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Posts Tagged ‘fscm’

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.

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.

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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.

 

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

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.

PeopleSoft Update Image 8 for 9.2 HCM and FSCM Now Available

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PeopleSoft has released Update Image 8 for PeopleSoft 9.2 HCM and FSCM. With FSCM Image 8, there are eight new enhancements to the 9.2 platform along with enhancements to PeopleSoft recruiting solutions.  An overview list of the enhancements is listed below.

  • PeopleSoft FSCM 9.2: Updates for Contracts LOC Enhancements
  • PeopleSoft FSCM 9.2: Enhancements for eProcurement Marketplace Integration
  • PeopleSoft FSCM 9.2: Accounts Payable PAM – Standard Payment Request
  • PeopleSoft FSCM 9.2: Grants Regulatory Enhancement for Federal Award Identification and Reference Award Numbers
  • PeopleSoft FSCM 9.2: Global Options and Reports FEC French Audit File
  • PeopleSoft FSCM 9.2: General Ledger Journal Delete Options
  • PeopleSoft FSCM Application Fundamentals 9.2: PeopleSoft Transaction Codes for Costing InterUnit Transfers
  • PeopleSoft Billing 9.2: Enhancements to Letter of Credit Process
  • PeopleSoft HCM 9.2: U.S. OFCCP Self-Identification Regulation Enhancements – PeopleSoft Recruiting Solutions

The details on the updated functionality can be found on the PUM Homepage (with Oracle support login) and additional information can be found on Oracle’s PeopleSoft Information Portal.

Cool Tools You Can Use: Validation Templates for PeopleSoft Contracts Processes

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For PeopleSoft Apps Strategy, Oracle’s Mark Rosenberg kicks off a new blog series called Cool Tools You Can Use. Headed up by PeopleSoft product management team, the series will be based on conversations Oracle had with PeopleSoft community members. The theme of this particular series is highlighting existing solutions to problems customers are trying to address. In other words, cool functionality that you can use today, free of charge, that you might not know about.

Up first: Templates for PeopleSoft Contracts Processes.

The business issue our customers highlighted to us is the need to tightly control but easily configure and manage the scope of data that any user can process when initiating a process. Control of each user’s span of impact is essential to reducing billing reconciliation issues, passing span of authority audits, and reducing (or even eliminating) the frequency of unexpected process results. 

Check out the whole thing. Great information. This is going to be a good series.

FieldValidationRunControls

Click to enlarge

PeopleSoft Mobile Time Entry Now Available in FSCM

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Howard Shaw gives the scoop on PeopleSoft Apps Strategy:

Oracle is pleased to announce the release of PeopleSoft Mobile Time Entry, part of the PeopleSoft Expenses application, which is now generally available in PeopleSoft FSCM 9.1.

PeopleSoft Mobile Time Entry provides the ability to enter time sheets quickly and easily for project-based resources on the go. The contemporary, streamlined user interface is optimized for mobile devices (that support HTML5), such as tablets and smartphones. It provides a simple-to-use tool for capturing and submitting both project-based time and non-project time, such as vacation and training. Time reporters can even adjust their timesheets for prior periods, managers can approve timesheets, and more.

mobiletime2

Smart move on using HTML5 for this; it gets around the development of platform-specific mobile apps (iOS, Android, etc.). HTML5 is more than capable of handling tasks such as this. Well done, Oracle.

PeopleSoft Strategic Sourcing Bid Response

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Okay, finally this Strategic Sourcing blog series is coming off hiatus. We thank everyone for their patience. We had a few technical environment snags to comb out.

Let’s pick up where we left off: if you recall, we had discussed and demonstrated creating a sourcing event, so let’s focus on entering responses to that sourcing event. It’s the next logical step.

It is important to note that there are differences between setting up and responding to auction events and RFX events.  For our purposes we will continue to focus on RFX events.

As we previously saw, once vendors are invited, they are enabled to respond to an event.  Each vendor will have access to their bidding home page where they can view the events open to bid.  They can also search for additional events to bid on.  Additionally, there are some basic administrative tasks they have access to update.  Here is a screen shot below of a bidding home page.

ss home page

Once the event is accessed, the vendor will follow the structure of the event that was created, responding to the required elements of the bid.  As we noted, there may be header bid factors and line factors that must be responded to.  Additionally, vendors, depending on how the event is setup may be able to view the following:

  • Start prices
  • The winning bid
  • The Bid History page
  • Current round and version
  • The identity of all bidders
  • Bid rank
  • Number of bids
  • Header score, line score, and combined total score (only for auction events)

Let’s take a look at a short video that demonstrates the actual bid responses entered.

Once the bid responses are entered, the next stage is analyzing responses and awarding bids. We will cover that in our next installment of this blog series.

An Executive Summary of Oracle’s PeopleSoft FSCM v9.2 Release Value Proposition (RVP)

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Oracle’s PeopleSoft ALM, ESA, FMS, SCM, and SRM Release 9.2 Release Value Proposition

In July of 2012, Oracle published their Release Value Proposition (RVP) for PeopleSoft FSCM release 9.2. You can download it here (as usual, you’ll need your My Oracle Support ID to access the document). Like we said about HCM 9.2, we anticipate the general release of PeopleSoft FSCM V9.2 sometime early 2013.

The RVP is 117 pages. For the sake of summarization, we have analyzed and condensed the salient points from the FSCM RVP into a two-part executive summary.

Part I provides a bullet-pointed summary of the Financial Management Systems (FMS) and the Enterprise Services Automation (ESA) portions of the RVP.

Part II provides a similar easy-to-read summary of the Supply Chain Management (SCM) and Asset Lifecycle Management (ALM) portions of the RVP.

Please enjoy and share with anyone who might be interested in what the PeopleSoft FSCM 9.2 suite will bring to the table next year.

PeopleSoft FSCM 9.1 Feature Pack 2: More Capabilities for the Staffing Industry

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We wrote about PeopleSoft Financials and Supply Chain Management 9.1 Feature Pack 2 a couple weeks ago, focusing on the asset and maintenance management aspects of the feature pack release. Unveiled in January of this year, Feature Pack 2 (FP2) is turning out to be quite a powerful addition to FSCM 9.1.

Over at the PeopleSoft Apps Strategy blog, Mark Rosenberg talks about why FP2 is a huge bonus for organizations in the staffing industry:

Staffing industry firms succeed based on their ability to rapidly, cost-effectively, and continually fill their pipelines with new clients and job orders, recruit the best talent, and match orders with talent. Pressure to execute in each of these functional areas is even more acute on staffing firms as contingent labor becomes a more substantial and permanent part of the workforce mix. In an industry that creates value through speedy execution, there is little room for manual, inefficient processes and brittle, custom integrations, which throttle profitability and growth.

Specifically, FP2 drives further value by improving simplicity, productivity and a lower TCO for staffing firms looking to enable and sustain a flexible labor supply chain. If you’re in the staffing industry, you owe it to yourself to read Rosenberg’s entire post.

If you have any further questions about PeopleSoft FSCM 9.1 with our without FP2 aspects, drop us a line. We’re always happy to talk.

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