PeopleSoft FSCM Update Image OverviewGroup... · PEOPLESOFT FSCM UPDATE IMAGE OVERVIEW FOR UPDATE IMAGE 23 - 24 Preface This document provides an overview of the new features and

PeopleSoft FSCM Update Image Overview

PeopleSoft FSCM Update Images 23-24

O R A C L E W H I T E P A P E R | J U N E 2 0 1 7

PEOPLESOFT FSCM UPDATE IMAGE OVERVIEW FOR UPDATE IMAGE 23 - 24

PeopleSoft FSCM Update Image Overview - FSCM Update Images 23-24

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Table of Contents

Disclaimer 2

Table of Contents 3

Preface 2

Introduction 3

Image Highlights Video 4

Functionality Across Applications 4

PeopleSoft Mobile Approvals 4

Credit to Cash Operation Metrics 4

India Goods and Services Tax 5

Financial Management Solutions 5

Billing 5

Electronic Invoicing 5

Expenses 5

Fluid Approvals Phase 2 5

Text Message to My Wallet 5

General Ledger 6

Field Request Fluid Approval 6

Federal DATA Act - Includes PIID, PARENT PIID, FAIN AND URI 6

Journal Mass Delete 6

GL WorkCenter Enhancements 7

Payables 7

Accounts Payable WorkCenter in PeopleSoft Fluid 7


Payables Operation Metrics 8

Global Components 8

India Goods and Services Tax 8

eSettlements 8

eSettlement Approval Workflow Expansion 8

eBill Payment 9

PeopleSoft eBill Payment on Fluid 9

Receivables 10

Operation Metrics in Receivables 10

AR Draft & Maintenance Write-off Approval on Fluid 11

Fluid Receivables WorkCenter 11

Treasury 13

Deal Confirmation for Fluid Approvals 13

Asset Lifecycle Management Solutions 14

Asset Management 14

Asset Conversion 14

Noncapital Asset Processing 14

Lease Administration 14

Lease Accounting Enhancements 14

Maintenance Management 15

Support Amount-Only Requisitions and Purchase Orders for Maintenance

Management Work Orders 15

Fluid Mobile Technician 15


Enterprise Service Automation Solutions 15

Contracts 15

Revenue Recognition – Terminology Changes 15

Import Sponsor Letter of Credit Data 15

Grants 15

Award Milestones Enhancements 15

Grants Portal Saved Search Enhancement 16

Project Costing 16

Project Hierarchy 16

Simplified Project Analytics 16

Resource Management 16

Converting Resource Management Assignment Workflow into AWE 16

Resource Profile in Fluid 16

Implementing Component (Keyword) Search in Service Order Component 17

Implementing Component (Keyword) Search in Assign Resource Component

17

Supplier Relationship Management Solutions 17

Comprehensive Supplier Portal in PeopleSoft Fluid 17

Fluid Supplier and Bidder Registration Approvals 17

Purchasing 17

Federal DATA ACT – PIID, Parent PIID, FAIN, and URI 17

Federal DATA ACT - FILE C 18


Support Amount-Only Requisitions and Purchase Orders for Maintenance

Management Work Orders 18

Strategic Sourcing 18

Improvements to Bidder Invitations 18

Fluid Sourcing Plan Approvals 18

Services Procurement 18

Fluid Services Progress Log Approvals 18

Fluid Services Timesheet Approvals 18

Fluid Services Invoice Approvals 19

eProcurement 19

Special Request Item Check 19

Fluid Requisition Enhancements 19

Supply Chain Management Solutions 19

Supplier – Fluid Approvals 19

Fluid Supplier 360 19


Preface

This document provides an overview of the new features and enhancements delivered in PeopleSoft FSCM Update

Image 23 - 24.

This document will be updated with new features and enhancements delivered in FSCM Update Images throughout

2017.

Note that Update Images are cumulative and therefore PeopleSoft FSCM Update Image 24 contains all fixes, tax

updates and enhancements delivered since PeopleSoft FSCM was made generally available March 2013.

The information included in this document is intended to help you understand the business benefits of the additional

capabilities Oracle developed in the delivered update images and to help you plan your information technology (IT)

projects and investments. More information about all of the PeopleSoft products can be found at

www.peoplesoftinfo.com.

http://www.peoplesoftinfo.com/


Introduction

As part of its Applications Unlimited Program, Oracle continues to invest in PeopleSoft applications on an ongoing basis,

including frequent delivery of significant new functionality on its latest release. Customers can selectively adopt new

features and enhancements using the PeopleSoft Update Manager.

o In general, no additional software license fees are associated with Update Images and capabilities delivered.

The main exception to this is when new applications are introduced. New applications can require a separate

license.

o PeopleSoft Update Images have no effect on Oracle support policies. A detailed listing of support periods for

each PeopleSoft product family and release is included in the Lifetime Support Policy Overview data sheet,

which is available on Oracle.com (http://www.oracle.com/us/support/lifetime-support/index.html).

Oracle/PeopleSoft continues to deliver new and enhanced functionality designed to help drive organizational

effectiveness, provide decision support tools to facilitate intelligent business execution and offer customers more flexibility

through the use of additional configuration options, integrations, and new tools capabilities.

The Fluid User Interface (Fluid UI) is one of the most exciting and revolutionary new features PeopleSoft has delivered in

years. PeopleSoft FSCM plans to continue to deliver self-service applications that can be used from multiple devices

(smartphone, min-tablet, tablet, laptop/desktop), which provides an optimized user experience across different form

factors.

Employees no longer need to use a single device to get their job done. The adoption of mobile technology

(smartphones/tablets) has grown exponentially in the last few years, and your employees expect to be able to do their job

from wherever they are. PeopleSoft Fluid User Interface has enabled PeopleSoft applications to deliver solutions that are

optimized for multiple devices. The user experience is now consistent across different form factors since the applications

are fluid, responsive, and adjust to the device being used.

This document describes functionality that has been delivered and that is planned to be delivered in the following areas:

Functionality Across Applications

Financial Management Solutions

Asset Lifecycle Management Solutions

Enterprise Service Automation Solutions

Supplier Relations Management Solutions

Supply Chain Management Solutions

http://www.oracle.com/us/support/lifetime-support/index.html


Image Highlights Video

You can view short videos that present a high-level explanation for each major feature delivered for FSCM Images 11

through 23. These Highlight Videos can be found on our PeopleSoft YouTube Channel. Or, click one of the following links

for the image:

Update Image 22

Update Image 23

Update Image 24

Functionality Across Applications

This section describes delivered new functionality or enhancements that apply to more than one application.

PeopleSoft Mobile Approvals

These features were introduced in PeopleSoft FSCM Update Image 23 in March 2017.

This table lists the application and approval transactions that were added in image 23 - 24:

Application Transaction Approval

Expenses Travel Authorization, Cash Advance, Cash Advance Post-

Pay Audit, Expense Post-Pay Audit

eSettlements Supplier, Self-service Invoice

General Ledger ChartField Request

Receivables Draft Write-Offs, Maintenance Write-Offs

Supplier Relationship Management Supplier On-boarding, Supplier Registration, Bidder

Registration, Strategic Sourcing Plan, Time Sheet,

Progress Long, Invoice

Treasury Deal Confirmations

For a list of all Mobile Approval transactions, see FSCM Documentation, Application Fundamentals, “PeopleSoft Mobile

Approvals, Understanding Mobile Approvals, PeopleSoft Applications – Mobile Approval Transactions

Credit to Cash Operation Metrics

This enhancement was introduced in PeopleSoft FSCM Update Image 24 in June 2017.

To help meet consumer expectations and the value of business-critical applications, organizations must provide a

compelling user experience across all devices, including mobile devices. To help organizations meet this challenge and

take full advantage of mobile technologies, PeopleSoft Financials and Supply Chain (FSCM) products are designed with

a simplified user experience in mind. The intuitive and responsive user interface is optimized across all types of devices

and helps organizations drive productivity and efficiency by enhancing decision-making, increasing employee

engagement, and streamlining processes.

When it comes to measuring and analyzing your current processes, you must first establish a strong set of key

performance metrics to track and analyze. These metrics set the foundation of your research as you begin to develop

and alter your current operations to improve efficiency and accuracy.

http://docs.oracle.com/cd/E47868_01/VFO/home_page.html

http://youtube.com/watch?v=pDdrxxMMY9w

https://youtu.be/zqO2LlWXFVw

https://youtu.be/as365PX6Jqk


PeopleSoft Update Image 24 delivers Operation Metrics that helps Billing and Receivables managers, supervisors, and

analysts, who are responsible for managing the credit to cash operation to improve performance, achieve efficiency, and

reduce costs. Managers can see all relevant metrics, personalized and parameterized, showing the exact information

they need. These metrics leverage mobile technologies, built with the PeopleSoft Fluid User Interface.

India Goods and Services Tax

This enhancement was introduced in PeopleSoft FSCM PRPS post Update Image 23 in March 2017.

The Indian government passed the Goods and Services Tax (GST) law and it goes into effect in 2017. GST is considered

the largest indirect tax reform in India, subsuming multiple taxes at central and state levels. It is a single, indirect tax on

the supply of goods and services, right from the source to the consumer. Credits of input taxes paid at each stage of the

supply chain are available in the subsequent stage of value addition, which makes GST essentially a tax only on value

addition at each stage. It is expected to bring changes to the process and compliance requirements that include tax

calculations, liability accounting, and input tax recovery.

PeopleSoft 9.2 FSCM Update Image 24 delivers an expansion to the existing India Tax engine to comply with the new

GST law. This expansion includes a global infrastructure with flexible setup for tax calculations for Interstate and

Intrastate taxes. The new structure is utilized by PeopleSoft products such as Accounts Payable, Purchasing, Inventory,

Order Management, Billing and Accounts Receivable, to accurately calculate, and record the appropriate tax amounts for

the manufacture, sale, and consumption of goods and services. This allow customers to leverage existing processes to

record appropriate accounting for the new tax amounts.

Financial Management Solutions

This section describes delivered new functionality or enhancements that apply to Financial Management Solutions.

Billing

Electronic Invoicing


Enhanced the Billing electronic invoice process to support the new European Union directive on electronic invoices. The directive is for all invoicing software to comply with the electronic invoice requirement of worldwide companies who invoice European Union governments and agencies.

Expenses

Fluid Approvals Phase 2

This enhancement was introduced in PeopleSoft FSCM Update Image 23 in March 2017.

Enhanced the Fluid user interface for approval of Travel Authorization, Cash Advance, Cash Advance Post-Pay Audit

and Expense Post-Pay Audit. In addition, you can view Notes and Attachments if they exit on the Classic page.

Text Message to My Wallet


Enhanced the My Wallet feature in PeopleSoft Expenses by providing an option to send a text message using Twilio

integration. Users take a picture of a receipt and send the image to a central incoming text-messaging account for their

company, without having to login. When the message is received, the system identifies the employee using the cell

number the message was sent from, and places the attachment in their Wallet. This allows the employee to add the

attachment to an expense report at a later time.


General Ledger

Field Request Fluid Approval

This enhancement was added in PeopleSoft FSCM Update Image 23 in March 2017.

Enabled Fluid ChartField Request Approval through PeopleSoft Page Composer. ChartField request can be approved

using a mobile device, by accessing the Pending Approvals page, and selecting the Field Request type.

Federal DATA Act - Includes PIID, PARENT PIID, FAIN AND URI

This enhancement was added in PeopleSoft FSCM Update Image 23 in March 2017.

Enhanced the Federal Government DATA Act tracking to capture required data for journal entry transactions. This

enhancement added four fields to a new Federal Award Data page. The Federal Award Data page is accessed from the

Journal Entry – Lines page using a new Award link. The four fields are: Procurement Instrument Identifier (PIID), Parent

PIID, Federal Award Identification Number (FAIN), and Universal Record Identifier (URI).

These fields can be populated during transaction entry and can be passed to General Ledger from PeopleSoft

Purchasing. In addition, a run control page is available to create Federal Data Act interfaces for files A and B, as well as

file C.

Journal Mass Delete



Added the ability to delete anchor journals, in mass, using the PeopleSoft Fluid WorkCenter, the PeopleSoft Classic

WorkCenter, or traditional menu navigation. In addition, a security page is added to determine who can delete anchor

journals in mass. User ID or User Role defines access to this feature.

GL WorkCenter Enhancements


PeopleSoft Financials 9.2 introduced the General Ledger WorkCenter to accelerate the rate at which users accomplish

their day to day tasks. Customers have attributed this WorkCenter to be a valuable time saver and productivity driver for

their finance and accounting organizations to manage workloads and assignments.

To further increase efficiency, PeopleSoft has renamed the Current Work section to Journal Processing in the Fluid and

Classic General Ledger WorkCenters. This new section includes specific tasks that fall within journal processing such as

submitting journals for mass approval and correcting journals marked for rework. Another section added is for approvals

in the Classic General Ledger WorkCenter alone. You can also use the Approval tile in as an alternative to the Fluid

General Ledger Workcenter.

Lastly, the General Ledger WorkCenter in Fluid has links for Queries and Reports and Processing.

Payables

Accounts Payable WorkCenter in PeopleSoft Fluid


Added the flexibility for Accounts Payable managers and supervisors to manage operational work using the PeopleSoft

Accounts Payable WorkCenter, through any device, using the PeopleSoft Fluid User Interface.

Key components of the PeopleSoft Fluid Payables WorkCenter include:


The My Work section, which provides visibility into the most critical pieces of work. You know exactly what you

should be working on at any given time, including vouchers that need processing, system generated alerts,

vouchers that have exceptions, payments to be processed, and suppliers pending approval.

The Links section, which provides links to personalized navigations. System administrators can create multiple

categories in the Links section to group similar links into one area.

When accessing Payables transactions from the PeopleSoft Fluid WorkCenter, you can drill down to transactions and

take an action against one or more transactions in the list.

Payables Operation Metrics


To help meet consumer expectations and the value of business-critical applications, organizations must provide a

compelling user experience across all devices, including mobile devices. To help organizations meet this challenge and

take full advantage of mobile technologies, PeopleSoft Financials and Supply Chain (FSCM) products are designed with

a simplified user experience in mind. The intuitive and responsive user interface is optimized across all types of devices

and helps organizations drive productivity and efficiency by enhancing decision-making, increasing employee

engagement, and streamlining processes.

When it comes to measuring and analyzing your current processes, you must first establish a strong set of key

performance metrics to track and analyze. These metrics set the foundation of your research as you begin to develop

and alter your current operations to improve efficiency and accuracy.

PeopleSoft Update Image 24 delivers Operation Metrics that helps Payables managers, supervisors, and analysts, who

are responsible for managing the payables operation to improve performance, achieve efficiency, and reduce costs. The

Payables metrics can be analyzed in five primary categories: Invoice Processing, Payment Processing, Team, Supplier,

and Exception metrics. Managers can see all relevant metrics, personalized and parameterized; showing the exact

information they need. These metrics leverage mobile technologies, built with the PeopleSoft Fluid User Interface.

Global Components

India Goods and Services Tax

This enhancement was introduced in PeopleSoft FSCM PRPS post Update Image 23 in March 2017.

The Indian government passed the Goods and Services Tax (GST) law and it goes into effect in 2017. GST is considered

the largest indirect tax reform in India, subsuming multiple taxes at central and state levels; it is a single indirect tax on

the supply of goods and services, right from the source to the consumer. Credits of input taxes paid at each stage of the

supply chain are available in the subsequent stage of value addition, which makes GST essentially a tax only on value

addition at each stage. It is expected to bring changes to the process and compliance requirements that include tax

calculations, liability accounting, and input tax recovery.

PeopleSoft 9.2 FSCM Update Image 24 delivers an expansion to the existing India Tax engine to comply with the new

GST law. This expansion includes a global infrastructure with flexible setup for tax calculations for Interstate and

Intrastate taxes. The new structure is utilized by PeopleSoft products such as Accounts Payable, Purchasing, Inventory,

Order Management, Billing and Accounts Receivable, to accurately calculate, and record the appropriate tax amounts for

the manufacture, sale and consumption of goods and services. This allow customers to leverage existing processes to

record appropriate accounting for the new tax amounts.

eSettlements

eSettlement Approval Workflow Expansion

This enhancement was introduced in PeopleSoft FSCM Update Image 23 in in March 2017.


Added Fluid Approvals for invoices at the header and line levels. This feature allows you to approve, deny, or push back

transactions; add comments for approval actions; and view transaction attachments.

In addition, this feature allows Accounts Payable approvers to view Approval History and submit self-service invoices, for

approval, from the voucher component.

You can also instigate batch voucher approval via mass submission.

eBill Payment

PeopleSoft eBill Payment on Fluid


PeopleSoft eBill Payment tells your customers what they need to know about their accounts. Customers can monitor their

account status, view recent transactions and invoices, and make payments online and on the go. Simplifying the user

interface allows your customers to pay their bills quickly and easily, saving collection costs for the organization.

PeopleSoft Fluid - eBill Payment extends PeopleSoft Classic - eBill Payment functionality by adding new features such

as Quick Pay and the Message Center. The Quick Pay tile on your customer homepage displays the total balance on

your account.

Example of Quick Pay tile and page on the Fluid eBill Payment homepage, as displayed on a smartphone (using the small form factor design)

A new way to pay; Quick Pay allows you to pay your entire balance at once.

You can also conveniently check messages regarding your Fluid eBill Payment account using the Message Center,

which you can access through the Contact Us tile, or from several detail pages. The Contact Us tile shows the number of

new messages in the Message Center, and flags all unread messages for your review. This allows you to review and

respond to messages about an invoice, without leaving PeopleSoft Fluid eBill Payment. The Message Center also

displays call information made available by the biller.


PeopleSoft Fluid eBill Payment functionality (on laptops and desktops using the large form factor design) offers the same

payment tiles and more. For example, you can view statements online using the new Statements tile.

Example of the Fluid eBill Payment homepage on a laptop, using the large form factor design

Depending on your PeopleSoft Fluid - eBill Payment installation options and customer-level preferences, you can also

receive push notifications for new statements, forthcoming and missed invoice due dates, and payments processed.

Receivables

Operation Metrics in Receivables


PeopleSoft Update Image 24 delivers Operation Metrics that helps Payables, Billing, and Receivables managers,

supervisors, and analysts, who are responsible for managing the payables and credit to cash operation to improve

performance, achieve efficiency, and reduce costs.

These tiles are used to analyze the operational efficiency within PeopleSoft Receivables:

Receivables WorkCenter

Receivables tile

Operational Analysis

Unapplied Payments

The Operational Analysis tile includes these tiles for Receivables:

Dispute Resolution Cycle Time

Past Due Items Assignments

Doubtful Items

On-Account Payments

Customer Aging

DSO Trend


See also Credit to Cash Operation Metrics and Payables Operation Metrics

AR Draft & Maintenance Write-off Approval on Fluid


Enhanced Fluid Approval, for Receivables Draft and Maintenance leveraging PeopleSoft Page Composer, for approval

transactions initiated from the Draft and Maintenance Worksheet.

PeopleSoft Receivables is enhanced to approve write-off amounts on draft and maintenance worksheets using

Enterprise Components, Fluid Approval technology. It allows you to approve, deny, or push back the write-off; perform

approval actions for multiple write-offs; add approval comments; and view line details and attachments. The approval

process supports adding comments and viewing attachments for pending transactions.

Example of AR Draft Write-off Approval on Fluid

Fluid Receivables WorkCenter


Added Fluid pages and components for the Receivables Fluid WorkCenter.

The Receivables WorkCenter is created using the PeopleSoft Fluid WorkCenter Framework and enables receivables

specialists, collectors, and managers to access My Work transactions and useful Links from a mobile device.

PeopleSoft Receivables delivers a Receivables WorkCenter tile, which can be placed on any PeopleSoft Fluid

homepage.


Tile: Fluid Receivables WorkCenter

The My Work section of the Receivables WorkCenter in Fluid provides access to critical pieces of your job. Using a small

or large mobile device, you can view and take action on system-generated alerts, items, and payments; view transactions

with interfaces between applications that need to be run; and review exceptions.

Example of Fluid Receivables WorkCenter on a large mobile device


Example of Fluid Receivables WorkCenter on a small mobile device

The Links section (available on large mobile devices only) includes one-click navigation to customer accounts, items,

payments, and correspondence; and allows you to create links to other frequently used locations.

Treasury

Deal Confirmation for Fluid Approvals


Enhanced Deal Confirmation to use Enterprise Components - Fluid Approvals, based on Page Composer. This

enhancement allows users to approve and deny the deal confirmation; add comments for approval and denial actions;

and view line details and transaction attachments.

PeopleSoft Deal Management is enhanced to confirm deals using a mobile device. The approval process supports

adding comments and viewing attachments for pending transactions.


Example of Deal Confirmation for Fluid Approvals

Asset Lifecycle Management Solutions

This section describes delivered new functionality or enhancements that apply to Asset Lifecycle Management Solutions.

Asset Management

Asset Conversion


Enhanced asset data import functionality for asset additions with accumulated depreciation, non-capitalized asset

additions, and asset retirement obligation data conversions. Importing asset data using a spreadsheet provides

organizations with a configurable, asset data import alternative to Excel-to-CI.

Noncapital Asset Processing


Enhanced the Parent-Child Relationship, Retire/Reinstate Asset, Retire/Reinstate Non-Financial Asset, and Disposal

Worksheet components to track and process non-capitalized assets.

Lease Administration

Lease Accounting Enhancements


PeopleSoft Lease Administration enables changes that address lessee functionality pursuant to the new FASB (Financial

Accounting Standards Board) and IASB (International Accounting Standards Board) leasing guidance. These changes


include Asset cost allocations, lease classification tools, as well as incorporate nearly all of the required accounting

entries, such as initial measurement and recognition of lease liability and ROU asset, re-measurement, and more.

Maintenance Management

Support Amount-Only Requisitions and Purchase Orders for Maintenance Management Work Orders


Purchasing and eProcurement integration enhancements provide maintenance organizations with the ability to associate

amount-only requisition and purchase order lines with work order, task-related, procurement resource items. This is in

addition to the existing functionality that permits quantity-based requisition and purchase order lines to be associated to

work order tasks.

Fluid Mobile Technician


The Mobile Technician feature provides field technicians with the ability to view and update work order tasks and to

create new work orders from mobile devices. The Mobile Technician home page contains tiles for My Tasks, Quick Work

Order, Notices, and pivot grids. Pivot grids display the tasks based on parameters such as the priority, scheduled date,

and weekly time entries.

Enterprise Service Automation Solutions

This section describes delivered new functionality or enhancements that apply to Enterprise Service Automation

Solutions.

Contracts

Revenue Recognition – Terminology Changes


Organizations use the PeopleSoft Contracts application for revenue recognition. The Financial Accounting Standards

Board and International Accounting Standards Board issued new revenue accounting standards effective in 2018. The

new revenue recognition standard requires entities to adopt new terminology in financial statements. PeopleSoft replaced

existing terms Deferred Revenue and Unbilled AR with Contract Liability and Contract Asset respectively. With the

application of these changes, organizations see updated terminology in various pages impacted by PeopleSoft Contracts.

Import Sponsor Letter of Credit Data


Added new functionality in PeopleSoft Contracts to enable you to import sponsor letter of credit (LOC) funding

information from a source comma separated value file, using the PeopleSoft Data Export Import Utility. For efficient

adoption, new functionality includes file formats that support both the NSF (ACM$) and DHHS (PMS) payment systems.

This feature allows you to compare LOC data between the PeopleSoft and Sponsor systems, and use the Contracts

WorkCenter to identify and act on exceptions to ensure the accuracy of your data before initiating the Billing cycle.

Grants

Award Milestones Enhancements



Enhanced the Award Milestone page for improved usability. New functionality includes the ability to add, update, and

copy milestones in bulk, and to link projects and activities to a milestone.

Grants Portal Saved Search Enhancement


Enhanced search capabilities on the Grants Portal Award Summary, Project Summary, and Personnel Cost Summary

pages to differentiate between private, user-specific saved searches and public saved searches available to everyone.

Project Costing

Project Hierarchy


Added the Project Hierarchy feature to offer project managers visual insight into project details and take appropriate

action. This feature displays a project, and its activities, as a graphical presentation. The project is displayed at the top of

the hierarchy chart, followed by the activity work breakdown structure. Children of summary activities display if they exist.

Depending on security roles, a project manager is able to select any of the related content actions and view the

corresponding modal or new window for insight to action.

This new functionality leverages the PeopleTools Orchard Class, which is used to create organization charts. An

organization chart represents hierarchical data as boxes arranged as levels. You can arrange these boxes to be oriented

top to bottom with horizontal rows, or left to right with vertical rows. Connectors show parent and child relationships

between boxes on adjacent levels.

Simplified Project Analytics


This feature allows project managers to generate ad hoc analytics in the context of Project Costing projects. Project

managers can keep their projects on track;across their budget, time and scope, with visibility into static key metrics. In

addition, project managers can launch into a self-service wizard that helps them to create and publish their analysis. The

dynamic output is published onto a fluid pivot grid homepage tile for quick and easy access.

Resource Management

Converting Resource Management Assignment Workflow into AWE


Enhanced Resource Management to leverage the PeopleSoft Approval Workflow Engine (AWE) to create and manage

the approval process for resource assignment workflow. When approving assignments, you can track the approval status

with the help of the approval monitor.

Resource Profile in Fluid


Added the Resource Management - Fluid Resource Profile to provide resources and employees a responsive user

interface to accommodate an on-the-go workforce, enabling them to maintain their own profile. This feature also provides

resource managers and project managers visibility to profiles on the go, which allows them to streamline resource

placement and deployment.

The Resource Search page enables Managers and Project Managers to search for resources in the system based on

simple search criteria, and list them out in a collapsible group-box. This feature provides the ability to view profiles of

other resources.


Implementing Component (Keyword) Search in Service Order Component


Added the Keyword Search feature for Resource Management Service Orders, which enables you to execute a deeper,

more free-form search when accessing application data from within the Service Order component.

Implementing Component (Keyword) Search in Assign Resource Component


Added the Keyword Search feature for Resource Management Assign Resource, which enables you to execute a

deeper, more free-form search when accessing application data from within the Assign Resource component.

Supplier Relationship Management Solutions

This section describes delivered new functionality or enhancements that apply to Supplier Relationship Management

Solutions.

Comprehensive Supplier Portal in PeopleSoft Fluid


Enhanced the Supplier Portal for public and secure access for supplier collaboration with a buying organization’s

procurement business. Buying organizations interact with their Suppliers and Bidders using the Comprehensive Supplier

Portal, which contains multiple tiles to assist Suppliers and Bidders with their daily jobs. Two Homepages are delivered:

one for Public usage and one for Secured usage.

The user experience leverages the Fluid homepage, tile-based, navigation. Understanding that most users of the

Supplier Portal are non-PeopleSoft users, the user experience provides more direction and information on how to interact

with the Portal, without formal training.

The Public page provides prospective Suppliers information about Company Announcements, Public Bidding

Opportunities, User Registration Links, an Event Calendar, FAQ’s, and how to contact the organization.

The Secure page provides registered Suppliers information pertaining to their business transactions with the Buying

Organization, Supplier Performance metrics, Alerts and Notifications, and other transaction information.

Fluid Supplier and Bidder Registration Approvals


Enhanced PeopleSoft Supplier and Bidder Registration Approval to leverage the new Fluid User Interface Approval

Component. Fluid Approvals are used across multiple form factors such as a phone or tablet and the approval display

dynamically adjusts based on the detected form factor size. These approvals provide a simplified user experience

showing the important fields needed in an approval while leveraging existing routing configuration.

Purchasing

Federal DATA ACT – PIID, Parent PIID, FAIN, and URI


Enhanced the support of the U.S. Department of the Treasury to publish new Report Submission Specification (RSS)

interface requirements for the DATA Act. This feature captures Procurement Award and Grants Award information on

purchasing transactions. This enhancement added new Procurement Instrument Identifier (PIID), Parent PIID, and

Federal Award Identification Number (FAIN) and Universal Record Identifier (URI) fields to the Purchase Order header so

that these fields can be populated during transaction entry. This enhancement also provides the same fields on the PO

Header Stage table, so that the fields can be populated for Purchase Order sourcing.


Federal DATA ACT - FILE C


Enhanced the support the U.S. Department of the Treasury to publish new Report Submission Specification (RSS)

interface requirements for the DATA Act. This feature delivers a new File C outbound interface that extracts data from

PeopleSoft Purchasing, Payables, and General Ledger, and formats the information based on the U.S. Treasury RSS

requirements. The interface is setup driven and includes trees to identify the General Ledger accounts that must be

reported, object codes, and program information.

Support Amount-Only Requisitions and Purchase Orders for Maintenance Management Work Orders


Purchasing and eProcurement integration enhancements provide maintenance organizations with the ability to associate

amount-only requisition and purchase order lines for work order, task-related, procurement activities. This feature adds to

existing functionality that permits quantity-based requisition and purchase order lines to be associated to work order

tasks.

Strategic Sourcing

Improvements to Bidder Invitations


Enhanced the Bidder Invitation process when searching and selecting Bidders and Suppliers for event notifications. The

Bidder search page has been redesigned to include additional fields, enhanced search criteria, and flexibility to include or

exclude Suppliers who are currently not open for ordering. This reduces data entry and duplication of Suppliers. In

addition, you can search and select Bidders and Suppliers using single-search criteria, and you have the option to target

Bidders and Suppliers based on the configurable Bidder Registration Profile Questions.

Fluid Sourcing Plan Approvals


Enhanced PeopleSoft Strategic Sourcing Plan Approvals to leverage the new Fluid User Interface Approval Component.

Fluid Approvals are used across multiple form factors such as a phone or tablet and the approval display dynamically

adjusts based on the detected form factor size. These approvals provide a simplified user experience showing the

important fields needed in an approval while leveraging existing routing configuration.

Services Procurement

Fluid Services Progress Log Approvals


Enhanced PeopleSoft Services Procurement Progress Log Approval to leverage the new Fluid User Interface Approval

Component. Fluid Approvals are used across multiple form factors such as a phone or tablet and the approval display



Fluid Services Timesheet Approvals


Enhanced PeopleSoft Services Procurement Timesheet Approval to leverage the new Fluid User Interface Approval

Component. Fluid Approvals aree used across multiple form factors such as a phone or tablet and the approval display




Fluid Services Invoice Approvals


Enhanced Services Procurement Invoice Approval to leverage the new Fluid User Interface Approval Component. Fluid

Approvals are used across multiple form factors such as a phone or tablet and the approval display dynamically adjusts

based on the detected form factor size. These approvals provide a simplified user experience showing the important

fields needed in an approval while leveraging existing routing configuration.

eProcurement

Special Request Item Check


Allows users to review existing items that meet their requirements instead of repeatedly entering multiple Special

Requests for the same item. This helps companies reduce the item proliferation in the system and leverage contract and

volume discounts negotiated with a Supplier.

Fluid Requisition Enhancements


Added the ability to enter multiple schedules for a line, as well as multiple comments and attachments at the header, line

and schedule levels. Users can perform online pre-budget and budget checking from the requisition. In addition, a ‘My

Requisitions’ tile is provided that allows you to edit a requisition as well as perform various actions for an existing

requisition.

Supply Chain Management Solutions

This section describes delivered new functionality or enhancements that apply to Supply Chain Management Solutions.

Supplier – Fluid Approvals


Enhanced Fluid Approval for Suppliers, which allows you to view detailed information about Suppliers awaiting approval;

and approve or deny the request.

Fluid Supplier 360


Customers are looking for ways to improve Supplier relationships and gain deeper insights on Suppliers while reducing

the costs of managing them. PeopleSoft Supplier 360, which was delivered in image 10, provides comprehensive

information of suppliers by consolidating all supplier related details such as transactions and related information in a

single dashboard. The Supplier 360 Transaction Wheel connects the user to various transactions associated with a

supplier. The Analysis View provides metrics, analytics, graphs, key transaction details corresponding to a single

supplier. With the Comparison View customers can compare multiple suppliers against the same metric, helping strategic

decisions by the buying organizations.

PeopleSoft Update Image 24 delivers the Fluid Supplier 360 to support flexibility with the PeopleSoft Fluid User Interface,

enabling the users to manage suppliers using a browser that supports HTML5.


Oracle Corporation, World Headquarters

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Redwood Shores, CA 94065, USA

Worldwide Inquiries

Phone: +1.650.506.7000

Fax: +1.650.506.7200

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.0115 PeopleSoft FSCM Update Image Overview Update Image 24, June 2017

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