RSS
Archive for the ‘Selective Adoption’ Category

Every Quarter Equals New Functionality

Posted by

PeopleSoft Selective Adoption

The recent blog title from the Quest International Users Group – “PeopleSoft Is Alive and It’s Time to Adopt” caught my attention because it’s what we’ve been sharing with our customers for the past few years.

While a rip and replace cloud strategy might be the right direction for some, those who have invested in PeopleSoft are still getting value and have the ability to walk cautiously to the cloud vs running. This is made possible by Oracle’s continued investment in PeopleSoft. Quest opens with a quote from Paco Aubrejuan, “If you don’t believe what we say, look at what we do.” Every quarter = new functionality. 

MIPRO’s website is a great resource for all the new PeopleSoft features. https://www.miproconsulting.com/resources/new-pum-features/

If you have any questions regarding PeopleSoft’s new features/functionality reach out to us – we are here to help.

 

Advanced Query Security

Posted by

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

Posted by

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

PeopleSoft Image 20 Released

Posted by

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

PeopleTools 8.55 – The Sunset of Crystal Reports and Enhancements to BI Publisher

Posted by

Sunset Crystal Reports Enhancement of BI Publisher

For several years, Oracle has been indicating that Crystal Reports was a technology of the past and has encouraged customers to take advantage of BI Publisher. Well that day has come! PeopleTools 8.55 will not support the use of Crystal Reports. Don’t be alarmed, the capabilities now available to you will make you wish you never had a three-ring binder full of static, stale, snapshot reports. The tools (Pivot Grids, Simplified Analytics) that will replace many of your old reports will provide you with fresh, actionable data to make better decisions to run your business. For those situations where you need static data, month-end for example, BI Publisher is your tool of choice.

Here are some of the new features that Oracle has built into BI Publisher in PeopleTools 8.55.

  • PeopleTools has created a BI Publisher report user role (XMLP Report User) that allows users to schedule and run reports. Users with this role can also open a majority of BI Publisher report definitions in read-only mode.
  • Report developers can delete report definitions from the results grid of the report definition search page.
  • PeopleTools delivers a copy report definition page that simplifies report development by enabling report developers to copy report definitions.
  • BI Publisher for PeopleSoft now enables you to develop PDF reports that users can edit and then submit the changes to be saved in a database. The submittable PDF report functionality is available for delivered self-service reports and for customer-created reports.
  • Beginning in PeopleTools 8.55 you can change the data source of an existing report definition. When a user clicks the link the data source type and data source ID field become editable. An option to cancel data source changes is available, allowing a report developer to revert back to initial state.
  • PeopleTools enables you to include attachments from external sources with BI Publisher PDF report output. The source attachments are converted to PDF format and then merged with the main report. The report is then displayed to the end users or delivered to report manager. To convert attachments to PDF output, BI Publisher utilizes Oracle’s Outside In Technology (OIT), a product that enables the transformation and control of more than 600 file formats, including documents from office suites, specialty formats, and legacy files.
  • You can distribute reports using email to recipients that do not have PeopleSoft user profiles. This feature enables you to distribute BI Publisher reports to external users whose email addresses are stored in the database, file server, or other location.

For questions regarding your upgrade to PeopleTools 8.55, taking advantage of the new features, or help with creating your new reports and analytics, please reach out to us.

Improvements to PeopleSoft Procurement

Posted by

Marc Weintraub (Senior Director of Product Strategy for PeopleSoft) spoke with Alexa Masters (Product Strategy Director, PS Procurement) to talk about the advancement of PeopleSoft Procurement solutions in 9.2.

The three main challenges facing procurement organizations today are:

  1. Spend Creep
  2. Supplier & Contract Compliance
  3. Technology to manage the process

In this video, Alexa explains the measures that have been taken to improve the products and meet these challenges for their customers.

Alexa also addresses the importance of mobility in requisitioning. PeopleSoft, using the Fluid User Interface (FUI), offers an intuitive user experience optimized for smart phones, tablets and even use on the desktop. Using FUI makes procurement a more efficient process from requisitions to approvals and all the way to the receiving of orders.

There have also been improvements to Supplier Contracts with the addition of the Supplier Contracts Workbench as well as the Sourcing & Contract Work Center. By utilizing these new features available to 9.2, customers are able to see vast improvements in their procurement organizations by reducing risk and improving data management.

Reach out to us if you have any questions regarding the improvements to PeopleSoft Procurement or any other PeopleSoft questions.

Selective Adoption Panel at Collaborate

Posted by

Are you a PeopleSoft customer struggling with Selective Adoption? You are not alone! There are some organizations that have it locked down, but others have challenges on how to incorporate Selective Adoption into the normal workload.

MIPRO recently had the pleasure of sitting on a Selective Adoption panel consisting of several customers including NYU Langone Medical Center, Wells Fargo and Alameda County as well as Oracle (Dave Bain). The Selective Adoption panel was a combination of questions directed to the customers on the panel regarding their experience running selective adoption in their organizations. The remainder of the panel time was open to questions from the audience.

Some of the topics discussed and most of the questions asked revolved around:

  • Staffing and how many resources are needed for Selective Adoption
  • Staffing and how do you fit Selective Adoption into your normal workload
  • PeopleSoft test framework and whether it should be leveraged to support Selective Adoption
  • How important is it to get current
  • How does PeopleTools fit into your Selective Adoption strategy
  • How do you deal with customizations

The biggest challenge customers seem to face is how to staff and organize around Selective Adoption. One key thing to understand is that Selective Adoption is no longer just a technical exercise of what patches, bug fixes and pre-requisites need to be applied. There is a significant business component that requires a business analyst(s) to be involved in the Selective Adoption team and process. While the number of resources required will vary based on the size of your organization, number of modules in production, business practices, etc.

I thought the greatest words of wisdom came from Mark Negron from NYU Langone Medical Center. In summary, NYU plans their Selective Adoption around quarters. Not only are the Selective Adoption activities planned out in quarters but all of the other projects and requirements on the IT organization are planned quarterly. So anything Selective Adoption related along with other business requests are put in a queue that can be accomplished within that quarter. This allows Selective Adoption to be a normal part of the project priority process as opposed to something that has to be accomplished in addition to normal IT duties. It becomes normal IT and business priority.

If you would like any additional information on Selective Adoption, please reach me at larry.zagata@miproconsulting.com.

PeopleSoft Update Manager Dashboard

Posted by

There has been a lot of discussion on the new functionality and features available with the FUI that have been delivered since the release of PeopleTools 8.54. Now with the release of PeopleTools 8.55, FUI extends itself into the technology area in several ways:

  • PeopleTools Health Center
  • FLUID Dashboard
  • PUM Dashboards
  • FLUID Related Content

We have already taken a look at the PeopleTools Health Center and FLUID Dashboards, now let’s dig a little deeper into the PUM Dashboard. From PeopleBooks, you can see the four delivered tiles with the PUM Dashboard. The tiles include BUG by Target Database, BUG Status by Tag, BUG Status by Product and BUG Status by Image.

PUM Dashboard 1

Of course each tile can be drilled into for additional information.

PUM Dashboard 2

The PUM Dashboard provides proactive information about your current image and what has been applied in your PeopleSoft solution – very valuable information as you take advantage of PeopleSoft 9.2 & PUM and the continuous delivery model. This information can certainly help properly manage and understand your adoption level.

The PUM Dashboard is only available with PeopleTools 8.55 but can offer great value to the organization as your Selective Adoption Strategy matures.

If you would like more information on the PUM Dashboard or Selective Adoption, please contact me at larry.zagata@miproconsulting.com.

PeopleTools Health Center Fluid User Interface (FUI)

Posted by

There has been a lot of discussion around the new functionality and features that have been delivered with FUI since the release of PeopleTools 8.54. Now with the release of Tools 8.55, FUI extends itself into the technology area in several ways:

  • PeopleTools Health Center
  • PUM Dashboard
  • FLUID Dashboards
  • FLUID Related Content

Let’s take a look at the PeopleTools Health Center. The PeopleTools Health Center has dashboards for monitoring the health and performance load of the PeopleSoft architecture. The PeopleTools Health Center also provides alerts for performance issues and integrated logs.

Providing a FUI dashboard for the system health allows PeopleSoft Admins to easily and conveniently use their mobile device to ascertain the status of the solution. This information is vital to every organization and can now be accessed anywhere, anytime.

 

Health Center 1

Users can drill down into each of the web servers, application servers and process schedulers for more details.

Health Center 2

And users can drill down deeper into the log files.

Health Center 3

You can find the PeopleTools Health Center using the Navigator on the left side of the landing page under the PeopleTools navigation.

Health Center 4

Don’t miss out on all the latest & greatest PeopleSoft has to offer. If you would like more information on the PeopleTools Health Center please contact me at larry.zagata@miproconsulting.com.

PeopleSoft 9.2 Field Observations

Posted by

peoplesoft oracle

This month PeopleSoft 9.2 will have been available for three years. Having worked closely with many organizations who made the move to 9.2, there are two common observations that have surfaced.

First is that Selective Adoption and the use of the PeopleSoft Update Manager (PUM) tool is still a mystery and struggle for many firms. Application fixes and the regular availability of new functionality has truly been a paradigm shift and a large number of organizations have not yet figured out how to best tackle this new application lifecycle model. Oracle has provided a number of resources to educate their customer base and partners like MIPRO have developed workshops and services to assist PeopleSoft customers as well. If you are a PeopleSoft 9.2 user, understanding and implementing a long term Selective Adoption strategy should be a priority for 2016.

The second interesting observation is that organizations have a desire to get more value out of the feature-rich 9.2 applications. Organizations heard about the benefits of PeopleSoft 9.2 and made the decision to invest the time, effort and budget to upgrade to 9.2. A common approach, however, was to take the most cost effective path, often leading to either a purely technical upgrade or a “functionality light” upgrade. We often see companies use PeopleSoft 9.2 exactly how they did with their prior 8.9, 9.0 or 9.1 applications. Now organizations are stepping back and starting to focus on finally extracting and utilizing the many new features offered with 9.2, unlocking and tapping into the true value of Oracle’s $5 billion R&D annual spend.

Getting the most from your investment in PeopleSoft is a common theme for 2016. There is a lot to take advantage of, since most of the road-mapped 9.3 features and functionally have already made their way into the current PeopleSoft 9.2 PI (PeopleSoft Update Image). And we haven’t even touched on all the new amazing features of PeopleTools 8.55. Our observations from the field – 2016 is going to be a banner year for organizations using PeopleSoft.

Contact us today to help determine your Selective Adoption strategy for 2016!

©2017 MIPRO Unfiltered