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Configurable Analysis Framework

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PeopleSoft Applications 9.2 Update Image 10 added the Configurable Analysis Framework (CAF) which allows administrators to use a common framework to configure end-user pages to analyze cross-application data.   This is a powerful and useful component to the 360 degree supplier.

The data can be viewed in analysis mode and comparison mode. Analysis mode focuses on a single supplier while comparison mode can view data across multiple suppliers. Since most people are familiar with the 360 degree view by now, let’s look at the comparison mode.

When in analysis mode, next to the supplier name is a chart, click on the chart to enter comparison mode.

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There are two major decisions to be made at comparison mode. The first is to choose what suppliers to compare by clicking on the Suppliers drop down.

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Drop and drag all of the suppliers you want to compare and click OK.

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You will see the suppliers you selected in a grid or table format.

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The second major decision that needs to be made is the metrics that you want to compare between the two suppliers. You do this by clicking on the Metrics tab.

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Clicking on Choose Displayed Metrics will then allow the user to select the metrics to compare. Simply drop and drag from the available metrics list to the selected and click OK.

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The comparison chart will be displayed with the metrics on the left in rows and the suppliers in columns.

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This can really provide some valuable information when comparing suppliers and making decisions about what suppliers to engage with on an opportunity. If you would like more information on comparison analysis mode, please contact me at larry.zagata@miproconsulting.com.

PeopleSoft Fluid and Classic WorkCenter Scope

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PeopleSoft Fluid and Classic WorkCenter Scope was introduced in PeopleSoft FSCM Update Image 19 in June 2016. If enabled, PeopleSoft Fluid and Classic WorkCenter Scope allows the end user to select filters to better narrow, or filter, the content in their WorkCenter. One scope or multiple scopes can be defined. When the end user changes scopes, they are changing the set of filter values applied to all the configured My Work links. This gives them the ability to quickly change between work for different operations with one drop down list selection.   Users may want to setup scopes for different regions, groups of buyers, groups of business units, etc.

Here is an example for WorkCenter Scope setup in the Billing WorkCenter.

As you can see from the image below, there are multiple scopes defined for geographic regions. Users can configure their own scope based on the criteria needed.

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When a new scope is selected, the work information in My Work changes to reflect the content of that scope.

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To edit the scope, click on the pencil and it will bring up the current scopes. You can edit or add.

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If we look at North America, we can see the scope matches that content in My Worklist.

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Clicking on the edit, allows us to define what is going to be presented in that worklist. For instance if we edit invoices not finalized, we can see the filter options available to the user.

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workcenter-scope-6This can present some good options for users if they do work across business units, work certain invoices, billing specialists work a joint list, etc.

If you would like more information on PeopleSoft Fluid or Classic WorkCenter Scope or have any other questions, please contact me at larry.zagata@miproconsulting.com.

Creating a FLUID Pivot Grid Tile

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Recently we discussed FLUID Tiles around FLUID Navigation Collections. If you missed our blog about creating FLUID Tiles – Click Here. Newer with FLUID is the ability to create a FLUID Pivot Grid Tile which makes these pivot grids more accessible via mobile. Let’s walk through creating a FLUID Pivot Grid Tile and report. Before you […]

FSCM Navigation Collection Configurations

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If you have been following our blog in the past few weeks, you may have noticed a pattern. We have been talking about and expanding on the ideas of the FLUID Navigation tools available as of Image 20. (Click here if you missed our last blog.) In addition to the FSCM Navigation Collections that are […]

FSCM Navigation Collections

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Did you know the entire list of FSCM Navigation Collections are available in FLUID? Did you also know you can make them available not only on the FLUID Homepage but also in the FLUID Navigator? Last week we wrote a blog specifically on adding the Lease Administration Navigation Collection to the FLUID Homepage. (Click here […]

Lease Administration Navigation Collection

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The Lease Administration navigation collection was added to the PeopleSoft Fluid User Interface with release of FSCM Image 20. This navigation collection groups common functionalities used in Lease Administration in a single location. More and more functionality is moving to FLUID and the Lease Administration navigation collection is one additional example. There are few tricks […]

Simplified Analytics

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Have you heard? Simplified Analytics were delivered with PeopleTools 8.55! Simplified Analytics allow end users to create their own FLUID reports based on pre-defined templates. For the end users, it is designed to be intuitive and user friendly. In order for end users to leverage Simplified Analytics, developers or power users must enable the functionality […]

Advanced Query Security

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Looking for more security out of PeopleSoft query? There was another little gem of a new feature released with image 20 – Advanced Query Security. It only captured a small paragraph in the image overview but is a nice feature to gain more security out of PeopleSoft query. From the image overview document: Added the […]

A Hidden Treasure of Valuable Information

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Work Order Failure Tracking and Analysis Hidden Treasure. The words bring to mind gold doubloons, sparkling gemstones and may even bring out your inner pirate a bit. Now, you’re wondering how that relates to PeopleSoft Maintenance Management. Well, there is a hidden gem that is seldom used for capturing and analyzing equipment failure occurrences that […]

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 […]

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 […]

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 […]

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