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Posts Tagged ‘Fluid’

PeopleSoft Classic Plus To Harmonize With Fluid

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Oracle continues to invest and enhance PeopleSoft, now offering a Classic Plus option with Tools 8.56 which makes PeopleSoft Classic look and feel more like Fluid.

Check out Oracle’s Blog – “2016 Year In Review, 2017 Looking Forward

Here is a snippet of what you will find in the Oracle Blog.

  1. Deliver, Deliver, Deliver

“Speaking of technology, we plan to deliver PeopleTools 8.56 in 2017. Among other new capabilities, we plan to introduce what’s currently referred to as Classic Plus, a modernizing face lift to the Classic UI, which will harmonize the user experience between Classic and Fluid pages. Other planned investment areas in PeopleTools 8.56 focus on enhancements to Fluid, Search . . .. For a complete list, watch for the posting of the Pre-Release Notes on My Oracle Support.

Oracle Resources: Planned Features and Enhancements (Doc Id 1966243.2), Cumulative Feature Overview Tool, PeopleSoft Apps Strategy Blog, PeopleSoft Legislative Updates Blog, PeopleSoft Technology Blog, PeopleSoft Information Portal”

As the various components become available, PeopleSoft clients on Tools 8.56 will be able to use PeopleSoft Classic Plus on pages that are not available in Fluid.

If you have any questions about PeopleSoft Classic and Fluid Pages or any PeopleSoft topics, reach out to us. We are here to help!

FSCM Configured Navigation Collections

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Today we are going to describe how to create your own configurable Navigation Collections. This is a follow up blog to a previously written blog about the entire list of FSCM Navigation Collections available in FLUID and how to make them available not only on the FLUID Homepage, but also in the FLUID Navigator. If you missed the previous blog you can click this link to read it today.

First, you must create a Navigation Collection in classic mode. We have discussed creating classic Navigation Collections in previous blogs and video blogs so I won’t go into the details here. But creating that classic Navigation Collection is step 1.   In this case, we will name it Fluid Test.

Navigation Collections 1

Once you have the Navigation Collection saved, we now must enable it for Fluid. That first step is to go to the Tile Wizard. Peopletools>Portal>Tile Wizard. Here we are going to create a new tile.

Navigation Collections 2

First step in creating the tile is to name it and give it a title. Name is stored in the database, the title will appear to the end users.

Navigation Collections 3

Next up, we select our data type of Navigation Collection. Find the collection name we just created, make it optimized and collapsible. Both of those are options.

Navigation Collections 4

It will default the target page name, give it an Owner ID. In this case our Navigation Collection is about requisitions so I gave it an owner of Purchasing. Make it public.

Navigation Collections 5

Up next, the display properties. These options default to the choice that is most optimized for Navigation Collections.

Navigation Collections 6

Review and click Publish.

Navigation Collections 7

You will now see your Navigation Collection Tile available in the list of tiles.

Navigation Collections 8

From the Homepage, select Personalize Homepage.

Navigation Collections 9

Select Add Tile.

Navigation Collections 10

Select Add Tile and search for the Tile you created.

Navigation Collections 11

Select it and save it and it will appear on your Homepage when you return to the Homepage.

Navigation Collections 12

Click on it, and it will present that configured navigation collection.

Navigation Collections 13

If you would like more information on FLUID or FLUID Navigation collections, please email me at larry.zagata@miproconsulting.com.

PeopleSoft Fluid and Classic WorkCenter Scope

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PeopleSoft Fluid and Classic WorkCenter Scope was introduced in PeopleSoft FSCM Update Image 19 in June 2016. If enabled, PeopleSoft Fluid and Classic WorkCenter Scope allows the end user to select filters to better narrow, or filter, the content in their WorkCenter. One scope or multiple scopes can be defined. When the end user changes scopes, they are changing the set of filter values applied to all the configured My Work links. This gives them the ability to quickly change between work for different operations with one drop down list selection.   Users may want to setup scopes for different regions, groups of buyers, groups of business units, etc.

Here is an example for WorkCenter Scope setup in the Billing WorkCenter.

As you can see from the image below, there are multiple scopes defined for geographic regions. Users can configure their own scope based on the criteria needed.

workcenter-scope-1

When a new scope is selected, the work information in My Work changes to reflect the content of that scope.

workcenter-scope-2

To edit the scope, click on the pencil and it will bring up the current scopes. You can edit or add.

workcenter-scope-3

If we look at North America, we can see the scope matches that content in My Worklist.

workcenter-scope-4

Clicking on the edit, allows us to define what is going to be presented in that worklist. For instance if we edit invoices not finalized, we can see the filter options available to the user.

workcenter-scope-5

workcenter-scope-6This can present some good options for users if they do work across business units, work certain invoices, billing specialists work a joint list, etc.

If you would like more information on PeopleSoft Fluid or Classic WorkCenter Scope or have any other questions, please contact me at larry.zagata@miproconsulting.com.

Creating a FLUID Pivot Grid Tile

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Recently we discussed FLUID Tiles around FLUID Navigation Collections. If you missed our blog about creating FLUID Tiles – Click Here.

Newer with FLUID is the ability to create a FLUID Pivot Grid Tile which makes these pivot grids more accessible via mobile. Let’s walk through creating a FLUID Pivot Grid Tile and report.

Before you can start creating the FLUID Pivot Grid Tile, you have to create a query and then create the pivot grid. We have prior blogs on that topic so we won’t discuss that here but will assume that the pivot grid is already created. However, if you didn’t read those blogs yet, Click here to view our Blog about Pivot Grids.

As with the Navigation Collections, we start with our TILE WIZARD.

First, give your Tile a name and title.

fluid-pivot-grid-1

Next, select pivot grid as your data type and choose the name of the pivot grid that you created.

fluid-pivot-grid-2

Choose the Owner ID, the Parent and make sure it is public.

fluid-pivot-grid-3

Next, create the tile size, give it a refresh rate if applicable, and make it interactive or not along with auto-sizing and resizing – all of these are options for you to consider. Identify whether the FLUID Tile can be on a Homepage, Navbar or Dashboard.

fluid-pivot-grid-4

Review and hit the PUBLISH button.

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Personalize your Homepage as described in prior blogs.

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You will see the Pivot Grid Tile available on the homepage selected. Notice it is a preview of the results.

fluid-pivot-grid-7

Click on the Pivot Grid Tile and the pivot grid report presents itself.

fluid-pivot-grid-8

If you would like any additional information on Pivot Grid FLUID Tiles, please contact me at larry.zagata@miproconsulting.com

FSCM Navigation Collection Configurations

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If you have been following our blog in the past few weeks, you may have noticed a pattern. We have been talking about and expanding on the ideas of the FLUID Navigation tools available as of Image 20. (Click here if you missed our last blog.)

In addition to the FSCM Navigation Collections that are pre-built, you can also add additional Navigation Collections to your FLUID Tiles.

In order to enable a specific Navigation Collection, you need to make the Tile available. But the process is easy, just follow these 10 simple steps.

Step 1: Using the NavBar, navigate to >PeopleTools>Portal>Tile Wizard.

configuration-1

Step 2: Click on the CREATE NEW TILE button.

configuration-2

Step 3: Fill out the basic information of the title of the Navigation Collection.

configuration-3

Step 4: Choose the data type. In this case it is Navigation Collection.

configuration-4

Step 5: Choose the appropriate available Navigation Collection name.

configuration-5

Step 6: Choose a few additional options of the Navigation collection type and whether the panel is collapsible.

configuration-6

Step 7: Choose the owner ID, parent and whether to make the Tile public.

configuration-7

Step 8: Choose a specific image, Tile size, and other options such as where the Tile can be placed (homepage, navbar and dashboard).

configuration-8

Step 9: Review and hit the publish button.

configuration-9

Step 10: Add the Tile to the appropriate FLUID Homepage as previously defined.

configuration-10

The newly created FLUID navigation collection Tile is present.

configuration-11

By clicking on the Tile, you can see the BI Publisher content available in FLUID.

configuration-12

If you would like more information on FLUID or FLUID NavBar or any of the FSCM Navigation collections, please email me at larry.zagata@miproconsulting.com.

 

FSCM Navigation Collections

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Did you know the entire list of FSCM Navigation Collections are available in FLUID? Did you also know you can make them available not only on the FLUID Homepage but also in the FLUID Navigator? Last week we wrote a blog specifically on adding the Lease Administration Navigation Collection to the FLUID Homepage. (Click here if you missed our blog.) We want to follow up on that blog to expand on two points.

First, the list of available FSCM FLUID Navigation Collections as of Image 20:

  • Accounts Payable
  • Asset Management
  • Billing
  • Accounts Receivable
  • Buyer
  • Customer Contracts
  • General Ledger
  • Grants
  • Inventory
  • Maintenance Management
  • Project Costing
  • Lease Administration
  • Resource Management
  • Staffing
  • Supplier Administration
  • Travel and Expense
  • Treasury

We previously explained how to add them to the FLUID Homepage, now let’s look at adding them to the FLUID Navigator.

Step 1: Click on the Navigator in the upper right.

FSCM Navigation

Step 2: Click on the NavBar Setup Icon. This will bring up the Personalize NavBar screen.

fscm-navigation-collections-2

 

Step 3: Click Add Tile. You will see the option for FSCM Navigation Collections.

fscm-navigation-collections-3

Step 4: Click on the FSCM Navigation Collections. Select the one you want to add and click DONE. (In this case I clicked Customer Contracts)

fscm-navigation-collections-4

Step 5: You Navigation Collection Tile is now in the FLUID Navigator.

fscm-navigation-collections-5

If you would like more information on FLUID or FLUID NavBar or any of the FSCM Navigation collections, please email me at larry.zagata@miproconsulting.com.

 

Lease Administration Navigation Collection

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The Lease Administration navigation collection was added to the PeopleSoft Fluid User Interface with release of FSCM Image 20. This navigation collection groups common functionalities used in Lease Administration in a single location.

More and more functionality is moving to FLUID and the Lease Administration navigation collection is one additional example. There are few tricks and tips to make the navigation collection available in the FLUID Homepage – follow these simple steps.

Step 1: Click on the three lines in the upper right to expose the configuration panel.

lease-administration-1

Step 2: Click on the PERSONALIZE HOMEPAGE and it will bring you to the ability to configure.

lease-administration-2

Step 3: Click on ADD TILE in the upper right. It will then bring up the FSCM Navigation Collections and choose Lease Administration.

lease-administration-3

Step 4: Save your Homepage and Lease Administration will show up as a tile.lease-administration-4

Then users can click on it and the navigation collection appears in FLUID.

lease-administration-5

If you would like more information on FLUID or Lease Administration, 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

PeopleSoft Mobile Inventory Improvements

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mobile inventory

PeopleSoft Mobile Inventory has been around for quite some time. As most know, it is a mobile extension of PeopleSoft Inventory and Purchasing to hand-held scanning devices. Previously we would have to leverage ADF (application development framework) or the middleware between the hand-held and PeopleSoft FSCM. However, with the delivery of FSCM Image 14, Oracle delivered some high priority transactions leveraging the FLUID user interface. This removes the dependency with ADF (although that is still a viable route) and makes Mobile Inventory enabled on a very familiar and consistent platform and toolset. This allows for easier deployment as well as adding FLUID content for additional mobile functionality. It also allows for the use of any HTML 5 compliant device. So mobile users can use rugged iPads with bar code readers for example, and nothing additional needs to be deployed.

With Image 14, Oracle delivered Par Count, Par Count Ad hoc, Guided Count, Count by Location, Count by Item, Express Issue and Receiving Ad hoc. With Image 18, Oracle added additional transactions including Manual Count, Picking Feedback, Delivery, Delivery Cart, Perform Putaway, PO Receiving, Item Stock Inquiry, Fulfillment Inquiry, Bin to Bin Transfer and Adjustments.

PeopleSoft Mobile Inventory requires a connection to the PeopleSoft database to work. In some cases with customers having remote locations or warehouses without Wi-Fi, this drove them to a different solution using handheld devices. Keep in mind, especially with the use of HTML 5 compliant devices like tablets and iPads, they can come with cellular connections built right in allowing for a broader use in areas that may not be Wi-Fi connected. Keep that option in mind when considering PeopleSoft Mobile Inventory.

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

PeopleSoft Update Manager Dashboard

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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.