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PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

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Page 1: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

PeopleSoft Financial Update amp Roadmap

Taking Innovation to Higher Levels

Amira MorcosSenior DirectorOracle Product StrategyJune 18 2018

Oracle Confidential ndash Restricted 2

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Safe Harbor Statement

The following is intended to outline our general product direction It is intended for information purposes only and may not be incorporated into any contract It is not a commitment to deliver any material code or functionality and should not be relied upon in making purchasing decisions The development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

The State of PeopleSoftStrong Customer Adoption Driven by Continued Investment and Long-Term Support

5000+customers worldwide

80adoption rate

1500+new features delivered

2030support ldquothrough at leastrdquo

MW

Confidential ndash Oracle Restricted

12 ndash 18 rolling month roadmap

4xa year updates are delivered

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Simplify Navigation amp Execution for All UsersGlobal Search with Related Actions via Elastic Search

6Oracle Confidential ndash Restricted Use Only

Global Search for Procure to Pay

Component Search for Contracts

Billing and AR (Image 28)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Simplify Navigation amp Execution for All UsersNavigation Collections for Your Business Needs

7Oracle Confidential ndash Restricted Use Only

Financials Procurement Assets and Projects

(Image 18)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 8

Simplicity Improves Operational EfficiencyFluid Payment Request Copy (Image 18 amp 25)

Reduce Workload for Accounts Payable

Reduce Training Effort for Business Users

KEY Attributes

Access via Self Service

Easy to Use

Full Control via Workflow

Now with Copy (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 9

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Public Access amp Secure Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage Opportunities Announcements Supplier Registrations

Role Based Tile Navigation

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 10

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Secure Access Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage ASNs Receipts Bidding Opportunities Profiles ContractsAgreements

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 11

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls

Reduce Workload and Costs for Accounts Payable

Improve Supplier Relationships

Recognize Discounts

Reduce Liabilities

Image 28

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 12

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls (Image 28)

Supplier Self Service and Inquiry

Invoice Submissions with new PO Flip

Real Time Dispute Resolution

Supplier Upload of Invoices

Discussion Service

Dynamic Discounting to Reduce Liabilities

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Simplicity Improves Customer SatisfactionPeopleSoft Fluid eBill Payment (Image 24)

Reduce Collection Costs

Improve customer relationships

Improve Asset Position

Easy to use

Step by step payment cart

Robust payment methods

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 14

Live lsquoReimaginersquo Event

Reimagine Customer and Supplier Collaboration

With PeopleSoft eBill Payment and eSettlements

Success Stories

Real-world benefits learned from fellow customers

Talk to the PeopleSoft owners of the powerful solutions on current capabilities and the plan for the roadmap

Wednesday July 18

915 ndash 1045

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 2: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Safe Harbor Statement

The following is intended to outline our general product direction It is intended for information purposes only and may not be incorporated into any contract It is not a commitment to deliver any material code or functionality and should not be relied upon in making purchasing decisions The development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

The State of PeopleSoftStrong Customer Adoption Driven by Continued Investment and Long-Term Support

5000+customers worldwide

80adoption rate

1500+new features delivered

2030support ldquothrough at leastrdquo

MW

Confidential ndash Oracle Restricted

12 ndash 18 rolling month roadmap

4xa year updates are delivered

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Simplify Navigation amp Execution for All UsersGlobal Search with Related Actions via Elastic Search

6Oracle Confidential ndash Restricted Use Only

Global Search for Procure to Pay

Component Search for Contracts

Billing and AR (Image 28)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Simplify Navigation amp Execution for All UsersNavigation Collections for Your Business Needs

7Oracle Confidential ndash Restricted Use Only

Financials Procurement Assets and Projects

(Image 18)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 8

Simplicity Improves Operational EfficiencyFluid Payment Request Copy (Image 18 amp 25)

Reduce Workload for Accounts Payable

Reduce Training Effort for Business Users

KEY Attributes

Access via Self Service

Easy to Use

Full Control via Workflow

Now with Copy (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 9

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Public Access amp Secure Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage Opportunities Announcements Supplier Registrations

Role Based Tile Navigation

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 10

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Secure Access Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage ASNs Receipts Bidding Opportunities Profiles ContractsAgreements

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 11

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls

Reduce Workload and Costs for Accounts Payable

Improve Supplier Relationships

Recognize Discounts

Reduce Liabilities

Image 28

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 12

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls (Image 28)

Supplier Self Service and Inquiry

Invoice Submissions with new PO Flip

Real Time Dispute Resolution

Supplier Upload of Invoices

Discussion Service

Dynamic Discounting to Reduce Liabilities

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Simplicity Improves Customer SatisfactionPeopleSoft Fluid eBill Payment (Image 24)

Reduce Collection Costs

Improve customer relationships

Improve Asset Position

Easy to use

Step by step payment cart

Robust payment methods

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 14

Live lsquoReimaginersquo Event

Reimagine Customer and Supplier Collaboration

With PeopleSoft eBill Payment and eSettlements

Success Stories

Real-world benefits learned from fellow customers

Talk to the PeopleSoft owners of the powerful solutions on current capabilities and the plan for the roadmap

Wednesday July 18

915 ndash 1045

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 3: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

The State of PeopleSoftStrong Customer Adoption Driven by Continued Investment and Long-Term Support

5000+customers worldwide

80adoption rate

1500+new features delivered

2030support ldquothrough at leastrdquo

MW

Confidential ndash Oracle Restricted

12 ndash 18 rolling month roadmap

4xa year updates are delivered

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Simplify Navigation amp Execution for All UsersGlobal Search with Related Actions via Elastic Search

6Oracle Confidential ndash Restricted Use Only

Global Search for Procure to Pay

Component Search for Contracts

Billing and AR (Image 28)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Simplify Navigation amp Execution for All UsersNavigation Collections for Your Business Needs

7Oracle Confidential ndash Restricted Use Only

Financials Procurement Assets and Projects

(Image 18)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 8

Simplicity Improves Operational EfficiencyFluid Payment Request Copy (Image 18 amp 25)

Reduce Workload for Accounts Payable

Reduce Training Effort for Business Users

KEY Attributes

Access via Self Service

Easy to Use

Full Control via Workflow

Now with Copy (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 9

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Public Access amp Secure Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage Opportunities Announcements Supplier Registrations

Role Based Tile Navigation

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 10

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Secure Access Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage ASNs Receipts Bidding Opportunities Profiles ContractsAgreements

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 11

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls

Reduce Workload and Costs for Accounts Payable

Improve Supplier Relationships

Recognize Discounts

Reduce Liabilities

Image 28

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 12

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls (Image 28)

Supplier Self Service and Inquiry

Invoice Submissions with new PO Flip

Real Time Dispute Resolution

Supplier Upload of Invoices

Discussion Service

Dynamic Discounting to Reduce Liabilities

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Simplicity Improves Customer SatisfactionPeopleSoft Fluid eBill Payment (Image 24)

Reduce Collection Costs

Improve customer relationships

Improve Asset Position

Easy to use

Step by step payment cart

Robust payment methods

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 14

Live lsquoReimaginersquo Event

Reimagine Customer and Supplier Collaboration

With PeopleSoft eBill Payment and eSettlements

Success Stories

Real-world benefits learned from fellow customers

Talk to the PeopleSoft owners of the powerful solutions on current capabilities and the plan for the roadmap

Wednesday July 18

915 ndash 1045

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 4: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Simplify Navigation amp Execution for All UsersGlobal Search with Related Actions via Elastic Search

6Oracle Confidential ndash Restricted Use Only

Global Search for Procure to Pay

Component Search for Contracts

Billing and AR (Image 28)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Simplify Navigation amp Execution for All UsersNavigation Collections for Your Business Needs

7Oracle Confidential ndash Restricted Use Only

Financials Procurement Assets and Projects

(Image 18)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 8

Simplicity Improves Operational EfficiencyFluid Payment Request Copy (Image 18 amp 25)

Reduce Workload for Accounts Payable

Reduce Training Effort for Business Users

KEY Attributes

Access via Self Service

Easy to Use

Full Control via Workflow

Now with Copy (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 9

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Public Access amp Secure Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage Opportunities Announcements Supplier Registrations

Role Based Tile Navigation

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 10

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Secure Access Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage ASNs Receipts Bidding Opportunities Profiles ContractsAgreements

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 11

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls

Reduce Workload and Costs for Accounts Payable

Improve Supplier Relationships

Recognize Discounts

Reduce Liabilities

Image 28

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 12

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls (Image 28)

Supplier Self Service and Inquiry

Invoice Submissions with new PO Flip

Real Time Dispute Resolution

Supplier Upload of Invoices

Discussion Service

Dynamic Discounting to Reduce Liabilities

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Simplicity Improves Customer SatisfactionPeopleSoft Fluid eBill Payment (Image 24)

Reduce Collection Costs

Improve customer relationships

Improve Asset Position

Easy to use

Step by step payment cart

Robust payment methods

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 14

Live lsquoReimaginersquo Event

Reimagine Customer and Supplier Collaboration

With PeopleSoft eBill Payment and eSettlements

Success Stories

Real-world benefits learned from fellow customers

Talk to the PeopleSoft owners of the powerful solutions on current capabilities and the plan for the roadmap

Wednesday July 18

915 ndash 1045

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 5: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Simplify Navigation amp Execution for All UsersGlobal Search with Related Actions via Elastic Search

6Oracle Confidential ndash Restricted Use Only

Global Search for Procure to Pay

Component Search for Contracts

Billing and AR (Image 28)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Simplify Navigation amp Execution for All UsersNavigation Collections for Your Business Needs

7Oracle Confidential ndash Restricted Use Only

Financials Procurement Assets and Projects

(Image 18)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 8

Simplicity Improves Operational EfficiencyFluid Payment Request Copy (Image 18 amp 25)

Reduce Workload for Accounts Payable

Reduce Training Effort for Business Users

KEY Attributes

Access via Self Service

Easy to Use

Full Control via Workflow

Now with Copy (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 9

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Public Access amp Secure Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage Opportunities Announcements Supplier Registrations

Role Based Tile Navigation

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 10

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Secure Access Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage ASNs Receipts Bidding Opportunities Profiles ContractsAgreements

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 11

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls

Reduce Workload and Costs for Accounts Payable

Improve Supplier Relationships

Recognize Discounts

Reduce Liabilities

Image 28

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 12

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls (Image 28)

Supplier Self Service and Inquiry

Invoice Submissions with new PO Flip

Real Time Dispute Resolution

Supplier Upload of Invoices

Discussion Service

Dynamic Discounting to Reduce Liabilities

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Simplicity Improves Customer SatisfactionPeopleSoft Fluid eBill Payment (Image 24)

Reduce Collection Costs

Improve customer relationships

Improve Asset Position

Easy to use

Step by step payment cart

Robust payment methods

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 14

Live lsquoReimaginersquo Event

Reimagine Customer and Supplier Collaboration

With PeopleSoft eBill Payment and eSettlements

Success Stories

Real-world benefits learned from fellow customers

Talk to the PeopleSoft owners of the powerful solutions on current capabilities and the plan for the roadmap

Wednesday July 18

915 ndash 1045

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 6: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Simplify Navigation amp Execution for All UsersNavigation Collections for Your Business Needs

7Oracle Confidential ndash Restricted Use Only

Financials Procurement Assets and Projects

(Image 18)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 8

Simplicity Improves Operational EfficiencyFluid Payment Request Copy (Image 18 amp 25)

Reduce Workload for Accounts Payable

Reduce Training Effort for Business Users

KEY Attributes

Access via Self Service

Easy to Use

Full Control via Workflow

Now with Copy (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 9

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Public Access amp Secure Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage Opportunities Announcements Supplier Registrations

Role Based Tile Navigation

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 10

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Secure Access Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage ASNs Receipts Bidding Opportunities Profiles ContractsAgreements

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 11

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls

Reduce Workload and Costs for Accounts Payable

Improve Supplier Relationships

Recognize Discounts

Reduce Liabilities

Image 28

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 12

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls (Image 28)

Supplier Self Service and Inquiry

Invoice Submissions with new PO Flip

Real Time Dispute Resolution

Supplier Upload of Invoices

Discussion Service

Dynamic Discounting to Reduce Liabilities

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Simplicity Improves Customer SatisfactionPeopleSoft Fluid eBill Payment (Image 24)

Reduce Collection Costs

Improve customer relationships

Improve Asset Position

Easy to use

Step by step payment cart

Robust payment methods

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 14

Live lsquoReimaginersquo Event

Reimagine Customer and Supplier Collaboration

With PeopleSoft eBill Payment and eSettlements

Success Stories

Real-world benefits learned from fellow customers

Talk to the PeopleSoft owners of the powerful solutions on current capabilities and the plan for the roadmap

Wednesday July 18

915 ndash 1045

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 7: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 8

Simplicity Improves Operational EfficiencyFluid Payment Request Copy (Image 18 amp 25)

Reduce Workload for Accounts Payable

Reduce Training Effort for Business Users

KEY Attributes

Access via Self Service

Easy to Use

Full Control via Workflow

Now with Copy (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 9

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Public Access amp Secure Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage Opportunities Announcements Supplier Registrations

Role Based Tile Navigation

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 10

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Secure Access Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage ASNs Receipts Bidding Opportunities Profiles ContractsAgreements

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 11

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls

Reduce Workload and Costs for Accounts Payable

Improve Supplier Relationships

Recognize Discounts

Reduce Liabilities

Image 28

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 12

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls (Image 28)

Supplier Self Service and Inquiry

Invoice Submissions with new PO Flip

Real Time Dispute Resolution

Supplier Upload of Invoices

Discussion Service

Dynamic Discounting to Reduce Liabilities

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Simplicity Improves Customer SatisfactionPeopleSoft Fluid eBill Payment (Image 24)

Reduce Collection Costs

Improve customer relationships

Improve Asset Position

Easy to use

Step by step payment cart

Robust payment methods

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 14

Live lsquoReimaginersquo Event

Reimagine Customer and Supplier Collaboration

With PeopleSoft eBill Payment and eSettlements

Success Stories

Real-world benefits learned from fellow customers

Talk to the PeopleSoft owners of the powerful solutions on current capabilities and the plan for the roadmap

Wednesday July 18

915 ndash 1045

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 8: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 9

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Public Access amp Secure Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage Opportunities Announcements Supplier Registrations

Role Based Tile Navigation

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 10

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Secure Access Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage ASNs Receipts Bidding Opportunities Profiles ContractsAgreements

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 11

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls

Reduce Workload and Costs for Accounts Payable

Improve Supplier Relationships

Recognize Discounts

Reduce Liabilities

Image 28

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 12

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls (Image 28)

Supplier Self Service and Inquiry

Invoice Submissions with new PO Flip

Real Time Dispute Resolution

Supplier Upload of Invoices

Discussion Service

Dynamic Discounting to Reduce Liabilities

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Simplicity Improves Customer SatisfactionPeopleSoft Fluid eBill Payment (Image 24)

Reduce Collection Costs

Improve customer relationships

Improve Asset Position

Easy to use

Step by step payment cart

Robust payment methods

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 14

Live lsquoReimaginersquo Event

Reimagine Customer and Supplier Collaboration

With PeopleSoft eBill Payment and eSettlements

Success Stories

Real-world benefits learned from fellow customers

Talk to the PeopleSoft owners of the powerful solutions on current capabilities and the plan for the roadmap

Wednesday July 18

915 ndash 1045

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 9: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 10

Intuitive Self Service Reduces CostsPeopleSoft Fluid Supplier Portal ndash Secure Access Content

Reduce Buying Organization Workload

Improve Supplier Relationships

Manage ASNs Receipts Bidding Opportunities Profiles ContractsAgreements

Image 23

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 11

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls

Reduce Workload and Costs for Accounts Payable

Improve Supplier Relationships

Recognize Discounts

Reduce Liabilities

Image 28

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 12

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls (Image 28)

Supplier Self Service and Inquiry

Invoice Submissions with new PO Flip

Real Time Dispute Resolution

Supplier Upload of Invoices

Discussion Service

Dynamic Discounting to Reduce Liabilities

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Simplicity Improves Customer SatisfactionPeopleSoft Fluid eBill Payment (Image 24)

Reduce Collection Costs

Improve customer relationships

Improve Asset Position

Easy to use

Step by step payment cart

Robust payment methods

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 14

Live lsquoReimaginersquo Event

Reimagine Customer and Supplier Collaboration

With PeopleSoft eBill Payment and eSettlements

Success Stories

Real-world benefits learned from fellow customers

Talk to the PeopleSoft owners of the powerful solutions on current capabilities and the plan for the roadmap

Wednesday July 18

915 ndash 1045

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 10: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 11

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls

Reduce Workload and Costs for Accounts Payable

Improve Supplier Relationships

Recognize Discounts

Reduce Liabilities

Image 28

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 12

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls (Image 28)

Supplier Self Service and Inquiry

Invoice Submissions with new PO Flip

Real Time Dispute Resolution

Supplier Upload of Invoices

Discussion Service

Dynamic Discounting to Reduce Liabilities

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Simplicity Improves Customer SatisfactionPeopleSoft Fluid eBill Payment (Image 24)

Reduce Collection Costs

Improve customer relationships

Improve Asset Position

Easy to use

Step by step payment cart

Robust payment methods

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 14

Live lsquoReimaginersquo Event

Reimagine Customer and Supplier Collaboration

With PeopleSoft eBill Payment and eSettlements

Success Stories

Real-world benefits learned from fellow customers

Talk to the PeopleSoft owners of the powerful solutions on current capabilities and the plan for the roadmap

Wednesday July 18

915 ndash 1045

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 11: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Internal 12

Intuitive Self Service Reduces CostsPeopleSoft Fluid eSettlements ndash Reduce the Annoying Vendor Calls (Image 28)

Supplier Self Service and Inquiry

Invoice Submissions with new PO Flip

Real Time Dispute Resolution

Supplier Upload of Invoices

Discussion Service

Dynamic Discounting to Reduce Liabilities

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Simplicity Improves Customer SatisfactionPeopleSoft Fluid eBill Payment (Image 24)

Reduce Collection Costs

Improve customer relationships

Improve Asset Position

Easy to use

Step by step payment cart

Robust payment methods

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 14

Live lsquoReimaginersquo Event

Reimagine Customer and Supplier Collaboration

With PeopleSoft eBill Payment and eSettlements

Success Stories

Real-world benefits learned from fellow customers

Talk to the PeopleSoft owners of the powerful solutions on current capabilities and the plan for the roadmap

Wednesday July 18

915 ndash 1045

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 12: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Simplicity Improves Customer SatisfactionPeopleSoft Fluid eBill Payment (Image 24)

Reduce Collection Costs

Improve customer relationships

Improve Asset Position

Easy to use

Step by step payment cart

Robust payment methods

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 14

Live lsquoReimaginersquo Event

Reimagine Customer and Supplier Collaboration

With PeopleSoft eBill Payment and eSettlements

Success Stories

Real-world benefits learned from fellow customers

Talk to the PeopleSoft owners of the powerful solutions on current capabilities and the plan for the roadmap

Wednesday July 18

915 ndash 1045

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 13: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 14

Live lsquoReimaginersquo Event

Reimagine Customer and Supplier Collaboration

With PeopleSoft eBill Payment and eSettlements

Success Stories

Real-world benefits learned from fellow customers

Talk to the PeopleSoft owners of the powerful solutions on current capabilities and the plan for the roadmap

Wednesday July 18

915 ndash 1045

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 14: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Cash Management Home Page (Image 10)

Expansive Visibility of Cash

Ensure sufficient funding

Improve bottom line

Increase return on

investment

Manage global cash

Accurately forecast

shortlong term cash

needs

Oracle Confidential ndash Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 15: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureAccurate Global Cash Position Forecast (Image 10)

Configurable Views

Configurable Sources

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 16: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Optimize Liquidity amp Reduce ExposureCash Forecast Details (Image 25)

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 17: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle InternalRestrictedHighly Restricted 18

Forecast Balance Before Transfer

Bank Transfer on the Go

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 18: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Financial Analytics

Expand Visibility Through Reporting and Analytics

KEY BENEFITS

Insights into Financial

Performance

Support Departmental DecisionsKEY FEATURES

Major KPIs with Drilldown

Real Time Business data

Personalized Analytics

BusinessDepartment owners

No additional license

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 19: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Streamlined Business ProcessesFinance and Accounting Home Page (Image 26)

KEY BENEFITS

Support Business Growth and Expansion Swiftly

Drive Efficiency in Finance

KEY FEATURES

Focus on Finance amp Accounting users

Manage and delegate work

Easy to navigate to critical tasks

Oracle Confidential ndash Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 20: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Highly Restricted

Business Entity Lifecycle Management

Support Business Expansion and Growth

New Business Entity

Acquisition

On-going Business

Operation

Sale or Disposition

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 21: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Business Unit Management (Image 19)

Support Business Expansion and Growth

Support Business Growth and Expansion Swiftly

Drive Efficiency

Leverage Questionnaires

Copy Existing Structure

Use Default Values with Updates as Needed

Support Maintenance Activities

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 22: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Copy Subledger Business Unit

Business Entity Lifecycle Management

Support Business Growth and Expansion Swiftly

Drive Efficiency

Simplify Complex Process

Copy Existing Structure Linked GL Business Unit

Start with Core AP and AR

Use Default Values with Updates as Needed

Oracle Confidential ndash Highly Restricted

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 23: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Disposition of Entities

Business Entity Lifecycle Management

Support Business Growth and Divestures

Drive Efficiency

Simplify Complex Process

Configure Shutdown by Process

Allow Completion of In-Progress Transactions

Support Reporting and Inquiry

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 24: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Financial Structure Change Request (Image 25)

Connecting Business Users to Simple Request

KEY BENEFITS

Increase Productivity Thru

Simplicity

Anywhere Anytime

Empower Business Users

KEY FEATURES

Access via Self Service

Leverage Questionnaires and Configurable Templates

Manage ChartField Trees

Collaborate with Approvers

Perform Impact Analysis

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 25: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Improve Financial Accounting EfficiencySimplified Journal Entry (discuss demo with Jian)

Improve Operational Efficiency

KEY FEATURES

Configurable Template

Render by User or Role

Upload Attachments

Access via Self Service

Oracle Confidential ndashRestricted 29

Reduce Complexity for Business Users

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 26: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 27

Focus on Critical Business Flows

PeopleSoft General Ledger Update amp Roadmap

Support Stakeholders in Making EffectiveDecisions

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

1245 ndash 145

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 27: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 28: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Emerging Technologies

The Next Big Thing

Confidential ndash Oracle Restricted

Chatbots

Machine Learning

Artificial Intelligence

Recommendations

Blockchain

Natural Language Processing

bull Value Additive

bull Targeted

bull Secure

bull Mobile

bull Auditable

bull Contextual

Investigation Phase

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 29: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Current State of Analysis

Work in Process

Evaluate Use Cases

Investigate Approach

Solicit Input

bull Chatbots PeopleSoft lsquoHelprsquo eProcurement Bot Supplier Onboarding Bot Accounting Bot Expenses Bot Absence Bot Benefits Bot

bull Recommender Systems Payment Predictor Supplier Risk Supplier Bid Initiation Project Risk Learning Career Path

bull Process Automation Mining Payment Automation Invoice Matching Procure to Pay bottlenecks

bull Customer Advisory Board Discussions with each pillar Customer exploration in progress

bull Partner Insights Various offerings available or under evaluation

bull Idea Spaces Broad-based input prioritization discussion

bull Focus Groups Enacted as focused work demands

bull Oracle Solutions Evaluate options and lsquofitrsquo with PeopleSoft PeopleToolsarchitecture

bull Technical POCs Validate models functionality configurability supportability etc

bull Security Implications for both cloud and on-premisecustomers

bull Delivery Foundation architecture relationship to applications maintenance and more

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 30: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business Process

PeopleSoft Financials Clearinghouse for All External Sources

InterIntra UnitAccounting

Combination Editing

ChartFieldMass Change

Manual ChangesLedger

Balancing

Correction WorkbenchError Reporting

New

Acc

ou

nti

ng

General Ledger

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 31: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2018 Oracle andor its affiliates All rights reserved |

Transform the Business ProcessPeopleSoft Financial Clearinghouse

Leverage powerful workbench to apply mass change rules

Focus changes by external data source

Accounting Data Search

Error Correction Rules to Apply

Accounting Rows in Error

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 32: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI TR)

Improve Departmental Productivity Through Simplicity

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 33: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

My Work Scope

Ability to toggle between work for

different operations with one push

button

Shows all results for selected grouping

User defines their work scope

Expand WorkCenter Usability amp Efficiency

Increase efficiency by reducing effort of viewing and managing work

Slice amp Dice Work via Scope (Image 19)

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 34: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

WorkCenter My Work Filter Value Inquiry (Image 24)

Improve Operational Productivity

Insure that all work is accounted for

Allows Administrator to see the filter values for all users for a filter

Works with Filter Values (Not Scope Views)

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 35: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Ability to delete bills in cancelled status

Include supporting documents in email or in printing of invoice

Unpost direct journals posted

AR Update Expansion

Disallow Activity in Closed Period

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 36: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Improve Departmental Productivity Through SimplicityAR Update Expansions (Image 21)

Highly requested

by customers through

Idea Space

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 37: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2018 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted

Highly Requested for Credit to Cash

Improve Departmental Productivity Through Simplicity

Increase staff productivity

Reduce operational cost

Speed up collections

Mass Update of Invoice Data

Expand Copy Capability in Billing

Payment Plans in AR

Fluid Collector Performance

Email Statements and Dunning from Collection Workbench

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 38: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 39

Focus on Critical Business Flows

PeopleSoft Credit to Cash Innovative Solutions to Improve Productivity and

Lower Costs

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Tuesday July 17

200 ndash 300pm

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 39: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

Intuitive Accounting for Self Service

Reduce Manual Entry

Standardize ChartField Display

Oracle Confidential ndash Highly Restricted

Accounting Tag Simplifies Data Entry (Image 18)

Combine classic SpeedChartand SpeedType

Standardize accounting entry definition for Fluid

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 40: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2014 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Rollout to Classic Financial Transactions (Starting Image 22 with PO amp AP Image 27 for GL)

PeopleSoft Accounting Tag Expansion

Increase Productivity Thru Simplicity

Standardized Accounting Input

Extend to All Transactions

Combine SpeedChartSpeedType amp Distribution Code

Adopt as Needed

Control by Product

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 41: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Powerful Solutions to Increase EfficiencyAmortization of Expenses (Image 21)

Strengthen Segregation of Duties

Reduce Costs

Take Advantage of Integrated Flow

Create Voucher and Payment

Create amp Review Amortization Schedule

Create Journals amp Amortize Balances

Confidential ndash Oracle Restricted

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 42: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 43

Powerful Solutions to Increase Efficiency Match Collaboration Center

Streamline Match

Exception Resolution

Reduce Cost of Financial

Operations

Maintain Segregation of

Duties

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 43: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved | 44

Powerful Solutions to Increase EfficiencyMatch Exception Collaboration Center

Collaboration Between

Stakeholders

View Transactions by

Critical Filters

Update

Communications to

Resolve Exceptions

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 44: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 45

Focus on Critical Business Flows

Reduce Liabilities amp Costswith PeopleSoft Accounts Payable eSettlements

and Cash Management

Get the latest update on the full business process flow and a look at the roadmap Ask the PeopleSoft owners of these

transformative solutions

Wednesday July 18

1115 ndash 1215

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 45: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted

Spreadsheet Journal Upload Expansion (Image 20)

Improve Efficiency via Streamlined Business Process

KEY BENEFITS

Increase User Productivity

Web Service Technology

KEY FEATURES

Use ldquoStaging Areardquo for Spreadsheet Data

Validate Activity

Create Journals or Errors

Clean Out Staging Area

46

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 46: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Web Services Based Technology (Image 20)

PeopleTools deprecated XML Link in PeopleTools846 (Doc ID 12968341)

Microsoft has started deprecating ActiveX objects

Extended validation of spreadsheet data

Expected Deprecation of XML spreadsheet upload as of March End 2019

Confidential ndash Oracle Restricted 47

GL Spreadsheet Upload ExpansionChange

MW

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 47: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

GL WorkCenter Expansion (Image 24)

Improve Efficiency in Financial Operations

KEY BENEFITS

Speed Through Transactions

Expand Value Add Analysis

Focused Period-end Activities

KEY FEATURES

New Journal Processing Works

Specific Journal Actions -Journal Post Push BackDenials

Submit Journals for Approval in Mass

Mass Journal Delete

48

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 48: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Focus on Period Close Actions Improve Efficiency in Financial Close

KEY BENEFITS

Speed up Period Close

Focus on Period End Activities

KEY FEATURES

Mass Update for Run Control As of Date

Mass Delete of Run Controls

Control Activity During Period Close

Visualization into Open Periods by Business Units

Mass Update Multiple Business Unitsrsquo Open Period

49

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 49: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UX

What It Means To You

bull Replacing all approvals built using Mobile Application Platform (MAP)

bull New approvals based on Fluid UI Page Composer delivered in image 20

bull Adopt new approvals based on Fluid UI Page Composer

bull Supporting MAP approvals until the end of June 2017

Confidential ndash Oracle Restricted 50

Approvals and PeopleSoft Page Composer

ELM image 15

MW

See Oracle Supportfor more information

click me

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 50: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Implement PeopleSoft Fluid UIPeopleSoft Financials Mobile Approvals

Confidential ndash Oracle Restricted 51

MW

Efficient Support for Expanding Controls

Delivered using Fluid UI

Mobile

Visually Appealing

Configurable via Page Composer

Richer Capabilities (eg

Attachments Comments)

Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget

Journals AR Worksheets Treasury Reconciliations ChartFieldRequest AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation Financial Structure eS Approval Supplier AR Refunds

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 51: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted

Increase Transparency in Financial ControlsFluid Approvals

KEY BENEFITS

Visibility in Approval Rule Application

Maintain Audit Trail

Better Internal Control

KEY FEATURES

Apply Approval Rules for JournalUnposting

Visibility to Previous Denied Reasons for Subsequent Journal Approval Flow

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 52: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

CollaborativeUser Interaction

InnovativeSolutions to Business

Problems

ExpansiveInsights into your

Financials

PeopleSoft Financial Management SolutionsIntuitive Powerful amp Expansive

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 53: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

DEMONSTRATION

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 54: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Improve Analysis of Supplier SpendSupplier 360 FLUID (Image 24)

Oracle Confidential ndash Highly Restricted

Reduce cost of

managing suppliers

Improve data

management

Improve Supplier

relationships

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 55: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2015 Oracle andor its affiliates All rights reserved |

Comparative Analysis of Strategic SpendComparative Supplier 360 FLUID

Expand Access to Stakeholders Throughout Organization

Configurable to Include Needed Business Content

Visibility to Many Supplier Specific Data Elements

Leverage the Fluid Configurable Analysis Framework (Image 24)

Oracle Confidential ndash Highly Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 56: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Expansive Insight to Improve Decision MakingPayables Operations Home Page (Image 24)

Managers amp Supervisors

Take Action amp Delegate Work

Navigate within AP

Analyze Operational Flows

KEY FEATURES

WorkCenter Access

Navigation Collection

Access to Operational Dashboard

Act on Approval Tasks

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 57: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers amp Supervisors

Identify Timing Inefficiencies

Stream Line Processing

Recognize discounts amp reduce costs

KEY FEATURES

Voucher amp Payment Processing

Analyze Exceptions

Manage Suppliers

Proactive Team Metrics

Expansive Insight to Improve Decision MakingPayables Operational Metrics (Image 24)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 58: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Managers

Identify Inefficiencies

Set OperationsStandards

Measure Against BestPractice

KEY FEATURES

Configure Thresholds

Modify to Reflect Business Standards

Expansive Insight to Improve Decision MakingAnalytic Thresholds (PeopleTools 856)

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 59: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operations Home Page (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 60: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Intuitive User Interface to Manage Your OperationsCredit to Cash Operational Metrics (Image 24)

KEY BENEFITS

Identify inefficiencies and potentialbottlenecks

Reduce collection cycles

Reduce DSO

KEY FEATURES

Measure operation performance

Define metrics relevant to credit tocash operations

Provide frequent summaries to management

Oracle Confidential ndash Restricted

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 61: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 62

Live lsquoReimaginersquo Event

Reimagine PeopleSoft Financials

With Navigation Collections WorkCenters amp Home Pages

Loads of Demos

Configure Home Pages Navigation Collections and Leverage Reporting Power with WorkCenters

Ask the PeopleSoft owners of these transformative solutions how to best leverage them

Thursday July 19

800 ndash 900am

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 62: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Applications and UXldquoClassic Plusrdquo Style to Align Classic and Fluid Pages

Confidential ndash Oracle Restricted 63

MW

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 63: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

64

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

bull How can we address simple form changes via configuration as opposed to customization

bull How can these changes be applied to the components uniquely for different transaction criteria or user role

PFC VFO

Configuration[PIA]

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Customization

DEFAULTVALUE

DISABLEFIELD

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 64: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

65

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Modify labels for fields in a component

Hide amp disable fields in a component

Specify a default value for a field

Multiple configurations for component based on structuretransaction data

Select a field for enforcing required edits

Change the field labels only for selected languages (in a multi-lingual environment)

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

60-70 of component customizations can be eliminated

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 65: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

66

PeopleSoft Page amp Field Configurator

Reduce Customizations amp Costs

Expand to Fluid Components

Support for Form Factor

Expand Logical Operators

Extend to Multiple Roles

Add Activation Date

And So Much Morehellip

LABEL CHANGE HIDE FIELD

REQUIREDFIELD

SELECTED LANGUAGES

Configuration

DEFAULTVALUE

DISABLEFIELD

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 66: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the PeopleSoft Team

Confidential ndash Oracle Restricted 67

Live lsquoReimaginersquo Event

Have it Your Way

Turn Customization to Configuration for PeopleSoft Financials

Loads of Demos

Configure your business needs through PeopleSoft Page Composer Page amp Field Configurator and Simplified

Analytics

Thursday July 19

1115 ndash 1245

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 67: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of OwnershipFinancials Data Export amp Import Utility

Reduce Customization

Reduce Work Effort

React to Ad-Hoc Reporting Demands

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 68: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Reduce Cost of MaintenanceFinancials Data Export amp Import Utility ndash Reduce Customization Costs

Reduce Customization

Reduce Work Effort

Easy to Use Wizard

Leverage for Output Input of Data

Payment Formats in FG

Addenda Parsing for Bank

Reconciliation (Image 18)

EDI for Voucher Load (Image 18)

Dun amp Bradstreet (Image 20)

And morehellip

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 69: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 70

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Business Need

Flexible business flow orchestration

Streamline transaction processing

Business Value

Visualization of business flow

Speed up operational activity

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 70: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2014 Oracle andor its affiliates All rights reserved | 71

Consolidation of Redundant ResourcesBusiness Process Weaver (Image 10)

Parallel amp Sequential scheduling

Pause (Before After)

Continue on Error

ReviewResume

Identify Exceptions

Work Routing

Notifications

Related Actions

Allows Multiple Runs for Same Process

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 71: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Modernize Your Technology Platform

What It Means To You

Provided Application Engine to Replace Cobol (Image 15)

Multi-Currency Revaluation

Multi-Currency Translation

Multi-Currency Translate within Ledger

Year-End Closing

Reduce Code Maintenance

Cobol Not to be Removed

Regression on Application Engine only

Confidential ndash Oracle Restricted 72

GL Process Conversion to Application Engine

MW

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 72: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Community Groups

PeopleSoft Investment StrategyVote on the Roadmap

Community Ideas

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 73: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2014 Oracle andor its affiliates All rights reserved |

We Hear YouMy Oracle Support ndash Idea Space

Description Image Delivered

Distribute Supporting Documents with Billing Invoices via Email Image 19

Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19

Attachments Feature for Customer MICR amp General pages Image 21

Unpost Deposit with Direct Journal Attached Image 19

Improve AR Update Image 19

Journal Spreadsheet Error for Update to Control Accounts Image 20

Modify Business Request Template After Use in Requests Image 20

Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets

Image 21

Allow Deposits with Zero Payment Amounts Image 21

Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21

Mass Journal Delete in GL Image 24

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 74: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

PeopleSoft Financials Strategy and UpdateKey Points

bullEmpower Users with Intuitive Interface

bullDrive Efficiency in Financial Operations

bullDeliver Unparalleled Decision Support

Confidential ndash Oracle Restricted 75

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 75: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2017 Oracle andor its affiliates All rights reserved |

Join the Quest PeopleSoft Community

Confidential ndash Oracle Restricted 76

wwwquestdirectorg

Live Events

Attend PeopleSoft-focused conferences regional and special

interest groups

Virtual Events

150+ webinars each year plus focused virtual events by

region and industry

Content Library

4000+ presentations and recordings plus

curated content centers on key topics

Success Stories

Library of real-world benefits and lessons learned from fellow

customers

Plus the official PeopleSoft newsletter QampA Magazine community survey results direct customer interactions and more

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 76: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery

77

Planned Features and Enhancements

Update Image OverviewsCumulative Feature Overview

Oracle Confidential ndash Restricted Use Only

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 77: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Get Connected and Stay InformedKey PeopleSoft Information Sources

Confidential ndash Oracle InternalRestrictedHighly Restricted 78

PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 78: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The

Copyright copy 2016 Oracle andor its affiliates All rights reserved |

Questions and Answers

Oracle Confidential ndash Restricted

Page 79: PeopleSoft Financial Update & Roadmap · 2018-08-31 · commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The