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PeopleSoft Image 20 – Fluid Forms and Approval Builder

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As we have been discussing over the last few weeks on Unfiltered, Oracle has released PeopleSoft Financials/Supply Chain Update Image 20.  In this week’s feature of Unfiltered, we are going to highlight another specific subset of the more than two dozen features included in the new PeopleSoft Image: Fluid Forms and Approval Builder. If you missed our previous blogs follow the links at the bottom to catch up.

With the release of Image 20, PeopleSoft users with the Form Designer role can access the Design a New Form tile on the FSCM Fluid Employee Self-Service page.  Once the Form Designer page is accessed, the authorized user is guided through the process to design an online form, specify the approval process required, and deploy the new form to users.  The guided process consists of five steps:

  1. Form – describe the form
  2. Layout – define the layout of the elements of the form
  3. Instructions – enter the instructions for users to follow to complete the form
  4. Approval – define the approver user list required for a form which is synchronized with the PeopleSoft Approval Workflow Engine (AWE)
  5. Security – define the roles for accessing the form and linking, as well as activate the form

An authorized end user, can use the Fluid

  • My Forms page to view and complete available forms
  • Add Form page to also fill out a new forms, as well as update/view a previously completed form
  • Approve/Review page to review or approve a submitted form

It is worthwhile to note that

  • the new Fluid Forms and Approval Builder requires PeopleTools 8.55
  • fluid-built forms can only be accessed via the fluid user interface
  • classic-built forms can only be accessed via the classic user interface

Click here if you missed our summary blog or if you would like more information about Enhanced Fluid Approvals click here. You can also watch the release video from Oracle here: https://www.youtube.com/watch?v=_YEtzVCRnH0&feature=youtu.be.

Refer to release video via the link above, or the Cumulative Feature Overview (CFO) Tool for Financials and Supply Chain and “Using Forms in PeopleSoft Fluid User Interface” or the overarching “Working with PeopleSoft Forms and Approval Builder” sections of 9.2 FSCM Enterprise Components PeopleBooks, accessible via www.peoplesoftinfo.com to learn more about both Classic and Fluid Forms and Approval Builder.

As always, we are also here to answer any questions. Reach out to us anytime via email – larry.zagata@miproconsulting.com or shannon.roche@miproconsulting.com.

PeopleSoft Image 20 – Enhanced Fluid Approvals

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Last week we talked about the new PeopleSoft Update Image 20 and the many new features included in this update (click here if you missed our blog). In this feature of Unfiltered we are going to highlight one particular feature: Enhanced Fluid Approvals.

With the release of Image 20, over a dozen approvals are available via the Fluid Approvals functionality, enabling approvers to complete approvals on the go with any device allowed by their organization via the Approval Tile on the FSCM Fluid Homepage.

  • Financials
    • Commitment Control:  budget journals
    • Expenses:  expense reports, time reports, time adjustments
    • General Ledger:  journal entries
    • Payables:  vouchers, payment requests
    • Receivables:  payment write-offs
    • Treasury:  settlements, deals
  • Supply Chain
    • eProcurement:  requisitions
    • Purchasing:  purchase orders
    • Services Procurement:  service work orders, service expenses
    • Strategic Sourcing:  sourcing events

It is worthwhile to note that with Image 20 update, LINE level approval is now available for the following transactions via fluid approval:

  • eProcurement requisition approval
  • Purchase order approval
  • Expense report approval

To learn more about Fluid Approvals click here to watch the release, or go to www.peoplesoftinfo.com to access the Cumulative Feature Overview (CFO) Tool for Financials and Supply Chain and PeopleBooks.

As always, we are also here to answer any questions. Reach out to us anytime via email – larry.zagata@miproconsulting.com or shannon.roche@miproconsulting.com

PeopleSoft Image 20 Released

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Oracle has released PeopleSoft Image 20 – Financials/Supply Chain Update.  The release video above highlights a subset of the more than two dozen features contained in this image, including: Fluid approvals Fluid forms and approval builder Multiple item image capability ChartField modification by eProcurement mobile approval Expanded General Ledger spreadsheet upload Configurable supplier registration It is […]

Fluid Candidate Gateway

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Some of the most highly anticipated and sought-after updates to the PeopleSoft HCM applications are those which further expand the utilization of the Fluid User Interface. None of these have been as important as those included in this summer’s PUM Image 18 which, among other updates, includes Fluid Pages for the Candidate Gateway. The Fluid […]

PeopleSoft Lease Administration Deep Dive

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FASB 13 Straight-line Accounting Entries (Formerly Real Estate Management) Did you know that PeopleSoft Lease Administration has the capabilities to meet your straight-line accounting requirements? PeopleSoft Lease Administration can help your organization provide more accurate accounting information, reduce errors and reduce processing time. All you have to do is setup your lease payment schedule and […]

PeopleSoft Mobile Inventory Improvements

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PeopleSoft Mobile Inventory has been around for quite some time. As most know, it is a mobile extension of PeopleSoft Inventory and Purchasing to hand-held scanning devices. Previously we would have to leverage ADF (application development framework) or the middleware between the hand-held and PeopleSoft FSCM. However, with the delivery of FSCM Image 14, Oracle […]

Leverage Selective Adoption

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Are you a PeopleSoft 9.2 customer? Have you developed a Selective Adoption strategy? If your answer is “no” to developing a selective adoption strategy – you are not alone! Many organizations are still stuck in the old mindset of only looking at new PeopleSoft functionality every several years. PeopleSoft customers have grown accustomed to looking forward […]

Leveraging PeopleSoft Business Process Maps

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Often overlooked as a knowledge source are the delivered PeopleSoft business process maps (BPM). Previously these business process maps were only viewable online and were not editable. Recently these maps have been made available as editable Visio documents. The online PeopleBooks site now has both PeopleBooks and BPM’s located in the same spot, making it much […]

Improvements to PeopleSoft Procurement

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Marc Weintraub (Senior Director of Product Strategy for PeopleSoft) recently spoke with Alexa Masters (Product Strategy Director, PS Procurement) to talk about the advancement of PeopleSoft Procurement solutions in 9.2. The three main challenges facing PeopleSoft Procurement organizations today are Spend Creep, Supplier & Contract Compliance, and the Technology to manage the process. In this […]

PeopleTools 8.55 – Fluid User Interface Enhancements

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With the release of PeopleTools 8.55, those that have upgraded have realized the value in many of the new features this version offers. There are significant enhancements in the areas of dashboards, reporting, analytics, query and the all-important update manager (all of which we will discuss in future blogs). The one area that is receiving […]

Phil Simms Would Make an Excellent Software Consultant

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On a flight from Chicago to New York my seat just happened to be next to former NFL Quarterback Phil Simms. My first reaction was, “How I am going to hold a conversation with this guy?” He played in the NFL, won a Super Bowl and he is now an NFL broadcaster. I will clearly […]

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