to identify and assess whether transactions are appropriate earlier in the business process.



Billing Review – General page

Government contractors carefully monitor the Period of Performance (POP) for a contract when reviewing transactions that fall outside the POP start and end dates. Transactions that fall outside the date range require approval before they are interfaced to PeopleSoft Billing. There is a new page for the MTR, which enables project managers to segregate POP exceptions so that they can be manually reviewed and approved.

Period of Performance Review – General page

Business-Specific Data Elements In 9.2, the adoption of the PeopleSoft Supplemental Data framework on the Project General component enables the data capture of project details required to meet customer-specific business process requirements. With the Supplemental Data framework, organizations can give business analysts control over the definition and configuration of data elements that are unique to the business and at the same time avoid customizations in the software.

See Supplemental Data for Grants



In-Memory Project Discovery 9.2

PeopleSoft In-Memory Project Discovery Play Now

In PeopleSoft In-Memory Project Discovery 9.2, Oracle offers the following enhancements:

• New product.

• Integration with Asset Management.

• Integration with Expenses.

• Integration with Project Costing.

• Integration with Program Management

• Integration with Resource Management.

New Product Oracle’s PeopleSoft In-Memory Project Discovery is a new product within PeopleSoft Release 9.2. It provides the ability to instantly filter and analyze millions of rows of data in PeopleSoft Enterprise Service Automation (ESA) applications. The In-Memory Project Discovery product uses the speed and scalability of Oracle Exalytic Hardware and the intuitive, flexible user interface offered by Oracle Endeca. The Endeca technology enables you to examine unstructured and structured data in the form of bar charts, pie charts, and grids, in order to answer key project and resource business questions quickly. It also enables you to identify business data relationships and drivers of business results.

This product uses the Extract, Transform, Load (ETL) process to transfer data from PeopleSoft to Endeca.

These products integrate with Oracle’s Endeca through In-Memory Project Discovery:

• PeopleSoft Asset Management

• PeopleSoft Expenses

• PeopleSoft Project Costing

• PeopleSoft Program Management

• PeopleSoft Resource Management

Integration with Asset Management The Project Discovery - Capital Projects pages display analytical data that includes metrics, charts, and maps, and enable you to analyze capital project and asset data from PeopleSoft Asset Management. In addition, by using Filters options, you can iterate the data on the Capital Projects Overview page and render the metrics by various dimensions for analysis.


http://youtu.be/R5mbbHtmKq8


Capital Projects Overview page

Integration with Expenses The Project Discovery – Expense Overview and Expense Details pages display project – expense report data that includes metrics, charts, and grids, and enables you to analyze project – expense report data from PeopleSoft Expenses. In addition, by using Filters Options, you can iterate the data displayed on the Expense Overview and Expense Details pages and render the metrics by various dimensions for analysis.

Expenses Overview page



The Project Discovery – Time Reports page displays project time and policy time data that includes metrics, charts, and grids, and enables you to analyze project time and policy data from PeopleSoft Expenses. In addition, by using Filters Options, you can iterate the data displayed on the Time Reports page and render the metrics by various dimensions for analysis.

Time Reports page

Integration with Project Costing The Project Discovery - Projects page displays project financial, analytical data that includes metrics, charts, and maps, and enables you to analyze project and activity data from PeopleSoft Project Costing. In addition, by using Filters Options, you can iterate the data displayed on the Projects page and render the metrics by various dimensions for analysis.



Projects page

Integration with Program Management The Project Discovery – Project Management page displays project management analytical data that includes metrics, charts, and tables, and it enables you to analyze project and activity data from PeopleSoft Program Management. In addition, by using Filters options, you can iterate the data that appears on the Project Management page and render the metrics by various dimensions for analysis.

Project Management page



Integration with Resource Management The Project Discovery - Resources pages display resource deployment analytical data that includes metrics, charts, and maps that allows users to analyze resources and resource requests. Furthermore, by using Filter Options, users can iterate the data displayed on the Resources pages and render the metrics by various dimensions for analysis.

Resources page

Resource Management 9.2 In PeopleSoft Resource Management 9.2, Oracle offers the following enhancements:



• Enhanced RM Integration with sPro for Sourcing Contingent Labor • Mass Assignment Changes • Higher Quality Search Results • Enhanced HCM Integration • Protection of Personal Data • Automatic Closure of Service Order Lines and New Assignment Flexibility • Ability for Resources to Cancel & Resubmit Bids and Managers to Withdraw Resource

Recommendations • Control of Resource Qualifications Analyzed by the Staffing Workbench • Ability to Display Resources Satisfying a Minimum Qualification Score • Express Search Usability Enhancements • Support of Incremental Indexing to Account for Personnel Data Changes in PeopleSoft HCM

Enhanced RM Integration with sPro for Sourcing Contingent Labor Oracle enhanced the existing integration with PeopleSoft Services Procurement to source and obtain contingent workers (contractors and subcontractors) by pre-populating requisitions with appropriate skill defaults based on the type of resource being requested.

This feature also automates the population of as many fields as possible from the Resource Management Service Order (SO) to the Service Requisition (SR) within sPro in order to eliminate manual entry as much as possible. Fields like Competency and its description along with Proficiency and Years of Experience are populated on the sPro SR from the SO in Resource Management. The quantity of unfulfilled resource assignments on the SO in Resource Management is also transferred to the number of positions required on the SR within sPro.

Mass Assignment Changes With PeopleSoft Resource Management 9.2, a process is provided which allows the user to automatically complete assignments whose end date has passed, reducing the need for monitoring and intervention. After an assignment is completed, it is added to the resource history.

Higher Quality Search Results Resource and job searching is enhanced by replacing the existing Verity search engine with Oracle Secure Enterprise Search (SES). Search capabilities include a new distance/radial searching option so that users can search for the appropriate resources within a definable distance of the work location or for the appropriate jobs within a definable distance of the resource’s location.

Enhanced HCM Integration Building off the delivered integrations between PeopleSoft HCM and FSCM, enhancements to the inactivation of resources from PeopleSoft HCM improve eligibility classifications in PeopleSoft Resource Management. This enhancement improves the accuracy of the availability scoring results in both the Staffing Workbench and Express Search components.

Protection of Personal Data A flexible framework for identifying and selectively hiding sensitive employee data is offered in PeopleSoft Resource Management 9.2. Data is secured by role allowing specific user groups access to the sensitive data as appropriate. With this level of control, organizations are able to account for country-specific data privacy rules in the resource deployment process.



Automatic Closure of Service Order Lines and New Assignment Flexibility This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

Closing a service order will automatically close all the open resource request lines associated with the order. Moreover, the system will automatically complete all assignments associated with the order for which the end date is earlier than the date of service order closure, and any pending assignments associated with the order will be marked as canceled.

Additionally, staffing coordinators can now re-assign a resource to a project even though the resource has a canceled prior assignment within the same date range against that project.

Ability for Resources to Cancel and Resubmit Bids and Managers to Withdraw Resource Recommendations This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

With this enhancement, resources can now withdraw (cancel) and resubmit their bids for a Service Order.

Additionally, resource managers who had earlier recommended their staff to assignments now have the option to withdraw their recommendations.

Withdrawal of a bid or recommendation is immediately reflected in the Staffing Workbench so that staffing coordinators are kept appraised of these important changes.

Control of Resource Qualifications Analyzed by the Staffing Workbench This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

Resources and their managers can now deselect various competencies and accomplishments on the resource’s profile to prevent them from being considered when fulfilling service orders. Competencies and accomplishments not relevant to the staffing process can be filtered, thus reducing the data processing task for the search engine.

Ability to Display Resources Satisfying a Minimum Qualification Score This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

Users now have the option to specify a minimum qualification score that a resource must achieve in order to appear in the search results on the Express Search page and the Staffing Workbench – Fulfill Orders page.

Express Search Usability Enhancements This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

Users can now define a default My Qualification Profile value for each SetID. The default Qualification Profile defined for a SetID will appear when the Express Search page is opened.

In addition, users now have the option to choose the business unit for which they want the system to generate a service order on the Express Search page.



The Express Search page now contains the Business Unit field and the Minimum Qualification Score required to improve the speed of the Service Order search and Fulfillment process.

Support of Incremental Indexing to Account for Personnel Data Changes in PeopleSoft HCM This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

PeopleSoft Resource Management now has the ability to account for changes made in PeopleSoft HCM via incremental indexing, rather than requiring a full index. This implies that a change to a resource’s data in PeopleSoft HCM can be reflected more accurately in the Resource Management search results than in the past.

Staffing Front Office 9.2 PeopleSoft Staffing Front Office offers the following capabilities to optimize value with efficiency:

• Resume Parsing and Job Board Distribution Integration Frameworks

• User Preference Defaults

• Email Templates

• Agenda and History Administration

• Job Application Process

• Staffing WorkCenter and Rapid-Action Staffing Pagelets

• Richer Search Capabilities

• Candidate and Agenda Visibility

• Work Distribution to Teams

• Recruiting Funnel

Resume Parsing and Job Board Distribution Integration Frameworks PeopleSoft Staffing Front Office 9.2 offers new resume parsing integration capabilities (developed to HR-XML industry standards) to enable recruiters to receive resumes in nearly any format and by nearly any means. Recruiters can quickly process new resumes into the system for online applications, completing the applicant profile, and so on. Resume parsing can be embedded into the Staffing Apply Online capability to pre-populate a significant portion of the online application. This simplifies user entry and improves data accuracy.



Installation Options – Staffing Installation page (partial page)

Additionally, 9.2 leverages HR-XML standards to offer a new Job Board Distribution Integration Framework that enables integration to virtually any job board distributor.

Job Board Distributor

Job Opening Monster

• Analytics• Reports

Dice

Hotjobs

Freeboard

Linkedin

Add

Update

Delete

PeopleSoft Job Board Distributor

Job Board

Job Posting Publication Process Flow

In support of varying supplier capabilities, the integration framework provides visibility into posting status and one-click access to make updates and view details, logs, or analytics pertaining to that posting. Mass re-post and un-post options enable users to manage a high volume of postings efficiently.

User Preference Defaults PeopleSoft Staffing Front Office 9.2 introduces widespread expansion of existing user preferences to provide additional default flexibility across transaction pages, which can minimize manual data entry processes so that the staffing branch user works more efficiently.



User Preferences – Staffing – General Preferences page

Email Templates In 9.2, new role-level and activity-level configurable email templates ease the creation of individual and mass email communications from various pages in the application. The email links that use these templates are context sensitive, so the appropriate template is automatically selected based on where it is used. The template also includes file attachments in the emails for distributing candidate resumes, profiles, and so on.

Oracle’s PeopleSoft delivers several email templates that are available to different roles, based on the page used to access the Compose Mail page. There are several email icons available throughout the transaction pages. The templates available on the Compose Mail page depend on the user role and the place on the page where the Send Email button is clicked.



Compose Mail page

Agenda and History Administration PeopleSoft Staffing Front Office 9.2 provides a contemporary, new user interface to review and update agenda or history information and consolidate multiple functions into a single page, which minimizes the need for clicks or page transitions. The new component offers improved search capabilities, the ability to save search parameters for future use, and the ability to affect multiple entries en masse.



Review Agenda/History page

Job Application Process With 9.2, the self-service Staffing Apply Online component for applicants has been redesigned to use the latest PeopleTools train stop user interface model for guided processes. Staffing firms are able to configure an inviting and intuitive user interface, which makes the job application process efficient and attractive to candidates, clients, and the staffing firm itself.



Opportunities page

Staffing WorkCenter and Rapid-Action Staffing Pagelets PeopleSoft Staffing Front Office 9.2 offers role-specific information via a new Staffing Dashboard and WorkCenter, which allows users to tailor their views of key data to their preferences. New pagelets that operate consistently, with related actions and modal window drilldown capabilities that dynamically change based on the data being viewed are part of the solution.

Example Staffing WorkCenter Dashboard page



Multiple pagelets can be configured for the Dashboard and WorkCenter, including:

• Hot Lists present key Orders, Customers, Contacts, and Applicants to users and offer one-click access to numerous common actions.

• My Work exception monitors flag issues requiring attention and facilitate rapid action.

• My Links display important URLs to internal and external content, such as job board administration sites and so on.

• My Searches provide single-click access to a user’s PeopleSearch and Opportunity saved searches and quicker access to pertinent search results.

• My Reports and Processes provide immediate access to organize, view, and launch relevant reports, processes, or both.

A pending applicant’s pagelet links applicants to specific orders and provides visibility to assist recruiters with managing high volumes of incoming applicants. The pending applicant’s aging pagelet enables users to know the volume of incoming applicants through a graphical chart of pending applicants categorized in configurable aging intervals.

Richer Search Capabilities With 9.2, PeopleSoft combined with PeopleTools provides search capabilities using the Oracle SES, which is implemented through the PeopleSoft Search Framework.

The PeopleSoft Search Framework provides a standard method to use search indexes for all PeopleSoft applications. The Search Framework depends on the SES engine.

In PeopleSoft Staffing, five search types (PeopleMatch, PeopleSearch, Order Search, Customer Search, and Contact Search) use the SES engine

The speed of resource and job searches as well as creating search indexes are improved by replacing the existing Verity search engine with Oracle SES. The search includes a new distance/radial search option. This enables users to search for appropriate resources within a definable distance of the work location or appropriate jobs within a definable distance of the resource’s location. Faster searches that are more accurate typically mean better quality assignments.

Candidate and Agenda Visibility An enhanced candidate overview page provides a single location with visibility into order specifics for resources, such as assigned to, under consideration for, or applied to orders. In addition, users see history and qualification details, including availability, competencies, references, prior jobs, and test statistics.



Candidate Events page

PeopleSoft Staffing Front Office 9.2 expands the existing My Agenda capabilities to include interactive user-level, team-level, and branch-level summary lists. The summarized data displays in user-configurable aging formats to help recruiters identify time-sensitive tasks and take appropriate action. The various views of agenda items serve as “to-do” lists and alerts users to upcoming deadlines, missed deadlines, or both. In addition, users can log future tasks and track historical tasks from various components within the application, while retaining the focus and context of their current transaction.



My Agenda page

Work Distribution to Teams PeopleSoft Staffing Front Office 9.2 supports a team construct that expands on the existing service operator infrastructure to let organizations establish an unlimited number of teams that can focus on key functions. The team feature provides dynamic assignments for each event type, so team members can specialize and focus on onboarding activities, background checks, finalizing statements of work, and so on.



Manage Teams page

The system automatically generates agenda tasks for individuals and team members as orders are received according to the team setup. In conjunction with the new team concept, new replace team members functionality provides an effective-dated method of adjusting work assignments to combat the turnover experienced in the Staffing industry. Team members can be replaced quickly and easily, and the system can adjust assignments and reassign them if a new team member takes over existing tasks. A history of the turnover can also be maintained, if desired.



Recruiting Funnel PeopleSoft Staffing Front Office 9.2 offers a more robust, interactive user interface for the Recruiting Funnel, which manages the candidate onboarding process for recruiters. The enhancement integrates critical Staffing business processes and leverages new PeopleTools technology to offer a superior onboarding user experience. Automated creation of agenda items and assignment tasks for each candidate minimizes setup and integrates the assignment step to each onboarding business process flow. The ability to force dependencies between events provides systematic controls that take the guesswork out of specific onboarding requirements from customers.

Recruiting Funnel by Contact - Resource Request page



Supply Chain Management (SCM) Solutions The following sections preview the new features and enhancements that are available in PeopleSoft Financials Management and Supply Chain Management 9.2:

• Supplier Relationship Management

• Customer Fulfillment Management

• Inventory Management

• Planning and Manufacturing



Supplier Relationship Management

Purchasing 9.2 PeopleSoft Purchasing 9.2 delivers the following enhancements:

User-Definable Fields Price Adjustment Visibility on Requisitions Secure Enterprise Search (SES) Enhancements Online Supplier Registration Item Substitutes Buyer Mass Change Advanced Purchase Order and Requisition Line Search Purchasing Autonumbering Options Support for MasterCard 5900 Financial Adjustment Record Support for Global Location Number (GLN) Split Purchase Orders by ShipTo PO Rollover Enhancements Mobile Approvals Buyer WorkCenter PO Close Short Enhancement

User-Definable Fields

In Release 9.2, PeopleSoft delivers six specific fields for each of the existing six User-Definable Fields subrecords. These fields are a combination of 100-character alphanumeric, date, and yes/no format. This enhancement enables users to leverage the benefits and flexibility of capturing supplemental transactional data while allowing the values to flow through the business process without the overhead of adding fields and altering tables using the PeopleSoft Application Designer.

Price Adjustment Visibility on Requisitions In Release 9.2, PeopleSoft stores and displays the adjustment price amounts and source of the adjustment (item or contract) in the requisition. Displaying the purchase item price adjustment amounts in requisitions helps users verify the source of the requisition price, report patterns related to requisition history price adjustment, and report on the actual contract related requisition price and price adjustment amounts.

Secure Enterprise Search (SES) Enhancements In Release 9.2, PeopleSoft introduces SES, a new search tool embedded within PeopleTools that gives customers more options and flexibility as to how they search and find information across PeopleSoft. SES provides customers with the ability to find data easier without navigating menus; design faceted search results for filtering; take direct action using Related Actions; search deeper within business objects; and search for specific IDs, values, and unstructured text across the business process.



Application Search provides customers with the capability to perform a keyword search against multiple documents across a business process. PeopleSoft purchase orders, requisitions, receipts, procurement contracts, and item catalogs are delivered as some of the documents within the planned Procure-to-Pay application search. Using Component Keyword Search, customers may search for a document by entering specific keywords in the keyword search area or by searching for specific field values across any of the available fields within a transaction, at the header, line, schedule, and distribution levels.

Prior to Release 9.2, Verity was offered as an option for alternative search capabilities. With FSCM Release 9.2, we replaced Verity-enabled searches on key components with the more robust SES functionality.

Online Supplier Registration To see details regarding these enhancements, please see Online Supplier Registration & Collaboration.

Self-Service Categorization

PeopleSoft captures on the supplier record which commodities each of the suppliers offer, based on the available categories defined within PeopleSoft Procurement. In addition, at the time of supplier registration, suppliers can select which commodities they offer, thereby further streamlining the automation of managing supplier information.

Item Substitutes In Release 9.2, the enhanced functionality helps ensure that the purchase order is created using the items the buying organization is going to receive. Users can set up substitute items in the system and use these substitutes when suppliers inform them that certain items are backordered or discontinued. In addition, customers have the option to search for other available item substitutes if, for example, they do not like the quality of the item or they know that the item has a long lead-time. PeopleSoft also offers the option to allow an item to be used only as a substitute and not ordered directly on transactions.

Buyer Mass Change PeopleSoft Purchasing Release 9.2 offers a new Buyer Mass Change component to allow customers to choose non-closed or canceled purchase orders based on a selection of search criteria. This change gives supplier’s visibility into personnel changes made that affect multiple purchase orders. Whenever the Substitute Buyer is changed on the Buyer setup page, the system automatically invokes the new Buyer Mass Change process and updates all non-closed or canceled POs with the Substitute Buyer.

Advanced Purchase Order and Requisition Line Search In Release 9.2, we introduced Advanced Line Search for Requisitions and Purchase Orders. Using the new Search for Lines subpage accessed directly from the transaction, customers can select from a wide range of line, schedule, and distribution level values across the requisition or purchase order, giving buyers a way to filter the PO lines to view only those lines that the buyer wants to view in the transaction.

Autonumbering Options in Purchasing PeopleSoft 9.2 offers new options for how IDs are assigned to purchase orders, requisitions, receipts, returns to supplier, procurement and supplier contracts, and master contract transactions. PeopleSoft Purchasing 9.2 leverages the existing Autonumbering page to define a three-digit alphanumeric starting sequence. The new autonumbering capabilities give organizations the flexibility to assign unique starting sequences for different types of transactions to improve tracking and reporting.



Support for MasterCard 5900 Financial Adjustment Record PeopleSoft Purchasing 9.2 supports the outbound MasterCard 5900 Financial Adjustment Record as part of Release 9.2 Procurement Card functionality. When Level 3 data is loaded during ProCard Stage Load, the additional 5900 data is captured and displayed on the Procurement Card Transaction Details page. Financial Adjustment transactions could include Card Member charges, Annual Fees, Currency adjustment fees, and so on. These are not charges incurred on a credit card, but rather a charge that may be imposed on the cardholder from the card provider. Adding this information on the procurement card ensures a full, comprehensive view of the entire procurement card transaction.

Support for Global Location Number (GLN) The Sunrise GLN 2010 initiative is a voluntary Healthcare Industry initiative to start using GLN as the “supplier, customer, and business unit references for business transactions between partners in a supply chain.” GLNs are unique identifier numbers for business locations in the Healthcare supply chain. A purchasing organization and its suppliers identify all their business locations with a GLN in their business-to-business transactions.

For Release 9.2, PeopleSoft expands visibility of GLN to the requisition and receipt. The enhancement for the requisition and the receipt added visibility to the GLNs that are associated with the ShipTo Location and Supplier Location of transactions. For the Procurement Contract, PeopleSoft displays the GLN that is associated with the contract supplier. In addition, the Review PO Inquiry and Activity Summary pages are enhanced to include GLN and GTIN information.

Split Purchase Orders by ShipTo Although purchase orders may be consolidated across multiple locations to cut down on procurement costs and to take advantage of per order volume discounts, some suppliers are unable to process purchase orders that are to be delivered to multiple scheduled Ship To locations. For this reason, PeopleSoft Purchasing offers the option to automatically Split POs based on the purchase order schedule’s Ship To location. If the business unit or supplier location indicates to split POs based on Ship To, the PO Sourcing process automatically splits requisitions into multiple purchase orders, one for each Ship To location

PeopleSoft Purchasing also offers the same option for purchase orders created and managed online. Online edits ensure that the purchase order contains only one ShipTo location for the entire transaction, yet buyers now have the option to override this enforcement easily and to create the purchase order with multiple ShipTo locations.

PO Rollover Enhancements PO Rollover is a tool that allows all outstanding purchase order transactions to continue into the next budget period. When performing year-end processing, users often want to roll only POs that meet specific criteria (for example, only a specific dept or only if a project ChartField is populated).

For Release 9.2, PeopleSoft Purchasing suppresses the creation of new distribution lines if the line does not meet the particular roll criteria. Eliminating the extraneous lines make it easier for organizations to view and analyze their rollover results.

PeopleSoft Purchasing also includes a new qualifier, Is Not Empty, in the filters for all ChartField fields in the Request PO Roll View page. The addition of this qualifier helps customers to identify, which purchase orders they want to roll.



Request PO Roll View page

Mobile Approvals For more information about approving purchase orders using mobile devices, see Mobile Approvals.

Buyer WorkCenter For information about the Buyer WorkCenter, see WorkCenters.

PO Close Short Enhancement This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image #2 in August 2013.

For Release 9.2, PeopleSoft Purchasing enhances the Close Short Processing to include non Received PO. The Close Short job allows you to close short both stockless and non-stockless line items on a purchase order.

Services Procurement 9.2 In PeopleSoft Services Procurement 9.2, Oracle delivers the following enhancements:

• User Interface and Role Action Changes

• Contingent Workforce Process Integrations

• Adjustment History

• Richer Search Capabilities & Drilldown

• Transaction Controls

User Interface and Role Action Changes PeopleSoft Services Procurement 9.2 offers a contemporary new user interface for requisitions that is shared with PeopleSoft eProcurement. The new interface simplifies and unifies the overall process of requesting equipment, contingent labor, and so on.



Create Requisition page for a Services Procurement order Furthermore, a new PeopleSoft Services Procurement role action was added as part of the new Work Order Ad Hoc Activities feature to control whether requestors and service coordinators are allowed to add activities from within a work order.

Contingent Workforce Process Integrations With PeopleSoft Services Procurement 9.2, the existing integration with PeopleSoft Resource Management to source and obtain contingent workers (subcontractors) in PeopleSoft Services Procurement expands the integration so that the service order can pre-populate a requisition/work order with the appropriate skills defaults based on type.

In addition, Release 9.2 integrates deliverables-based progress log information to PeopleSoft Project Costing to simplify cost collection and reporting related to deliverables-based work.

PeopleSoft Services Procurement adds the ability to accept time data electronically from an external system (via a web service following HR-XML standards) so that the contingent worker can enter time in the supplier’s system and have that system integrate the timesheet into PeopleSoft Services Procurement.

In PeopleSoft Services Procurement 9.2, a new integration allows logistical tasks from a PeopleSoft Services Procurement work order to synchronize directly with the Microsoft Outlook 2007 task list, thus eliminating the need for occasional users to sign in to the PeopleSoft system to review, update, or act on their tasks.

Adjustment History A new timesheet adjustment history capability maintains a history of adjustments made to a timesheet and enables an approver to view one or many adjustments to the timesheet submitted by a provider. This functionality helps the manager of an engagement (where a provider is working on assignment) to review timesheets that need approval and adjust them as necessary if any time was reported incorrectly.

A new invoice adjustment history capability maintains a history of adjustments made to invoice lines, along with a new Adjusted status, and helps users review past adjustments.



Richer Search Capabilities and Drilldown With PeopleSoft Services Procurement 9.2, Oracle delivers work order and service provider searching improvements by replacing the existing Verity search engine with Oracle SES. The search capabilities are expanded to include both eligible and ineligible service providers selectively, streamlining the search process while helping prevent the creation of duplicate data. Additionally, sPro analytics provide increased drill down capabilities as well as additional dimensions that assist users to make smarter decisions about the use of various contingent workers.

Transaction Controls When timesheets, progress logs, and expenses are submitted against PeopleSoft Services Procurement work orders, the transactions are routed via the Approval Framework for review and approval. A new feature enables approvers to place a transaction on hold so that the approver can request additional information from the submitter prior to approval.

Furthermore, in 9.2, expense reporting offers the ability to spread expenses over multiple ChartField distributions in cases where more than one department, project, and so on are associated to the services for which the expenses are incurred. This feature includes the ability to book different expense transaction types (such as hotel, airfare, meals, and so on) to differing GL accounts, for increased spending control and visibility.

The invoice approval process has been converted over to use the Enterprise Components common approval framework. This improves flexibility, providing user defined approval rules and allowing multiple approvers.

Strategic Sourcing 9.2 PeopleSoft Strategic Sourcing 9.2 delivers enhancements in these areas:

• Event Creation, Bidding, and Collaboration • Managing Sourcing Events and Bid Responses • Providing Security and Privacy

Release 9.2 also introduces these features:

• Supplier Administration Center and Registration Dashboard • Online Supplier Registration and Collaboration

Event Creation, Bidding, and Collaboration Centralized Event Documents and Attachments for Buyer and Collaborator Configurable Bidder Search Criteria Filter Criteria for Event Workbench Supplier Item ID in Supplier Pages Supplier Registration to Bid Online Collaborator Comments During Analysis



Centralized Event Documents and Attachments for Buyer and Collaborator

With Release 9.2, PeopleSoft Strategic Sourcing introduces a centralized page for viewing attachments and documents related to an event, accessible to event creators and buyers. The bid package files and header attachments are consolidated within one access link, and all line attachments are consolidated within another, making it easy for buyers to access all attachments on one page without drilling into each event line.

Configurable Bidder Search Criteria

With Strategic Sourcing 9.2, for the Event Creation function, we added organizational information to the search criteria, which may include Supplier Master attributes such as Small Disadvantaged Business Program, Veteran Owned Small Business, HUBZone Program, and so on.

Filter Criteria for Event Workbench

With Release 9.2, PeopleSoft Strategic Sourcing introduces a new Only show Active Events option on the Event Workbench. This option, when selected, filters out all events with a status of Awarded, Not Awarded, or Canceled.

Supplier Item ID in Supplier Pages

With Release 9.2, PeopleSoft Strategic Sourcing adds visibility to the Supplier Item ID on the online bidder pages. The Supplier Item ID appears next to the item description for all items that are not order-by-description. In addition, the Supplier Item ID is also visible in the Event PDF and XML.

Supplier Registration to Bid Online

For Strategic Sourcing 9.2, we provide the capability that when a supplier is converted from a bidder, the configurable registration profile information carries forward from the bidder profile and is available on the supplier portal. In addition, this enhancement provides existing suppliers access to view and edit configurable registration questions. The supplier can modify the profile responses as needed.

Collaborator Comments During Analysis

As of Release 9.2, PeopleSoft Strategic Sourcing offers collaborator comments during analysis for the header and line bid factors, to be viewable by the event owner. The addition of collaborator comments provides the added benefit of capturing information that may be useful for the individuals who are determining the final award allocation.

Managing Sourcing Events and Bid Responses PeopleSoft 9.2 adds these features when managing sourcing events and bid responses:

New Next Line and Previous Line Option Within Event Creation New Next Line and Previous Line Options for Analyzing Events Option to Suppress Creation of Event PDF File Bidder to Supplier Conversion

New Next Line and Previous Line Option Within Event Creation

In Release 9.2, PeopleSoft Strategic Sourcing adds a new Next Line and Previous Line option for traversing between event lines and bid factors within the Create Event component.



New Next Line and Previous Line Options for Analyzing Events

In Release 9.2, Strategic Sourcing adds Next Line and Previous Line options for traversing between event lines when analyzing sourcing events, as well as for navigating among line groupings.

Option to Suppress Creation of Event PDF File

PeopleSoft Strategic Sourcing Release 9.2 delivers a new option to suppress the creation and submission of the PDF file that is created during the Event Post process. A simple Yes or No option is available at the Sourcing Business Unit level, and it appears by default for all events created under the business unit. Buyers can override the default option on the event for final control as to whether the specific event generates a PDF or not.

Bidder to Supplier Conversion

In Release 9.2, PeopleSoft offers a new Bidder to Supplier Conversion tool that can automatically create a supplier master record based on a selected bidder. This new page gives buyers the advantage of leveraging existing bidders in the system without manually keying in the new supplier. The system also automatically tracks that the bidder is now a supplier in the system.

Providing Security and Privacy Improved Event Collaboration Security Bidder Contact Security Event Forum Privacy Restrict Award Transaction Types Supplier Approval Award Notification to Suppliers Carry Configurable Profile Questions onto the Supplier Master Segregation of Duties

Improved Event Collaboration Security

PeopleSoft Strategic Sourcing 9.2 introduces a new Event Collaboration menu item, which controls access to events to which collaborators should have access.

Bidder Contact Security

When buyers invite a bidder to bid on a sourcing event, the default contact is associated to that bidder on the invitation. However, buyers may manually choose to invite a different contact for the bidder. Previously on the bidder-facing pages of Strategic Sourcing, all bidder contacts could view the event. With the Bidder Contact Security enhancement, we provide the capability to restrict access such that only the bidder contact specified on the invitation is able to view the event, place bids, and view bidding activity.

Event Forum Privacy

On the bidder-facing pages of Strategic Sourcing, the Event Forum enables bidders and customers to post messages related to events. With the addition of the Event Forum Privacy enhancement, we provide an option for bidders and customers to choose when a specific posted message should be made private and only available for the buyer to view. No other bidders are able to view the message.



Restrict Award Transaction Types

PeopleSoft Strategic Sourcing Release 9.2 introduces a configuration option to restrict the award of different transaction types including purchase orders, PO contracts, general contracts, or Release to Single PO Only contracts. Within the Strategic Sourcing User Preferences, users can be restricted to award only certain types of transactions.

Supplier Approval

Release 9.2 offers the ability to require approval for new suppliers that are created as a bidder is converted to a supplier at time of award.

Award Notification to Suppliers

PeopleSoft Strategic Sourcing Release 9.2 introduces the option to control the timing of when notifications are sent to suppliers. This enhancement gives organizations full control over when award notifications are sent to bidders and suppliers.

Carry Configurable Profile Questions onto the Supplier Master

In Release 9.2, PeopleSoft Strategic Sourcing maintains the configurable profile question responses onto the supplier master at time of award. Having visibility and access to the configurable profile questions on the supplier master gives users the ability to track and report against the information and to update the data manually for accuracy.

Segregation of Duties

In Release 9.2, PeopleSoft Strategic Sourcing introduces the ability to group bid factors separately to support the segregation of duties within an organization. This functionality applies during Event Collaboration as well as during Analysis Collaboration. For example, organizations may want one bid factor group to contain item information that business users can review and another financial user bid factor group that can review price, supplier’s credit score, and shipping costs. Segregation of duties with the configurable bid factor groups prevents technical users from having access to financial data and vice versa, and it ensures that technical components are evaluated before cost components. In addition, routing of reviews can be sequential or parallel.



Example: Bid Analysis Review Sections set up for reviewing separate bid factors

Supplier Administration Center and Registration Dashboard

The Supplier Administration Center and Registration Dashboard consolidate and centralize access to relevant data based on user roles and permissions. For example, an administrator can review pending supplier, bidder, and user registration requests and alerts that require action. The FSCM 9.2 WorkCenters deliver four standard pagelets: My Work, My Links, Queries, and Reports and Processes. The dashboard provides access to key information and real-time analytics such as registration status, federal reporting, and product categories. Users are able to drill into each of these analytics and view the detail transactions.



Example Supplier Administration Center with Registration Dashboard pagelets

For more information about the Supplier Administration Center, see WorkCenters.

Online Supplier Registration and Collaboration For information about this Strategic Sourcing 9.2 feature, see Online Supplier Registration & Collaboration.

Supplier Contract Management 9.2 PeopleSoft Supplier Contract Management (SCMT) 9.2 delivers these enhancements:

• Enabling Microsoft Office Open XML Format

• Document Authoring for Buy Side RFX

• Rendering PDFs with Adobe

• Advanced Search Capabilities

Enabling Microsoft Office Open XML Format SCMT provides integration with Microsoft Office 2003 using the Custom XML tags feature and associated Content Controls. Microsoft introduced the new Microsoft Office Open XML format in Microsoft Word 2007 and Word 2010 to replace the Custom XML tags feature used in Microsoft Office 2003. In Release 9.2, SCMT provides integration to the Custom XML tags feature in Microsoft Word 2007 and Word 2010.

Document Authoring for Buy Side RFX With Release 9.2, Supplier Contract Management provides integration with the Buy Side RFx flows in Strategic Sourcing in order to streamline and automate the entire supplier contract life cycle, from authoring, collaboration, and negotiation to implementation, status tracking, and compliance.



SCMT provides the capability to manage the Supplier Relationship Management flow from request to RFX to Contract by starting the document authoring process at the time of event creation. This allows the system to capture transaction-related information automatically in the document. When the event is posted, the enhancement enables bidders to see all of the document contents when they bid. When the event is awarded, the enhancement allows the document to be carried forward to the corresponding contract or purchase order, where it becomes the starting point for that document.

The Document Configurator Definition page illustrates that a sourcing event can be a source:

Document Configurator Definition page (partial page)

Rendering PDFs with Adobe With Release 9.2, Supplier Contract Management provides an improved method for creating PDFs, which impacts creating digital signatures and dispatching a contract document. With this new method, the Adobe Acrobat installation is no longer required on the windows machine. Instead, the process can utilize Microsoft Word 2007, or later version, on the windows machine, which can create the PDF directly. With Microsoft Word 2007, you need to download a Microsoft add-in from this website. However, with Microsoft Word 2010 or later version, you do not need to download this add-in.

Advanced Search Capabilities PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability to use PeopleSoft’s Search Framework, SES, to assist in advanced, text-based searches. Users have the ability to quickly find Supplier documents and maintain document information.

This enhancement provides keyword search capabilities for the Supplier Contract Management Document Management component as well as integrating this component within the PeopleSoft Global search. Component search indexes can be built for clause and section searches.

eProcurement 9.2 The eProcurement 9.2 enhancements are:


http://www.microsoft.com/en-us/download/details.aspx?id=7


Transparent Punchout Price Adjustment Visibility in Requisitions Secure Enterprise Search (SES) Enhancements Usability Improvements to eProcurement Requisition Chunking Usability Role Action Categorization Mobile Approvals Mobile eProcurement

PeopleSoft eProcurement 9.2 Overview

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Transparent Punchout In eProcurement 9.2, PeopleSoft provides Transparent Punchout capability so that requesters do not visibly access (or ”punch out to”) the supplier site. Instead, the system connects to one or more suppliers in the background and accesses their catalogs based on the search request. Then, the systems returns directly to the eProcurement pages and shows those items along with internal catalog, favorite, or template items in the main search window. This enhancement keeps users within the eProcurement function rather than taking them out to a different website.

eProcurement allows searching of both internal and external catalogs and allows organizations a flexible approach in determining which supplier catalogs are loaded internally and which supplier catalogs are accessed remotely.

Price Adjustment Visibility in Requisitions With eProcurement Release 9.2, we store and display the adjustment price amounts and source of the adjustment (item or contract) in the requisition. Displaying the purchase item price adjustment amounts in requisitions helps users verify the source of the requisition price, report on patterns related to requisition history price adjustment, and report on the actual contract-related requisition price and price adjustment amounts. In addition, requesters are able to view a breakdown of established price breaks associated with an item’s contract using the eProcurement item search results page.

Secure Enterprise Search (SES) Enhancements In eProcurement Release 9.2 the Verity search engine is replaced by the SES. The SES framework provides a standard method to use search indexes for all PeopleSoft applications. This framework depends on the SES search engine. SES is made up of a web accessible application running on top of an Oracle database. Each SES instance can be used to collect indexed data from a variety of sources, including multiple PeopleSoft databases.

The highest level object in the SES framework is the Search Category. A search category comprises one or more Search Definitions. All searches are performed against search categories. If no category is specified in the search criteria, SES searches across all categories defined in the SES instance. The search category description appears in the global search drop down to allow users to narrow SES searches to particular categories. For eProcurement, a single Search Category is used for all searches.


http://youtu.be/f4CDxzzzn84


Usability Improvements to eProcurement For Release 9.2 of eProcurement, eProcurement user interface was redesigned and configuration capabilities to provide a simple consumer-like shopping experience was added, while still allowing for all of the complexity such as overriding shipping line and distribution information, and so on.

PeopleSoft provides enhanced search capabilities and results to support the new Transparent Punchout capability, leveraging the new SES. The search fields that appear are easily tailored by users to hide irrelevant fields, and the use of role actions control which capabilities a particular user is allowed.

eProcurement 9.2 also offers usability enhancements to the Checkout page that provide a cleaner look and feel. Role actions control whether a requester can override the shipping line or distribution details.


Currently, Purchasing and Payables allows a number of custom fields to be entered at the Header, Line, Schedule and Distribution level throughout the Procurement process. The same set of fields is included within eProcurement application so customers who are using these custom fields can now enter values when creating or editing the eProcurement Requisition and view or enter them in Desktop Receiving and Return to Vendor.

For Release 9.2 of eProcurement, a new updated user experience for the eProcurement Requisition was provided. Users had a consumer-like shopping experience. However, customers who wished to view Inventory availability would need to click through a few screens to see this information. In this release, the capability to allow the customer to see the total inventory available in the Stocking UOM by hovering over the 'Inventory Available' link on the eProcurement page is provided.

In addition PeopleSoft also provides the capability to determine if a requester would like to setup whether the Expand icon on the Checkout page will expand just the shipping information or both the shipping and the accounting information, thus streamlining how the user gets to the information they need. Additional flexibility and control in terms of the units of measure available on the eProcurement search page. Price adjustment visibility on Contract Search page is provided.



Requisition Chunking Release 9.2 introduces requisition chunking for improved online performance that loads rows of data in chunks rather than all the lines together. For example, if a requisition has 100 lines and the chunking limit is set to 20, then the first 20 rows are loaded. The next 20 rows are loaded only when the user selects the next set of lines using the chunking navigation icons. Loading rows of data in chunks improves the performance of the application greatly when there are many transaction lines.

Usability Role Action Categorization For eProcurement Release 9.2, requisition related role actions have been categorized into functional categories such as Requisition Display, Requisition Access, Requisition Search and Requisition Line Details. The administrator has the ability to select the transaction role actions they want to access and assign. Unlike earlier where roles were assigned to an action, in this release we assign actions to a role. For each role action, the administrator is able to select, via a dropdown list how the action appears to the user. New role actions facilitate the accessibility to specific functionality within create requisition functionality. The look and feel of the role action assignment page was also enhanced.

Mobile Approvals For more information about approving requisitions using mobile devices, see this section: Mobile Approvals

Mobile eProcurement

Mobile eProcurement Overview

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Mobile eProcurement provided in release 9.2, allows users to view recently ordered items, search for catalog items using SES, add items to shopping cart, and create requisitions on the go from a mobile device, such as a tablet.


It provides punchout capability to multiple suppliers or a Supplier Marketplace to include external Item Catalogs when creating a requisition on a mobile device. This functionality will provide the same flexible user experience when doing a punchout from the desktop or laptop.


http://youtu.be/UoVSemiUmPA


Customer Order Fulfillment

Billing 9.2 PeopleSoft Billing provides solutions to manage bill cycles and streamline processes to create a billing system that reflects the way organizations do business.

PeopleSoft Billing 9.2 delivers the following enhancements:

• Billing Dashboard • Billing WorkCenter • Simplified Billing Entry • Enhanced Billing to Project Costing • Consistent Summarization for AP Integration • Hosted Credit Card Storage and Payment • Billing Interface Mass Correction

Billing Dashboard

Manager Dashboard Video Feature Overview

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PeopleSoft Billing 9.2 provides the Billing Dashboard, which is a manager-facing dashboard that primarily contains a summary view of the operation of billing functions in the organization. The dashboard provides access to key information and real-time analytics such as invoices not interfaced to GL and AR, total invoices in various billing statuses, and number of invoices processed monthly in a quarter. Users are able to drill into each of these analytics and view the detail transactions.

Billing WorkCenter PeopleSoft Billing 9.2 provides the Billing WorkCenter, a centralized work area that streamlines invoicing tasks in billing departments. The WorkCenter solution helps billing users to manage their daily workload through a personalized work queue.

PeopleSoft 9.2 WorkCenters are built on the PeopleTools WorkCenter Framework and the 9.2 Common Applications Framework. The Billing WorkCenter can be pre-configured with delivered Application Data Set to include the following key components:

• My Work – This pagelet gives Billing users visibility into the most critical pieces of their job. Users know exactly what they should be working on at a given time including invoices that need processing, system generated alerts and processing exceptions. This pagelet divides a users work into the following categories:

• Current Work, which includes work that is high priority and should be reviewed by the billing analyst, such as invoices not finalized, invoices not submitted for approval, and installment and recurring invoice schedules not generated.


http://www.youtube.com/watch?v=A6BW6F-qHBU&feature=share&list=PL8E05F05D40766171


• Exceptions, which includes credit card errors, billing interface errors, and worksheet errors for users to review and correct.

• My Links – This pagelet allows the Billing user to navigate to key components of the Billing application such as express billing entry. Users can personalize this pagelet to include additional internal or external links.

• Queries – Financial users need access to queries they have created through the query manager. The queries pagelet allows them access to public and personal queries.

• Reports and Processes – This pagelet allows users access to reports they have generated and processes they need to run. For example, users can access the Reporting Console so they can have direct access to their process and report outputs.

Simplified Billing Entry PeopleSoft Billing 9.2 introduces the ability to configure an express billing entry page with only desired fields using express bill entry templates. The express bill entry template provides the ability to control both the header level sections that are displayed as well as the individual fields and tabs on the invoice line. The bill entry templates can be defined at bill source, bill type, business unit, and installation. Additionally, Billing 9.2 consolidates the accounting distribution pages to a single page.

Enhanced Billing to Project Costing Integration PeopleSoft Billing 9.2 enhanced the integration to projects by allowing bills entered in Billing to be interfaced to Projects Costing without Contract information. Customers are able to enter an analysis type in the invoice line and send that information to Projects.

Enhanced Integration with Payables PeopleSoft 9.2 enhances the Billing to Payables integration by adding the capability to send detail header or line information to Payables when vouchers are created for the Payables business unit. This function provides the flexibility needed in the billing and payment process for interunit vouchers. Similar to the Receivables Level option in Billing, a new installation setup is available for Payables option. This option can be configured at the system level, installation level, or the bill type level. It enables users to create multiple voucher headers for an invoice with multiple lines, which allows the closure of individual Receivables open items related to each invoice line when the voucher is paid.

Hosted Credit Card Storage and Payment For Release 9.2, PeopleSoft provides the ability to employ hosted storage solutions using Third-Party Payment Processor in the Order to Cash modules, thus removing the responsibility from the organization for credit card data security.


Billing Interface Mass Correction This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.



PeopleSoft Billing allows organizations to import bills from other third party systems through spreadsheet uploads or other mechanisms. Billing also integrates with PeopleSoft Contracts and Order Management and allows organizations to create goods or service related invoices. The volume of these bills can range from a few hundred to thousands of bills on a daily or weekly basis. Each bill can have hundreds of lines and each line can have a single or multiple errors. These errors have to be corrected by a billing specialist – one bill line at a time. With hundreds of bills and bill lines, that becomes a very cumbersome process. For Release 9.2, PeopleSoft Billing provides a solution called Billing Interface Mass Correction to address these needs and streamline the effort that billing departments have to make to complete their invoicing tasks. This allows billing users to make mass corrections by error codes on bills imported into PeopleSoft Billing.

Order Management 9.2 PeopleSoft Order Management 9.2 delivers the following enhancements:

• Price Book • Supply and Demand WorkCenter • Related Content and Operational Metrics • Return Material Authorizations (RMA) • Mark Lines for Billing and Mark Drop Ship Lines for Billing • Secure Enterprise Search (SES) Enhancements • Hosted Credit Card Storage and Payment

Price Book In PeopleSoft Order Management 9.2, organizations are able to generate a customer-specific and/or product-specific Price Book by a flexible structure of pricing options. This allows users to react to customer or sales team requests for detailed pricing information. Users can send the Price Book via email or EDI, print it in PDF format, or view it online, which enables them to consult a customer’s pricing structures with minimal effort. Delta Price Book generation is also available so reports can be generated only for newly added or pricing structures deleted since the last time a Price Book was generated.

Supply and Demand WorkCenter The Supply/Demand WorkCenter is available to analyze supply and demand, including orders from Order Management.

See Inventory Supply and Demand WorkCenter.

Supply and Demand Dashboard The Supply and Demand Dashboard is available to view, measure, and optimize all aspects of demand and supply flow to encourage free-flowing shipment of demand.

Related Content and Operational Metrics In Release 9.2, Oracle provides embedded related content displaying order fulfillment effectiveness and average time to pick, pack, and ship. With these metrics, organizations are able to gauge whether or not they are maintaining agreed-upon service level agreements with their customers.



Return Material Authorizations (RMAs) The RMA component has always allowed the user to return inactive products from Shipment History, but they could not be manually entered in the RMA line. For Release 9.2, Order Management provides the capability to enter an inactive Product ID manually in the RMA, but to also ensure that the replacement sales order is not created for that inactive Product ID. Users can search for an alternate Product ID and manually enter a Product ID in the replacement sales order line.

We provide a default RMA Payment Terms code option on the Order Management Business Unit that overrides the Bill-To Customer Payment Terms Code defaulted into the RMA. In addition, we added a prompt for the RMA Payment Terms code on the RMA Header, RMA Line, and Payment Group page so users have the capability to enter an appropriate Payment Terms Code to be used for credit invoices.

Mark Lines for Billing and Mark Drop Ship Lines for Billing For Release 9.2, PeopleSoft Order Management includes a way to "unship" a "Mark Lines/Drop Ship Lines for Billing" transaction. This allows a reversal of a shipment by indicating a negative number if reducing the quantity shipped, as well as a button to Unmark, thus removing the entire row from the shipping history and costing tables. In addition, Oracle includes the capability to record Serial IDs for serialized products that are direct shipped from a supplier.

Secure Enterprise Search (SES) Enhancements With Application Search, PeopleSoft Release 9.2 provides customers with the ability to perform a keyword search against multiple documents across a business process. With FSCM Release 9.2, Oracle’s PeopleSoft replaces Verity-enabled searches on Customer, Product, and Item ID with the more robust SES functionality.

Hosted Credit Card Storage and Payment For Release 9.2, Order Management provides the ability to employ a Third-Party Payment Processor to remove the responsibility from the organization for data security. When maintaining a Customer Contact, Adding or Updating a Quote, Sales Order, or RMA, users are seamlessly transferred to a Third-Party Provider site so that credit card information can be captured and stored. Sensitive data is no longer stored in the Customer, Quote, and Order or RMA records. Instead, a Token ID identifies the Cardholder, Credit Card Number, and other personal information and stored in these tables. This Token ID is used only by the Third-Party Provider to identify the customer or transaction in the PeopleSoft system.

This example shows stored credit card information using the hosted credit card model:



Example: Credit Card Data page


eBill Payment 9.2

PeopleSoft eBill Payment

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PeopleSoft eBill Payment 9.2 delivers the following enhancements:

• Enhanced eBill Payment Portal • Self-Service Customer Hierarchy • Enhanced Self-Service User Onboarding • Streamlined Payment Process • New Payment Method in eBill Payment • Enhanced Electronic Check Payment Method


http://youtu.be/P7xpCKzPAds


Enhanced eBill Payment Portal In PeopleSoft Release 9.2, eBill Payment enhances the self-service experience by improving the usability and navigation on the landing page. Users have a new account balances page that provides a quick view into amount overdue and last statement, and provides the ability to make payments. Latest payments and recent messages logged are available for a quick view into payment history. New navigational pagelets allow easy access to all eBill Payment components. Additionally, brokers who need access to multiple customer accounts can easily change the customer name using a drop-down list. Users can also email multiple invoices from the bill list page and they have the ability to view invoice images from the bill list page.

Self-Service Customer Hierarchy PeopleSoft Release 9.2 provides a graphic representation to show the multilevel hierarchy for customers as defined in the customer records and the eBill Payment security setup. This hierarchy enables users to view a customer relationship and drill down to invoice and account balances for a specific customer. The hierarchy also shows individual customer balances and a rolled up balance at the corporate customer level.

For more information, see Customer Hierarchy.

Enhanced Self-Service User Onboarding PeopleSoft Release 9.2 provides eBill Self-Service User Administration enabling faster onboarding of new eBill Payment users. External self-service users with administrative access are able to create new user accounts, which create new PeopleSoft users in the back-end system. The administrator is able to grant new users the required access to view and pay bills.

Streamlined Payment Process PeopleSoft eBill Payment 9.2 enhances the Payment Cart functionality by introducing a new user interface that provides guided navigation through the payment process. The redesigned Payment Cart uses the latest PeopleTools horizontal navigation for multiple steps, also known as train stops. This interface allows users to know exactly where they are in the payment process and what comes next.

This example displays a horizontal navigation for each step, where the payment method is credit card:



Example Payment Cart page

New Payment Method in eBill Payment PeopleSoft eBill Payment 9.2 introduces a new payment method: Electronic Check. This payment method requires ePayments setup in your Order to Cash system. When paying by Electronic Check, the user is transferred to the hosted payment site for payment completion.

Enhanced Electronic Check Payment Method This enhancement was modified in PeopleSoft FSCM 9.2 Update Image 7 in May 2014.

PeopleSoft systems support electronic payment options for self-service payments through eBill Payment, where payment is collected, stored, and transmitted using a payment service provider. In a system set up to interface with an Electronic Check provider, a customer may choose electronic check as the payment method in eBill Payment to make real-time payments in USD. PeopleSoft FSCM Image 7 provides several enhancements to PeopleSoft eBill Payment and Electronic Check functionality. Using these enhancements, your eBill Payment system:

• Allows you to determine the available payment methods for customers in the Payment Cart.

• Gives you the option to make personal identification number (PIN) entry optional for Electronic Check payment transactions.

• Provides automatic payment numbers for Electronic Check payments for better tracking.

• Completes successful Electronic Check payments with more save options.



Example Electronic Payment Options for Self Service page (modified in PeopleSoft FSCM 9.2 Update Image 7 in May 2014)



Inventory Management

Inventory 9.2 PeopleSoft Inventory 9.2 delivers these enhancements:

• Inventory Analytics and Alerts • PeopleSoft Mobile Inventory Management • Item Change Templates • Maintenance Work Order Inventory Enhancements • IFRS Accounting Support • Supply and Demand WorkCenter

Inventory Analytics and Alerts For Release 9.2, Oracle provides Inventory-specific analytics and alerts as part of the Supply and Demand WorkCenter to identify inventory bottlenecks and give users the ability to remediate identified problems. Users have “out-of-the-box” alerts identifying potential fulfillment problem conditions such as overdue sources of supply and demand past scheduled shipment date. The users are able to use the alerts and analytics to identify the problem rows and take actions directly from the WorkCenter. The analytics and alerts are available to be incorporated anywhere as Related Content or accessed specifically by a user created template built for an Inventory Manager on the Supply and Demand WorkCenter.

PeopleSoft Mobile Inventory Management

PeopleSoft Mobile Inventory Video Feature Overview

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In Release 9.2, PeopleSoft Mobile Inventory Management is a new optional inventory application that enables automated mobile user operations. Mobile Inventory Management works directly with its parent application, PeopleSoft Inventory, and Fulfillment Management, and it operates in real-time connected mode. Enhanced serial and lot capability is now available for all mobile transactions and ChartField override for an express issue transaction. The application also introduces GS1 barcode support for each function and a mobile picking feedback transaction. Users are able to perform tasks using either handheld Windows-enabled devices or iPads.




Item Change Templates In Release 9.2, Oracle introduces the ability to make changes to existing items or groups of items using configurable item templates. Release 9.1 provided the initial ability to add new items using item templates. The Release 9.2 enhancement expands the 9.1 item template capability to support item changes also.

The configurable item template component allows users to create item change templates with defaults and identified attributes to maintain item information specific to a user or role. Users are then able to use the item change templates to specify the new item attribute values to be used in the change activity, the selection criteria to be used to select the items or item groups for the change, and initiate the change process in just a few steps.

Maintenance Work Order Inventory Enhancements In Release 9.2, PeopleSoft Inventory is enhanced to support pre-allocation of specific lot/serial items to a Maintenance Work Order. The Maintenance Work Order page was enhanced to introduce the ability to pre-allocate items before initiating the reserve/pick plan process for the work order.

IFRS Accounting Support In release 9.2, PeopleSoft Inventory Cost Management was enhanced to support the International Accounting Standards 2 (IAS 2) accounting treatment for inventories. Organizations have the ability to do dual book reporting (International Financial Reporting Standards [IFRS] and Generally Accepted Accounting Principles [GAAP]) and cost inventory value at lower of cost and net realizable value. It also enables users to prohibit the LIFO method of costing as a valid costing method for IFRS to change the cost of inventory calculation to not include exchange rate variance in the cost of inventory, and to expense the exchange rate variance.

Cost Books page - IFRS Reporting check box

U.S. companies that switch over to IFRS are able to provide dual reporting (IFRS and GAAP) for two years before their switch over if their current inventory accounting method differs from the guidelines stipulated in IAS2.



Supply and Demand WorkCenter For Release 9.2, Oracle delivers a Supply and Demand WorkCenter designed to identify fulfillment bottlenecks and giving users one place to remediate any identified problems directly from the WorkCenter. In addition, the WorkCenter contains a series of metrics and operational analytics usable by a wide range of roles within the organization. This enhancement also includes a series of standard alerts identifying potentially problematic conditions in their Supply Chain, such as orders past shipment date, on hold orders past their shipment date, overdue POs, and so on. In the case of order schedules past their shipment date, users may do a mass change to adjust shipment dates or to switch the demand from one warehouse to another.

Catalog Management 9.2 Catalog Management 9.2 delivers the following enhancements to improve efficiency and productivity managing catalogs:

Streamlined Catalog Management PeopleSoft Release 9.2 streamlined the existing process so that a partner or an administrator can, in one step, load a file and process the file through the step of populating the production catalog and uploading the catalog details into the system. PeopleSoft provide a new Catalog Workbench that enables users to view current catalogs, to allow new catalog files to be loaded, and to provide visibility (through a catalog upload timeline) to where the catalog rows are at any point in time. Once the upload is validated, reviewed, and approved, PeopleSoft provides the capability to upload the catalog into the Item Master (current functionality) or as an Express Catalog.

Error Handling PeopleSoft 9.2 has enhanced error handling via the new Catalog Management Workbench. Depending on the type of errors encountered during the Quick Item Load process, users are presented with detailed error information and various methods to correct the errors, including a new Online Error Correction option.



Planning and Manufacturing

Manufacturing 9.2 PeopleSoft Manufacturing 9.2 delivers enhancements that allow manufacturing groups to improve these operations:

• Production Variance Drilldown • Manufacturing Analytics and Alerts

Production Variance Drilldown Manufacturing 9.2 provides two new production variance views for Standard Cost to support the Cost Analyst and Production Manager roles. The Posted Variance Drilldown view provides the ability to review accounting entries posted due to production variances.

Posted Variance Drilldown page

The Production Variance Drilldown provides the ability to determine why the production variances were calculated for a Production ID (PID).



Review Variances page

Users are able to drill down easily to look at production variance details and the costs associated with a PID.

Manufacturing Analytics and Alerts For Release 9.2, PeopleSoft Cost Management provides manufacturing analytics and alerts as part of the Supply and Demand WorkCenter to identify manufacturing bottlenecks and give users the ability to remediate identified problems. Users have “out-of-the-box” alerts identifying potential manufacturing problem conditions from pending productions shortages and overdue production. Production supply and component availability analytics are provided as part of the Supply Demand Dashboard. The users are able to use the alerts and analytics to identify the problem rows and take actions directly from the WorkCenter. The planned analytics and alerts are available to be incorporated anywhere as Related Content or accessed specifically by a user created template built for a Production Manager on the Supply and Demand WorkCenter.

Planning 9.2 PeopleSoft Planning 9.2 delivers the following enhancements:

• Supply Planning MRP Solver Enhancements • Demantra Interface and Usability Enhancements • Supply Planning Usability and Security Enhancements



Supply Planning MRP Solver Enhancements In Release 9.2, Supply Planning delivers the Tolerance enhancement, which allows MRP solvers to consider any late supply orders within the Tolerance before creating new supply. The MRP solver enhancement logic first tries to reschedule needed supply to meet the demand on time. If this rescheduling fails, the system reschedules the supply again to get it as early as possible. If the late supply order falls within the tolerance window, the system considers using that late supply order to satisfy the demand. If the supply order exists outside the tolerance window, the system uses the current MRP logic.

In addition, Release 9.2 has added the option to show Supply/Demand functions to indicate which safety stock option to use in display. Once a user selects Option display value, the safety stock is shown on the display.

Demantra Interface and Usability Enhancements In Release 9.2, the PeopleSoft Demantra interface is enhanced to introduce Material Stock Requests and Transfer kits as new sources of demand in the Demantra demand history file. A second Demantra interface enhancement provides two new file extracts for branch shifts and standard unit of measure conversions. The new file extracts populate the worksheets required by the Process Integration Pack used in Demantra Integration.

Supply Planning Usability and Security Enhancements With the first 9.2 enhancement, the Supply Planning Update table calendar dates with action messages are displayed in a bold font to identify easily the calendar dates with activities needing review. Another Supply Planning enhancement allows the planners to access only their associated business units and planning instances based on the business units or planning instances defined in their security permission list. As a result, planning personnel have visibility to only the supply plans and business units that they manage.



Industry Enhancements PeopleSoft FMS, ALM, ESA, SRM, and SCM 9.2 Releases provide industry-specific enhancements for:

• Financial Services.

• Healthcare Industry.

• Higher Education and Research.

General Ledger for Financial Services 9.2 Balance Sheet Valuation Through Settlement Date The transaction trade date and settlement date of securities such as equities do not always fall on the same day. The date differences reconcile when both occur within the same financial period. PeopleSoft General Ledger 9.2 provides the ability to recognize the settlement date of instrument trades in the journal flow. Further, customers are able to get a settlement view of ledger balances. This enhancement allows finance teams an automatic means to recognize the effect of the different dates on the financial activity and related balances when the trade date and settlement date fall across the financial periods.

See also, General Ledger 9.2 Enhancements.

Adjustment Period Option for Average Daily Balances (ADB) PeopleSoft General Ledger 9.2 provides the ability to associate adjustment periods that correlate with the regular accounting periods, making it easier to identify adjustments that have been applied in the average balances. The new capability is an option that defines whether to post adjustment journal entries to the ADB Ledgers using an adjustment period or a regular accounting period that is derived from the ADB calendar.

See also, General Ledger 9.2 Enhancements.

PeopleSoft 9.2 for the Healthcare Industry (Purchasing) Global Location Number (GLN) and Global Trade Item Number (GTIN) With Release 9.2, GLN is provided in the PeopleSoft SRM applications to support the Healthcare Industry Sunrise 2010 initiative. The GLN fields were added to the sourcing tables used to create the EDI transaction maps. Customers are able to add the GLNs as new locations to their EDI transaction maps for these business-to-business communication transactions: Purchase Order Dispatch, Purchase Order Acknowledgement, Advanced Ship Notice, and Price List. In Release 9.2, the GLN was also added to selected transaction pages in PeopleSoft SRM. The GLN fields are displayed on the Purchasing pages next to their associated PeopleSoft Location field, Ship To field, or Supplier Location field.



A second related Healthcare industry initiative is the Sunrise 2012 Initiative. This initiative improves accuracy and efficiency with item numbers by using the GTIN (Global Trade Item Number). The GTIN is a single item identifier for item/UOM (unit of measure) combinations that are used for business-to-business communication (EDI). With Release 9.2, we added the GTIN field to the EDI sourcing tables. The EDI transaction source mapping tables include both GLN and GTIN. GTIN has been available as an alternative identifier for item/UOM combinations since PeopleSoft Release 9.0 and in Release 9.2, the GTIN is displayed next to its internal item number on selected pages in the PeopleSoft Inventory and Procurement applications.

Mobile Inventory Management 9.2 for Healthcare

PeopleSoft Mobile Inventory Video Feature Overview

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In Release 9.2, PeopleSoft Mobile Inventory Management is offered as a new optional inventory application that enables automated mobile user operations in the Healthcare industry. Mobile Inventory Management works directly with its parent application, PeopleSoft Inventory and Fulfillment Management, and operates in real-time connected mode. Users perform tasks using either handheld Windows-enabled devices or iPads. Par Counts, Purchase Order and Ad Hoc Receipts, and Delivery and Delivery Signature Capture are provided as part of the 16 inventory and purchasing transactions that support the Healthcare industry.

PeopleSoft 9.2 for Higher Education and Research PeopleSoft Grants 9.2 introduces the following enhancements:

• Grants WorkCenter

• Grants Portal Security and Transaction Classification Flexibility

• FFR Enhancements

• Supplemental Data for Grants

• Increased Field Lengths

• Linkage of a Milestone to a Budget Period

• Simplified Maintenance of Award Modifications and Funding

Grants WorkCenter The new Grants My Work exception pagelet provides access to summary and detailed information for grants that have a posted budget not equal to their contract billing limits. More detailed information can be investigated and updated through modal windows, allowing each important exception to be cleared and the next one worked, all without leaving the Grants WorkCenter User Interface.




Grants WorkCenter

In addition to the grant-specific exception example described, the Grants WorkCenter provides links to Billing exceptions and Billing and Projects pivot grids to increase productivity of those users whose responsibility spans the billing, project, and contract functional domains, as well as grants. PeopleSoft Grants 9.2 also provides links between the Award and Project pages and between the Award Funding and Budget Detail pages for single-click navigation between key functions. This functionality provides the ability to identify a sponsored office administrator responsible for post-award administration on the Award Profile page.

Additional enhancements were introduced to the Grants WorkCenter in PeopleSoft FSCM 9.2 Update Image 4, December 2013.

PeopleSoft Grants added the ability to view award milestones due in the Grants WorkCenter. Milestones Due displays all overdue award milestones as well as active milestones with approaching deadlines. You can configure the number of days before a deadline that you want to appear.

In addition, users have the ability to view contracts set to expire in the Grants WorkCenter. Contracts Set to Expire displays all expired contracts as well as active contracts approaching expiration. You can configure the number of days before expiration that you want to appear.

Grants Portal Security, Transaction Classification Flexibility, and Search In PeopleSoft Grants 9.2, enhancements include options to control how transactions booked to adjustment periods are classified, additional security setup options to increase flexibility for granting and revoking security, the ability to classify adjusting F&A general ledger journals as sponsored F&A transactions, and the ability to view budget spend transactions by lower level budget categorization on the budget status page based on tree setup.



To accommodate the various ways in which sponsored projects are funded, many organizations establish different project budget periods for each project associated with an award in PeopleSoft Grants. In 9.2, the portal staging process of the grants portal offers the ability to categorize transactions at the project budget period level rather than the award budget period level, which enables organizations to view multi-project, multi-budget period award data for awards containing overlapping project budget periods.

Additional enhancements were introduced to the Grants Portal in PeopleSoft FSCM 9.2 Update Image 4, December 2013.

PeopleSoft Grants added the ability to search for and filter award and project data using specialized search pages in the Grants Portal. You access the new search functionality on the Award Summary, Project Summary, and Personnel Cost Summary Grants Portal pages.

FFR Enhancements Oracle continues to enhance the Grants FFR to account for the changing requirements and to increase reporting flexibility. These enhancements include:

• More run control options, including the ability to run several Letter of Credit IDs at the same time.

• The ability to comply with more than one F&A rate type.

• Refinement of the encumbrance and indirect expense calculations to increase report accuracy.



• Cosmetic and field alignment updates.

Supplemental Data for Grants In 9.2, Oracle delivers configurable Supplemental Data on the Award and Project General components to support the recording of data such as:

• Tracking additional information for ARRA and FFATA reporting.

• Recording an institution’s clinical trial number on an award profile to link clinical trial information to award information for reporting purposes

This feature enables research institutions to meet sponsor reporting requirements as well as organizations’ individual information tracking needs without having to customize Grants and Projects to capture the data.

Increased Field Lengths To avoid customizations to meet federal regulations, Oracle extended the length of the Letter of Credit Doc ID (LOC_DOC_ID) field to 30 characters.

Expanded fields lengths for the Reference Award Number (REF_AWD_NUMBER), CFDA Title (CFDA_TITLE), and Attribute Value (ATTR_CODE_VALUE) also help to ensure that correct information is available and captured for invoicing and reporting purposes.

Simplified Maintenance of Award Modifications and Funding To offer more flexibility while continuing to ensure data consistency, Oracle has enhanced the Award Modification and Funding pages by providing the ability to:

• Add and delete budget periods from the Award Modification header page.

• Enter an Issue Date on the Award Modifications for a Period page.

• Select a project to which a modification on the Award Modifications for a Period page can be associated.

Award Modifications page



• View the Project Costing and Commitment Control budget distribution statuses on the Award Funding page.

• Delete a budget funding period from the Award Funding page as long as no budget period details exist.

Award – Funding page

Automatically Assigning a Project Manager During Award Generation PeopleSoft Grants automated project manager assignment during the award generation process. The project manager role is automatically populated with the principal investigator from the Proposal - Resources page during the award generation process.


Editing Completed Milestones PeopleSoft Grants added the ability to edit completed milestones on the Award - Milestones page


Establishing Terms at the Award Level Introduced in PeopleSoft Update Image 9.2.006, PeopleSoft provides users with the ability to copy terms and conditions from the first project to all the remaining projects in an award, thus streamlining the process and reducing the time spent on entering terms and conditions.
