Learn about the PeopleSoft FSCM Image #48 release and the list of features that stand out

PeopleSoft FSCM Update Image #48 has been generally available since 25 July 2023, 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 #48 here are some highlights:

FUNCTIONALITY ACROSS APPLICATIONS

Page and Field Configurator Change Tracking

Enhanced Page and Field Configurator to identify and track changes made by users to information. A history of changes can be displayed as related content on the relevant page.

PeopleTools Terminology Change

Adopted the PeopleTools Terminology change from Elasticsearch and Kibana to OpenSearch and PeopleSoft Insights. All dashboard references now refer to Insights, which is the new name for analytics. Search references are changed to OpenSearch throughout FSCM.

Billing

Log all Finalization Errors

Enhanced the Finalization process (BIIVC000) to capture all validation errors in the message log. Use the Review Invoice Errors component to review all errors. Use the Standard Billing or the Express Billing components to correct errors found during this process.

View Invoice Approval Chain and Comments

The Billing Inquiry page has been enhanced to view the approval status, departmental approval chain, and comments.

Default Collector and Credit Analyst

The create billing process has been enhanced to default the Collector and Credit Analyst from the bill source, bill type, and billing option setup.

Dashboard Terminology Change

Adopted the PeopleTools change from Kibana to PeopleSoft Insights for Billing. All dashboard roles now refer to Insights and security changes are mad for content references as well as roles and user profiles.

Expenses

GPS Mileage Calculation

The Automobile Mileage feature has been enhanced to automatically complete addresses when entering the starting and ending points. The system searches for a match and displays the top four matches. This feature uses Oracle eLocation Services.

Link My Wallet Entries with Existing Expense Reports

My Wallet feature has been enhanced to associate, or link, a My Wallet entry to an existing expense report. This allows you to clean up My Wallet entries that have not been pulled into an expense report but should have been.

Process Escheated Expenses

Added the Escheatment process to the Expense Processes page. Run this process after Payables places an expense amount in the Escheatment account. The  Escheatment process changes the status of the expense report to Escheated Payment and creates accounting entries to reverse the liability.

Dashboard Terminology Change

Adopted the PeopleTools change from Kibana to PeopleSoft Insights for Expenses. All dashboard roles now refer to Insights and security changes are mad for content references as well as roles and user profiles.

General Ledger

Access Journal Edit from Fluid Approval Page

Pending Approval page in Fluid has been enhanced to access and edit a journal. The Edit Journal link takes you to the Create/Update Journal Entries page.

Prevent Deletion of Journal Entries

Enhanced the Journal Delete process to verify a user’s role prior to deleting a journal that was created by another user. This verification occurs from the Create/Update Journal Entries page. The usage of this feature is determined on the Installation Options page for General Ledger. If you choose to use this feature, set up which roles are allowed to delete journals that are created by another user. User can continue to delete journals that they created, and this feature does not impact mass journal delete.

Dashboard Terminology Change

Adopted the PeopleTools change from Kibana to PeopleSoft Insights for General Ledger. All dashboard roles now refer to Insights and security changes are mad for content references as well as roles and user profiles.

Payables

Canadian T4A XML File

Added support for Canadian T4A/ T4A-NR XML file creation.

Ability to Edit Voucher from FLUID Approval Page

The ability to edit a voucher from the Fluid Approval page has been added.

US Federal IPAC Transaction Subcategory Code

Added support for U.S. Federal IPAC transaction subcategory code.

Match Exception Collaboration Center Enhancements

The Match Exception Collaboration Center has been enhanced by providing an auto-assignment option to group setup, several performance improvements, aging filter enhancements, and adding fields to match exception Summary and Detail pages.

Dashboard Terminology Change

Adopted the PeopleTools change from Kibana to PeopleSoft Insights for Payables. All dashboard roles now refer to Insights and security changes are mad for content references as well as roles and user profiles.

Receivables

Support for U.S. Federal IPAC

Added support for U.S. Federal IPAC transaction subcategory code.

Dashboard Terminology Change

Adopted the PeopleTools change from Kibana to PeopleSoft Insights for Receivables. All dashboard roles now refer to Insights and security changes are mad for content references as well as roles and user profiles.

Direct Journal Enhancements

The option to copy direct journals from existing journals has been added. Also, added the ability to mark direct journals as complete or budget check direct journals en-masse.

Commitment Control

Insights for Commitment Control Reporting

Enhanced Commitment Control analytics using PeopleSoft Insights dashboard. The Commitment Control Insights dashboard provides a summarized view of ledger balances with the ability to drill down to detail budget and source transaction lines for an expense ledger group.

Asset Management

Fluid Asset Management WorkCenter

Added the Fluid Asset Management WorkCenter, allowing users to access the most frequently used Asset Management components efficiently. The My Work pagelet allows users the ability to quickly view and take action on interface transactions, pending processes, and processing exceptions. The Links pagelet minimizes the number of clicks to access critical path components and pages. The Queries pagelet can include links to Query Manager, public queries, and pivot grids. The Reports/Processes pagelet provides access to system-defined reports and processes depending on the permissions.

Dashboard Terminology Change

Adopted the PeopleTools change from Kibana to PeopleSoft Insights for Asset Management. All dashboard roles now refer to Insights and security changes are mad for content references as well as roles and user profiles.

Lease Administration

Enhanced Lease Clause Data Capture

Enhanced leases with the ability to capture clause-specific user-defined fields, notes, attachments, and supplemental data.

Accounting for Variable Lease Expense

The Accounting Entry Templates to capture variable lease payment amounts not included in the lease liability has been enhanced. PeopleSoft delivers two new Accounting Entry types: VE Variable Lease Expense (debit) and VC Variable Lease Expense Contra (credit).

Dashboard Terminology Change

Adopted the PeopleTools change from Kibana to PeopleSoft Insights for Lease Administration. All dashboard roles now refer to Insights and security changes are mad for content references as well as roles and user profiles.

Maintenance Management

PO Contract and Item Price for Work Orders

Enhanced the Work Order Procurement tab to include Supplier Item ID, Procurement Contract Price, and Contract Line keys. These fields are optional and default to the requisition and/or purchase order.

Integrate Procurement Contracts with Maintenance Management Work Orders

Enhanced the Work Order Purchase/On-Hand Schedule with the ability to search and select non-contract and contract-related supplier items and load corresponding supplier item and price information into the Purchasing system.

Dashboard Terminology Change

Adopted the PeopleTools change from Kibana to PeopleSoft Insights for Maintenance Management. All dashboard roles now refer to Insights and security changes are mad for content references as well as roles and user profiles.

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.

Project Costing

Project Request Activity Guide

Added the Fluid Project Request activity guide providing organizations the ability to collect key project information from the requester such as business unit, description, start and end dates, project manager, location, team members, and activity information. Requests are routed to approvers using the approval workflow engine and available on the fluid approvals tile with options to add to or adjust submitted information as required.

Dashboard Terminology Change

Adopted the PeopleTools change from Kibana to PeopleSoft Insights for Project Costing. All dashboard roles now refer to Insights and security changes are mad for content references as well as roles and user profiles.

Strategic sourcing/Purchasing/ePro

Attachment Pages UI Standardization

Enhanced Supplier Relationship Management to make the user interface for viewing or downloading of attachments in Supplier-Bidder Registration and Supplier Change Request Review pages consistent with the attachment maintenance pages.

Keyword Search in My Requisitions

My Requisitions search in Fluid to include keyword search capabilities has been enhanced.

Create Requisition Enhancements

The Create Requisition feature in Fluid to present Special Requests, Fixed Cost Services, Variable Cost Services, and Time and Material pages in a consistent manner has been enhanced.

Weighted Sort Rules

The Fluid Create Requisition to present catalog search results based on Weighted Sort Rules for relevance has been enhanced. Administrators can define a rule with weights and visibility for multiple attributes, which is used by the sort algorithm to dynamically push the items with the highest total weight to the top of the search results.

Batch Switch Uptake for PO/Receipts

Real Time Indexing (RTI) for Purchase Order Receipts to consider high-volume batch jobs to improve performance has been enhanced. You should run incremental indexing for receipts when RTI is disabled. This process automatically enables RTI when finished.

Inventory Management

Dashboard Terminology Change

Adopted the PeopleTools change from Kibana to PeopleSoft Insights for Inventory. All dashboard roles now refer to Insights and security changes are mad for content references as well as roles and user profiles.

Mobile Inventory Management

Accounting Tag for Mobile Inventory Express Issue

Enhanced Express Issue transaction of both Inventory and Mobile Inventory with Accounting tag functionality and custom configurable ChartField Display Templates.

Supplier Contract Management

DocuSign Signing Groups

Enhanced the DocuSign signature method to accommodate multi-recipient document signing using Signing Groups.

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:

PUM Image#48