Archive for the ‘Business’ Category

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 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

Improvements to PeopleSoft Procurement

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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.

A Hybrid Solution: Oracle PeopleSoft + Oracle Cloud

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oracle peoplesoft oracle cloud

It’s one of the most common conversations taking place between IT, finance and HR for any PeopleSoft customer. The system has been customized over the years and some of those customizations are critical to the company. But the functionality feels outdated and the total cost of ownership is growing. So what do you do?

Nationwide Building Society evaluated their options and found a perfect solution. After taking a look at SAP and Workday, they decided to leverage the significant investments they had made in PeopleSoft over the years, take advantage of the newest technology in 9.2 and insert some Cloud elements where it could add the most value. In Nationwide’s case it was Talent Management.

This is getting your cake and being able to eat it too. The full story can be found here:

If you have any questions please do not hesitate to contact us!

HCM Image 15 and Tools 8.55

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Have you noticed the changes and improvements after upgrading to Tools 8.55 and the latest HCM Image release? One of the changes you will notice immediately is that access to the classic menu has been removed. This change is designed to drive the FLUID user experience. Users can enter into the Manager Self-Service, Employee Self-Service, and Workforce Administrator FLUID landing pages.

Tools 855 1

Over on the far right hand side is the NavBar button. Clicking on the NavBar will expose a number of additional navigation options including Favorites, the Classic Home menu, FLUID Home and other personalized shortcuts.

Tools 855 2

All of this navigation has a much more FLUID and mobile feel designed for mobile devices but, as mentioned, the Classic Home is still available for those longing for the old look and feel.

Tools 855 3

The FLUID navigation can be found using the Navigator button. While this was there on previous Tools versions, with 8.55 there is more emphasis on FLUID as the starting point as opposed to the classic menu.


Tools 855 4

For more information on PeopleSoft and Tools 8.55, please feel free to contact me at


PeopleSoft 9.2 Field Observations

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This month PeopleSoft 9.2 will have been available for three years. Having worked closely with many organizations who made the move to 9.2, there are two common observations that have surfaced.

First is that Selective Adoption and the use of the PeopleSoft Update Manager (PUM) tool is still a mystery and struggle for many firms. Application fixes and the regular availability of new functionality has truly been a paradigm shift and a large number of organizations have not yet figured out how to best tackle this new application lifecycle model. Oracle has provided a number of resources to educate their customer base and partners like MIPRO have developed workshops and services to assist PeopleSoft customers as well. If you are a PeopleSoft 9.2 user, understanding and implementing a long term Selective Adoption strategy should be a priority for 2016.

The second interesting observation is that organizations have a desire to get more value out of the feature-rich 9.2 applications. Organizations heard about the benefits of PeopleSoft 9.2 and made the decision to invest the time, effort and budget to upgrade to 9.2. A common approach, however, was to take the most cost effective path, often leading to either a purely technical upgrade or a “functionality light” upgrade. We often see companies use PeopleSoft 9.2 exactly how they did with their prior 8.9, 9.0 or 9.1 applications. Now organizations are stepping back and starting to focus on finally extracting and utilizing the many new features offered with 9.2, unlocking and tapping into the true value of Oracle’s $5 billion R&D annual spend.

Getting the most from your investment in PeopleSoft is a common theme for 2016. There is a lot to take advantage of, since most of the road-mapped 9.3 features and functionally have already made their way into the current PeopleSoft 9.2 PI (PeopleSoft Update Image). And we haven’t even touched on all the new amazing features of PeopleTools 8.55. Our observations from the field – 2016 is going to be a banner year for organizations using PeopleSoft.

Contact us today to help determine your Selective Adoption strategy for 2016!

Cloud Versus Customization

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cloud versus customization

In today’s market with a lot of conversation about clients moving their back office systems from an on-premise system to a cloud-based system, we are not hearing much about customization and the need to give up one’s customizations in order to move to the cloud. With cloud-based systems, it is a given that there is very little, if any, customization allowed. Often the most you get is the ability to “configure” the solution to your needs, allowing you to pick from the options that the vendor has given you to choose from. That essentially means that any client who is planning to move to the cloud has to be willing to use the system as it is offered, with little to no changes, in order to take advantage of the cloud benefits. To take this pre-requisite one step further, that means that clients will have to change their business processes to match the cloud-based system and the way the cloud system supports them. This can be a huge organizational change management challenge or even a business culture change for the business users who will be required to redesign their current business processes.

As a systems integrator, we are constantly recommending that companies limit their customizations as much as possible, in order to save on production support costs. The fact is that there are very few “vanilla” systems in production today. Most clients either need to customize to address unique items in their business or prefer to do some things different from the vanilla system process that is delivered, or not delivered, by the software.

The flexibility to choose customization strategically goes away when moving from on-premise to the cloud-based systems. It is important that all of the key stakeholders know this up front. Cloud solutions certainly have their advantages; however, you have to look even closer to make sure the functionality meets your business needs, as well as understand and accept the limitations. Sometimes the excitement of a new technology or solution can overshadow the drawbacks. Go in with your eyes open.

If you have any questions regarding customization versus cloud please contact Larry. He would be happy to answer any of your questions.

Positivity – A Choice We Should All Make

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Positivity is a choice we all have the ability to make. Positive actions, words, and surroundings can all have a very dramatic effect on our personal lives as well as our work lives.

While browsing the internet I came across this article written by Alan Kohll, founder & president of TotalWellness. Mr. Kohll also agrees that positivity at work is very important (optimists are more productive & easier to work with); but he states it “…is easier said than done”. If you are looking for some tips on creating a positive work environment take a look at this article. There are some quick & easy things you can do to get started.

If we all use these tips in our day-to-day life, our outlook on life would always be the glass is half full…never half empty.

FSCM PUM Image 15

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FSCM PUM Image 15 was recently released in November 2015 and is available on My Oracle Support. There are several new features included with this image release that will add value to Financials and Supply Chain so don’t let this valuable new functionality go unused.

Here are just a couple of the features included:

Accounts Receivable: We enhanced the Accounts Receivable product to provide the new Comprehensive Customer View feature that gives a complete view of your business and activity with a particular customer. This capability is enabled through the new Configurable Analysis Framework. This is the main Unit of Work for the Comprehensive Customer View feature.

Purchasing: PeopleSoft Supplier Lifecycle Management now offers three new pivot grids to help organizations analyze incoming supplier change requests: aging change requests, change requests by type of change, and trending for approved change requests. These new pivot grids are available within the Supplier Administration WorkCenter and give administrators a holistic view of incoming supplier change request throughput.

Based on your Selective Adoption strategy and schedule, FSCM PUM Image 15 is available to be applied to take advantage of these examples along with OVER 15 other new features.

If you would like additional information on FSCM PUM Image 15 or Selective Adoption, please reach out to me at

Are You Preparing for your Affordable Care Act (ACA) Year-end Reporting?

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This will be the first year many will be doing their Affordable Care Act (ACA) reporting. And there has been much confusion around the reporting requirements so new deadlines have been imposed.

The employer filing deadline was February 29 (for paper); the new date is March 31. The old deadline of March 31 (for eFile) has been extended until June 30. Previously, the employee needed to be furnished a statement by February 1 but that date is now March 31. However, the IRS is imposing stiff penalties for those who fail to report.  The total penalty imposed for all failures during a calendar year after December 15, 2015 cannot exceed $3,000,000.

PeopleSoft Benefits is currently in the process of delivering functionality to support Form 1095-C (with the Form 1094-C transmittal) for Applicable Large Employers. PeopleSoft has delivered the proof-of-concept for the data extraction process. You can see and participate in the dialogue ongoing in the PeopleSoft Benefits Community regarding ACA functionality.   PeopleSoft recently updated the position paper on the ACA functionality through 2018.

Your one stop to find the most up to date information is My Oracle Support-
PeopleSoft HCM Affordable Care Act (ACA) Information Center (Doc ID 2013421.2).

Did you see the PeopleSoft Advisor Webcast released on December 9, 2015? The webcast focused on the IRS 1095-C and 1095-C forms creation process and reviewed the steps needed to create the IRS form 1094-C and 1095-C, including how to load and merge any third party data, the steps to print and view the forms and an overview of the audit reports that are available to use.

You will be prompted to enter your Oracle user id and password to access the Information Center and Webcasts.

If you are not an Applicable Large Employer (ALE) but still are looking for information regarding reporting requirements you can find them directly on the IRS site.

In the meantime, please be sure to contact Larry Zagata if you have questions about any of the recent changes to PeopleSoft or ANY PeopleSoft questions.

Oracle Lifetime Support

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If you’re a PeopleSoft customer, you’ve probably run into a bug, or an “unintended feature” of your products and have had to work with Oracle Support to resolve the issue.  You’ve also probably wondered just what is covered by support and for how long. The Oracle Lifetime Support Policy is simple, predictable and flexible. It helps your entire Oracle technology environment stay current and functioning as designed. From database to middleware to applications and hardware, the benefits of the industry’s most comprehensive support coverage are yours as a PeopleSoft customer.

Oracle support comes in three levels:

  1. Premier: This support provides you with maintenance and support of your Oracle Database, Oracle Fusion Middleware, and Oracle|PeopleSoft Applications for five years from their general availability date.
  2. Extended: This support allows you to be in control of your Database, Middleware, and Applications upgrade strategy by providing additional maintenance and upgrades for Oracle Database, Oracle Fusion Middleware, and Oracle Applications at an additional cost to your organization.
  3. Sustaining: This support provides maintenance for as long as you use your Oracle|PeopleSoft software. This will include access to Oracle online support tools, upgrade rights, pre-existing fixes and assistance from technical support experts.

Here’s how the current support schedule plays out. If you are a PeopleSoft Financials customer already on 9.2, your Premier support will run through December of 2024, with the availability of Extended support through December of 2027. However if you still haven’t upgraded (what are you waiting for?) Premier support of your 9.1 PeopleSoft Financial software has expired, and Extended support is only available to you through January 2018.

For a comprehensive guide to the Oracle Lifetime Support Policy, click here, or contact us to help guide you through the 101 pages of policy and help you find the solution that is right for your organization.

You may also want to go to My Oracle Support, log in with your Oracle Credentials & click on the Knowledge tab to view some of the “How-To” videos on navigating the support web site and making the most out of your experience with your PeopleSoft products.

If you have any questions at all…do not hesitate to contact us!