Archive for the ‘PeopleSoft’ Category

PeopleSoft Payables Operations – Fluid Content and Fluid Metrics

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Payables Operations Fluid content and Fluid metrics is new with FSCM Image 24. The payables metrics can be analyzed in five primary categories: Invoice Processing, Payment Processing, Team, Supplier, and Exception Metrics. Managers can see all relevant metrics, personalized and parameterized, showing the exact information they need.

The Payables Operations Homepage looks like the following as delivered:

On the Homepage the user will find:

  • Accounts Payable Navigation Collection: Contains the relevant content for the payables job function.
  • AP WorkCenter: The new and relevant Fluid Accounts Payable WorkCenter.
  • Approvals: Approvals Fluid tile provides access to not just payables workflow approvals but all approvals setup.
  • Voucher Approval Cycle Time Pivot Grid: Fluid pivot grid provides information on voucher. dollars processed and processing time.
  • Average Payment Days: Provides information on voucher payment days.
  • Late Payments: Provides information on late voucher payments.
  • Team Metrics: Provides team information in terms of how many vouchers team members are processing, dollar amounts, etc.
  • Operational Analysis: Operational Analysis provides the details and metrics that an AP organization will want to understand and utilize to ensure efficient operations.
    • Invoice Creation Cycle Time
    • Voucher Volume
    • Payments by Type
    • Cancelled Payments
    • Vouchers on Hold
    • Vouchers Deleted
    • Supplier Metrics

The Supplier Metrics show which suppliers have been added and/or updated and by whom. Of course with the pivot grid capabilities, filters can be applied and updated to refine the data.

These are great improvements to the Accounts Payable product and provide additional Fluid capabilities and improved end user experience. As with everything, additional Fluid tiles and Fluid pivot grids can be configured and added to the Payables Operations Homepage.

If you would like additional information, please reach out to

Causal Parts – Another PeopleSoft Hidden Treasure

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Yep, here’s another blog about those little gems of what I affectionately call hidden treasures in PeopleSoft. This little nugget is so misunderstood, even its name is often mispronounced. In this article I’m going to focus on using Causal Parts. Yep, causal as in the cause – not casual, as in Hawaiian shirt Fridays. So, having cleared up that bit, let’s look a little closer at this tool.

When equipment is repaired, there may be a specific part that caused the malfunction. The data captured can be used as search criteria to locate specific failure events for analysis.

Let’s take a very simple example of a dead florescent light. It may very well be something as simple as replacing the light bulb, but it could also be the ballast (that little arc of current between the light electrodes), that is causing the problem. While the repair was to replace both the bulb and ballast, the cause of the problem, and therefore the causal part, was the ballast. If this continues to happen this would trigger more investigation to determine why the ballasts keep failing.

You access the Causal Parts page in the Technician Workbench to record the parts that caused the problem for which the work order was created. Causal Parts can be an inventory item, an asset, or an open text description.

Keep checking back as we dig deeper into the treasure chest. Who knows what valuable gem you will find that can help you get more out of your investment.

If you have any questions or would like additional information about this or PeopleSoft Asset or Maintenance Management, please contact me at or


Mobile Technician for Maintenance Management

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Mobile Technician for Maintenance Management is new with FSCM Image 24. Mobile Technician is a Fluid-based streamlined process allowing technicians to perform mobile work orders. The Mobile Technician Homepage presents the following as delivered:

  1. Notices: Events and messages for technicians to be aware of.
  2. My Tasks: Presents the work order tasks for the technician. It can also be filtered to show other work order tasks or broadened to show the tasks to other technicians.
  3. Quick Work Order: Allows the fluid quick entry of a work order.
  4. Open Tasks by Date: Pivot grid showing all open tasks by date allowing to prioritize tasks.
  5. Open Tasks by Priority: Pivot grid showing all open tasks by priority allowing to focus on prioritized tasks.
  6. Weekly Time Entries: Pivot grid showing work hours and the work orders associated with the work time entered.

Let’s look at a few of these tiles by drilling in with a bit more detail.

My Tasks: When clicking on the tile, it brings up the assigned tasks for the logged-in technician. This presents all of the tasks that the technician is assigned and allows the technician to execute their work from their mobile device. It lists the schedule, priority and dates to help the technician prioritize.

When the technician clicks on the details, it brings up options for data entry into the work order and completing the work order. The technician can execute a quick complete or enter time, problem codes, downtime, tools, notes and attachments…..all mobile friendly.

Quick Complete:

Additionally, when first entering the details of the My Tasks tile, the user can filter and expand or tighten the list of work order tasks.

Quick Work Order: When clicking on the Quick Work Order tile, it brings up the open work orders. At this point, the technician can click on any of the open work orders much like they can in My Tasks. The other option here is the Add Work Order button.

When entering the work order, the technician can put in the specific details for each task.

Open Tasks by Date: This is a pivot grid report that shows all of the open work orders by date. This allows the technician to go into the work order based on the date the work was scheduled to start/end.

When clicking on the report, it then brings up the option to go to the details or drill down.

For each of the open work orders, there are related actions available. The related actions can take the technician to the details of the work order or allow the technician to generate a quick work order.

The other two pivot grids (Open Tasks by Priority and Weekly Time Entry), provide the same options as the Open Tasks by Date.

The Mobile Technician is a very valuable and long awaited addition to Maintenance Management, providing technicians the ability to execute their work from their mobile devices.

If you would like additional information, please reach out to

PeopleSoft Mobile Inventory

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PeopleSoft Mobile Inventory 9.2 provides a lot of benefits and as new instances are released, new functionality is being added.

Across different industries, users perform tasks using handheld Windows-enabled devices, PDAs, tablets, and handheld rugged scanners. One area in particular that mobile devices have a big impact on is Mobile Inventory as it provides many benefits, such as improved accuracy, increased mobility, and convenience, thereby streamlining movement, counts, and inquiries while reducing human errors.

Mobile Inventory Management addresses various inventory and purchasing functions. The list of supported transactions includes such things as:

  • Par Count
  • Par Count Ad Hoc
  • Guided Count
  • Receiving Ad Hoc
  • Express Issue
  • Count by Location
  • Count by Item
  • Manual Count
  • Perform Put Away
  • Bin-to-Bin Transfer
  • Delivery Cart
  • Delivery
  • Receiving PO
  • Adjustments
  • Picking Feedback
  • Item Stock Inquiry
  • Fulfillment Inquiry

As you may have noticed, not all transactions and inquiries listed above may be relevant to your corporation. Not to worry, you have the option of selecting what will be implemented when using PeopleSoft Mobile Inventory Management.

On another note, there are several advantages of implementing PeopleSoft Mobile Inventory over a third-party hand held system to integrate mobile devices. The biggest advantage is that Mobile Inventory Management shares the same database as the other PeopleSoft SCM modules and eliminates the need to install, configure and maintain a separate database for your mobile device capture needs. As a result, some of the key features that Mobile Inventory has to offer includes the following:

  • Real-time mobile transactions on various rugged and personal devices
  • Reduction of data errors through barcode scanning
  • Support for transactions and inquiries in receiving and inventory
  • Rapid deployment leveraging existing PeopleSoft Inventory and Purchasing processes
  • Security enabled by Role and User ID
  • Leveraging of PeopleSoft Security setup
  • Easy personalization of page rendering on various devices based on user preferences and skill levels

If you have any questions regarding PeopleSoft Mobile Inventory or PeopleSoft in general feel free to reach out to us anytime.

PeopleSoft 9.2 Optimization White Paper

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We have posted many blogs surrounding the topics of optimization, such as the structured process to optimization, configuring WorkCenters, Fluid navigation collections, Fluid pivot grid tiles, simplified analytics, etc. We have also published a detailed white paper that describes the structured workshops, PeopleSoft product reviews and optimization roadmap – putting the concepts together from beginning to end including a specific results-oriented example. It is important to fully understand how all of these concepts come together to most effectively optimize PeopleSoft. Below is an excerpt from our white paper. Be sure to check out it out in its entirety by clicking here.

From our white paper:

We have seen it many times before, organizations upgrade to 9.2 but only perform a technical upgrade to maintain support. While it may serve the organization in the short term to quickly or cheaply move to 9.2, it does not provide the business any value. The business continues to operate as though it was the early 2000’s, not leveraging the modern toolset and latest features and functionality. There is no optimization and improvement in the business processes or overall improvement to the organization which does not result in cost savings, strategic value-add of employees or, in general, more efficient operations.

Let’s explore specifically how the above-defined scenario can be detrimental to the organization but, at the same time, be easily fixable – not only easily fixable but likely resulting in far superior business value than could be envisioned……

Within this white paper we will walk through the formal and structured process to PeopleSoft optimization: define key objectives for the organization and leverage those objectives as a guide to analyzing the new features and functionality to deploy, create recommendations, prioritize those recommendations, create a project and deliverables roadmap and provide an example with results tying the process all together.

If you have any questions or need any additional information, please email me at

Successful Change Management Tips

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Change. That simple word can be frightening to many people. I don’t know of anyone who really LIKES change. Change is often thought of as something that happens to you, not something you can control and it can be scary – that unknown quantity that can turn an End User’s routine upside down.

Most often the Change Management Team communicating a software change to End Users happens something like this:

  • We’re changing to a new more efficient ABC Software on these dates, check the calendar for your conversion date!
  • The ABC Software Project is on target, don’t forget your roll out date is going to be …!
  • Executive Bob will be out talking to your management team about ABC Software and how it will save the company tons of money!
  • Training for ABC Software is coming on these dates, be sure to sign up for your class!

But End User is thinking something like this:

  • Yay. NOT!
  • I barely have time to get my work done now, I don’t have time for training.
  • What’s wrong with what we’ve already got?
  • Wouldn’t we save more money if we didn’t spend it on new software?
  • Does more efficient mean fewer people?

I’ve found that the most successful organizations, while promoting the new application, also take into account the questions not being asked by the End Users and seek to address them in very tangible and specific ways and use programs as client management software to know exactly what the users need. Here are a few of those tips that have been used to help calm some of the fears and even get the End User to engage and embrace the new application.

Know your audience – communicate to all levels within the organization. Each level has different needs and fears.

Before formal training begins here are some ideas for warming up your audience but they all come down to one simple concept – SHOW THE SYSTEM.

  • Lunch and Learns where you can discuss and demo portions of the new software – remember each group of people will be interested in different aspects of the application so tailor the sessions to them.
  • Cafeteria Sneak Peeks – set up a place in the lunch room for a few hours/days to demo the application as people come and go – this is great for showing the basics like system navigation. Let some folks click through the menu for a hands-on approach.
  • Webinars – again, tailored to specific audiences – your accounting team won’t be nearly as interested in creating a work order as your maintenance team.

After training, be sure to have a Sandbox or Training environment set up so End Users can get in and practice what they’ve learned. Becoming more familiar with the look and feel, the navigation, and functionality will provide a stronger level of confidence when you go live.

I’m a firm believer in showing as much as possible, as soon as possible, to End Users. This helps to build familiarity with the application and reduces the stress of the unknown. While I can’t promise that everyone will simply gush with joy over the change, it will help to improve acceptance and engagement of it. Go ahead, don’t be afraid – it’s just change.

If you have any questions or would like additional information about PeopleSoft, please contact me at or

Learn How to Setup PeopleSoft HCM My Analytics

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Many of the Manager Self-Service Fluid Pages now include a slide out supplementary panel which includes My Analytics. This function is new in Image 21, using PeopleTools 8.55 functionality or higher. The panel provides related information and insight to help managers complete their transactions. Managers can use the My Analytics tab to create their own personalized analytics. We are going to take this opportunity to show how managers can quickly and easily create My Analytics charts, tables, or pivot grids. If you missed our past blog about simplified analytics click here to learn more.

We’ll use the My Team page as an example. Once in the Fluid My Team Page, users will see on the far right the supplementary panel that they can expose by clicking on it.

Below is the exposed panel with the supplementary information. Notice the two tabs, Related Information and My Analytics.

Below is the exposed panel with the supplementary information. Notice the two tabs, Related Information and My Analytics.

Clicking on the My Analytics tab will display any analytics that the user created. Let’s do a quick walk through of creating an analytic.

Step 1: Click on the + symbol to bring up the create analytics page. You will need to provide a name for your analytic and choose the option for chart, table or pivot grid. In this example, we will use a simple table.

Step 2: Select which fields will be in your table.

Step 3: Setup any filters that you want for your report. You can filter by job code, department, full/part time, etc. Essentially, filter by any of the fields you had options for in step 2.

You can also see the available related actions that are part of the analytic report.

Once saved you can add this to any homepage or publish it for use for other users.

Once saved, the user will see the report available under their My Analytics tab.

If you would like additional information, please contact me at


WorkCenters….What Are You Waiting For?

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Often times, companies decide on doing technical upgrades and don’t take advantage of the new features that are available with a new release. One feature that is often overlooked are PeopleSoft WorkCenters. WorkCenters eliminate tedious navigating and provide a “one-stop shop” for business users to do such things as:

  • Process and perform transactions
  • Take actions on alerts
  • Review reports and analytics
  • Facilitate multi-tasking
  • Guide the user on their work priorities
  • Help identify bottlenecks

PeopleSoft delivers multiple WorkCenters and is expanding the list with each new release. The delivered WorkCenters are preconfigured with a set of pagelets and links. In addition, users can add their own pagelets and they also have the ability to personalize the look and feel of the pagelets.   The standard pagelets in WorkCenters include:

  • My Work: This is a personalized page that is delivered to the user through user-based configuration so one user’s work assignments are different from another user’s work assignments.
  • My Links: This pre-selected pagelet allows users to navigate to key functions of the application. Users can personalize this pagelet to include additional internal or external links.
  • Queries: This pagelet allows users to access public and private queries as well as pivot grids, PS Queries and PS Query Manager.
  • Reports and Processes: This pagelet allows users access to reports that they have generated and processes that they need to run.

Now that your interest is peaked, consider the fact that users will no longer need to open multiple windows at the same time to accomplish a task; users will only have to perform one ‘click’ to navigate to a particular page and they will be able to see a complete picture.

For additional information, you can reference the PeopleSoft Information Portal or feel free to email

Fluid Approval for Suppliers

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Fluid Approval for Suppliers allows you to view detailed information about suppliers awaiting approval and approve or deny the request. This enhanced functionality is new in PeopleSoft 9.2 Image 23 – more Fluid functionality on the supplier side for approvals anywhere, anytime.

For Navigation, you can get to the supplier approval in your approvals list.

Once you enter the approvals, you can see if there are supplier approvals in your queue.

Clicking on the list of suppliers (in this case we have 2), will bring up the specific suppliers for approval. Notice the Approve and Deny buttons are not active at this level.

Clicking on one of the suppliers will allow you to see the detail and will activate the Approve and Deny buttons. Here you will see the effective date, status, location, description, etc.

You can also see the entire approval chain.

Add your comments and submit the approval.

The supplier is no longer in your queue.

If you would like additional information on Fluid Approval for Suppliers, please contact me at


Deep Dive Blog Series: New ASC 842 Lease Accounting Standards and PeopleSoft Lease Administration

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Hello again everyone. This is now part 5 of my five-part series. In my previous blogs I took an expanded look at our lease example by illustrating the required journal entries and expanding my lease example with different financial terms. In my closing blog, I’d like to do some wrap-up discussion and discuss next steps for applying the new lease accounting standards. Again, for your reference, here is the complete list for the five-part series:

  1. Blog series introduction and New lease accounting terminology
  2. Basic lease accounting example
  3. Expanded lease accounting discussion – I
  4. Expanded lease accounting discussion – II
  5. Blog series wrap-up & next steps

Lease Classification (ASC 842)

In this blog series, I have mentioned classifying leases as either a finance or operating lease. Let’s take a more in-depth look on the test guidelines for classifying a lease. The five tests are listed below. If the answer is yes to any of these tests, then the lease should be classified as a finance lease.

  1. Ownership transfer to lessee
  2. Purchase option is reasonably certain
  3. Lease term = major part of asset life
  4. Lease payments = substantially the asset fair market value
  5. Specialized, customer specific asset

Overall, these tests are identical to the current standards so, in general, how your organization classifies leases should not change materially under the new accounting standards. The only exception is test #5 which has been added to the new standards. In addition, the current standards specifically mention the 75% and 90% bright-line tests whereas the new standards do not specifically mention these levels. However, the new standards do allow for those bright-line test levels to be applied as a guideline for tests 3 & 4 respectively.

Looking further at classification, a lease may apply to more than one asset. If feasible, each asset should be subject to the 5 tests above independently and it is possible that one of the assets could be capitalized under the finance lease classification rules and the other asset(s) could be capitalized under the rules for an operating lease classification.


Now let’s talk about lease disclosures for lessees. Under the current lease accounting standards, your disclosures include your future minimum lease obligations. However, with the new standards that will change since lease obligations will now be reported on the balance sheet as lease liabilities. But that does not mean the disclosure requirements under the standards will go way completely. Some disclosure items that will be required include a general description of your lease, maturity breakdown, related party lease transactions, operating lease vs capital lease breakdown, average term length & average interest rates for calculating present value.

As part of the transition process, it would be best to first establish your disclosure requirements and then make sure you are tracking all the necessary data to meet those requirements. By performing this planning upfront, you should benefit by having this information automatically available for reporting.

Financial statement impacts

Next, let’s discuss the impacts to your financial statements. Organizations may have target goals for certain financial ratios such as return-on-investments, return-on-assets, and/or debt-to-equity. All of these ratios will be impacted. Taking the time to organize your lease data and being able to analyze the financial statement impacts upfront will be valuable and will allow your organization to be prepared for the impacts when the new lease accounting standards take place.

Next Steps

First and foremost, as you begin the transition towards the new lease accounting standards, gather and consolidate your list of leased assets now. Regardless of the transition approach that you take, this will be a necessary step. By beginning this step now, it will put you in better position to make the transition smoothly. Looking further into next steps, I have outlined these in a previous blog, Preparing for the new Lease Accounting changes with PeopleSoft Lease Administration. As a summary, here is a high-level list of those steps. But for more details please click on the link above to read my blog.

  1. Identify all your leases and identify all the related assets for those leases.
  2. Know your business processes and assemble your transition team.
  3. Begin working with the latest updates in PeopleSoft Lease Administration.
  4. Know your reporting requirements.

Closing Comments

In closing, my intent was to provide a solid foundation as you begin your research and establish your new lease accounting policies to meet the upcoming accounting standards. For those of you that have already begun the process, I hope that this series has provided you with good reinforcement as well.

Thank you for reading and be sure to read our other Lease Administration Blogs.

Steven Brenner, CPA
Senior Principal Consultant
MIPRO Consulting