PeopleSoft Finance Newsletter April 2024
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Posted by Luke Hodges
- Last updated 4/24/24
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Hello PeopleSoft FSCM Community
We are excited to celebrate a HUGE milestone with our PeopleSoft Finance customers and partners – in March we delivered our 50th FSCM 9.2 image!!! This includes six fluid WorkCenters, a common framework to filter Insight Dashboards by currency, new Insight Dashboards for Lease Administration and analytics for Page and Field Configurator Change management. A special Thank You to our customers who continue to deploy new features and functionality.
Upcoming 2024 User Groups/Webinars/Conferences:
- Oracle PartnerCast: April 2024 General PeopleSoft Partner Update – April 25
- Oracle Federal Forum – April 25; Washington D.C.
- PeopleSoft RECONNECT Live! at BLUEPRINT 4D – May 7-10; Dallas, TX
- OHUG – PeopleSoft Meetup: Data Privacy – May 16
- Pacific Northwest RUG – June 5-6; Seattle, WA
- PeopleSoft Southeast RUG – Atlanta – August 15, 2024
- PeopleSoft Southeast RUG Orlando – November 7, 2024
Customer Corner – Highlights customers who have implemented, upgraded, or deployed new Finance Features
- Congratulations to University of California, Berkeley for deploying Open Search
- Congratulations to State of Connecticut for deploying Business Process Weaver
- Congratulations to American Business Forms for upgrading to PeopleTools 8.60
- Congratulations to BJC Healthcare for upgrading to PeopleTools 8.60
- Congratulations to Boston College for upgrading to PeopleTools 8.60
- Congratulations to BUPA for upgrading to PeopleTools 8.60
- Congratulations to Cape Cod Health for deploying Supplier Contract Mgmt
- Congratulations to Childrens Hospital Colorado for upgrading to PeopleTools 8.60 and deploying Open Search
- Congratulations to City of Eugene, OR for upgrading to PeopleTools 8.60
- Congratulations to Clarkson University for upgrading to PeopleTools 8.60
- Congratulations to Hennepin Healthcare for upgrading to PeopleTools 8.60
- Congratulations to Kaiser Permanente for upgrading to PeopleTools 8.60
- Congratulations to Long Beach City College for upgrading to PeopleTools 8.60
- Congratulations to North Carolina (NC) State University for upgrading to PeopleTools 8.60
- Congratulations to Northwestern University for upgrading to PeopleTools 8.60
- Congratulations to Piedmont Healthcare for upgrading to PeopleTools 8.60
- Congratulations to Queen’s Health Systems for deploying Fluid AP Workcenter
- Congratulations to Sarasota Memorial Health Care System for upgrading to PeopleTools 8.60
- Congratulations to Societe Generale for upgrading to PeopleTools 8.60
- Congratulations to State of Wisconsin -Dept of Transportation for upgrading to PeopleTools 8.60
- Congratulations to University of Georgia Systems for upgrading to PeopleTools 8.60
- Congratulations to University of Michigan for deploying Fluid eProcurement
- Congratulations to University of South Carolina for upgrading to PeopleTools 8.60
Click on the link to find a focus group to join
- Receivables and Billing – The focus group met in March to review and provide feedback on improvements to billing upload spreadsheet. We reviewed how users can enter invoices more efficiently by having only one row for each invoice, reduced horizontal scrolling and using buttons to take user to the right cell on the excel sheet.
- Accounts Payables – Focus group plans to meet in June to discuss Virtual Card Payments.
- Cash Management – Focus group is planning to discuss payment and bank statement formats for to support new PACS and CAMT regulatory requirements.
- Project Costing – The focus group met in March to discuss a new method for assigning project cost to one or more capitalized assets. We reviewed options for a new fluid page that would incorporate flexible criteria to identify transactions for capitalization and allow users to temporarily defer a cost from capitalization until the asset is ready for use.
- Maintenance Management—Focus group met in March to discuss requirements for the new Fluid Maintenance Management WorkCenter and provide feedback on the Service Request search functionality to be included in the new Fluid Service Request Inbox.
***Important Note*** Focus Groups are open to all customers; calls are typically once a month for an hour or as needed. Your organization needs to have a current CPCA (customer participation confidentiality agreement) since Oracle discloses future design and prototypes.
PeopleSoft Update – Click here for a schedule of release dates
- FSCM Image 51 – posting July 22, 2024*
- FSCM Image 52 – posting November 18, 2024*
*Tentative Dates – Oracle Safe Harbor Statement applies.
“Popular & New” Finance Ideas – Check out and VOTE for your favorite Idea, click here to see all the PeopleSoft Ideas
- Cash Management and Treasury –ability of Automated Reconciliation to reconcile all open bank statements as a group – Popular Idea
- General Ledger – Spreadsheet Journal Upload – “Edit Sheet” add macro to sort alphabetically – New Idea
- Purchasing – An error message should appear for Special/ Hidden Characters when entering lines for a Requisition – New Idea
- Accounts Payable – Enhance PeopleSoft Accounts Payable to support IRS Form 1042-S Foreign Person’s U.S. Source Income Subject to Withholding – Popular Idea
- Accounts Payable – Functionality to implement AP-Cards process end-to-end – Popular Idea
- Accounts Receivables – Improve NSF Process in AR and Cash – Popular Idea
- Purchasing – Purchase Order Comment Ordering – Top Idea
- Strategic Sourcing – Ability to mass upload bidder and supplier id’s to event invitations – New Idea
- Supplier Contract Management – Enable email approval for documents in SCMT – New Idea
- Asset & Maintenance Mgmt – PeopleSoft Fluid Asset Tracking – RFID Compatibility – Popular Idea
- Asset & Maintenance Mgmt – Add a “No Processing Allowed in AM” flag for Month-End Close processing – Popular Idea
- Lease Administration – Workflow while Activating and Amending a Lease – Popular Idea
- Expenses – Add My Proxy Travel Authorizations to Kibana – New Idea
- Supplier Lifecycle Management – Drop Zones for Supplier Registration and Supplier Change Requests – New Idea
PeopleSoft General Update
- Oracle Extends Support for PeopleSoft to 2035 – Blog (Important)
- Oracle Extends Support for PeopleSoft to 2035 – Blog (Important)
- Learn about the PeopleSoft FSCM Image #50 release and the list of features that stand out –Blog
- Image Highlights, FSCM Update Image 50 – Video PeopleSoft Now! Getting the most from your PeopleSoft System – Video (check out these friendly PS faces)
- PeopleSoft Commitment Control Insights – Video
- PeopleSoft Cost Reimbursable Awards Analytics – Video
- PeopleSoft Fluid Asset Management WorkCenter – Video
- PeopleSoft PeopleTools 8 61 Highlights – Video
- PeopleSoft Customer Contracts Fluid Workcenter – Video
- From Roundtables to Roadmaps: Unveiling PeopleSoft’s New Horizons at BluePrint 4D –Blog
- Our department shares a Corporate credit card. How do we claim and get our own charges onto a personal Expense Report? –Blog
- PeopleSoft introduces new Commitment Control Insights dashboards for managing spend against authorized budgets –Blog
- Unlock Supplier Success: Performance Metrics at your fingertips with our PeopleSoft Supplier Insight Dashboard –Blog
- You asked, we listened: A look back at a few of the PeopleSoft Travel and Expenses Features –Blog
- PeopleSoft’s Fluid Bid Response now includes RFI, Group, and Buy/Sell Auction capabilities –Blog
- PeopleTools 8.61 is available for on-premise installation – Blog
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