Thursday Jul 16, 2015

Partners Demonstrating PeopleSoft Using Oracle Enivornments? Yes Please!

There is some amazing innovation happening in PeopleSoft these days (e.g. PeopleSoft Fluid User Interface) and Oracle wants to work with our PeopleSoft partners so they can show off that innovation to our joint customers.  The Oracle Global Sales Engineering (GSE) team can provide partners access to the Oracle demonstration environments in order to support customer engagements.  The three main scenarios the Oracle Global Sales Engineering (GSE) team currently supports are:

1. Co-Selling with Oracle - Partners are engaged with the Oracle sales team for a particular customer.  In this scenario the Oracle sales team can grant approved partners access to Oracle demonstration environments.

2. Partner Reselling - Partners can gain access to Oracle demonstration environments for their own use.

3. Guest Access - Used for "contractors" or customers that desire access to Oracle demonstration environments.  The Oracle sales team must be engaged and approve access.  This is temporary access in which after it is used the Oracle demonstration environment is refreshed to ensure sensitive data is not inadvertently shared.

Full details for partners gaining access to Oracle demonstration environments for PeopleSoft through Oracle Global Sales Engineering can be found at https://demo.oracle.com.  Click on "Help/Info" > "Working with GSE" (sub tab) > "Working with Partners".

Special thanks to the Oracle Global Sales Engineering (GSE) team for providing much of the content used here.


Tuesday Jun 30, 2015

Top Technology Initiatives for Today’s Finance Professionals: Survey Results & Strategic PeopleSoft Alignment

Greetings PeopleSoft Strategy Blog Community.

Let’s begin with introductions…my name is Maria Pollieri and I am a bean counter.  I am the newest member of the PeopleSoft ESA Strategy Team, and key strategist for the PeopleSoft Project Costing, Proposal Management, Program Management, and Resource Management suite.  I stumbled my way into PeopleSoft back in the mid 1990s with then, a finance background in external auditing (PWC) and as a former assistant controller at a Swiss watch manufacturer (Movado).   I implemented PeopleSoft FSCM applications for 10 years, and most recently, spent 10 years solutioning PeopleSoft FSCM applications at Oracle.  

I will be blogging to share with you my passion around enabling the finance profession with technology.  Applying technology to streamline business processes for accountants is what I’m all about.  My posts will help finance professionals in articulating the value of a PeopleSoft investment to their executives, their day-to-day users, their technology partners and the entire Finance Ecosystem.  

Where do I begin?  That’s easy…let’s start with this year’s 25th Anniversary Issue of the  Top Technology Initiatives Survey published in  the AICPA’s Information Management and Technology Assurance Section’s annual whitepaper.   As a contributor, I am quite familiar with this whitepaper, and a few times a year, I present the findings to the CPA community as a Certified Information Technology Professional (CITP).  Thousands of CPA’s are requested to participate in this annual technology survey.  Accounting professionals identified security, managing data, ensuring privacy, and managing IT risks and compliance as their key IT priorities. 

How do the results of this survey relate to the PeopleSoft FSCM Community?  Let’s take a closer look...

Securing the IT Environment 
IT security is a topic that’s ‘bigger than a breadbox’ for CPAs.  It spans the physical realm, and through the layered virtual realm.  In the end, it’s still the finance professional that attests to the integrity of all financial data, and that will not change.  Finance owns the data, right?  
Let’s focus this thread with what I feel is the weakest link, the spreadsheet.  The strategic roadmap at PeopleSoft is focused on key design tenants simplifying employee self-service.    This includes embedded Pivot Grids to allow for native spreadsheet-like slice and dice features, real-time drag and drop operational results, and a layered Pivot Grid security model based upon query security, pivot grid model type security and pivot grid roles.  Why build operational reports by way of static, unsecure, vulnerable and latent spreadsheets?  PeopleSoft Pivot Grid results can be rendered via adaptive user interfaces that are optimized for nearly any mobile device and platform independent, to allow you to keep your data secure at all times.

Managing and Retaining Data
As the PeopleSoft customer community matures, volumes of data increase.  Not a problem.  Why?  The Oracle mantra is Hardware and Software:  Engineered to Work Together.   Built on Oracle Engineered Systems, Oracle PeopleSoft In-Memory Project Discovery correlates structured and unstructured project data to enable organizations to answer complex questions at unprecedented speeds and serves up the insight via interactive dashboards targeted at the needs of project, program, and resource managers and executives.
Furthermore,  we overlaid large volumes of data by introducing  exception processing functionality a few years ago with the PeopleSoft Workcenter, and have been expanding its adoption, and capabilities ever since.  In the ESA/ALM suites, we now have configurable workcenters to manage grants, projects, staffing, contracts, resources, programs, expenses assets and maintenance. Systematic and dynamic query-based rules now alert managers, super-users, accountants and auditors to allow them to monitor unprocessed transaction activity previously requiring many additional steps to resolve.  The dashboard charts and grids allow for immediate visualization of workcenter tasks and work flows.  
To streamline back office processing we introduced the PeopleSoft Business Process Weaver (BPW) to allow for straight through execution in either parallel or in sequence as part of a lights-out business process.  
The PeopleSoft Data Archive Manager supports archiving of records with attachments, and the user interface has undergone a significant revision to make it easier for finance super users to navigate.

Ensuring Privacy
PeopleTools Pluggable Cryptography is an advanced security framework that provides a security model for applications to encrypt credit card data. The system encrypts data using 3DES algorithms and 168-bit encryption keys. Use of PeopleTools Pluggable Cryptography supports compliance with the cardholder data protection requirements of the Payment Card Industry (PCI) Data Security Standard and with Visa's Cardholder Information Security Program (CISP).  PeopleSoft Expenses uses this feature to enhance credit card security by encrypting credit card information received into the PeopleSoft Expenses application.
Personally Identifiable Information (PII) resides in a secure PeopleSoft HCM application, and is protected at rest and in transit, to be securely leveraged dynamically by the FSCM Approval Workflow Engine to route rules-based configurable approvals throughout all core transaction cycles.  
The PeopleSoft Integration Broker can be leveraged to expose PeopleSoft business logic as a web service to PeopleSoft and third party systems leveraging secure and standards web-based protocols.
Finally, the Oracle ecosystem fully supports PeopleSoft peripherally by way of Oracle Identity Management, Oracle Enterprise Manager, Oracle Database Vault, amongst others as complete solutions with embedded privacy features.

Managing IT Risks and Compliance
Every project is subject to risks that can lead to increased costs, delayed schedules, and increased resource requirements. Failure to manage these risks often arises from the inability to decide what to do, when to do it, and whether enough has been done.  Project Risk Management, a feature of PeopleSoft Program Management, addresses these challenges with the functionality to:
Identify risks that impact projects and document their characteristics.
Develop procedures and techniques to enhance opportunities and reduce threats to the project’s objectives.
Monitor residual risks, identify new risks, execute risk reduction plans, and evaluate their effectiveness throughout the project lifecycle.
Our customers can further reduce IT costs and enterprise-wide risk through increased visibility into the project portfolio by way of the PeopleSoft Program Management robust two-way integration with Oracle’s Primavera P6 Enterprise Project Portfolio Management
Let’s take a step back, and look at the bigger picture around risks and controls, since this topic is a key strategic focus area for PeopleSoft and Oracle at large.   For the past decade (since 9.0) we have been enhancing embedded controls within the PeopleSoft solution with GRC features to dramatically improve the period close, maximize cash / reduce liabilities, and increase control with transaction level security.   Oracle Governance, Risk and Compliance features set the standard for enterprise risk management, regulatory compliance, and effective controls enforcement;  Oracle GRC is also an integrated and key component of the end-to-end PS FSCM solution. The platform integrates documentation and process management, automated controls enforcement, and business intelligence to provide comprehensive capabilities for compliance and risk management requirements.

Interested in discussing this topic further?  Please reachout via maria.pollieri@oracle.com, or @Maria_Pollieri.  Have a nice day.


Monday Jun 22, 2015

Feedback and Questions from our PeopleSoft HCM Customers

Two weeks ago the PeopleSoft team attended OHUG and HIUG conferences. During our PeopleSoft HCM Roadmap sessions we had customers sharing their experiences with today's PeopleSoft HCM.

Special thanks to Baylor Scott and White, Lucile Packard Children’s Hospital, Northern Trust, State of North Dakota, and Thomas Jefferson University for being on stage with us to show and share what they have been able to accomplish with today's PeopleSoft HCM. Their testimonials were amazing and energizing. Our customers are already capitalizing on the benefits of PeopleSoft Selective Adoption and the new PeopleSoft user experience that can be delivered by adopting PeopleSoft Fluid User Interface (Fluid UI). Margaret Pellarin, Director Human Resources for Lucile Packard Children’s Hospital, demoed her own PeopleSoft Fluid UI Employee Home Page during our OHUG Roadmap session. Margaret said she has already seen the positive impact the new Self Service capabilities have had on her employee base and her organization has a very aggressive plan to keep deploying new self service functionality.

Our customers are going through a transformation process, the same way PeopleSoft is. I recently read an article regarding General Electric (another Customer I met with during OHUG) that made me think of how PeopleSoft has evolved over time. The article stated “At GE, we have stayed competitive for more than 130 years because of our relentless quest for progress on all fronts … a constant reengineering of our business portfolio, operating model, and culture has been a key to our evolution.”

I have been with PeopleSoft for 13 years now. The changes that have been introduced in our PeopleSoft technology stack and applications in the last 5 years are a clear demonstration of modernization and progress and are in my opinion unprecedented. We needed to change our business processes, from strategy, to development, to quality assurance to documentation. We needed to change the way we were doing things at all levels. We had to become more agile to respond faster to changes in the market. It has certainly been a cultural change and not different from what our customers also go through to respond to today’s business challenges.

In spite of all the great innovation, modernization and change in the PeopleSoft products, there are two questions that are always lingering in our customers’ minds:  “What is the future of PeopleSoft” and “Is there an end of life for PeopleSoft?” I got those questions several times during OHUG and HIUG conferences.

One of the reasons customers ask that question is Cloud. The message some of our customers are getting is that for them to respond to their business challenges and to satisfy the needs of their digital workforce they need to move to cloud. Cloud was one of the reasons why PeopleSoft needed to change. For PeopleSoft to remain competitive we also needed to address the business needs Cloud solutions are addressing: faster pace of innovation, lower cost of ownership, and a modern and engaging user experience. PeopleSoft leverages the R&D Oracle does for its Oracle HCM Cloud products and it's extremely beneficial for the PeopleSoft products.

Many of our customers are now running PeopleSoft on private Cloud and this allows them to take advantage of some of the benefits of a cloud type of environment while still having the ability to leverage their in-house PeopleSoft skills and knowledge. As I communicated during my sessions at OHUG and HIUG, our customers will soon see some amazing PeopleTools enhancements that will benefit IT groups who offer PeopleSoft services (being your own IT department or a Service Provider). They will benefit from capabilities such as auto deployment of test/development environments, auto scaling based on load, and more. There is no end of life for PeopleSoft and it is Oracle's intention to keep modernizing and innovating PeopleSoft so you can address today and tomorrow’s business needs using our products. More and more of our customers are now using PeopleSoft HCM and using Oracle HCM Cloud, because they are getting the best of both.  

Carrie Jo Howard, System Director at Baylor Scott and White, shared a very interesting story with the audience at HIUG. Carrie and her team needed to go through the HR software selection process twice. First when they were Scott and White and then after they merged with Baylor. In both opportunities, after detailed analysis they chose PeopleSoft HCM. Carrie shared with the audience at HIUG that although she and her team certainly liked the bells and whistles of some new software packages, they knew how strong PeopleSoft HCM was since they had already looked at it 'under the covers.' She also knew what they were now getting with the new Selective Adoption Model and Fluid technology that gives them the 'bells and whistles' her organization wants and needs. Baylor Scott and White also uses some of our Oracle HCM Cloud products that are integrated with Peoplesoft.

I encourage PeopleSoft customers to talk to other PeopleSoft 9.2 customers so you can get the information you need to make the right call for your organization. The PeopleSoft HCM team will keep working for and with you! Thanks to all our customer for the great conferences in Vegas.

Monday Jun 01, 2015

Legislative Update for PeopleSoft HCM - Affordable Care Act

PeopleSoft is pleased to announce the new Affordable Care Act Information Center located out on My Oracle Support Document ID 2013421.2. The Affordable Care Act Information Center is a one-stop shop page to obtain the information on the Affordable Care documentation. This new page includes links the ACA Position Paper, delivered enhancements, corresponding documentation, FAQs, examples of use cases, ACA Component Interface setup instructions, and links to our upcoming and recorded webcasts.  Please check it out and give us your feedback on what you like, what you don't like and what additional information you would like to see.


Tuesday May 12, 2015

Supplier Lifecycle Management – New, Innovative, and Exactly What You Need

It has been over 2 years since Oracle PeopleSoft first introduced the new self-service Supplier onboarding capabilities in Release 9.2. Customers across industries are excited about improving data management and potentially saving hundreds of dollars in administration costs per Supplier by converting their manual onboarding processes to a completely electronic, role-based, template-driven method. New Supplier profile questions in Release 9.2 help customers manage Supplier diversity, certification and other Supplier attributes and attachments. Customers are also taking advantage of the Supplier Administration WorkCenter for centralizing all of the tasks of administering Suppliers, and providing deep visibility and insight into bidder and Supplier registration request profiles through three new Supplier registration pivot grid analytics. Why is this important to you? Because electronically managing the administration activities around a Supplier and making them more self-sufficient frees your staff for more value-added tasks that can save an organization several hundreds of dollars per Supplier. Multiply this savings by your total number of Suppliers and you can quickly see that implementing an electronic self-service Supplier registration tool can conservatively save an organization millions of dollars.

Thanks to PeopleSoft Selective Adoption, we have delivered several additional Supplier Lifecycle Management (SLM) enhancements on top of the Release 9.2 code line, and you will be seeing a plethora of additional SLM enhancements rolled out over time. These enhancements are focused on helping you strategically manage your Suppliers and ensure compliance while improving Supplier performance and relationships. You will notice an improvement in data management and accuracy while reducing Supplier risk, giving you more time to focus on your core business while PeopleSoft helps improve the bottom line. More specifically, we are addressing the challenges we have heard that you are facing around administering and monitoring Supplier-related activity.

For example, inevitably Supplier profile information will change over time and you need a way to capture up-to-date information about your Suppliers while ensuring data accuracy and approvals around Supplier master updates. In Image 11, PeopleSoft introduced the new Self-Service Supplier Change Request, a configurable template-driven tool for capturing Supplier profile changes, and routing these change requests through approval workflow prior to updating your Supplier master.

You may be looking for tools to help you tactically and strategically manage your Suppliers. In Image 10, PeopleSoft added a new Supplier 360 Degree view of all information related to a Supplier that gives you full visibility and oversight into spend, compliance and performance. And from here, you can access the new Supplier Comparative Analysis tool and compare these elements across multiple Suppliers to help identify, for example, opportunities for new contracts or Suppliers that are underperforming.

PeopleSoft has plans to deliver additional Supplier Lifecycle Management capabilities to meet your business needs. We hear from many of you that keeping track of diversity status and other credentials are a challenge, yet a requirement for state and federal reporting mandates that you keep this information current and accessible. You may also have requirements around making sure Suppliers are qualified to do business with you, and remain qualified over time. This could extend to verifying credit risk, making sure up-to-date certifications are on file, signing off on references, proactively monitoring performance and reviewing safety records. Supplier Scorecarding is another capability requested from many of our customers. Scorecarding may include subjective performance indicators such as responsiveness and customer service, and also factor in electronically-captured Supplier key performance indicators to give you an overall Supplier ‘score’. Finally, what is the Supplier’s user experience when they interact with your system using PeopleSoft’s Supplier-side facing pages via the Supplier Portal? It’s important that the application is intuitive and helps guide the Suppliers to the exact information or activity that is most important to them, and most useful for you.

PeopleSoft has been working with our customers to design solutions that are focused on addressing these business needs. Most of these enhancements are planned to be available with a PeopleSoft Purchasing or Payables license with no separate license requirement! Look for new Supplier Lifecycle Management solutions becoming available soon. 

Thursday Apr 16, 2015

First to Fluid UI

Have you recently deployed our game changing PeopleSoft Fluid User Interface (Fluid UI)?

Would you like to be recognized as one of our first customers who have taken advantage of all the benefits allowed by the new user interface?

PeopleSoft Fluid UI is another game changer for PeopleSoft and demonstrates the innovation Oracle continues to make in PeopleSoft. With the initial delivery of PeopleSoft Fluid UI content in late 2014, Oracle is eager for PeopleSoft customers to adopt it and share their experiences. Oracle is looking for five PeopleSoft customers that have deployed PeopleSoft Fluid UI and to recognize them as leading PeopleSoft customers, and win fabulous prizes!

In order to participate:
1) You must be a customer, or a partner representing a customer
2) PeopleSoft Fluid UI must be deployed in a production environment and actively used
3) The customer (either directly or via a partner with approval) must be willing and able to share the story publicly
If you think you are one of the First to Fluid, contact us at psoft-infodev_us@oracle.com and tell us your PeopleSoft Fluid UI story!


Sunday Mar 29, 2015

OpenWorld Call for Proposals is LIVE!

OpenWorld Call for Proposals is LIVE!

It seems like it was just yesterday we were at Oracle OpenWorld 2014 in San Francisco and here we go again.  This year Oracle OpenWorld will be October 25–29, 2015 in San Francisco.  The call for proposals for Oracle OpenWorld 2015 is now LIVE!  That means it is time to submit your session proposals for evaluation by the Oracle OpenWorld content teams (including yours truly).  As with every Oracle OpenWorld there is an incredibly limited number of available sessions.  So in order to increase the chances of your submission being selected here are some helpful guidelines:

  • Customer success stories are the most desirable.  Partners are great but nothing beats hearing directly from customers.
  • PeopleSoft 9.2 has been generally available for over 2 years with hundreds of live customers, sessions addressing that release or release independent topics will take priority.
  • PeopleSoft Fluid User Interface will be a hot topic at the event, customer success story sessions on this will be sought after.
  • Customers want to hear about best practices with PeopleSoft Selective Adoption and using PeopleSoft Update Manager, please share your best practices.
  • PeopleSoft and the Cloud, are you outsourcing your PeopleSoft to Oracle or a partner, have you adopted Oracle Cloud applications along side your PeopleSoft applications?  If so those are stories the audience would be interest in.
  • As much as possible sessions should share business objectives in addition to how they were accomplished and the technology used, quantifying business value delivered by PeopleSoft is tremendously helpful to a submitted session. 

So do not delay, submit your proposal today!


Wednesday Feb 04, 2015

Separating Billing and Revenue in Support of the New Revenue Accounting Standard

The Financial Accounting Standards Board (FASB) and the International Accounting Standards Board (IASB) issued new revenue accounting standards in May 2014 with an effective date of 2017. PeopleSoft FSCM Update Image 10 includes enhancements to PeopleSoft Contracts and Project Costing to support customers in their transition to the new accounting standards.

Separating Billing and Revenue

Enhancements provide customers the option of defining prices for revenue separate from prices used for billing. With new Contracts functionality, customers can identify a total contract price for revenue and for billing and then allocate that price across contract line items. The price assigned to a contract line for revenue recognition may be different than the price of the line item for billing. In Project Costing, new revenue rate sets can identify rates and markups for revenue recognition that are different from the rates and markups used for billing and the related contract line limit for revenue recognition may be different from the billing limit. In addition, new attributes were added to the contract enabling customers to identify prime contracts from subcontracts and at the contract line level a new bundling attribute was added allowing customers to group related contract lines.


Exhibit 1: Separating Billing and Revenue on a Contract

Additive

The new revenue pricing functionality is additive. At the contract level, customers define if prices for billing and revenue should be maintained separately. Contracts that do not need separating pricing for revenue can continue using a single amount for both billing and revenue. Other PeopleSoft modules with existing automation to create contracts and recognize revenue, such as Pay/Bill Management and Grants, have the option of using the new functionality in the PeopleSoft Contracts and Projects modules.

Exhibit 2: Contract General Page

May Be Applied to Existing Contracts

After applying new functionality, most existing contracts will be identified as not having separate prices for billing and revenue as this was the case under prior versions. However, we expect customers will be reviewing their existing contract base for impact over a period of time and that some existing contracts will need to separately define revenue while others may not. The new functionality allows customers to update existing contracts to take advantage of new pricing functionality as that analysis occurs. Other contracts that are still being analyzed for impact can continue functioning as they did under prior versions until their review is complete.

Exhibit 3: New Revenue Allocation Page

Additional Information

For additional detail on the project and the enhancements included in PeopleSoft FSCM Update Image 10, customers can review the Oracle PeopleSoft Red Paper ‘Separating Revenue from Billing’ under My Oracle Support.

Tuesday Jan 13, 2015

PeopleSoft Mobile Inventory and New PeopleSoft Fluid User Interface

The introduction of smart phones started a mobile device revolution by changing what devices are used for mobile computing and by changing the user’s expectations on how and when they should have access to information. With PeopleTools 8.54 release; a new graphical UI called PeopleSoft Fluid User Interface is being introduced. Our intention is to present PeopleSoft application content in a highly usable fashion and to leverage the latest advancements in HTML, CSS, and JavaScript. This new PeopleSoft Fluid User Interface is planned to be added to the Mobile Inventory Application. The proposed new graphical UI will be used to provide a consistent user experience across all PeopleSoft mobile applications and provide optimized touch support with larger fonts, icons and fields to make it easier to use touch as an entry method. A second major benefit provided by the proposed new user interface version is that user organizations will be able to add and change fields in the Mobile Inventory application using PeopleTools. Below is an example of the proposed PeopleSoft Fluid User Interface mock-up of the PeopleSoft Mobile Inventory Picking Transaction. The two screens below show the existing Picking Transaction and the same Picking Transaction using the Fluid User Interface. The same functionality is planned to be provided with the new proposed new user interface.

      Exhibit 1 –PeopleSoft Mobile Inventory                                     Exhibit 2 – PeopleSoft Mobile Inventory

                    Current User Interface                                                          Proposed PeopleSoft Fluid User Interface

The proposed Mobile Inventory PeopleSoft Fluid User Interface version is planned for release as a post 9.2 update. It will be made available as a second version of Mobile Inventory. At that time, there will be two available versions of Mobile Inventory - the current Oracle Application Development Framework version and the new PeopleSoft Fluid User Interface version. The customer can decide to stay on the existing version or to upgrade to the new version. The existing 9.2 ADF version will remain available for use and is planned to be supported following the standard PeopleSoft 9.2 support policy The new PeopleSoft Fluid Interface version will become the new production version that will continue to receive enhancements. These new enhancements will not be applied to the existing 9.2 and 9.1 ADF Mobile Inventory versions. The proposed new Mobile Inventory version will use extensive HTML5 programming language and have greater memory requirements than the Windows Mobile Operating system is able to support, therefore Windows Mobile Operating System will not be supported by the new Mobile Inventory PeopleSoft Fluid User Interface version. The new PeopleSoft Fluid User Interface version will run on Android devices and Apple devices. Support for Windows 8 devices is under consideration in the future plan.

Customers evaluating Mobile Inventory today should consider what devices they plan to use today as well as devices they plan to use in the future. If the customer has already invested in Windows Mobile Devices (version 6.5), the customer may continue to use these devices with the current version of PeopleSoft Mobile Inventory. When the new Mobile Inventory User Interface version becomes available, the customer can then evaluate if they want to continue using the existing Mobile Inventory version or consider buying new mobile devices that are supported by the new Mobile Inventory User Interface version. Exhibit 2- PeopleSoft Mobile Inventory Operating System Matrix provides a summary of the proposed operating systems supported by the current and proposed Mobile Inventory versions.

Exhibit 3 – Proposed PeopleSoft Mobile Inventory Operating System Matrix


Thursday Dec 18, 2014

PeopleSoft eProcurement Content Management – More Options Than Ever Before

In many ways, a good eProcurement system has the same requirements as a mainline consumer shopping site – great usability, easy mobile access to your transactions and, most importantly, accurate searching and filtering.  With this functionality, you can quickly find the items you want, compare them to other items from other suppliers, and add them to your cart for later checkout or submit the order.

PeopleSoft eProcurement has focused on these key areas: an intuitive and configurable user interface, leveraging the latest rendering technology for an optimize mobile experience, and a variety of content management options, including the ability to search through external supplier catalogs in a marketplace and return that catalog information to the PeopleSoft search pages.

Content Options

The main content options for catalogs are:

Internal Catalogs These are catalogs that are stored locally in the system and can be created internally or uploaded into the system from a supplier or third party content management system. PeopleSoft provides a streamlined Catalog Management product with online error handling specifically to handle this.

Web CatalogsCommonly called Punchout catalogs, these are catalogs where a requestor would actually leave the eProcurement user interface and go to an external supplier website or to a marketplace to order items. Once the items have been ordered, the information would be brought back into PeopleSoft eProcurement for review, budget checking and submission for approval.

External Catalogs – This type of catalog (also known as a ‘transparent punchout’ or ‘distributed search’) allows requestors to search for products on an external supplier site or marketplace without leaving the eProcurement user interface. The search is executed in the background on the remote site, and returns a list of matching products to the eProcurement search page where they can add the item to the cart and continue the ordering process as with other catalog items.

Marketplace Integration

A marketplace is a central supplier catalog hub that contains multiple supplier catalogs. It allows customers to outsource the sometimes tedious task of loading in hundreds of supplier catalogs and their ongoing changes locally and instead, access the marketplace through a punchout or transparent punchout. In order to better support the growing trend of customers using marketplaces (particularly in the Public Sector, Higher Education and Healthcare sectors), PeopleSoft eProcurement is working with several partners including Vinimaya and Prodigo to provide ‘deep integration’ to these marketplaces so that, with one search from the PeopleSoft eProcurement interface, the marketplace results will be queried and returned to the PeopleSoft search page.

There are several advantages to this approach:

· Users do not need to punch out of the PeopleSoft interface to another interface to access their supplier catalog content, giving the users a more consistent user experience.

· Most marketplaces support ‘guided buying,’ allowing for optimized sorting of the search results, for example, show items on a contract, items in stock or items from green suppliers first in the sort sequence.

· The filtering capability within PeopleSoft allows for easy filtering of the results by supplier, manufacturer, item category and more.

In addition, PeopleSoft eProcurement has several unique features that other marketplaces do not support, including:

· The ability to display both internal and external content on one tab for easy comparison, that is, users do not need to know if items are stored internally or externally, and they can compare the items and make a decision based on price etc

· The ability to source from stock items to create a transfer request rather than always creating a purchase order.

· Visibility into associate item / supplier attributes (such as Green, Sustainable, Minority Owned etc) directly on the search results and the ability to then filter the item list by these attributes.

This deep integration provides a very compelling user experience when searching for external catalog items.

PeopleSoft Fluid User Interface

PeopleSoft is providing an advanced ‘fluid’ user interface that will allow a consistent look and feel across mobile devices (smartphones and tablets) and the desktop. This interface will automatically recognize the form factor of the device accessing it, and display the transaction that is optimized for that device.

A good example of this is the new PeopleSoft Fluid User Interface Requisition functionality, which allows for entry of a requisition on a mobile device.

When searching on a mobile device, the marketplace results (as well as internal catalogs, favorites etc) will also be displayed.

With PeopleSoft eProcurement 9.2, usability, mobility and advanced content management combine for a great user experience.

Wednesday Dec 10, 2014

Cool Tools You Can Use: Asset Management’s Mass Transaction Manager

The Cool Tools You Can Use series describes a business challenge, the PeopleSoft solution to the challenge, and how you can learn more. This posting focuses on Mass Transaction Manager.

Being able to adjust and transfer many assets at once without IT intervention is essential to efficient asset management. To reduce the demands on IT and to simplify the process of making mass updates to assets while improving the controls and governance over the execution of changes, PeopleSoft 9.2 now converts from the use of Mass Change to a new framework called Mass Transaction Manager. All of the former Mass Change transactions are available in Mass Transaction Manager so that an organization can switch to Mass Transaction Manager and no longer rely on Mass Change. Additionally, if an organization chooses to create its own mass update transactions, the Mass Transaction Manager offers a much-improved interface for developers and users.

The new Mass Transaction Manager offers significant improvements over the PeopleTools Mass Change tool. With Mass Transaction Manager, Asset Management acquires a user-focused, instead of IT-focused, interface for running mass updates. Enhanced prompts with subordinate keys appear in an easy-to-understand user interface. Key benefits of Mass Transaction Manager over Mass Change include no need to enter data multiple times, row-level security, the ability to execute processing logic, and confidence that the most current version of the updates is being run. Although Asset Management is the first PeopleSoft application to make use of the Mass Transaction Manager tool, its rich framework can be used by other applications in the future to improve the governance of their mass update processes.

To learn more about Mass Transaction Manager, please review the Mass Transaction Manager section of the PeopleSoft Asset Management online documentation.

Wednesday Nov 12, 2014

Oracle Value Chain Summit 2015: Enabling Agents of Change

The 3rd annual Oracle Value Chain Summit will be held January 26 – 28, 2015 in San Jose, California.  This event provides a unique venue for value chain leaders to gather and share how they are driving innovation.  See how your peers are changing the game, learn the latest industry trends, and develop strategies for success in our Maintenance Solution Area.  If you would like more information about the event, please visit the event site at www.oraclevaluechainsummit.com.

On Thursday, January 29, Oracle will host an in-person meeting of the PeopleSoft Maintenance Management Focus Group.  The PeopleSoft Maintenance Management Focus Group provides customers with an open forum for collaboration with member organizations and PeopleSoft Product Management.

Participation in the focus group provides the opportunity to:

  • Suggest prioritization of features within an initiative
  • Review and validate product direction
  • Help clearly define and review requirements
  • Share and review use cases
  • Provide feedback on prototypes
  • Share ideas, best practices, challenges and solutions with member organizations

Each customer is limited to 3 representatives, and must have a signed and valid Customer Participation Confidentiality Agreement (CPCA). If you are interested in attending the 2015 PeopleSoft Maintenance Management Focus Group meeting, please contact Loida Chez.

Friday Nov 07, 2014

PeopleSoft HCM 9.2 Update Image 9 is Now Available! - Simple and Intuitive User Interface on Multiple Devices

The PeopleSoft HCM team is proud to announce that Update Image 9 for PeopleSoft HCM 9.2 is now available!

This Update Image is the largest and most impactful PeopleSoft Update Image posted to date. This cumulative Update Image includes all new features and fixes from previous PeopleSoft HCM Update Images as well as a plethora of new items including multiple PeopleSoft Fluid User Interface enabled HCM transactions ready for any mobile device.

Optimized across multiple platforms including smartphones, tablets and laptops/desktops, the new PeopleSoft Fluid User Interface (Fluid UI) provides an intuitive and responsive user interface that provides native-application interactivity across a range of mobile operating systems and devices. With more than 50 new features and functions, Fluid UI provides employees, managers and executives with a familiar native user experience that helps maximize productivity and effectiveness while eliminating the need for training.


It is our goal to provide you with new functionality that is intuitive and simple to use, increasing your productivity while lowering your total cost of ownership. You will see those goals realized with the new HCM homepages. This new functionality provides the user with an easy to use application that is configurable so you can determine what homepages and tiles you want to see based on your organizational needs. Some characteristics and functionality of delivered fluid homepages include:

  • PeopleSoft delivers two out-of-the box homepages (Employee Self Service and Manager Self Service) with the ability to create your own.
  • You can navigate from one homepage to the next by simply selecting the page you want or swiping to the left (on a tablet or phone).
  • Each homepage contains tiles. You have the ability to add, remove and control the placement of the tiles. You can also share tiles across multiple roles and landing pages. 
  • Users will be able to view key information at a glance that is dynamic and data displays on tiles.  The user can click or tap on tiles to access the associated content.

On the Employee Self Service homepage your employees will have easy access to your company directory with just a quick tap or click on a tile. Your employees will also be ability to view and update their personal or talent related information. They can enter time in Time and Labor or request time off in Absence Management. It provides the employee with easy access to other key information such as viewing their paycheck, benefits, performance documents, and their total rewards.  The learning tile is for those customers that use the Enterprise Learning Management (ELM) application and it will provide announcements, a to-do list, and provide the employee with a listing of courses they are currently enrolled in.

Managers will also have easy access to the company directory from the Manager Self Service Landing Page. Managers will also be able to view and perform other tasks such as reviewing HR information, employee punched and elapsed time, absence requests, and is automatically notified when approvals are required. The manager will also be able to view other important information including team performance information and learning information such as overall enrollment and completion of learning courses. For those customers that use PeopleSoft Recruiting your current job openings and details is just a click or swipe away.

HR transactions are also now much easier with the new Guided Self Service. This configurable application allows organizations to create any number of “compound” transactions by combining multiple transactions into one easy to use guided process that walks the user through step by step, capturing the exact data needed to complete the transaction.

WorkCenters and Embedded Analytics are another great example of how users can be more efficient and productive. Payroll for North America delivered the Payroll for North America WorkCenter. This is a one stop shop for the Payroll Administrator to process payroll. The WorkCenter provides the administrator with alerts and analytics to help identify errors prior to a payroll going out the door.  

Update Image 9 also delivered new Analytics in other areas such as Time and Labor and Absence Management allowing you to get more insight, spot trends and issues, and have the opportunity to take action with ease.


Several other enhancements were included in Update Image 9 and we encourage you to take a look at the Update Image to see the new functionality/enhancements in PeopleSoft HCM!

For more information check out this press release, visit the new Cumulate Feature Overview page (now with PeopleSoft Update Image level detail), watch PeopleSoft Fluid UI videos on the PeopleSoft YouTube channel, and/or read the Update Image Overview document.


Wednesday Oct 29, 2014

PeopleSoft Selective Adoption

If you are plugged into the PeopleSoft social media channels like our Facebook page, Twitter feed, and Linkedin development group or if you tuned into the Quest Users Group PeopleSoft Townhall featuring Paco Aubrejuan (Oracle’s Senior Vice President and General Manager of PeopleSoft Development), you likely heard us talking about “PeopleSoft Selective Adoption.” Maybe you are wondering what exactly that is; that’s where I come in. For some time now the PeopleSoft product team has been talking about how, starting with PeopleSoft 9.2, we are delivering updates on a continuous basis with new capabilities planned for delivery 2 – 3 times a year. But it’s not about us and what we are doing; it is about you – the customer. “PeopleSoft Selective Adoption” is the terminology we are using to convey what this new age of PeopleSoft delivery means to our customers. As a PeopleSoft customer on PeopleSoft 9.2, “PeopleSoft Selective Adoption” means:

  • You get new capabilities without the need to upgrade ever again.
  • You take only the changes you want, when you want.
  • You don’t need to be current on maintenance to take changes.

Your need to avoid costly and disruptive upgrades in the future and your desire to selectively adopt our continued PeopleSoft innovations – on your terms, drove us to this new model. This is possible due to new tools including PeopleSoft Update Manager (PUM) and new processes we have put in place. To truly maximize the benefits of “PeopleSoft Selective Adoption” your organization will need to change. Change how the line of business and IT work together to prioritize business needs, how it looks at maintenance planning, and how it executes the delivery of new PeopleSoft functionality. The PeopleSoft team has begun working with our customers to capture best practices, lessons learned, and guidance on how to best take advantage of “PeopleSoft Selective Adoption” and has published a white paper on this topic.

As always, for more information stay informed, and stay connected: Facebook, Twitter, Linkedin, YouTube, PeopleSoft Information Portal.

Thursday Oct 09, 2014

Oracle OpenWorld '14 PeopleSoft Recap

Wow that was some event! Oracle OpenWorld ran from Sunday, September 29 to Thursday, October 2 and PeopleSoft was there in full force for every moment. The 50,000 plus attendees had over 135 PeopleSoft relevant sessions to choose from and 12 PeopleSoft demonstration stations to see the latest and greatest from PeopleSoft. The PeopleSoft content kicked off with the PeopleSoft general session “PeopleSoft Strategy and Roadmap—Modern Solutions Delivered with Ease” [GEN7438]. There Paco Aubrejuan (Oracle’s Senior Vice President and General Manager of PeopleSoft Development) addressed a standing room only crowd of over 550 attendees. Paco conveyed how Oracle’s continued investment in PeopleSoft is delivering key innovations that address our customer’s greatest challenges. Those challenges are:

  • Delivering a robust solution that is intuitive and easy to use – regardless of device (mobile device or desktop workstation)
  • Ensuring that new PeopleSoft capabilities are delivered on a continuous basis and are easy to adopt at a low cost, without the need to upgrade.

Paco shared at great length how the investments in the new PeopleSoft Fluid User Interface and the new continuous PeopleSoft Delivery Model address these challenges.


Other key PeopleSoft sessions picked up on the themes laid out in the PeopleSoft general session. Maria Ana Santiago and Robbin Velayedam (two of Oracle’s Directors of PeopleSoft HCM Product Strategy) flawlessly executed a realistic “day-in-the-life” of an HR manager during the “PeopleSoft Human Capital Management—Update and Roadmap” [GEN7666] general session. They easily executed employee and manger self-service tasks such as entering time, requesting leave, and acting on notifications using the new PeopleSoft Fluid User Interface, while seamlessly transitioning between a smart phone, a tablet, and a desktop. Amira Morcos (Oracle’s Senior Director of PeopleSoft Financials Product Strategy) showcased the rich functional capabilities that continue to be added onto PeopleSoft Financials 9.2 during her “Do More with Less: The Value of PeopleSoft Financials 9.2 and the Product Roadmap” [CON7601] session.

There was also a great deal of PeopleSoft content devoted to the new PeopleSoft Delivery Model. Adding a new slant to this topic, David Bain (one of Oracle’s Director of Product Strategy for PeopleTools) discussed how customers need to adapt to the new PeopleSoft Delivery Model in order to maximize its value to their organization. David covered this in his “What You Need to Do to Take Advantage of the PeopleSoft Delivery Model” [CON7597] session as well as in the recently published white paper on this topic. Those are just a few of the Oracle led sessions. There were numerous sessions where customers including Boeing, Wells Fargo, Erlanger Health, AARP, Adventist Health System, and Verizon shared their PeopleSoft 9.2 success stories. The number of PeopleSoft 9.2 customers at the event was astonishing. In sessions, when asked if they were on or moving to PeopleSoft 9.2 over half the audience indicated with a show of hands that they were.

Hands down, the star of the event for PeopleSoft was the new PeopleSoft Fluid User Interface. It was shown in sessions, at the PeopleSoft demonstration stations, at one-on-one customer meetings. It was shown on smart phones, tablets, and desktops. The customer response was universal – it looks amazing! Customers told the PeopleSoft team that “PeopleSoft Fluid User Interface is exactly what we are looking for.” If you have not seen the new PeopleSoft Fluid User Interface yet, check out the PeopleSoft Fluid User Interface playlist of videos on the PeopleSoft YouTube channel.


There was so much great content at Oracle OpenWorld for PeopleSoft it is impossible for any one person to see it all. Be sure to check out the online Content Catalog for posted presentations. If you miss Paco’s PeopleSoft general session, the Quest Users Group will be hosting a PeopleSoft Townhall on October 22 @ 11:00am PT/2:00pm ET. Register for that online event here.


Monday Aug 18, 2014

PeopleSoft Grants & the Federal Agency Letter of Credit Draw Changes

For decades, most, if not all, US Federal agencies that sponsor research allowed grant recipients to request and receive payments using pooled accounts, commonly known as pooled letter of credit (LOC) draws. This enabled organizations, such as universities and hospitals, fast and efficient access to reimbursement of the expenditures they incurred conducting research across a portfolio of grants. To support this business practice, the PeopleSoft Grants solution has delivered an LOC Draw report to provide the total request amount along with all of the supporting invoice details for reconciliation and audit purposes.

Now, in an attempt to provide greater transparency, eliminate fraud, strengthen accountability for grant-related financial transactions, and simplify grant award closeout, many US Federal sponsors are transitioning from the “pooling” letter of credit draw method to requesting on a “grant-by-grant” basis. The National Science Foundation, the second largest issuer of Federal awards, already transitioned to detailed grant draws in 2013. And, in response to the U.S. Department of Health and Human Services (HHS) directive to HHS-supported Agencies, the largest Federal awards sponsor, the National Institutes of Health (NIH), will fully transition to the new HHS subaccount draw method. This will require NIH award recipients to request payments based on actual expenses incurred on an award-by-award basis. NIH is expected to fully transition to this new draw method by the end of Federal fiscal year 2015.  (The NIH had planned to fully transition to this new method by the end of fiscal 2014; however, the impact to institutions was deemed to be significant enough that a reprieve was recently granted.)

In light of these new Federal draw requirements, we have recently released these new features to aid our customers on both PeopleSoft Grants releases 9.1 and 9.2:
1. Federal Award Identification Number on the Proposal and Award Profile
2. Letter of credit fields on contract lines to support award basis draws and comply with Federal close out mandates
3. Process to produce both pro forma and final LOC Draw Reports in BI Publisher report format
4. Subacccount ID field on the LOC Summary and a new BI Publisher version of the LOC Summary report
5. Added Subaccount Field and contract info to be displayed on the LOC summary page
6. Ability to generate by a variety of dimensions pro forma and invoiced draw listings
7. Queries for generation and manipulation of data to upload into sponsor payment request systems and perform payment matching
8. Contracts LOC Close Out query to quickly review final balances prior to initiating final draws and preparing Federal Financial Reports prior to close

The PeopleSoft Development team actively monitors this and other major Federal changes and continues working closely with the Grants Product Advisory Group of the Higher Education User Group to ensure a clear understanding of what our customers need in order to transition to new approaches for doing business with the Federal government.

For more information regarding the enhancements to the PeopleSoft Grants solution, existing customers can login to My Oracle Support and review the Enhancements to Letter of Credit Process (Doc ID 1912692.1) associated with resolution ID 904830. This enhanced LOC functionality is available in both PeopleSoft FSCM 9.1 Bundle #31 and PeopleSoft FSCM 9.2 Update Image 8.

About

This blog is dedicated to topics focused on PeopleSoft Applications, including Human Capital Management, Financials, Enterprise Service Automation, Asset Lifecycle Management, Procurement, Supply Chain and Customer Relationship Management.

For information about legislative updates to our PeopleSoft Applications see the PeopleSoft Legislative Updates Blog.

For information about PeopleTools see the PeopleSoft Technology Blog.

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