Upload
others
View
1
Download
0
Embed Size (px)
Citation preview
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted