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Archive for the ‘PeopleSoft’ Category

Administering Simplified Analytics

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Our previous blogs have focused on the creation of a Simplified Analytic. Now, we would like to show you how administering Simplified Analytics works and how to make them available to end users. Simplified Analytics are a great way to open up reporting to the masses. You can control the query behind the scenes. You also don’t have to worry about a poorly developed query, bad performance, or a runaway query. End users only receive access to the tables and fields allowed by the administrator. It’s a great way to release the burden of reporting from the technical team and provide self-service access to end users.

Note that Simplified Analytics can only be deployed to Fluid content. Let’s look at Procurement Operations. You can see that no enabled Simplified Analytics are found under the PO Approval Cycle Time.

Therefore, we must enable the Simplified Analytics(SA) on this page. In this example, the Purchasing Manager is looking at the time it takes to approve PO’s. Open PO’s that have not yet been approved may also be of interest. This is a perfect way to include a SA.

Everything starts with a query and pivot grid. Although not shown, we wrote a query for open PO’s and created a Pivot Grid called Simplified_Test. Once you have created the query, then you must configure the SA on the appropriate Fluid page. To do this, you will need to navigate to PeopleTools, Portal, Managed Related Content Service.

Then, click on Assign Related Content to an Application Page.

Next, click on Include Hidden Crefs. Then, you can expose the Fluid pages. Select the appropriate Fluid page. In this case, we want PO Approval Cycle Time. 

Select the appropriate page which should be a service. Select Analytic Service and the appropriate pivot grid.

Click Configure. Set your settings.

Save, and the analytic should be on the Fluid tile.

You can see the user has access to only the fields provided by the query and can then create their own simplified analytic for open PO’s.

It’s that straight forward. Of course, you can do more with security, etc., but enabling the SA is overall pretty easy.

If you would like more information on Simplified Analytics, please send an email to larry.zagata@miproconsulting.com.

Security Concerns Driving Oracle PeopleSoft Support Reinstatement Conversations

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Enterprise software is complex.  As the backbone of many organizations, it allows companies to fulfill their mission, conduct business and in the commercial sector, make a profit.  This does not come without a cost. Over the years, CIOs have embraced solutions to reduce the expense of maintaining their back office and customer effacing systems with third-party software maintenance services.

Recently one of those service providers received what might be a fatal blow from the US Courts.  Rimini Street lost another battle to Oracle, but more importantly, in court its CEO admitted that they do not apply software security patches, opening up their customers to ransomware and other forms of cyberattacks. [Forbes Article]

With Oracle officially extending their investment to improve the PeopleSoft suite of products through at least the year 2030 [Oracle Statement], the continued roll-out of new functionality, combined with Oracle’s commitment to cybersecurity, CIOs are having conversations about coming back to PeopleSoft support services from Oracle. And from our observation, Oracle seems to be in the mood to negotiate new reinstatement support services terms.

Over the past few years, it has become clear that Oracle wants to be known as a Cloud company, forging ahead with SaaS solutions. However, they still remain committed to their on-premise PeopleSoft, JD Edwards, and eBusiness Suite customers, allowing them to navigate their own journeys to the cloud at their own pace.  And for those customers who continue to leverage their investment in PeopleSoft, last we heard Oracle still has over 1,000 developers continuing to roll out new features, functionally and technology, not to mention the planning taking place for chatbot integration, machine learning, and AI.

Now more than ever, organizations are seeing a return on their PeopleSoft support services investment.  If a third-party is supporting your PeopleSoft instance, it may be time to relook at getting that support from the source, Oracle.

For more information or if you have questions, feel free to contact me at Jeff.Micallef@MIPROConsulting.com.

PeopleTools 8.57

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On September 21, 2018, PeopleSoft released PeopleTools 8.57. It marked the first time a release was generally available in the Cloud before on-premise environments. Using the Cloud Manager, customers may subscribe to the PeopleTools 8.57 channel to automatically download the release in addition to available PeopleTools patches.

Based on the 8.57 release notes, the following toolset enhancements are likely to be my favorites:

Fluid Page Preview

In the Application Designer, you can now use the View in Browser feature to preview Fluid pages. This enables you to quickly ascertain the relative positioning of page controls at design time. With Fluid Page Preview, you have the option to:

  • View related content drop zones.
  • Apply additional page-specific style sheets.

This enhancement also allows you to preview Classic pages as Classic Plus.

Configurable Drop Zones

Configurable Drop Zones allow you to add fields to delivered Fluid pages without customizing the component or Fluid page definition. At design time, a placeholder subpage stub (PT_ERCSUBPAGE_STUB) is inserted into a related content group box on the Fluid page definition. Typically, PeopleSoft application teams have already added one or more Configurable Drop Zones to the delivered, customer-extendable Fluid pages. Next, you will need to create subpage definitions and associate your subpages to one or more Drop Zones. Finally, during the component build process runtime, the configured subpage dynamically replaces the subpage stub. The component buffer now contains the records and fields defined on your subpage along with those from the main page definition. Since you own and manage the contents of your subpage definition, any changes delivered later by Oracle will not be included in a compare report.

Personalized Analytic Notifications

Personalized Analytic Notifications leverages the existing analytic framework based on queries and pivot grids. From 8.57, an end-user can define distinct boundaries and ranges as thresholds. A threshold can be any type of value. For example, it can be an amount which exceeds, a time limit which elapses, or a quantity which dips below a specified level. The pivot grid administrator sets the type of notification for specific users or roles. Once a threshold is reached, an email or push notification is sent to authorized users. Previously, users navigated the user interface and selected the data and actions to work on. The Personalized Analytic Notifications enhancement changes that process by notifying users when conditions require their attention.

Related Content Analytics

The Unified Related Content Analytics pane combines related information and analytics found previously under the My Analytics tab. The panel is visible on the right side of the Application page. PeopleSoft administrators should enable analytics on the page to make the Add Analytics button visible. Click the Add Analytics button to launch the Create Analytics Wizard. Click the Personalize Related Information button to delete existing analytics and display analytics as tiles or links. You can also show or hide analytics or related information from the Personalize dialog box.

From PeopleTools 8.57, you can save an analytic on a NavBar and on a Fluid dashboard in addition to a homepage. You can also select the size of the tile for homepages and dashboards.

There are many more features in Tools 8.57, but from the end user experience perspective, these enhancements immediately generate value. If you would like more information on Tools 8.57, please contact me at larry.zagata@miproconsulting.com.

My Team Manager Self Service Instructional Video

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Last week, we published a blog on My Team Manager Self Service. To watch a short 6-minute step-by-step instructional My Team video further outlining this Tile, click on the link https://youtu.be/IsGfVKCbdnU or photo below:

My Team Video

Additionally, if you would like more information on Fluid, related actions, or simplified analytics, please email me at Larry.zagata@miproconsulting.com. To read more about MIPRO Consulting, click here.

My Team Manager Self Service

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Previously, we’ve published written and video blogs regarding Fluid and Classic features such as simplified analytics, related content, and related actions. To improve efficiency and the overall user experience, the My Team Manager Self Service tile (see photo below) now houses all these features in one location. As always, the user can configure the delivered Manager Self Service homepage.

When we drill into the tile, the user’s team is presented in a Fluid format. Immediately, we notice related actions and some analytics.

Available related actions allow us to perform the most common employee functions regarding compensation, performance, development, etc. Previously, users had to navigate back to many of these activities to execute the function. This is a perfect example of efficiency: saving clicks and time.

On the analytics side, you can see available related information such as performance vs. comparable, current salary analysis, etc.

Of course, these are also configurable. You can also show or hide available related information.

Under the My Analytics tab, the user can add some simplified analytics.

Available options include current headcount and headcount management. You can also create multiple analytics.

In summary, the My Team Manager Self Service improves efficiency and the overall user experience by housing features such as Fluid, related actions, related content, and simplified analytics in one location.

If you would like more information on Fluid, related actions, or simplified analytics, please email me at Larry.zagata@miproconsulting.com. To read more about MIPRO Consulting, click here.

Page and Field Configurator

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The Page and Field Configurator has been out for a little while now, and although it provides the user with the capabilities to configure pages in PeopleSoft, it does not seem to get the attention that it deserves. In the past, all changes came from the application designer and customization had to be maintained.  With the Page and Field Configurator, users can now change the names of fields, designate fields as required or optional, hide fields, hide entire pages, apply the changes under certain criteria, and make the changes visible to certain users. Many PeopleSoft users have requested these capabilities for quite a few years. Let’s take a look at an example in Purchasing.

Below is the delivered page in add/update purchase orders. Here we will do the following:

  • Hide: Budget Status
  • Change Supplier to Sup Name
  • Make PO reference a required field

Initially, you will need to create a component in the Page and Field Configurator. In the image below, you will see that we have created one for purchase orders. Simply lookup the component name that you want to utilize when adding.

Next, we need to establish criteria to apply the changes. In this case, PO changes will be applied only to Business Unit US001.

In this step, we will configure our field properties to:

  • Hide: Budget Status
  • Change Supplier to Sup Name
  • Make PO reference a required field

Next, we select the users to whom this will apply or not apply. In this example, we are excluding Aaron Brown. He will not see any of these changes but everyone else will.

Finally, we select the portal and apply the configuration.

When we go back and add a purchase order under Business Unit US001, we can now see the applied changes.

In summary, I believe this is one of the coolest features in quite some time.  Now go forth and configure, don’t customize! Next week, I will follow up with a video blog to demonstrate the steps one by one.

If you would like more information on FLUID or eProcurement, please email me at Larry.zagata@miproconsulting.com.

eProcurement Fluid Enhancements

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In March 2018, PeopleSoft FSCM Update Image 27 introduced the Fluid Requisition Enhancement. As a result, the eProcurement Fluid Enhancements now include multiple features. You can now enter default values for new requisitions on the Requisition Defaults page.

Requisition Default 2

And you can make changes on the Line Details page.

On the Checkout page, you can select one or more requisitions and add them to your favorites. It is also possible to delete or change the requisition information.

You can view the print format of the requisitions.

You can also set a one-time shipping address and copy existing requisitions to create new requisitions.

To read more about MIPRO Consulting, click here. Additionally, if you would like more information on Fluid or eProcurement, please email me at Larry.zagata@miproconsulting.com.

Cost Balancing Fluid WorkCenter

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The Cost Balancing Fluid WorkCenter was delivered without a lot of fanfare. However, it is very useful for those that deal with inventory cost accounting.

The Cost Balancing Fluid WorkCenter provides everything needed to address the cost accounting business processes. Users can deal with issues associated more on the inventory side such as putaway not completed, demand not depleted, and negative inventory. Also included is everything needed on the accounting side, such as transactions not costed, accounting lines not created, accounting line errors, accounting not posted to the GL, etc.

The Cost Balancing Fluid WorkCenter includes alerts associated with issues in the overall cost accounting process. It also contains links to execute associated work and reports etc.

Of course, the Cost Balancing Fluid WorkCenter has other standard features embedded with related actions. Additionally, it has the ability for personalization (as covered in our prior blog).

For any organization that deals with inventory cost accounting, this WorkCenter is a must use.

If you would like more information on FLUID or WorkCenters, please email me at Larry.zagata@miproconsulting.com.

It’s not too late to implement PeopleSoft Lease Administration for January 1, 2019 and be ready for the new ASC 842 & IFRS 16 accounting rules!

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The deadline for compliance with the new ASC 842 & IFRS 16 rules is fast approaching. My headline is a bold statement, but it can hold true if you can answer yes to the following questions:

  1. Have you already identified all your leases, including the payment schedules?
  2. Do you already have your new lease accounting policies in place?
    • How will your leases be valued: Gross, Net, Triple Net and Practical Expedient?
    • Have you quantified the straight-line accounting impacts?
  3. Do you know which accounts on your balance sheet and P&L you will be using?
    • For some organizations, moving to the new standards may require setting up new accounts.

If you have answered yes to the above questions or if you are substantially on your way to completing those tasks, then you are a good candidate to begin implementing PeopleSoft Lease Administration and be live on 1/1/2019. From a business user’s perspective, those 3 questions can be 75% – 80% of the upfront effort required. Once you have that lease information in place, your project implementation team will have what they need to setup Lease Administration and have the system ready for testing with plenty of time for a 1-1-2019 go-live.

Implementation

Certainly the timing for a 1-1-2019 go-live will be tight. Keep implementation simple and strictly focused on meeting the new accounting standards. Lease Administration has many other features for enhanced notifications, etc. By keeping your focus on the accounting entries, you will be just fine. As delivered Lease Administration provides effective internal controls. Any other features, bells, & whistles you wish to bring up should be slotted for a phase II (post go-live). This will greatly minimize any potential critical path issues.

Although my three questions above are clearly high level, they do serve as an excellent guideline. If you have already tackled these questions, then a big piece of your preparation effort has already been completed. However if your organization has not substantially answered these questions, then beginning a new implementation for a 1-1-2019 go-live would clearly have its challenges.

In conclusion, it is still possible to begin a PeopleSoft Lease Administration project and be live on 1-1-2019. For organizations that are not ready at all, I will cover this in my next Blog “You can still go-live with PeopleSoft Lease Administration after 1-1-2019 and meet the new accounting standards”.

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

Steven Brenner, CPA
Senior Principal Consultant
MIPRO Consulting