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Posts Tagged ‘image 20’

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.

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Step 2: Click on the CREATE NEW TILE button.

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

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

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Step 5: Choose the appropriate available Navigation Collection name.

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

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

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

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Step 9: Review and hit the publish button.

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

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The newly created FLUID navigation collection Tile is present.

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

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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.

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

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

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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.

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

According to https://www.securityinfo.com/about-us/, video surveillance is the perfect tool for business owners and managers to manage their business better.

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 – Fluid Forms and Approval Builder

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As we have been discussing over the last few weeks on Unfiltered, Oracle has released PeopleSoft Financials/Supply Chain Update Image 20.  In this week’s feature of Unfiltered, we are going to highlight another specific subset of the more than two dozen features included in the new PeopleSoft Image: Fluid Forms and Approval Builder. If you missed our previous blogs follow the links at the bottom to catch up.

With the release of Image 20, PeopleSoft users with the Form Designer role can access the Design a New Form tile on the FSCM Fluid Employee Self-Service page.  Once the Form Designer page is accessed, the authorized user is guided through the process to design an online form, specify the approval process required, and deploy the new form to users.  The guided process consists of five steps:

  1. Form – describe the form
  2. Layout – define the layout of the elements of the form
  3. Instructions – enter the instructions for users to follow to complete the form
  4. Approval – define the approver user list required for a form which is synchronized with the PeopleSoft Approval Workflow Engine (AWE)
  5. Security – define the roles for accessing the form and linking, as well as activate the form

An authorized end user, can use the Fluid

  • My Forms page to view and complete available forms
  • Add Form page to also fill out a new forms, as well as update/view a previously completed form
  • Approve/Review page to review or approve a submitted form

It is worthwhile to note that

  • the new Fluid Forms and Approval Builder requires PeopleTools 8.55
  • fluid-built forms can only be accessed via the fluid user interface
  • classic-built forms can only be accessed via the classic user interface

Click here if you missed our summary blog or if you would like more information about Enhanced Fluid Approvals click here. You can also watch the release video from Oracle here: https://www.youtube.com/watch?v=_YEtzVCRnH0&feature=youtu.be.

Refer to release video via the link above, or the Cumulative Feature Overview (CFO) Tool for Financials and Supply Chain and “Using Forms in PeopleSoft Fluid User Interface” or the overarching “Working with PeopleSoft Forms and Approval Builder” sections of 9.2 FSCM Enterprise Components PeopleBooks, accessible via www.peoplesoftinfo.com to learn more about both Classic and Fluid Forms and Approval Builder.

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 – 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 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