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Mobile Inventory Fluid Pages

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The basic Mobile Inventory Fluid pages are not new to PeopleSoft – but WOW can you believe all of the new pages available in Fluid!

Below is a list of the delivered Mobile Inventory Fluid pages. The links will take you directly to the PeopleBooks page describing the content.

Fluid Page Image Delivered
Display Options – Mobile Inventory — Fluid Page Image 14
Item Stock Inquiry – Fluid Page Image 18
Receiving PO – Fluid Receipt Main Page Image 18
Perform Putaway – Fluid Page Image 18
Delivery — Fluid Perform Delivery Page Image 18
Delivery Cart — Fluid Maintain Items in Cart Page Image 18
Receiving Ad Hoc — Fluid Page Image 14
Par Count — Fluid Page Image 14
Performing Par Location Ad Hoc Counts Using the PeopleSoft Fluid User Interface on Mobile Devices Image 14
Guided Count — Fluid Page Image 14
Count by Location — Fluid Page Image 14
Count by Item — Fluid Page Image 14
Manual Count — Fluid Page Image 18
Express Issue — Fluid Page Image 14
Adjustments – Fluid Page Image 18
Fulfillment Inquiry — Fluid Fulfillment Status Summary Page Image 18
Bin to Bin Transfer — Fluid Page Image 18
Picking Feedback — Fluid Single or Multi Item Page Image 18

We previously blogged about Mobile Inventory and those blogs can be found here:

PeopleSoft Mobile Inventory Improvements
PeopleSoft Mobile Inventory

There is a lot of good information on the Fluid User Interface key concepts page accessible at PeopleSoftinfo.com. This page has links and content for everything Fluid. One of the most useful links is the listing of everything that is available in HCM and FSCM in Fluid.   The exact page can be found here.

If you missed any of the preceding blogs regarding all things Fluid be sure to check out these links.

Part 1 – Complete list of all available Fluid Pages that are common to FSCM
Part 2 – General Ledger Fluid Pages
Part 3 – Expenses Fluid Pages
Part 4 – Accounts Payable Fluid WorkCenter
Part 5 – ALM Fluid Pages
Part 6 – Treasury Fluid Pages
Part 7 – Purchasing and eProcurement Fluid Pages

If you would like additional information, please contact me at larry.zagata@miproconsulting.com.

Purchasing and eProcurement Fluid Pages

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Have you noticed how many Purchasing and eProcurement Fluid pages are available in PeopleSoft?

Below is a list of the delivered Purchasing and eProcurement Fluid pages. The links will take you directly to the PeopleBooks page describing the content.

Application / Product Fluid Page Image Delivered
Purchasing Procurement User Preferences – Contract Expiration Page Image 10
Purchasing Procurement User Preferences – PO Approval Cycle Time Page Image 10
Purchasing Procurement User Preferences – Procurement Spend Analysis Page Image 10
Purchasing Procurement User Preferences – Supplier Watch List Page Image 10
Purchasing Procurement User Preferences – Sourcing Events Page Image 10
Purchasing Procurement Operations Home Page with Reporting Entity not assigned to User Image 10
Purchasing Procurement Operations Home Page Image 10
Purchasing Procurement Spend Analysis Image 10
Purchasing Supplier Watch List Image 10
Purchasing Supplier Watch – Sourcing Information Image 10
Purchasing PO Approval Cycle Time Image 10
Purchasing Req Approval Cycle Time Image 10
Purchasing Expiring Contracts Image 10
Purchasing Notify Page Image 10
Purchasing View Event Threshold Image 15
Purchasing My Sourcing Events Page Image 18
eProcurement Understanding PeopleSoft Fluid User Interface Image 10
eProcurement Using Fluid User Interface for Creating Requisitions Image 10
eProcurement Using Fluid User Interface for Receiving Items Image 22

Requisitions are a key functionality of Purchasing and eProcurement and Fluid Requisitions opens up the requisitioning process to mobile devices and anytime approved requisitioning.

There is also a video overview of Fluid Requisitions found here:

There is a lot of good information on the Fluid User Interface key concepts page accessible on PeopleSoftinfo.com. This page has links and content for everything Fluid. One of the most useful links is the listing of everything that is available in HCM and FSCM in Fluid.   The exact page can be found here.

If you missed any of the preceding blogs regarding all things Fluid be sure to check out these links.

Part 1 – Complete list of all available Fluid Pages that are common to FSCM
Part 2 – General Ledger Fluid Pages
Part 3 – Expenses Fluid Pages
Part 4 – Accounts Payable Fluid WorkCenter
Part 5 – ALM Fluid Pages
Part 6 – Treasury Fluid Pages

If you would like additional information, please contact me at larry.zagata@miproconsulting.com.

Treasury Fluid Pages

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There are a tremendous amount of Treasury Fluid Pages available today in PeopleSoft. Below is a list of the delivered Treasury Fluid Pages. Each link will take you directly to the PeopleBooks page describing the content.

There is also a great video overview of the Treasury Fluid Pages content found here.

Application / Product Fluid Page Classic Page (Replaced or Counterpart) Image Delivered
Cash Management My Preferences – Cash Forecast Page Not applicable Image 10
Cash Management Cash Forecast – Summary Page Cash Forecasting Results Page Image 10
Cash Management Cash Forecast – Currency Page Cash Forecasting Results Page Image 10
Cash Management Cash Forecast – Bank Account Groups Page Cash Forecasting Results Page Image 10
Cash Management Cash Forecast – Bank Page Cash Forecasting Results Page Image 10
Cash Management Cash Forecast – Bank Accounts Page Cash Forecasting Results Page Image 10
Cash Management Cash Forecast – Business Unit Groups Page Cash Forecasting Results Page Image 10
Cash Management Cash Forecast – Business Unit Page Cash Forecasting Results Page Image 10
Treasury My Preferences – Bank Balances Page Not applicable Image 10
Treasury Bank Overdrafts Page Not applicable Image 10
Treasury NavBar: Bank Balances Page Not applicable Image 10
Treasury My Preferences – Investment and Debt Page Not applicable Image 10
Treasury Investment and Debt Page Not applicable Image 10
Treasury NavBar: Investment and Debt Page Not applicable Image 10
Treasury My Preferences – Top Payments Page Not applicable Image 10
Treasury Top Payments Page Not applicable Image 10

There is a lot of good information on the Fluid User Interface key concepts page accessible on PeopleSoftinfo.com. This page has links and content for everything Fluid. One of the most useful links is the listing of everything that is available in HCM and FSCM in Fluid.   The exact page can be found here.

If you missed any of the preceding blogs regarding all things Fluid be sure to check out these links.

Part 1 – Complete list of all available Fluid Pages that are common to FSCM
Part 2 – General Ledger Fluid Pages
Part 3 – Expenses Fluid Pages
Part 4 – Accounts Payable Fluid WorkCenter
Part 5 – ALM Fluid Pages

If you would like additional information, please contact me at larry.zagata@miproconsulting.com.

ALM Fluid Pages

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Are you taking advantage of PeopleSoft’s Fluid User Interface? If not, your organization is missing out. In this world of mobile technology, Fluid pages scale from large screen devices, such as laptops, to tablets and smart phones. Like many websites, the Fluid application detects how much screen size is available and adjusts the information presented accordingly. There is a lot of good information on the Fluid user interface key concepts page access from PeopleSoftinfo.com. This page has links and content for everything Fluid. One of the most useful links is the listing of everything that is available in HCM and FSCM in Fluid.   The exact page can be found here: http://docs.oracle.com/cd/E52319_01/infoportal/fluid_ui.html

Below is a list of the delivered ALM Fluid pages. The links will take you directly to the PeopleBooks page describing the content.

Application / Product Fluid Page Image Delivered
Maintenance Management My Requests Page Image 10
Maintenance Management Service Request — Requester Page Image 10
Maintenance Management Service Request — Problem Type Page Image 10
Maintenance Management Service Request — Request Details Page Image 10
Maintenance Management Service Request — Submit Page Image 10
Asset Management Asset Management Page Image 19
Asset Management Physical Inventory Page Image 16
Asset Management Edit Scan Record Page Image 16
Asset Management New Asset Scan Record Page Image 16
Asset Management Find Asset Page Image 16
Asset Management Scan Asset Page Image 16
Asset Management Scan By Location Page Image 16
Asset Management Find Asset Page Image 16

On the maintenance side, the Fluid focus is on making service requests mobile enabled making it easier to submit maintenance requests.

If you missed any of the preceding blogs regarding all things Fluid be sure to check out these links.

Part 1 – a complete list of all available Fluid Pages that are common to FSCM
Part 2 – a list of General Ledger Fluid Pages
Part 3 – a list of Expenses Fluid Pages
Part 4 – Accounts Payable Fluid WorkCenter

If you would like additional information, please contact me at larry.zagata@miproconsulting.com.

 

Accounts Payable Fluid WorkCenter

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Have you noticed the Accounts Payable Fluid WorkCenter? The Accounts Payable Fluid WorkCenter is newer with the latest PeopleSoft Images. The Accounts Payable Fluid WorkCenter really increases the functionality of WorkCenters to mobile devices – enabling users to extend their work beyond the office computer. Below is a list of all the Accounts Payable Fluid WorkCenter Pages. Each page description is a direct link to the page in PeopleBooks.

Fluid Page Image Delivered
Accounting Tag Page Image 22
Payables WorkCenter Page (Fluid) Image 23
Payment Request Center Page Image 18
Review Messages Page Image 18
Payment Request Details Page Image 18
Summary Page Image 18
Supplier Page Image 18
Invoice Details Page Image 18
Accounting Details Page Image 18
Review and Submit Page Image 18
Payment Request Page Image 20
Voucher Page Image 20

There is a lot of useful information on the Fluid User Interface key concepts page that is available on the PeopleSoft Information Portal. This PeopleSoft page has links and content for everything Fluid. One of the most useful links is the listing of everything that is available in HCM and FSCM in Fluid.   The exact page can be found here.

If you missed any of the preceding blogs regarding all things Fluid be sure to check out these links.

Part 1 – a complete list of all available Fluid Pages that are common to FSCM
Part 2 – a list of General Ledger Fluid Pages
Part 3 – a list of Expenses Fluid Pages

If you would like additional information, please contact me at larry.zagata@miproconsulting.com.

Expenses Fluid Pages

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There are a tremendous amount of Expenses Fluid Pages available in PeopleSoft which makes Expenses entirely Fluid functional! Below is a list of all the Expenses Fluid Pages. Each page description is a direct link to the page in PeopleBooks.

For example, click on the Expenses Homepage link to go to PeopleBooks and learn all about this page.

Expenses Fluid Pages

There is a lot of good information on the Fluid User Interface key concepts page that is available on the PeopleSoft Information Portal. This PeopleSoft page has links and content for everything Fluid. One of the most useful links is the list of everything that is available in HCM and FSCM in Fluid.   The exact page can be found here.

This is Part 3 of our Fluid blog series. If you missed any of the preceding blogs regarding all things Fluid click here for part 1 – a complete list of all available Fluid Pages that are common to FSCM or click here for part 2 – a list of General Ledger Fluid Pages.

If you would like additional information, please contact me at larry.zagata@miproconsulting.com.

General Ledger Fluid Pages

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In today’s blog, we are going to talk about General Ledger Fluid Pages. As we mentioned in our last blog (click here if you missed it), we are taking some time to update you on what is currently available through Image 23; below is the list of General Ledger Fluid Pages. The General Ledger Fluid Pages links will take you directly to the content within PeopleBooks.

Fluid Page Image Delivered
View GL Business Units Page Image 19
Ledgers For A Unit Page (Fluid) Image 19
Questionnaire Page Image 19
Questionnaire: Advanced Features Page Image 19
Create New Ledger Page Image 19
Create New Ledger Group Page Image 19
GL Business Units – Change Log Page Image 19
Business Unit – Submit Page Image 19

 

PeopleBooks offers the full description of the General Ledger Fluid Pages functionality.

General Ledger Fluid Pages

There is a lot of good information on the Fluid User Interface key concepts page that is available on the PeopleSoft Information Portal. This PeopleSoft page has links and content for everything Fluid. One of the most useful links is the listing of everything that is available in HCM and FSCM in fluid.   The exact page can be found here.

If you would like additional information, please contact me at larry.zagata@miproconsulting.com.

Fluid Pages

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There is a lot of good information on the Fluid User Interface key concepts page that is available on the PeopleSoft Information Portal. This PeopleSoft page has links and content for everything Fluid. One of the most useful links is the list of everything that is available in HCM and FSCM in Fluid.   The exact page can be found here.

Below you will find a summarized list of links to the HCM and FSCM delivered Fluid Homepages which are essentially links into PeopleBooks. Over the next few blogs, we’ll take some time to update what currently is available through Image 23.

First, these are the Fluid Pages that are common to FSCM. Many of these Fluid Pages are about personalization but also include common Fluid Approval Pages. All of the bullets below are active links which will take you directly to the page in PeopleBooks.

We have blogged about many of the Fluid Pages personalization options and provided step-by-step directions on how to personalize. (Click here if you missed any of them.) In the upcoming blogs, we will focus on the delivered Fluid Pages for the FSCM applications. If you have any questions or would like additional information, please contact me at larry.zagata@miproconsulting.com.

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 – Enhanced Fluid Approvals

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Last week we talked about the new PeopleSoft Update Image 20 and the many new features included in this update (click here if you missed our blog). In this feature of Unfiltered we are going to highlight one particular feature: Enhanced Fluid Approvals.

With the release of Image 20, over a dozen approvals are available via the Fluid Approvals functionality, enabling approvers to complete approvals on the go with any device allowed by their organization via the Approval Tile on the FSCM Fluid Homepage.

  • Financials
    • Commitment Control:  budget journals
    • Expenses:  expense reports, time reports, time adjustments
    • General Ledger:  journal entries
    • Payables:  vouchers, payment requests
    • Receivables:  payment write-offs
    • Treasury:  settlements, deals
  • Supply Chain
    • eProcurement:  requisitions
    • Purchasing:  purchase orders
    • Services Procurement:  service work orders, service expenses
    • Strategic Sourcing:  sourcing events

It is worthwhile to note that with Image 20 update, LINE level approval is now available for the following transactions via fluid approval:

  • eProcurement requisition approval
  • Purchase order approval
  • Expense report approval

To learn more about Fluid Approvals click here to watch the release, or go to www.peoplesoftinfo.com to access the Cumulative Feature Overview (CFO) Tool for Financials and Supply Chain and PeopleBooks.

As always, we are also here to answer any questions. Reach out to us anytime via email – larry.zagata@miproconsulting.com or shannon.roche@miproconsulting.com

©2017 MIPRO Unfiltered