Archive for the ‘PeopleSoft’ Category

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

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.


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

Personalization of Fluid WorkCenters

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You have the ability to personalize Fluid WorkCenters just like personalizing Classic WorkCenters is also possible. As a refresher, previously we wrote the following three-part blog series on the personalization and configuration of Classic WorkCenters:

As seen below, the GL Fluid WorkCenter has Scope enabled providing for specific content to be displayed on the WorkCenter.  The user can define the Scope for WorkCenter.

Users can drill down to define the specific parameters for their scope.

Users can switch between their defined scopes.

Additionally, users can personalize their content.

Users are able to define specific links and queries by choosing what to display in the delivered groups and by adding groups.

In summary, users have the ability to make Fluid WorkCenters specific to their job function through the use of scope (filters), additional groups, and links to functionality, reports, and queries.

If you would like more information on FLUID or WorkCenters, please email me at

Fluid Treasury WorkCenter

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The Classic Treasury WorkCenter has been around for some time and includes the standard components.

The Fluid Treasury WorkCenter is delivered in FSCM Image 28.

The WorkCenter has the typical MY WORK, LINKS, QUERIES and REPORTS/PROCESSES.

Users have the ability to utilize either the Classic WorkCenter or the Fluid WorkCenter.

Additionally, if you would like more information on FLUID or WorkCenters, please email me at

Match Delay Days

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Struggling with a large number of match exceptions?  Don’t forget about the setting Match Delay Days to hold off the No Receipt Found match exception. This setting will also reduce the match exception noise and allow for shipping transit days.  Often times this particular match rule is the highest match exception among all of the rules.  An easy way to leverage the delivered EDI Match Delay Days in the matching process is to add the SQL logic on-line in the Match Rule definition and utilize the Match Delay Days defined per supplier location or voucher origin code, or at the highest level, the AP BU definition.

Below is a screen shot at the AP Business Unit definition.

Screen shot at the voucher origin page.

Screen shot at the supplier location setup.

For both the supplier location and vouchering options page, you can select to default from the higher level or choose to set the match exceptions at this level.

If you have any questions about the Match Delay Days setting or any other PeopleSoft related questions please reach out to us.

Long Live Elasticsearch!

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As of the 1st of May 2018, Elasticsearch is the only search engine supported for PeopleSoft 9.2 applications and it is the only search engine that can be used with PeopleTools 8.56. Oracle’s Secure Enterprise Search (SES) is no longer a supported option for use with PeopleSoft. Oracle posted a reminder on their blog;

Oracle continues its focus on improving the user experience and giving PeopleSoft a look and feel similar to the common apps people use every day so Elasticsearch allows a more intuitive way to find information throughout the PeopleSoft application. Before long we will be hearing about Chatbots, Blockchain, Machine Learning and Artificial Intelligence.

Click here to check out our other blogs to learn more about the search engine.

If you have any PeopleSoft questions, be sure to reach out to us.

Oracle Open World 2018 Registration is Open!

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Registration for Oracle Open World 2018 is open. San Francisco will be rocking from Monday, October 22nd through Thursday, October 25th. There are a couple of items to note about Oracle Open World this year (in case you have an early OOW notification). First, the date for Open World has been changed. The new dates are Monday, October 22 – Thursday, October 25. Second, Oracle has eliminated a day; Sunday is no longer the first day. #OOW18 goes from Monday through Thursday this year. Register here: and we will see you there!

If you have any PeopleSoft questions in the meantime, feel free to reach out to us!


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Did you hear? Oracle announced a change to the Oracle Lifetime Support policy for PeopleSoft applications that further illustrates their commitment to PeopleSoft.  As of June 2018, Oracle has no plans to end PeopleSoft investment or support.

Oracle has adjusted the Oracle Lifetime Support policy and intends to provide Premier Support “through at least” December 2030 for its PeopleSoft Continuous Innovation Releases. PeopleSoft applications (CRM, CS, ELM, FMS, ESA, SCM and HCM) moved to a Continuous Innovation model with the initial delivery of the 9.2 release in March of 2013.

These support policy changes are documented on page 5 (the 9th page of the document) of the updated Oracle Lifetime Support Policy for Oracle Applications.

Further adjustments to the Oracle Lifetime Support policy include Oracle’s plan to review and update this policy on an annual basis. Beginning in calendar year 2019, Oracle intends on extending the currently stated Premier Support “through at least” date by one year and to repeat this annually. These annual, one-year incremental extensions to PeopleSoft are planned to continue until further notice from Oracle. This creates a rolling window of 10+ years of Premier Support for the PeopleSoft Continuous Innovation Releases.

This change in the Oracle Lifetime Support policy demonstrates Oracle’s acknowledgement that customers who continue to rely on PeopleSoft applications for their core business processes need a better understanding of their support timeline horizons.  The investment that Oracle continues to make in the PeopleSoft applications remains strong and there are NO plans to end investment or de-support PeopleSoft.

The information on the Oracle support change and more was included in a recent Oracle blog posting “Oracle’s Commitment: No Plans to End PeopleSoft Investment or Support – June 2018

If you have any questions or if MIPRO can help in any way, please reach out to us!

PeopleSoft Innovators

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Congratulations to the newest PeopleSoft Innovators! While attending Quest’s Collaborate 2018, Rebekah Jackson, VP PeopleSoft Strategy & Product Management, announced the latest organizations who earned recognition as PeopleSoft Innovators. The group included three of MIPRO’s customers: Adventist Health System, Black Hills Corporation and Intermountain Healthcare. While MIPRO was not directly involved in the innovations these organizations were honored for, we are encouraged by all the new innovations we are seeing every day throughout the PeopleSoft community.

PeopleSoft has been around for many years and, while the reports of its death are grossly exaggerated, it is encouraging to see companies getting more and more out of their significant investment. To see all the organizations recognized as PeopleSoft Innovators and to get specifics on how they are incorporating the newest features of PeopleSoft into their organization visit Oracle’s blog:


For more information or if you have questions, feel free to contact me at

The Mystery of the Missing Equipment Parts List

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A while back I shared the not-so-hidden treasure of Equipment Parts List (EPL) (click here if you missed the blog). I found that many users were creating very broad lists that really didn’t allow them the most effective use of the functionality or lists would be created, but when trying to tie it to an asset, it couldn’t be found. I hope to address those issues here to enable you to create more defined lists for your users with less frustration around those “lost” lists.

It all starts with your Asset Record. Makes sense, right? You’re creating a list of parts used for a specific asset or asset type. On the Operation/Maintenance tab of the Asset Record the Manufacturer Information box is key to a well-defined, narrow Equipment Parts List.

In our example, we’re creating a parts list for a car. To ensure that we get the right parts for the right car, we’ll need the Manufacturer (Mfg ID) and the Model fields populated. Keep in mind the Mfg ID field must be populated in order to bring in the Model or other information such as Version – which could be the model year. If you have a fleet comprised of both Toyota Priuses and Dodge Ram Trucks, odds are the air filters will be different sizes; in that case, having the Manufacturer and Model is very helpful. Of course, if the equipment is relatively standard between Manufacturers or Models this data wouldn’t be as important.

When you are ready to apply the Parts List to the asset, the list will contain the data found in those key fields of the asset, along with the Asset Type and Asset Subtype. The data in the Mfg ID, Model and Version fields must be exact in order to match the EPL to the Asset. In this example the Parts List Look Up provides one result, yet there are two active Parts Lists for Asset Type of Fleet and Asset Subtype of Auto.

It is also important to note here, that the Mfg ID and Model are pulled from the Supplier Table, so if the Manufacturer is not set up when you’re ready to create your Equipment Parts List, you will need to have it added.

Mystery Solved.

If you have any other questions, of a mysterious nature or not, or would like additional information about PeopleSoft, please contact me at or