PeopleSoft FSCM Update Image #50 has been generally available since 27 Mar 2024, and it contains many important new functional enhancements.
Customers can selectively adopt new features and enhancements using the PeopleSoft Update Manager.
If you haven’t heard what has been released as part of Update Image #50 here are some highlights:
FUNCTIONALITY ACROSS APPLICATIONS
Change Tracking Analytics Insights
Added the Change Tracking Analytics Insights Dashboard for Enterprise Components to analyze the history of changes for transactions by product, component, record, field, and user.
Billing
Add Fluid Approvals to the Fluid Billing WorkCenter
Enhanced the Fluid Billing WorkCenter by adding the My Approvals pagelet. This allows WorkCenter users who are also approvers to access approval options from the WorkCenter.
Mass Update fields on Billing Interface when Missing Bill By ID
Enhanced the Mass Update Interface Errors feature by allowing you to perform a mass change when Bill-by fields are missing. Error code 0411 is added to the Mass Update Interface Errors report, which indicates that Bill-by fields are missing. In addition, the Mass Update Interface Errors page is enhanced with a new Error Status option: “Missing Bill by Field(s) Value”, and Bill-by fields are added in the Error Values section.
Suppress Credit Invoices from emailing to Customers
Enhanced email options to not send credit invoices to customers. This setting can be set at the business unit and bill type level.
Expenses
Budget-Only Accounts
Enhanced multiple setup and transaction pages in Classic and Fluid to verify that the ChartFields used are not defined as Budgetary Only. Expenses includes setup and transactional pages for all expense types. Payables includes the accounting Entry and the Period End Accrual Options.
Quick-Fill in Fluid Travel Authorizations
Enhanced Fluid Travel Authorizations to use the Quick Fill option that is available in Classic Travel Authorizations.
Public Templates in Fluid Travel Authorizations
Enhanced Fluid Travel Authorizations to use Public Templates.
Shared Credit Cards for My Wallet Transactions
Enhanced expense reports by allowing authorized users to access a shared corporate credit card charge that is posted in the owner’s wallet and transfer the charge into an expense report.
General Ledger
Add Fluid Approvals to the Fluid General Ledger WorkCenter
Enhanced the Fluid General Ledger WorkCenter by adding the My Approvals pagelet. This allows WorkCenter users who are also approvers to access approval options from the WorkCenter.
Open Period Mass Update by Transaction Type
Enhanced the Open Period Mass Update page to be able to search, filter, and update by transaction type.
Payables
Approvals in Payables Fluid WorkCenter
Enhanced the Fluid Accounts Payable WorkCenter by adding the My Approvals pagelet. This allows WorkCenter users who are also approvers to access approval options from the WorkCenter.
Fluid Payment Request Enhancements
Enhanced Fluid Payment Request template to include new fields like Handling Code, Payment Message, and Separate Payment. Requesters can now update payment requests until the transaction has been fully approved. Also, payment request allows payment of single pay vouchers using checks as the payment method.
Common Framework for Multiple reporting currencies in Insights Dashboards
Added common framework to select multiple reporting currencies for transaction amounts in Insights Dashboards.
Multiple Attachment Framework for Classic and Fluid Pages
Enhanced the attachment framework to allow users to select multiple attachments and upload them at once. The system displays an error message if you try to load more number of attachments than the number specified in Installation Options.
Receivables
Approvals in Receivables Fluid WorkCenter
Enhanced the Fluid Receivables WorkCenter by adding the My Approvals pagelet. This allows WorkCenter users who are also approvers to access approval options from the WorkCenter.
Error Correction for Direct Journal Upload
Enhanced Excel Error Correction component to allow editing of the Direct Journal accounting line errors.
Display additional Payables fields on Receivables refunds
Enhanced Maintenance Worksheet to display additional refund information. This improves the AR to AP integration for customer refunds.
Commitment Control
Commitment Control WorkCenter in Fluid
Added the Commitment Control WorkCenter in Fluid. This WorkCenter includes these pagelets: My Work, My Approvals, Links, Queries, and Reports and Processes.
Treasury
Approvals in Treasury Fluid WorkCenter
Enhanced the Fluid Treasury WorkCenter by adding the My Approvals pagelet. This allows WorkCenter users who are also approvers to access approval options from the WorkCenter.
Support ISO SWIFT Message Type Format
Added support for upgrade to ISO 20022 version 2019 for payment messages.
Asset Management
Mass Update of Accumulated Depreciation
Enhanced asset management to use import data by spreadsheet process, for adjusting accumulated depreciation of assets.
Lease Administration
Lease User Interface Enhancements
Enhanced the Lease User Interface by adding a link from the asset in Asset Management to the lease in Lease Administration. Added an ending balance column to the payment preview page, and comma separators for numbers.
PeopleSoft Insights for Lease Administrators
Enhanced Lease Administration by adding Lease Administrator Insights, to provide greater visibility into lease current and future payments and lease expirations.
Maintenance Management
Mass Update of Status, PCR Codes, and Date/Time in My Tasks
Enhanced Maintenance Management to add the ability for technicians to mass update the work order status, PCR codes, and date/time-hours worked on multiple work order tasks simultaneously using fluid.
Create Corrective Maintenance Work Orders
Enhanced My Tasks functionality in Mobile Technician to allow authorized technicians to report asset failure events from the site of the asset being worked on.
Contracts
Dashboard Terminology Change
Adopted the PeopleTools change from Kibana to PeopleSoft Insights for Contracts. All dashboard roles now refer to Insights and security changes are mad for content references as well as roles and user profiles.
Manage Proposals and Generate Awards in Fluid Contracts WorkCenter
Enhanced the Fluid Contracts WorkCenter to update proposal submission status, generate pre-award projects, and generate awards en-masse across the organization.
Project Costing
Limit Transaction Integration into Project Costing
Added a new configuration page to identify the types of transactions to exclude from integrations with Expenses, General Ledger, and Payables.
Project Budget Copy
Enhanced the budget copy capability to allow copying a project budget from an existing project to a new project.
Project Data Compression in Fluid Projects WorkCenter
Added My Work Exception in fluid that allows the projects superuser to review projects ready for compression and run the process.
Strategic sourcing/Purchasing/eProcurement
Fluid User Interface for RFI and Auction Bidder Response
Enhanced the Comprehensive Supplier Secure Portal to adopt a Fluid user interface that supports Line Bid Groups, RFI, and Auction capabilities for Bidder Response.
OFAC Checks for Supplier and Supplier Change Request
Enhanced Supplier Relationship Management to enable OFAC checks for the Supplier and Supplier Change Request. If the Supplier’s name and address are listed on the financial sanctions report, the approver gets an alert message to review and validate the Supplier as eligible for payment before approving the Supplier or Change Request.
Personal Identifier and Sensitive Information in Change Request
Enhanced Supplier Change request to define any field of the train stop as Personal Identifier (PII), Sensitive, or both. The approver also gets an alert message to review these on the Review page before approving the Change Request.
Batch Switch for Requisitions in e Procurement
Added the ability to turn off Real Time Indexing (RTI) when certain high volume batch jobs that update eProcurement Requisitions and, in some instances, PO Headers. When RTI is disabled, it is recommended that incremental indexing for Requisitions and POs be run, which will automatically enable RTI again when finished.
Add and Remove Attachments from Receipts
Enhanced Purchasing Receipts to add or remove the comments and attachments for the selected line item.
Inventory Management
Add and View Attachments on Mobile Inventory Delivery and Delivery Cart
Enhanced mobile inventory – Delivery transaction with comments and attachments functionality. Users can also search the delivery documents in mobile inventory.
Supplier Contract Management
OAuth 2.0 Authentication Support for DocuSign
Enhanced the DocuSign signature method with the OAuth 2.0 authentication method for REST APIs and application password for SOAP APIs.
You can also watch the PUM Image highlights video below: