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Page and Field Configurator

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The Page and Field Configurator has been out for a little while now, and although it provides the user with the capabilities to configure pages in PeopleSoft, it does not seem to get the attention that it deserves. In the past, all changes came from the application designer and customization had to be maintained.  With the Page and Field Configurator, users can now change the names of fields, designate fields as required or optional, hide fields, hide entire pages, apply the changes under certain criteria, and make the changes visible to certain users. Many PeopleSoft users have requested these capabilities for quite a few years. Let’s take a look at an example in Purchasing.

Below is the delivered page in add/update purchase orders. Here we will do the following:

  • Hide: Budget Status
  • Change Supplier to Sup Name
  • Make PO reference a required field

Initially, you will need to create a component in the Page and Field Configurator. In the image below, you will see that we have created one for purchase orders. Simply lookup the component name that you want to utilize when adding.

Next, we need to establish criteria to apply the changes. In this case, PO changes will be applied only to Business Unit US001.

In this step, we will configure our field properties to:

  • Hide: Budget Status
  • Change Supplier to Sup Name
  • Make PO reference a required field

Next, we select the users to whom this will apply or not apply. In this example, we are excluding Aaron Brown. He will not see any of these changes but everyone else will.

Finally, we select the portal and apply the configuration.

When we go back and add a purchase order under Business Unit US001, we can now see the applied changes.

In summary, I believe this is one of the coolest features in quite some time.  Now go forth and configure, don’t customize! Next week, I will follow up with a video blog to demonstrate the steps one by one.

If you would like more information on FLUID or eProcurement, please email me at Larry.zagata@miproconsulting.com.

eProcurement Fluid Enhancements

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In March 2018, PeopleSoft FSCM Update Image 27 introduced the Fluid Requisition Enhancement. As a result, the eProcurement Fluid Enhancements now include multiple features. You can now enter default values for new requisitions on the Requisition Defaults page. And you can make changes on the Line Details page. On the Checkout page, you can select […]

Cost Balancing Fluid WorkCenter

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Personalization of Fluid WorkCenters

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Fluid Treasury WorkCenter

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The Classic Treasury WorkCenter has been around for some time and includes the standard components. The Fluid Treasury WorkCenter is delivered in FSCM Image 28. The WorkCenter has the typical MY WORK, LINKS, QUERIES and REPORTS/PROCESSES. Users have the ability to utilize either the Classic WorkCenter or the Fluid WorkCenter. Additionally, if you would like […]

Match Delay Days

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Long Live Elasticsearch!

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As of the 1st of May 2018, Elasticsearch is the only search engine supported for PeopleSoft 9.2 applications and it is the only search engine that can be used with PeopleTools 8.56. Oracle’s Secure Enterprise Search (SES) is no longer a supported option for use with PeopleSoft. Oracle posted a reminder on their blog; https://blogs.oracle.com/peopletools/elasticsearch-the-only-search-engine-supported-for-peoplesoft-as-of-may-1st. […]

Oracle Open World 2018 Registration is Open!

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Registration for Oracle Open World 2018 is open. San Francisco will be rocking from Monday, October 22nd through Thursday, October 25th. There are a couple of items to note about Oracle Open World this year (in case you have an early OOW notification). First, the date for Open World has been changed. The new dates […]

PEOPLESOFT IS ALIVE AND WELL

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ORACLE LIFETIME SUPPORT POLICY Did you hear? Oracle announced a change to the Oracle Lifetime Support policy for PeopleSoft applications that further illustrates their commitment to PeopleSoft.  As of June 2018, Oracle has no plans to end PeopleSoft investment or support. Oracle has adjusted the Oracle Lifetime Support policy and intends to provide Premier Support […]

PeopleSoft Innovators

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Congratulations to the newest PeopleSoft Innovators! While attending Quest’s Collaborate 2018, Rebekah Jackson, VP PeopleSoft Strategy & Product Management, announced the latest organizations who earned recognition as PeopleSoft Innovators. The group included three of MIPRO’s customers: Adventist Health System, Black Hills Corporation and Intermountain Healthcare. While MIPRO was not directly involved in the innovations these […]