PeopleSoft Financials Maintenance Pack-12 Cumulative Feature

Overview

Presentation Agenda

• Why apply Maintenance Packs?

• Overview of New Application Updates

• Common Challenges

• Provides access to new functionality and applications updates that can help keep us be better positioned to meet our business objectives

• Leverage new and advanced functionality “out-of-the-box” solution with lower maintenance

• Minimize cost of ownership through retiring customizations

• To stay current with PeopleSoft support

Why Apply Maintenance Packs

Feature Overview

Overview of Application Updates and Features includes in this release

Asset Management

• Accounting Entries – Chartfields are now copied from Parent to Child asset– Depreciation entries corrected to balance by split-funded assets– Depreciation Close now validates the accounting date correctly

• Leases– Modified code to resolve rounding issue when a Leased Asset is

created/updated – Fix to update Lease Obligations correctly

• Interfaces– Modified PO/AP/AM Interface so that the voucher updates the cost

of asset

• Reporting is enhanced

CommitmentControl

• KK Budget Checking– Fixed encumbrance data after PO_REOPNE of a PO with previously

closed lines– KK Liquidation missing valid PO distribution data

• KK Flat File Budg Jrnl Import– Corrected issue with wrong header status after flat file import

• KK Budget Checking– KK Activity incorrect in KK_LIQUIDATIONS

• KK Budget Inquiry– Resolved error thrown when users click the Go to source inquiry

link in the Budgets Overview Activity Log

eSettlements

• Administration– Self Service now displays all Invoices for a Supplier

• Usability– Users are now able to see Attachments in the Review Invoice page

• Functionality– Fix the issue related to the Print Invoice button/link

Expenses

• Approvals– Fixed issue so that reassigned and resubmitted expense reports do

not skip the approval step

• Usability– Users are now able to see Attachments in the Review Invoice page

• Functionality– User can now attach receipt images from a mobile device (iOS6) to

the header or line– Corrected issue where budget status is incorrect for expense report

after the approver modifies the accounting defaults

General Ledger

• Journal Edit– Fixed poor performance issue during Journal Edit

• Combo Edits– Modified the Combo Rebuild process when master selector tables

need to be rebuilt during an edit

Payables

• Voucher Budget checking available for Single Pay Vendors in batch process

• Voucher on Demand Processes feature improved performance when waiting for process to be completed

• Voucher Inquiry scheduled payments link available for paid vouchers

• Voucher Build and voucher save now updates Activity Date on PO

• AP Withholding Post features improved performance (runs faster)

Project Costing

• Interfaces– Modified PC_CA_TO_PC process works properly when a reversal is

initiated for a revenue plan– Modified the PC Pricing engine to not overwrite the

BI_DISTRIB_STATUS for unbillable source rows– Modified the PC/AM integration processes to send the remaining

three PC fields: Resource Type, Resource Category, and Resource Subcategory

Receivables

• Direct Journal– Modified code to not allow unbalanced deposits to be entered in the

Create Acct Entries page

• Combo Edits– Corrected issue with Combo Edit not working for AR_Line in 9.1

General FSCM Enhancements

• Direct Journal– Modified code to not allow unbalanced deposits to be entered in the

Create Acct Entries page

• Journal Edit– Modified process to improve poor performance issue

• Combo Edits– Change made to build dynamic selector table when tree version

changes

• Integration with HCM– SpeedType Description now published to HCM

• KK Budget Checking– SpeedType Description now published to HCM

Common Application Update Challenges

• Inadequate timeframes to deploy

• Inadequate process analysis of human impacts of the new technology

• Considerations for scalability and tuning

• Determination of sufficient Testing methodology and risk management

Questions?

Questions?