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Archive for the ‘Financials’ Category

Advanced Query Security

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Looking for more security out of PeopleSoft query? There was another little gem of a new feature released with image 20 – Advanced Query Security. It only captured a small paragraph in the image overview but is a nice feature to gain more security out of PeopleSoft query.

From the image overview document:

Added the Advanced Query Security feature, which is a framework that allows authorized users to set up secured fields for PeopleSoft queries. Authorized users determine which fields to secure for a query and the type of security for those fields, such as User ID, Role, or Permission List. Then they map the secured field name with the PeopleSoft field name and run the Apply Security process. Optionally, filters can be applied to the secured fields based on the PeopleSoft product name such as General Ledger, Purchasing, and so on.

More information on the setup can be found online in PeopleBooks by clicking on this link.

Use some level of caution in selecting only the right level of experienced users who have access to this as to not impact the data returned on queries and potentially impact performance. But it could be a very valuable tool if applied selectively.

Don’t forget to check out our other blogs related to the release of Image 20.
Overview of Image 20 – PeopleSoft Image 20 Released
PeopleSoft Image 20 – Enhanced Fluid Approvals
PeopleSoft Image 20 – Fluid Forms and Approval Builder

If you would like more information on Advanced Query Security or any of the other new features in Image 20, please email me at Larry.zagata@miproconsulting.com.

PeopleSoft Image 20 Released

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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

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.

Fluid Pages – Navigation Standards

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Fluid #1

One of Oracle’s primary areas of commitment and focus is to ensure PeopleSoft is mobile-device friendly and they have done this using fluid pages. Fluid pages are PeopleSoft pages that are mobile device enabled and allow for end-user self-service.  Initially Oracle began deploying fluid pages primarily for the end-user and focused on more simple self-service applications.  Many of the self-service needs are being addressed as images are rolled out.

The next step in the evolution of fluid pages is more complex transactions that are not only applicable to end-users but to power users. We have spoken often about the key requirement to create a selective adoption strategy, but the other key initiative that should be of importance to most organizations is a fluid strategy. In order to enable an effective fluid deployment, organizations must have a fluid strategy that is consistent, repeatable, and intuitive and will be readily and easily adopted with minimal training.

To help with the consistency of fluid pages, Oracle released the “Fluid Navigation Standards, Fluid User Experience” white paper in October 2015.  (The white paper is on My Oracle support and you will need your customer id and password to access it.)  It contains over 30 pages of content and covers such topics as:

  • Homepages
  • Navigation
  • Application start pages
  • Fluid and classic co-existence
  • Activity guides
  • Navigation collection
  • Related actions

The white paper is a great starting point when looking to understand fluid and its capabilities.  Remember, the tool is one aspect of fluid, but having an overall strategy that is consistent across the end user experience is just as important and a key step before designing and rolling out fluid pages.

If you would like more information on fluid, drop me a note at Sam.Sisler@miproconsulting.com.

FSCM PUM Image 15

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peoplesoft oracle

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 larry.zagata@miproconsulting.com.

Oracle’s Larry Ellison Talks about the Future On-Premise & Cloud

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Take 3 minutes to watch this video! Larry Ellison, Executive Chairman and CTO at Oracle, shares his thoughts on the future of on-premise and Cloud solutions. If you had any doubts about the viability of Oracle’s on-premise solutions, you won’t after these 3 minutes. Ellison starts by revealing that Oracle spends a staggering $5 billion dollars per year on R & D and that they are committed to providing improvements to their on-premise solutions; he specifically mentions both JD Edward’s products and PeopleSoft Financials. Oracle’s customers expect and deserve continued improvements to their products and Oracle is delivering. Ellison is honest and straightforward when he shares that it is in Oracle’s “selfish best interest” to continue to make improvements to their on-premise solutions because Oracle’s goal is to have customers “trust Oracle as a technology supplier.” They want customers for life.

Ellison very candidly shares that Oracle’s Cloud project has been ongoing for about 10 years and that he sees a gradual migration from on-premise solutions to Cloud over the next decade. But if & when this happens, it will be when it makes sense to each individual business so they recognize the need to offer choices to their customers.

Any questions regarding Oracle’s on-premise software, such as PeopleSoft Financials please email Larry Zagata.

 

PeopleSoft Interaction Hub – Selective Adoption

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 peoplesoft Interaction Hub

Interaction Hub is Now Using the Selective Adoption Process!

In case you are not aware, as of June of 2015, the PeopleSoft Interaction Hub is now providing updates via the selective adoption process. Customers can take advantage of selective adoption from the Interaction Hub in the same fashion as the PeopleSoft applications.

As with the applications, there are minimal requirements for both the Tools and Interaction Hub versions that customers must be live on in order to take advantage of selective adoption. In order to help customers understand the minimum requirements, Oracle has posted a white paper, “PeopleSoft Interaction Hub is Moving to Selective Adoption” on My Oracle Support. Customers can download the white paper here with your Oracle Support account information.

Also found through My Oracle Support is an Interaction Hub PUM homepage. The release schedule of images are not as frequent as the application images, but for planning purposes they are posted on the homepage. The latest release dates are as follows:

  • Image 2: February 8, 2016
  • Image 3: August 8, 2016
  • Image 4: December 19, 2016

But always be sure to check the homepage for the latest dates.

Follow these instructions to access the Interaction Hub PUM homepage: go to the PeopleSoft Update Manager home page on MOS, then select the PeopleSoft Update Image Home Pages tab, and choose the Interaction Hub Update Image Page. Remember, you will need your user name and password to enter.

If you would like any information on Interaction Hub and selective adoption, drop me a note at larry.zagata@miproconsulting.com.

Contracts Activity Guide

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Creating contracts just got a whole lot easier!

Released in FSCM Image 14 is a new activity guide for creating contracts within the Contract module. Activity guides are step-by-step processes within PeopleSoft taking the users through activities one step at a time in the correct sequence. For customers who have struggled with the lengthy process, this will be a great added value to the end user

From the CFO tool:

“Added the Contracts Activity Guide feature that provides sequential tasks, which has to be followed to make a contract active. The tasks defined in the Contracts Activity Guide are linked to an already existing Contracts component, Billing Plan component and Revenue Plan component. It implements the PeopleTools Activity Guide feature that will facilitate customers to define step-by-step guided procedures for users to complete.”

PeopleBooks are already updated with Image 14 content and the activity is fully described in the online documentation.

As you can see, the activity guide is displayed on the left and is a 10 step process for contract creation.

Contracts Activity Guide

This is a welcome addition for activity guides, simplifying the process of contract creation and easily identifying incomplete tasks. The contract creation process requires so much information that, at some point in the process, the end user has to stop, save, find or gather additional information required for that contract creation and then come back to the process. The activity guide really helps identify where someone left off or what tasks remain incomplete before activating the contract.

If you would like more information on the Contracts Activity Guide, drop me a note at larry.zagata@miproconsulting.com.

Selective Adoption

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Last month at OpenWorld, I had the pleasure of sitting on a panel moderated by Marc Weintraub. In case you are interested, the session was CON8300: Real-World Experiences with PeopleSoft Selective Adoption. The purposes of the panel was to discuss and provide real experiences of organizations leveraging PeopleSoft Selective Adoption. I thought it would be beneficial to share with a broader audience the general direction of the questions and answers. I say general as there are no PowerPoint Slides to leverage, simply my memory of the questions and answers provided.

Question 1: What do organizations think of the new model of selective adoption?

Answer: For the most part we are now seeing organizations just beginning to put more of a focus on selective adoption. Many organizations upgraded to 9.2 and made the decision to address a selective adoption strategy at a later date, once 9.2 was up and stable. Organizations are now realizing that this is an entirely different process of receiving content, both fixes and new functionality, than has ever before been delivered with PeopleSoft. They are starting to understand the value and power of selective adoption and asking the right questions about how to get started with a strategy.

Question 2: Do organizations fully understand the magnitude of the change of the new model?

Answer: As mentioned, organizations are transitioning to understanding selective adoption more and more. They understand it is a fundamental change in the delivery model and that it is not just about bugs and fixes but how they receive new features and functionality. What we have not seen yet is an understanding of the significance of the change such as:

  • Impact on staffing
  • Impact on budgeting
  • What a new selective adoption strategy entails

Question 3: What are organizations asking about in regards to the new model of selective adoption?

Answer: For those organizations that are just getting started, the number one question is “Does it work?” Then followed by questions such as:

  • How is it different than previous methods of fix/bug delivery?
  • How do we get started with selective adoption?
  • How are other organizations addressing selective adoption?
  • How do we as an organization support applying updates more often?

Question 4: Where should an organization begin when starting with selective adoption?

Answer:

  • Research: There is a lot of information available out there. The PUM home pages on My Oracle Support (you will need your Oracle username and password to access these pages) along with the videos on Oracle’s YouTube channel offer a lot of information. Organizations should do their research to learn as much as possible about selective adoption.
  • Engage with a consulting organization such as MIPRO who has experience with selective adoption and execute a Selective Adoption Strategy Workshop. The workshops are designed to educate and provide that crucial direction on establishing a strategy.
  • Create a strategy specific to your organization. Not all organizations are equal or alike. There are unique constraints that must be accounted for that can drive each organization to a specific strategy. This is not a one size fits all approach.
  • Think differently. Selective adoption requires a different approach at the core even as far as how the organization is staffed down to a different budgeting approach. No longer is the organization budgeting for a large upgrade every 4 or 5 years, but rather continuous, smaller projects.

Question 5: Any lessons learned?

Answer: Make sure your selective adoption strategy is actually documented and published for the organization. It is a big change and can have tremendous value and the business as well as IT needs to be actively involved. Make sure your selective adoption strategy document contains at a minimum:

  • Maintenance strategy defined
  • Staffing defined
  • Image calendar defined
  • Communications plan defined
  • Selective adoption criteria
  • PeopleTools update strategy
  • PeopleSoft Test Framework approach

If you are in the same position of having upgraded to 9.2 with the objective of addressing selective adoption at a later date, your organization is not alone. If you have similar questions as noted in this blog, you are not alone. If you have not yet created your selective adoption strategy, you are not alone. But, know that with selective adoption, you must act and you must have a strategy. No strategy will result in not leveraging the value of selective adoption and you will be in the position of having a major upgrade in a few short years.

Need help with your selective adoption strategy? Our one day Selective Adoption Workshop can help. Reach out to me at Larry.zagata@miproconsulting.com for more information.

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