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.

Thursday Jul 24, 2014

Gartner Analysis: PeopleSoft Update Manager Delivers Significant Improvements to the Upgrade Tools and Processes

For the last several months Gartner Group has been in contact with PeopleSoft customers using the PeopleSoft Update Manager (PUM). This new capability gives customers a high degree of flexibility to selectively apply new features, patches, and legal/regulatory updates.  To understand how customers are utilizing this new capability you can read the full report from Gartner Group here:

PeopleSoft Update Manager Delivers Significant Improvements to Upgrade Tools and Processes

For more information on the PeopleSoft Update Manager see these resources:

If you are planning or executing a PeopleSoft 9.2 upgrade or implementation, it is important that you include PUM in your plans.  Use the following resources:
  1. The PUM Home Page.  Single site that contains all PUM related content, training, and image schedules, as well as links to all information mentioned below.
  2. PUM Video Feature Overview:  If you don’t know what PUM is, start here. 
  3. PUM Hardware and Software Requirements: See the Quick Start Guide (#9) and Using VirtualBox Images (#10) on the PUM Home Page.   These two documents outline the hardware and software requirements for PUM. 
  4. PUM Instructions and Best Practices: See all other documents and trainings on the PUM Home Page.

Training can be directly accessed in the Oracle Learning Library here:

PeopleSoft Update Manager End to End Training Module 1

PeopleSoft Update Manager End to End Training Module 2

PeopleSoft Update Manager End to End Training Module 3

Friday Jun 27, 2014

OHUG PeopleSoft HCM Roadmap session: Is PeopleSoft HCM a Modern HR System?

There is a lot of buzz in the HCM market around Modern HR systems. During OHUG, we wanted to make our Customers pause and think about that. What is a modern HR system? Is PeopleSoft HCM modern? 

As you all know, PeopleSoft HCM has been in the market for more than 20 years. For some of you that could translate into PeopleSoft HCM being an old system.  We instead think of PeopleSoft HCM as a mature, proven and reliable system. PeopleSoft HCM has reinvented itself several times since its first release in 1987. Our products did not stand still. They needed to evolve and transform to respond to the challenging HR business needs.  Take a look at the 2013 American Payroll Association Prism Award. Each year, the American Payroll Association honors organizations based on best practice achievements in Technology, Management, Processes, Performance Study and Overall Best Practices. Three out of the five awards went to PeopleSoft HCM Customers (Hackensack University Medical Center, Capital One and Gap Inc). Also, HR Executive Magazine selected the 2013 CHRO of the year. The award went to Mark James, CHRO of Honeywell. Honeywell uses PeopleSoft HCM which has enabled Honeywell HR transformation process. 

Do you use Microsoft Office? Microsoft Office first release (Office 1) came out in 1990. Do you think about Microsoft Office as an old product?  Office 1 is certainly “old”, the same way PeopleSoft HCM 7.5, 8.0 or 9.0 are “old” based on today’s standards. But the products did not stand still, they evolved and kept being  leaders in their space, even when you have other options.

So,  what is the definition of modern HR System? For us modern system implies the following characteristics:

- Easy to use
- Mobile
- Open and integrated
- Configurable and Customizable
- Contextual information/analytics
- Flexible and with low cost of maintenance

Most of you have already got visibility into the 9.2 release. You have seen that 9.2 has already moved the needle on these areas and started a paradigm shift. The 9.2  Release changed the way users interact with PeopleSoft HCM, making it simple to use through the use of Global Search, Search with facets, Related actions and Guided processes. Users get access to role-based workcenters and dashboards that are tailored to their needs, with embedded analytics that allow them to analyze information and take contextual action. All based on your role and respective security access.

With our 9.2 release we also introduced the new delivery model which includes delivering new functionality two to three times a year and making maintenance plus new functionality available through product update images that are cumulative. That means that if you are in 9.2 you can now take a look at the latest product image and decide what you want to deploy in your environment and when. You don’t have to take everything we deliver if you don’t want to, and you can selectively pick and choose what makes sense to your organization.

During OHUG we showed and demoed what we have delivered in the latest product images as well as what we are planning on delivering during the rest of this calendar year.  Several of the new applications and new capabilities to be delivered are being built with Peopletools 8.54 Fluid technology. The paradigm shift that started with 9.2 is now taking another dimension and completing the modernization of PeopleSoft HCM.  PeopleSoft Responsive and Fluid design allows PeopleSoft HCM to have applications that can be optimized for multiple devices - phone, tablet and desktop -. It doesn’t matter what size of monitor you have, or what type of tablet, or which phone. Our applications will render and adjust to the device you are using. Some of the applications we demoed at OHUG were: Mobile Approvals, Time and Absence Entry,  Manager Self Service with the new My Team View and Guided Self Service, Employee Self Service with new Personal data / profile self service capabilities. 

What of these new capabilities or features would you like to uptake? With our new delivery model you can decide that. You can take one feature, a couple, everything or nothing. If you are on the most conservative side of the spectrum, you can decide not to take any of these new responsive/mobile applications and just take some the critical legislative changes your organization needs (e.g.: OFCCP, DOMA, or others).  If you are running PeopleSoft HCM in a private cloud model, you can have your service provider deploying and managing this for you.

So … Is PeopleSoft HCM a modern HR system? We are convinced the answer is YES!  And you have the power to decide if you want to modernize your PeopleSoft HCM environment.

Monday Jun 23, 2014

PeopleSoft Interaction Hub Release Value Proposition for Revision 3

Check out this great blog posting on the "PeopleSoft Technology Blog" on the delivery of the Release Value Proposition for the PeopleSoft Interaction Hub 9.1/Revision 3.

Friday Jun 20, 2014

Configuring HTML Email Approval to Meet Your Needs: What Organizations Need to Know About Configuring HTML Email Approval and How to Use It

Today's workforce is fundamentally different and no longer limited to the office.  Mobile devices are integral companions in today's modern work life.  HTML Email Approvals provide the always-connected manager an effective method of monitoring and staying on top of approval requests. For example, a manager is often required to approve last minute requests such as vacation, sick, maternity leave, expense report, promotion, or other tasks while he is away from his office.

PeopleSoft HTML Email Approvals facilitates the mobile managers the ability to review and take approval actions without the need to log into their system to perform the tasks. The HTML approvals are delivered templates that enable the PeopleSoft application to send, receive, and process emails with interactive content.  The managers will be able to take approval actions without having to connect through the firewall/intranet or log into a Virtual Private Network (VPN) to access the PeopleSoft system.

The HTML approvals can be access from any email client (e.g. Microsoft Outlook, Mozilla Thunderbird) and using various devices (e.g. laptop, smart phone, or tablet).

HTML Email Approvals

HTML Email Approvals works in conjunction with PeopleSoft Approval Workflow Engine (AWE).  The approval email is generated when a user triggers an action such as submitting a vacation request (see Figure 1).  The action is processed using our PeopleSoft Integration Broker.  When the manager opens the email, the manager will be able to approve, deny, or push back on the pending request.  The process is transparent to the everyday manager and the transaction is securely updated using PeopleSoft single sign-on and Integration Broker.

Figure 1 HTML Email Approvals Process Flow

The following table contains the HTML Email approvals templates delivered for releases 9.1 and 9.2:

 Financials/Supply Chain Management
 Human Capital Management
 Self Service Invoice Job Opening
 Receivables Job Offer
 Service Procurement Absence Request
 Control Budget Journal Extended Absence Request
 Purchase Order Promote Employee
 Treasury Settlements Transfer Employee
 Journal Reporting Change
 Voucher Performance Document
 Credit Invoice
 Service Work Order
 Requisition
 Time Report
 Expense Report
 Cash Advance
 Travel Authorization


Benefits of Implementing HTML Email Approvals

Content-Rich Email: HTML Email Approvals allows you to provide consistent usability that is content rich to enable users to make well-informed and accurate decision (see Figure 2).  Approval options such as Approve, Deny, or Push Back are actionable within the email.  The email can also provide quick links into PeopleSoft.

Figure 2 Example of Request Absence HTML Email

Access on the Go: HTML Email Approvals can be access from any email client and using various devices.  There is no need to connect into your intranet or Virtual Private Network (VPN).  The approval actions are taken directly within the email.

Security: We use your PeopleSoft security to authenticate and encrypt the information that is sent through the email server to ensure your data is protected.

Configurability: The delivered templates are highly configurable.  You can add or remove content as needed to better fit your business needs and provide optimal user experience (see Figure 3).  You can convert your existing text email templates into HTML email templates.  PeopleSoft plans on delivering additional templates.  Customers can leverage the delivered documentation to guide you through the HTML Email configuration process.

Figure 3 Example of How to Edit an HTML Template

Best of Both Worlds: Customers will have the option to continue using the classic text email template or start using the HTML email templates.  We deliver the HTML Email Approvals configuration disabled by default.  This provides customers flexibility to decide when and which transaction to use the HTML Email Approvals.

Additional Information

For more details on how to download and apply this new functionality please check the following Doc IDs  1577468.1 and 1585801.1 in My Oracle Support (MOS).

Tuesday Jun 10, 2014

PeopleSoft @ RECONNECT 14

Quest’s RECONNECT 14 is just around the corner and will be here before you know it. RECONNECT 14 is Tuesday, July 22 – Thursday, July 24 at the Hyatt Regency O’Hare in Rosemont, IL. Quest’s RECONNECT event is a PeopleSoft-specific deep dive conference for the Quest community. Join Quest and hundreds of other PeopleSoft users for deep-dive education into all things PeopleSoft; from HCM and Financials to Applications Tools and Technology (i.e. PeopleTools) and Procurement (i.e. Supplier Relationship Management). RECONNECT also includes industry specific interest areas like those for Financial Services and Manufacturing and Distribution.

This year's event will feature many key players from Oracle’s PeopleSoft team including PeopleSoft Product Strategy leads and PeopleSoft Development leads. Nearly 50 of the more than 175 conference sessions will be led by members of Oracle including pillar-specific roadmap presentations. Create a custom agenda that fits your specific needs and interests.

The RECONNECT Advance Program is now available and includes:

  • Who Should Attend?
  • Keynotes and Super Sessions
  • Full Listing of Conference Sessions
  • Ways to Influence Future PeopleSoft Investments
  • Trainings and Continuing Professional Education (CPE) Offerings
  • Onsite User Group Meetings

Don’t wait another moment, register now.


Monday Jun 02, 2014

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

This is the first in a series of postings we’ll be making under the heading of Cool Tools You Can Use. Our PeopleSoft product management team identified the need for this series after reflecting on the many conversations we have each year with our PeopleSoft community members. During these conversations, we were discovering that customers and implementation partners were often not aware that solutions exist to the problems they were trying to address and that the solutions were readily available at no additional charge. Thus, the Cool Tools You Can Use series will describe the business challenge we’ve heard, the PeopleSoft solution to the challenge, and how you can learn more about the solution so that everyone can be sure to make full use of what PeopleSoft applications have to offer.

The first cool tool we’ll look at is the Validation Template for PeopleSoft Contracts Process Requests, which was first released in December 2013 as part of PeopleSoft Contracts 9.2 Update Image 4.

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. 

Setting Up the Validation Template for a PeopleSoft Contracts Process

With the validation template, organizations can easily and quickly ensure the software restricts the scope of transactions a user can affect and gives organizations the confidence to know that business processes are being governed effectively. Additionally, this control of PeopleSoft Contracts process requests can be applied and easily maintained and adjusted from a web browser thereby enabling analysts to administer the rules without having to engage software developers to customize the software.

During the field validation template setup, an analyst specifies the combinations of fields that must contain values when a user tries to setup a run control and initiate a PeopleSoft Contracts process from a process request page. For example, for the Process Limits component, an organization could require that users enter a valid combination of values for the business unit, contract, and contract type fields or a value in the contract administrator field. Until the user enters a valid combination of entries on the process request page, he cannot launch the process.

With the validation template activated for process request pages, organizations can be confident that PeopleSoft Contracts users will not accidentally begin generating invoices or triggering other revenue management processes for transactions beyond their scope of authority.

To learn more about the Validation Template, please review the Defining Validation Templates section of the PeopleSoft Contracts PeopleBooks. 

Monday May 19, 2014

PeopleSoft Financial and SCM 9.2 Revision Release Available on OSDC

The new PeopleSoft delivery model enabled by the PeopleSoft Update Manager (PUM), means the continuous delivery of enhancements and maintenance via PeopleSoft Update Images. In order to assist customer who are deploying PeopleSoft 9.2 and ensure they get the latest and greatest capabilities the PeopleSoft team periodically plans on delivering Revision Releases. Revision Releases are a recut of the CDs for PeopleSoft 9.2 that include enhancements and maintenance through the most current PeopleSoft Update Image. Upgrade scripts are updated so that the Revision Release is the scripts target. What this means is customers who are just starting their upgrade or implementation of PeopleSoft 9.2 process can go directly to the latest PeopleSoft Update Image.

As of mid March, 2014 the PeopleSoft Financials and Supply Chain Management (SCM) 9.2 Revision Release (through PeopleSoft Update Image 5) has been available on the Oracle Software Delivery Cloud (OSDC) as well as for physical shipment. This recut CD for PeopleSoft Financials and SCM 9.2 reflects enhancements and maintenance through PeopleSoft Update Image 5, and includes both the English and Multilingual versions.

In addition to the application CDs, the documentation on OSDC and My Oracle Support has been updated to reflect changes through PeopleSoft Update Image 5, including the Supplemental Installation docs and Online Help.  The upgrade homepages on My Oracle Support reflect re-certification of the upgrade scripts through PeopleSoft Update Image 5:

  • PeopleSoft Financials/Supply Chain Management 8.9 to 9.2 (through Update Image 5) Upgrade Home Page (Doc ID 1629683.1)
  • PeopleSoft Financials/Supply Chain Management 9.0 to 9.2 (through Update Image 5) Upgrade Home Page (Doc ID 1629700.1)
  • PeopleSoft Financials/Supply Chain Management 9.1 to 9.2 (through Update Image 5) Upgrade Home Page (Doc ID 1629720.1)

A Revision Release for PeopleSoft Human Capital Management (HCM) is currently planned for later in 2014.


Tuesday May 13, 2014

Accenture Launches Enterprise Solution for Pensions based on Oracle’s PeopleSoft Applications

Accenture’s Enterprise Solution for Pensions (AESP), is powered by Oracle’s PeopleSoft applications, Oracle Middleware, and Oracle Technology. It enables a faster and more cost effective pension system for organizations that require greater flexibility and agility to adapt to constant policy changes. AESP incorporates more than 30 years of experience implementing the capabilities needed by public pension organizations that serves tens of millions of people.   See more on the announcement here:    Accenture Launches Enterprise Solution for Pensions, Powered by Oracle PeopleSoft.

“Accenture has significant subject matter expertise in this space as well as extensive skills to leverage Oracle’s PeopleSoft Pension solution along with additional Oracle assets, including Oracle Policy Automation, for a complete offering,” said Paco Aubrejuan, senior vice president and general manager, Oracle’s PeopleSoft. “Together, Accenture and Oracle can provide publicly funded pension systems the flexibility to modernize their systems in a cost effective manner while utilizing a comprehensive solution.”

Learn more about PeopleSoft,  PeopleSoft Pension, and Accenture’s pensions.

Monday Apr 21, 2014

COLLABORATE 14 PeopleSoft Recap

COLLABORATE 14 just took place on Monday, April 17 – Friday, April 11 in Las Vegas, NV.  It was another successful event driven by the Oracle user groups of: Quest International Users Group, the Oracle Applications Users Group (OAUG), and Independent Oracle Users Group (IOUG).  The event had approximately 6,000 total attendees with nearly 1,250 sessions and panels packed with first-hand experiences, case studies, and practical “how-to” content.  PeopleSoft content was delivered through the Quest International Users Group with over 170 PeopleSoft-centric sessions.  That included over 60 PeopleSoft customer led sessions and over 45 Oracle led sessions.

Most PeopleSoft conference participants attended Paco Aubrejuan’s (Oracle Senior Vice President, PeopleSoft Development) PeopleSoft General Session: PeopleSoft Update and Roadmap (Session ID: 109590). With an audience of over 400 people, Paco discussed how Oracle’s investments in PeopleSoft applications have transformed PeopleSoft into a modern enterprise software solution by providing:

  • A consumer internet user experience
  • Intuitive, process oriented business flows
  • Contextual, information delivery
  • Simplified productivity
  • The enablement of a mobile workforce
  • The ability to easily adopt and manage changes

The highlight of Paco’s session was the live demonstration of the new PeopleSoft Fluid User Interface (UI). The new PeopleSoft Fluid UI enables the delivery of PeopleSoft applications in a modern, intuitive, and personalizable way across multiple devices (tablets, smart phones, and desktops) regardless of operating system. Using the latest state-of-the-art technologies like HTML5 and CCS3 incorporated into the next PeopleTools release (PeopleTools 8.54), the new PeopleSoft Fluid UI is delivered via a device’s browser. It is responsive to a device’s form factor – this means application screens can be optimized to different sized devices and render the most appropriate information in a dynamic manner. In his PeopleSoft General Session: Technology Update and Roadmap session (Session ID: 108630), Jeff Robbins (Oracle Senior Director, PeopleTools Strategy) continued the discussion on how PeopleSoft truly is a state-of-the-art solution and how PeopleTools drives PeopleSoft innovation. Check out the PeopleSoft Talk with Jeff on the Power of PeopleTools.

Leaders from Oracle’s PeopleSoft product management and development team were on hand and conveyed the value of PeopleSoft 9.2 as well as the future investment strategy for PeopleSoft. A large number of PeopleSoft conference attendees indicated they were live or moving to PeopleSoft 9.2, illustrating the continued and growing excitement for the PeopleSoft 9.2 release. One force driving that excitement is the PeopleSoft Update Manager (PUM). The PeopleSoft Update Manager revolutionizes how Oracle delivers new PeopleSoft capabilities and maintenance. With it, customers can self-select the changes they want to apply on their schedule. This enables customers to get more value from their PeopleSoft solutions at a lower cost via a new PeopleSoft delivery model. Michael Krajicek (Oracle Senior Director, PeopleSoft Architecture Development) got into the details of PUM during the Optimizing Maintenance Strategies Using PeopleSoft Update Manager session (Session ID: 108520).

This conference wasn’t just about PeopleSoft and what it can do. A significant number of sessions also shared how PeopleSoft customers can gain additional value from the rich portfolio of Oracle applications. From UPK and GRC Advanced Controls to Hyperion and Webcenter, Oracle product experts discussed the integration of these solutions to PeopleSoft and customer successes in these areas. All-in-all there was fantastic content for PeopleSoft customers delivered by Oracle, partners, and customers as well. Conference attendees can access uploaded session content here (conference login required). Mark your calendars for COLLABORATE 15 being held Sunday, April 12 – Thursday, April 116 in Las Vegas, NV.

Friday Apr 18, 2014

PeopleSoft 2014 EMEA Tour

In four days, Jeff Robbins (Senior Director, PeopleSoft Product Strategy) and I visited four cities in four separate European countries as part of our annual PeopleSoft EMEA tour. Events in each city were attended by enthusiastic PeopleSoft customers. We shared with them a consistent message that conveyed:

  • Oracle continues to invest in PeopleSoft
  • Oracle’s investments in PeopleSoft enable it to address customers’ needs for modern enterprise software
  • Capabilities like the PeopleSoft Fluid UI and PeopleSoft Update Manager define PeopleSoft as a ‘state of the art’ solution set
  • PeopleSoft and Oracle Cloud solutions are intended to complement one another
  • Only Oracle provides PeopleSoft customers a flexible path to the cloud based on their needs and their timing

The first stop in the PeopleSoft 2014 EMEA Tour was in the Netherlands.  There, the Oracle Benelux User Group (OBUG) hosted the event aboard the S.S. Rotterdam with over 100 attendees.  At this event, attendees also heard from CGI as they shared their PeopleSoft 9.2 upgrade plans that include incorporating their acquisition of Logica.  From there, the tour visited the United Kingdom; about 100 attendees participated in UKOUG EMEA PeopleSoft Roadshow at the Oracle London City Office.  Oxfam (check out Graham Smith's blog on their upgrade), Hays, and Greene King (a net-new PeopleSoft customer), spoke at the event about their PeopleSoft 9.2 deployments and usage of PeopleSoft Update Manager.  Duncan Davies of Succeed Consultancy (the partner who implemented at Greene King) summarized the event extraordinarily well in his blog.  In France, the PeopleSoft 2014 EMEA Tour was part of an Oracle Users Day (Journee Utliisateurs) that included PeopleSoft, JD Edwards, and eBusiness Suite content.    Lastly, the PeopleSoft 2014 EMEA Tour visited Spain.  There the local Spanish user group – Círculo de Usuarios de Oracle de España (CUORE) supported a lively event that included a focus on how the PeopleSoft team delivers local legal and regulatory requirements.

All in all it was a fantastic tour. It is an amazing opportunity to share the PeopleSoft team’s key messages with customers, listen to their feedback, and hear about their successes with PeopleSoft. I am already looking forward to next year’s tour.


Wednesday Apr 02, 2014

PeopleSoft @ Alliance 14

The Higher Education User Group (HEUG) Alliance 14 conference took place in Las Vegas, NV last month and was a roaring success. Over 4,250 attendees participated in the event which is focused on Higher Education and Public Sector institutions using Oracle applications and technology. The vast majority of attendees at the event are PeopleSoft applications customers.  The event kicked off with some major announcements from Oracle about its continued and committed investment in the Higher Education industry.  These announcements were:

  • Planned future release of a PeopleSoft Campus Solutions 9.2
  • Development of a totally new, cloud-based student information system
  • Continued enhancement of Oracle ERP Cloud solutions to address the industry specific requirements of Higher Education institutions

I had the distinct pleasure of sitting down with Mark Armstrong, Oracle's Vice President of Higher Eduction development to discuss these announcements in an exclusive PeopleSoft Talk interview.

In addition to these key announcements, the Alliance conference featured over 400 sessions were delivered by customers and partners with Oracle leading over 75 sessions focused on PeopleSoft. Jeff Robbins’ (Senior Director PeopleTools Strategy) “PeopleSoft General Session: Technology Update and Roadmap” session was the PeopleSoft highlight of the event with over 2,000 attendees. Other key Oracle led PeopleSoft sessions included:

  • What's New in PeopleSoft Human Capital Management 9.2 and Beyond by John Webb and Maria Ana Santiago
  • PeopleSoft Financials 9.2 Value & Roadmap: Do Much More with Less by Amira Morcos
  • PeopleSoft Supplier Lifecycle Management 9.2 and Beyond by Alexandra Dhillon
  • PeopleSoft Grants, Contracts, Projects 9.2 Value and Roadmap by Melanie Stapelman
  • PeopleSoft New User Experience and Mobile Applications by Maria Ana Santiago
  • Optimizing Maintenance Strategies Using PeopleSoft Update Manager by Mike Krajicek

The Alliance conference is always a great opportunity for the PeopleSoft team to interact with customers and listen to their feedback. This year the team met with dozens of customers and the overwhelming sentiment was the investments Oracle is making in PeopleSoft are the right ones and are adding value to their organizations. Customer’s expressed to the PeopleSoft team that what’s already been delivered in PeopleSoft 9.2 are “really good solutions”. One customer went as far to say, “The Activity Guide is the single biggest feature for them in their PeopleSoft 9.2 upgrade.” The newly redesigned user interface and marketplace integrations in PeopleSoft eProcurement 9.2 drew praise from customers. End users can intuitively requisition goods and seamlessly search marketplace items with supported integration to partner solutions.

Customer attendees at Alliance 14 also shared with the PeopleSoft team their efforts to expand the use of mobile solutions within PeopleSoft. There was a lot of discussion surrounding how to deliver PeopleSoft via a more modern, intuitive, and responsive user interface. Alliance 14 attendees look forward to when they can get the power of PeopleSoft into the hands of people on their campuses including Principal Investigators and Project Managers. In addition to mobility, Supplier Lifecycle Management (SLM) is an important focus area for the Higher Education and Public Sector customers who attend Alliance conferences as it is for many other PeopleSoft customers. Event attendees are happy with the PeopleSoft capabilities for self-service supplier onboarding already delivered in PeopleSoft 9.2. Customers shared with us their desire to see these capabilities expanded on in the future.

Legislative changes were also hot topics of discussion and feedback during the conference. These ranged from topics like DOMA, ACA, and OFCCP to the growing need for greater transparency in how institutions track and report funds. Attendees were pleased to see the PeopleSoft team led sessions addressing these topics. Furthermore customers were happy to see the PeopleSoft team’s heavy focus on increasing the flexibility of PeopleSoft applications allowing them to adapt their processes and systems. This focus ultimately means PeopleSoft customers can address the legislative changes more effectively and at a lower cost.

While the PeopleSoft team greatly appreciates feedback from our customers; customers at Alliance 14 conveyed their gratitude towards the PeopleSoft team for listening to their needs and ensuring their requirements were incorporated in to PeopleSoft applications. As an attendee from the University of Kansas said, “Meeting with the PeopleSoft team justifies coming to the conference.” This goes to show that participating in PeopleSoft user groups, whether they be HEUG, Quest, or OHUG (Oracle HCM Users Group) is a good way to be hear and influence the direction of PeopleSoft.


Wednesday Mar 26, 2014

Can PeopleSoft Projects' Funds Distribution Capabilities Help Your Organization?

In the past four months, several Public Sector entities have asked us whether the PeopleSoft Projects (ESA) applications can help them in this age of increased accountability and scrutiny. As we conversed about the challenges of tracking money provided by multiple appropriations, it very quickly became apparent that many of these Public Sector customers and prospective customers were not aware of the vast PeopleSoft fund management capabilities they either already owned and had not yet deployed or could implement as part of their PeopleSoft Financials solution.

If you work for an entity that taps multiple sources of funding for its projects, please keep reading to learn whether the PeopleSoft Projects suite's Multiple Funds Distribution (MFD) can help you accomplish more.

Who needs MFD?  Organizations that invoice and receive payment from one or more other entities to fund their projects are likely to benefit from MFD. Some examples of organizations that use MFD are metro area transit agencies and state highway departments of transportation, which typically pay for their capital projects with funds from Federal agencies (e.g., the Federal Highway Administration), state agency appropriations, and their own capital budgets. Beyond transportation-oriented organizations, MFD can be utilized by public school districts, hospitals and medical schools affiliated with public universities, non-profit agencies, and any other type of organization that has its mission funded by one or more appropriations. (Even a commercial enterprise that has its projects funded by multiple customers can benefit from MFD.)

What is Multiple Funds Distribution?  MFD is a major feature contained in the PeopleSoft Project Costing application. In short, the MFD feature contains a framework for you to setup rules that will dictate how a project is going to pay for each transaction it incurs and a process that applies those rules to incoming transactions. As your organization executes the project, the MFD feature works with other major functions in PeopleSoft Project Costing, such as Pricing Engine, Limits Processor, Accounting Rules, and more, to ensure that each cost booked to the project is distributed to the proper funding source. There is a great deal of flexibility in MFD's rules enabling you to effective date them, set thresholds after which the participation rates change, copy rules from one project activity to another, and simplify the accounting required for projects with complex funding agreements.

Why is MFD in the PeopleSoft suite?  We built this feature, because a large percentage of our PeopleSoft Financials applications customers are Public Sector entities, such as state and local governments and agencies, universities, and healthcare providers, whose mission is funded by multiple external parties.

When was MFD released?  We made MFD generally available in the 9.1 release of PeopleSoft Financials Supply Chain Management, and since its initial release, we have enhanced it to simplify the administration of rules based on feedback from customers who have implemented and use MFD.

Where and how can I find this feature?  If you implement or upgrade to either the 9.1 or 9.2 release of PeopleSoft Financials Supply Chain Management, you will have the ability to activate the MFD feature in PeopleSoft Project Costing.

Wednesday Mar 19, 2014

Win an Oracle OpenWorld 2014 Pass!

A focus area for sessions at Oracle OpenWorld 2014 in San Francisco is to highlight customer successes with the latest PeopleSoft release, PeopleSoft 9.2. With PeopleSoft 9.2 available for a year now, more and more customers are upgrading and deploying PeopleSoft 9.2 every day. If you are one of these customers, we want to hear from you! If your organization is interested in sharing your PeopleSoft 9.2 success story there are unique opportunities to do so at Oracle OpenWorld and via other forums. We will be awarding the best story received between now and April 30, 2014 one (1) complimentary pass to Oracle OpenWorld 2014 in San Francisco. So contact us at psoft-infodev_us@oracle.com; tell us who you are, your organization, what PeopleSoft applications you are using, and a brief description of why you think your story is the best PeopleSoft 9.2 success story out there.


Tuesday Mar 18, 2014

Oracle OpenWorld 2014: Call for Proposals Now Open!


The Call for Proposals for Oracle OpenWorld 2014 is now open.  Submit your PeopleSoft 9.2 success stories and other proposed session content today!  This Call for Proposals will remain open until April 15, 2014.

Oracle OpenWorld 2014 is September 28 through October 2, 2014 in San Francisco, CA.  Don't miss out on this marquee Oracle event and get notified as soon as registration opens. 

Thursday Feb 27, 2014

PeopleSoft @ COLLABORATE 14

One of the marquee events for PeopleSoft customers is right around the corner.  COLLABORATE 14 is Monday, April 7 – Friday, April 11 in Las Vegas, NV.  COLLABORATE brings together the Quest International Users Group, the Oracle Applications Users Group (OAUG), Independent Oracle Users Group (IOUG), Oracle, and customers for an event rich with education sessions, networking activities, and more.

As always, PeopleSoft will have a strong presence at COLLABORATE.  The vast majority of session content for PeopleSoft is delivered through the Quest International Users Group with over 170 PeopleSoft-centric sessions planned.  That includes over 60 PeopleSoft customer led sessions and over 45 Oracle led sessions.  Leaders from Oracle’s PeopleSoft product management and development team will be on hand to deliver updates on the investment strategy for PeopleSoft applications as well as the value PeopleSoft applications can deliver today to customers.  Key Oracle led sessions focused on PeopleSoft investment strategy and other key topics include:

  • PeopleSoft General Session: PeopleSoft Update and Roadmap (Session ID: 109590)
  • PeopleSoft General Session: Technology Update and Roadmap (Session ID: 108630)
  • What's New in PeopleSoft Human Capital Management 9.2 and Beyond (Session ID: 108450)
  • What's New in PeopleSoft Financials 9.2 and Beyond: Improve the Bottom Line (Session ID: 108770)
  • What's New in PeopleSoft Supplier Relationship Management 9.2 and Beyond (Session ID: 108410)
  • Optimizing Maintenance Strategies Using PeopleSoft Update Manager (Session ID: 108520)
  • What You Need to Know to Get Enabled on PeopleSoft 9.2 and PeopleTools 8.53 (Session ID: 108390)


Another focus area for Oracle led PeopleSoft sessions is to highlight customer successes with the latest release, PeopleSoft 9.2.  With PeopleSoft 9.2 being available for just about a year now, more and more customers are upgrading and deploying PeopleSoft 9.2 every day.  If you are one of these customers there still is a unique opportunities to share your PeopleSoft 9.2 success story at COLLABORATE 14.  If interested in sharing your PeopleSoft 9.2 success story at COLLABORATE 14, let us know.  We will be awarding the best story receive between now and March 31 one (1) complimentary pass to Oracle OpenWorld in San Francisco.  So contact us at psoft-infodev_us@oracle.com; tell us who you are, your organization, what PeopleSoft applications you are using, and a brief description of why you think your story is the best PeopleSoft 9.2 success story out there.

This year at COLLABORATE 14, in addition to focusing on delivering important updates on PeopleSoft applications, the various product teams within Oracle have worked together to deliver content on the synergies between PeopleSoft and other key Oracle solutions.  PeopleSoft attendees will not want to miss these great Oracle led sessions:

  • Jump Start Your Upgrade with UPK PeopleSoft 9.2 Content (Session ID: 108420)
  • Oracle GRC Advanced Controls For PeopleSoft (Session ID: 108700)
  • Hyperion and More, Oracle's Enterprise Performance Management for PeopleSoft (Session ID: 108500)
  • Accelerate Accounts Payable Processes with Oracle WebCenter (Session ID: 108790)
  • Get to PeopleSoft 9.2 in the Fastest, Leanest, and Lowest-Risk Way by Using the Oracle Upgrade Factory (Session ID: 108800)
  • Support in the Age of PeopleSoft Update Manager (Session ID: 108840)

So what are you waiting for? Register for COLLABORATE 14 now and I will see you there!

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.

Search

Archives
« September 2015
SunMonTueWedThuFriSat
  
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
   
       
Today