RSS
Archive for the ‘Business’ Category

ERP or CMMS?

Posted by

ERP 1If you’re planning on growing your business ERP is the way to go for today…and tomorrow.

There have been many articles written about the pros and cons of each of these options for handling your maintenance and facilities management functions. They range from cost, flexibility, ease of use and complexity. It doesn’t matter what side of the fence you stand on, in today’s fast paced and dollar conscious work environments it’s important to pick the option that will give you both short and long term results.

Why choose an ERP (Enterprise Resource Planning) over a CMMS (Computerized Maintenance Management System) you ask? That’s a very good question, and to be completely transparent here, yes I support an ERP product (PeopleSoft), with a focus on Maintenance Management. I came to this role through a Facilities Management background – I’ve used both and I’ve had success with both but have found more benefits and savings and fewer headaches with an ERP.

First let’s just look at the definitions of the two different types of systems:

ERP – Enterprise Resource Planning:  Business process management software that allows an organization to use a system of integrated applications to manage the business and automate many back office functions related to technology, services and human resources.[1]

CMMS – Computerized Maintenance Management System: A software package that maintains a computer database of information about an organization’s maintenance operations.[2]

For me, the limitations of a CMMS are stated clearly and simply by its name – it’s a single, stand-alone application.

If you aren’t using any portion of an ERP system and your current systems are giving you the reporting and analysis that you need then it may be to your advantage to stick with what you’re using. But having a stand-alone system isn’t like marriage – you’re not committed to it forever. You have choices and as technology improves it’s a good idea to explore an ERP option just to make sure that what you’ve got is the best that you can have for your business today…and tomorrow.

ERP 2If you are integrating multiple systems, you know the headaches this can create. Here is a “simple” view of a multisystem integration map. Just looking at it is mind boggling and combining data for analysis can be as challenging, and frustrating, as reading this map.

On the other hand, if you’re using any module of PeopleSoft ERP today with a stand-alone, non-integrated CMMS you’re not getting the full potential out of either system. You have some data in one application, other data in others – and most of the time that information has to be merged together for accurate reporting and analysis. What system is your source of truth?

In my opinion, one of the primary benefits of an integrated solution is cost savings. Cost savings through the elimination of custom integrations and the time savings achieved through having all of your data in one application. This is especially important when it relates to your maintenance and facilities management – the ability to tie all of your work order costs to an asset to get a true picture of overall performance and costs is invaluable. Imagine having your purchasing, your asset management and your preventive/maintenance management functions all in one application. This alone is well worth the time to explore the advantages of PeopleSoft’s ERP system.

ERP 3Unlike the mind-boggling map above showing integrations of multiple systems, this map of the Maintenance Management module in PeopleSoft displays clean connections with other modules of the application. The integration points that are so critical to analyzing your costs and assets is built in for you. This is your source of truth.

At the end of the day you may be exactly where you need to be and your current solutions are the best choice for you – you’ll never know unless you compare. Remember, you’re not married to your current stand-alone system, so it’s ok to do a little looking around for the right system for you today…and tomorrow all in one application.

If you have any questions about PeopleSoft Maintenance Management 9.2, or any other modules within PeopleSoft please contact Robin Cole or Larry Zagata.

[1] www.webopedia.com/TERM/E/ERP.html

[2] https://en.wikipedia.org/wiki/Computerized_maintenance_management_system

Configurable Analysis Framework

Posted by

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.

analysis-framework-1

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.

analysis-framework-2

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

analysis-framework-3

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

analysis-framework-4

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.

analysis-framework-5

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.

analysis-framework-6

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

analysis-framework-7

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

Posted by

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.

workcenter-scope-1

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

workcenter-scope-2

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

workcenter-scope-3

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

workcenter-scope-4

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.

workcenter-scope-5

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.

FSCM Navigation Collection Configurations

Posted by

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 pre-built, you can also add additional Navigation Collections to your FLUID Tiles.

In order to enable a specific Navigation Collection, you need to make the Tile available. But the process is easy, just follow these 10 simple steps.

Step 1: Using the NavBar, navigate to >PeopleTools>Portal>Tile Wizard.

configuration-1

Step 2: Click on the CREATE NEW TILE button.

configuration-2

Step 3: Fill out the basic information of the title of the Navigation Collection.

configuration-3

Step 4: Choose the data type. In this case it is Navigation Collection.

configuration-4

Step 5: Choose the appropriate available Navigation Collection name.

configuration-5

Step 6: Choose a few additional options of the Navigation collection type and whether the panel is collapsible.

configuration-6

Step 7: Choose the owner ID, parent and whether to make the Tile public.

configuration-7

Step 8: Choose a specific image, Tile size, and other options such as where the Tile can be placed (homepage, navbar and dashboard).

configuration-8

Step 9: Review and hit the publish button.

configuration-9

Step 10: Add the Tile to the appropriate FLUID Homepage as previously defined.

configuration-10

The newly created FLUID navigation collection Tile is present.

configuration-11

By clicking on the Tile, you can see the BI Publisher content available in FLUID.

configuration-12

If you would like more information on FLUID or FLUID NavBar or any of the FSCM Navigation collections, please email me at larry.zagata@miproconsulting.com.

 

Lease Administration Navigation Collection

Posted by

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 and tips to make the navigation collection available in the FLUID Homepage – follow these simple steps.

Step 1: Click on the three lines in the upper right to expose the configuration panel.

lease-administration-1

Step 2: Click on the PERSONALIZE HOMEPAGE and it will bring you to the ability to configure.

lease-administration-2

Step 3: Click on ADD TILE in the upper right. It will then bring up the FSCM Navigation Collections and choose Lease Administration.

lease-administration-3

Step 4: Save your Homepage and Lease Administration will show up as a tile.lease-administration-4

Then users can click on it and the navigation collection appears in FLUID.

lease-administration-5

If you would like more information on FLUID or Lease Administration, please email me at larry.zagata@miproconsulting.com.

 

Simplified Analytics

Posted by

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 by associating one or more pivot grid models (or base templates) to a component. That action will present the My Analytics option on the FLUID tile. See below.

simplified-analytics-1

Once enabled, end users can easily create new reports based on the templates available in these easy steps.

Step 1:Click on the + sign in the My Analytics tile. This will bring up the report creation process.

simplified-analytics-2

Give the analytics a name. Select the type of report from the options list. You have the option to choose a chart or not or use a simple table or pivot grid.simplified-analytics-3

Step 2: Click Next. This provides options to choose all suppliers or specific suppliers and filter out a specific set ID and/or supplier ID. It also allows the user to choose which fields will appear in the analytics. These choices all can change depending on the template setup by the developer or power user.simplified-analytics-4

Step 3: Click Next. This will bring up the report. On the left the user can filter and the details can be drilled into at the bottom.simplified-analytics-5

Step 4: Click Save and the report is available for viewing.simplified-analytics-6

Step 5: Click on the report to show the final product.simplified-analytics-7

If you would like more information on Simplified Analytics, please email me at larry.zagata@miproconsulting.com.

 

PeopleSoft Image 20 Released

Posted by

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 worthwhile to note that several of the new features, particularly the new Fluid Forms and Approval Builder, Lease Administration Navigation Collection, and Mobile Fluid Approvals, require PeopleTools 8.55, while the majority of the remaining features require 8.54 or higher.

The release of this PeopleSoft Image 20 includes more than 2 dozen features/improvements, culminating to over 400 enhancements made across the FSCM suite since the release of 9.2.  Refer to the Cumulative Feature Overview (CFO) Tool for Financials and Supply Chain and PeopleBooks, accessible via www.peoplesoftinfo.com to learn more about these features and others from prior images.

We will be highlighting a different feature of PeopleSoft Image 20 every week – check back often to learn more. If you have any questions please feel free to contact us at larry.zagata@miproconsulting.com

PeopleSoft Lease Administration Deep Dive

Posted by

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.

PeopleSoft Lease Administration 1

All you have to do is setup your lease payment schedule and the straight-line accounting feature can automatically create your necessary journal entries in compliance with FASB 13. This process can be run with multiple options and tailored to fit your accounting process.

PeopleSoft Lease Administration 2

By utilizing the straight-line accounting your Real Estate Department can focus on what it does best – managing the lease portfolio and lease payment schedules. Your Finance Team will automatically have the straight-line journal entries they need so they can focus on what they do best – managing the General Ledger. Regardless of the payment schedule length, amounts, concessions, etc., PeopleSoft Lease Administration can automatically calculate the straight-line journal entries you will need each month and automatically post the straight-line journal entries to your specific GL accounts. All this without requiring any additional effort from either team and delivered within a timely manner.

You are probably saying to yourself, “This CANNOT be true!” Well, I am here to tell you – it IS true and PeopleSoft Lease Administration has made it ALL possible. Click here to contact us today to learn more.

Thank you for reading and be sure to read our other Real Estate Management BLOGS too.

Regards,

Steven Brenner, CPA
Senior Principal Consultant

PeopleSoft Mobile Inventory Improvements

Posted by

mobile inventory

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 delivered some high priority transactions leveraging the FLUID user interface. This removes the dependency with ADF (although that is still a viable route) and makes Mobile Inventory enabled on a very familiar and consistent platform and toolset. This allows for easier deployment as well as adding FLUID content for additional mobile functionality. It also allows for the use of any HTML 5 compliant device. So mobile users can use rugged iPads with bar code readers for example, and nothing additional needs to be deployed.

With Image 14, Oracle delivered Par Count, Par Count Ad hoc, Guided Count, Count by Location, Count by Item, Express Issue and Receiving Ad hoc. With Image 18, Oracle added additional transactions including Manual Count, Picking Feedback, Delivery, Delivery Cart, Perform Putaway, PO Receiving, Item Stock Inquiry, Fulfillment Inquiry, Bin to Bin Transfer and Adjustments.

PeopleSoft Mobile Inventory requires a connection to the PeopleSoft database to work. In some cases with customers having remote locations or warehouses without Wi-Fi, this drove them to a different solution using handheld devices. Keep in mind, especially with the use of HTML 5 compliant devices like tablets and iPads, they can come with cellular connections built right in allowing for a broader use in areas that may not be Wi-Fi connected. Keep that option in mind when considering PeopleSoft Mobile Inventory.

If you would like additional information on PeopleSoft Mobile Inventory, please contact me at larry.zagata@miproconsulting.com.

Improvements to PeopleSoft Procurement

Posted by

Marc Weintraub (Senior Director of Product Strategy for PeopleSoft) 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 procurement organizations today are:

  1. Spend Creep
  2. Supplier & Contract Compliance
  3. Technology to manage the process

In this video, Alexa explains the measures that have been taken to improve the products and meet these challenges for their customers.

Alexa also addresses the importance of mobility in requisitioning. PeopleSoft, using the Fluid User Interface (FUI), offers an intuitive user experience optimized for smart phones, tablets and even use on the desktop. Using FUI makes procurement a more efficient process from requisitions to approvals and all the way to the receiving of orders.

There have also been improvements to Supplier Contracts with the addition of the Supplier Contracts Workbench as well as the Sourcing & Contract Work Center. By utilizing these new features available to 9.2, customers are able to see vast improvements in their procurement organizations by reducing risk and improving data management.

Reach out to us if you have any questions regarding the improvements to PeopleSoft Procurement or any other PeopleSoft questions.

©2017 MIPRO Unfiltered