PeopleSoft FSCM Update Image #51 has been generally available since 22 July 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 #51 here are some highlights:
FUNCTIONALITY ACROSS APPLICATIONS
Insights Navigation Collection
Added the Insights Catalog navigation collection for FSCM Insights dashboards. Administrators who are granted the EOCI Insights Catalog role can access all Insights dashboards.
Insights in Fluid WorkCenters
Enhanced the Fluid WorkCenter Framework by adding the Insights grouplet. The Configure Pagelets – My insights page allows administrators to add Insights dashboards to Fluid WorkCenters. This feature has been added to Insights dashboards for PeopleSoft Billing, Commitment Control, and Payables.
Global Search Long Description
Adopted the PeopleTools 8.61 Global Search description feature to be more meaningful to the user. For example, the Global Search description for Installations Options in a PeopleTools 8.60 environment is “Setup Financials/Supply Chain”. In a PeopleTools 8.61 environment it displays “Specify installed PeopleSoft products and other installation options.”
Drop Zones for Delegation Pages
Enhanced Enterprise Component, Delegation pages to support the PeopleTools Drop Zone functionality.
Strengthen Supplier Security Using Primary Email Id and Access Code
Enhanced Supplier Relationship Management to increase supplier portal security by sending an access code to the primary email id and validating it to proceed.
Billing
Billing Spreadsheet User Enhancements
Enhanced the Billing Spreadsheet to be more user friendly. Navigation buttons are available to quickly navigate to the seven interface tables. In addition, the system remembers what row you are on when adding a new line.
Courtesy Copy Email Address
Enhanced the Standard Billing feature to automatically pull address information into the Courtesy Copy Address page. This eliminates the time needed to enter this information manually. The Courtesy Copy check box must be selected on the Contact information – Contact Customers page and Document Code INCC must be entered on the Create Customer Contacts – Documentation page.
Insights in Billing WorkCenter
Enhanced the Billing WorkCenter in Fluid by adding the My Insights grouplet. The My Insights grouplet can include the Billing Analysis and Billing Operations dashboards.
Expenses
Expenses WorkCenter in Fluid
Converted the Classic Expenses WorkCenter to the Fluid user interface. The Fluid Expenses WorkCenter includes new grouplets for My Approvals in addition to existing grouplets for My Work, Links, Queries, and Reports & Processes.
General Ledger
ChartField Security for Journal Spreadsheet Import Process
Enhanced the Spreadsheet Journal Import process to run ChartField Security checks. When a journal is imported, the system automatically verifies ChartField Security as a part of the Import process. If journals fail the ChartField Security check, they are not imported. In addition, the status of an imported journal is automatically changed to Ready to Post when the Journal Edit process completes successfully.
Attachment Link on General Ledger WorkCenter Pages
Enhanced the General Ledger WorkCenter by adding Attachment links to multiple fluid pages. This allows you to add and view attachments from the main pages without having to drill down.
Payables
Copy Distribution Lines into Journal Voucher
Added the option on Voucher entry page to copy distributions from the related voucher while creating the Journal Voucher so that the user does not have to manually enter distributions.
Embed Insights in AP Workcenter
Enhanced the Accounts Payables WorkCenter in Fluid by adding the Insights grouplet. The Insights grouplet includes the AP Payment Metrics, Early Detection and Monitoring, and Trend Analysis dashboards.
Enhance Match Exception Collaboration Center
Enhanced Match Exceptions by adding Requestor as an auto assignment option. Also, Buyer field included on the Filter options of the Match Exception Collaboration Summary page.
Enhance Voucher Upload
Enhanced the voucher upload process by including additional fields on voucher upload spreadsheet, saving login information, including additional field validation, and improving error messaging.
Remit Supplier Information on Fluid Approval
Added option to view remit supplier information on the voucher approval page.
Receivables
Accounting Tags
Added the option to enter an accounting tag on AR accounting lines to pull in a pre-defined set of ChartFields similar to Speed Types. Accounting tags will be available on online pending item entry, direct journals and worksheets including payment, credit card, maintenance, and transfer.
Display Source of Maintenance Worksheet
Added the option to indicate whether a maintenance worksheet is generated by auto-maintenance or online, identify the method used to create maintenance worksheet and the algorithm group used by the auto-maintenance process.
Include Direct Journal Payments in Collections Workbench
Enhanced Collections Workbench to include Direct Journal Payments as a new tab on the workbench when Track Direct Journal Customer option is selected at installation level.
Commitment Control
Insights in Commitment Control WorkCenter
Enhanced the Commitment Control WorkCenter in Fluid by adding the My Insights grouplet. The My Insights grouplet can include the Commitment Control Insights and Commitment Control Exceptions dashboards.
Asset Management
Remaining Asset Life to NBV Table
Enhanced the Load Net Book Value Table (AMLDNBVT) process to calculate the remaining life of an asset and store it in the Asset Net Book Value reporting table. This will provide essential data for depreciation queries used in monthly and annual reporting.
Lease Administration
Workflow Approvals for New Lease Activation and Amendments
Added the Approval Workflow Engine (AWE) processes for Lease Activation and Amendment transactions. The approvals can be configured to diverse operational structures. The notifications for approvers and requesters will increase operational efficiency and the comprehensive audit trail for each approval will provide clear accountability.
Maintenance Management
Service Request Inbox in Fluid
Added the Service Request Inbox to Fluid, which allows the service request agents and technicians to easily search, view, modify, or add service requests through the streamlined user interface.
Inactivate Preventive Maintenance Schedules for Disposed Assets
Added the ability to automatically inactivate preventive maintenance schedules with the retired assets. This will help maintain data accuracy and reduce user workload.
Project Costing
Improved Tracking of Monthly Integrations with General Ledger
Added a process to update year, period, and journal date in Project Costing to match that used in General Ledger. The process applies to transactions sent from Projects to General Ledger and streamlines the monthly reconciliation of transactional data across the Project Costing and General Ledger applications.
Resource Management
Additional Drop Zones on Classic Pages
Added Drop Zones to the classic pages Assign Resource and Resource Requests in Resource Management. Drop Zones provide an area on a page reserved for customer use to map organization-valued entries.
Grants
Notification Composer Framework in Grants
Notifications for award milestones coming due and notifications for changes to proposal status have been migrated to the Notification Composer. Delivered through PeopleSoft Enterprise Components, Notification Composer, provides a centralized framework to create and manage all your notifications within PeopleSoft applications. Notification Composer streamlines multiple notification methods and frameworks into a single approach.
Terminology Update from CFDA to ALN
Enhanced Grants pages and Cost Reimbursable Awards dashboard to update the terminology from CFDA (Catalog of Federal Domestic Assistance) to ALN (Assistance Listing Number). Enhanced the award and proposal to display the prime sponsor when applicable. Enhanced sponsor general information to identify a headquarters location.
Strategic sourcing/Purchasing/eProcurement.
Fluid Requisition Inquiry
Enhanced fluid eProcurement by adding fluid Requisition Inquiry in various places within ePro, for example, My Requisitions.
OBN Integration with eProcurement
Enhanced eProcurement to integrate punchout via OBN into the Create Requisition process.
Redesigned Search Results, Favorites, Templates, and Item History Pages to Reduce Clicks
Enhanced the fluid Create Requisition feature to modernize Search Results, Favorites, Templates, and Item History pages to reduce page navigation.
Default Buyer’s Email Address for PO Dispatch Email
Enhanced Purchase Order to send the PO dispatch email from buyer, system, or specific email id. You can also include or exclude buyers from the PO dispatch email.
RTI for Supplier Purchase Order Activity and Performance Insights
Added the ability to turn off Real Time Indexing (RTI) when certain high volume batch jobs that update Procurement Contracts and Purchasing Effectiveness insights. When RTI is disabled, it is recommended that incremental indexing for these insights be run, which will automatically enable RTI again when finished.
Update Utility for PO Contracts
Enhanced Purchasing to import Procurement Contracts using Delimited File Layout and Fixed File Layout. Also, enhanced Maintain Imported Contracts to update the new and existing contracts information.
Inventory Management
Add Lot Expiration Date to Advanced Shipping Notice and EDI/XML Transaction
Enhanced Inventory products to add Lot Expiration Date field to the Advanced Shipping Notice transaction in EDI/XML modes.
Add Additional Information to the Inventory Manage Replenishment Request
Enhanced Inventory product, Manage Replenishment Requests component to display the additional fields based on the configuration on the Setup Item Replenishment and Setup Replenishment Page.
Supplier Contract Management
Cancel and Reuse Amendment Sequence Number
Added the ability to cancel and reuse amendment sequence numbers for future amendments to match the audit control requirements.
You can also watch the PUM Image highlights video below: