Hello PeopleSoft FSCM Community

We are excited to partner with Quest to bring to you the very first PeopleSoft FSCM customer newsletter.  As you will see below, we have pulled together the latest information on upcoming customer events, recent customer Go Lives, focus group updates, expected release schedule, newly entered customer ideas, and recent newsworthy updates and posts.  We would love to hear from you how useful you find this newsletter as we work through how often we can send it out.  Feel free to reach out to [email protected] with any feedback or suggestions.

Upcoming 2024 User Groups/Webinars/Conferences:

• PeopleSoft India SIG 2024 – February 8-9, Bangalore
• Oracle Public Sector Financials Meetup – February 8, Virtual
• A Fresh Look at PeopleSoft Grants – February 22; Virtual
• PeopleSoft Road to Bank Account Encryption Advisor Webcast – April 11; Virtual
• Peoplesoft Week: Game Changers – February 26 – March 1; Virtual
• Oracle Federal Forum – April 25; Washington D.C.
• PeopleSoft RECONNECT Live! at BLUEPRINT 4D – May 7-10; Dallas, TX

Customer Corner – Highlights customers who have implemented, upgraded, or deployed new Finance Features

• Congratulations to City of Calgary, Canada for upgrading to PeopleTools 8.60
• Congratulations to BUPA for deploying PeopleSoft in OCI (Oracle Cloud Infrastructure)
• Congratulations to City of Indianapolis & Marion County, IN for deploying AP Workcenter and Kibana and upgrading to PeopleTools 8.60
• Congratulations to Community Health Network for upgrading to PeopleTools 8.60
• Congratulations to Community Healthcare Systems for upgrading to PeopleTools 8.60
• Congratulations to County of Clackamas, OR for upgrading to PeopleTools 8.60
• Congratulations to County of Hennepin, MN for upgrading to PeopleTools 8.60
• Congratulations to CZ for upgrading to PeopleTools 8.60
• Congratulations to Dartmouth-Hitchcock Health for upgrading to PeopleTools 8.60
• Congratulations to De Nederlandsche Bank for upgrading to PeopleTools 8.60
• Congratulations to East Kentucky Power Cooperative for upgrading to PeopleTools 8.60
• Congratulations to Encompass Health for upgrading to PeopleTools 8.60
• Congratulations to Evergy for upgrading to PeopleTools 8.60
• Congratulations to Jack Henry & Associates for upgrading to PeopleTools 8.60
• Congratulations to Leiden University Medical Center for upgrading to PeopleTools 8.60
• Congratulations to McMaster University for deploying Account Receivable and Billing Workcenter
• Congratulations to U.S. Navy for upgrading to PeopleTools 8.60
• Congratulations to Randstad USA for upgrading to PeopleTools 8.60
• Congratulations to Sarasota Memorial HealthCare for deploying Expenses & Requisitions Chatbot
• Congratulations to School District of Lee County, FL for upgrading to PeopleTools 8.60
• Congratulations to Schwab for upgrading to PeopleTools 8.60
• Congratulations to Seneca College for upgrading to PeopleTools 8.60
• Congratulations to Southern Methodist University (SMU) for implementing Contracts & Grants and deploying the Accounts Payable Workcenter
• Congratulations to Specialty Care for upgrading to PeopleTools 8.60
• Congratulations to State of Connecticut for upgrading to PeopleTools 8.60
• Congratulations to State of Wisconsin for upgrading to PeopleTools 8.60
• Congratulations to Temple University Health System for upgrading to PeopleTools 8.60
• Congratulations to Trinity Health for deploying General Ledger & Account Receivable Workcenters
• Congratulations to University of Montreal for upgrading to PeopleTools 8.60
• Congratulations to University of Rhode Island for upgrading to PeopleTools 8.60

Focus Group Updates:   Click on the link to find a focus group to join

• ERP – Focus group met in January to provide feedback for a new feature Sectionalized Homepages (coming soon) that will allow your organization’s administrators to create targeted Homepages for your users, divided into logical sections containing static and dynamic content targeted to a user or group role, perhaps an employee that’s also a manager.
• Grants – The focus group met in January to review and provide feedback on an upcoming Award Insights Dashboard that would display both financial and non-financial information for your awards.  We also reviewed plans to extend the Project Update Wizard to include award and contract attributes allowing you to update your contracts and awards en masse through an activity guide.  We plan to meet again in March to demo these features.
• Page and Field Configurator – The focus group met in January to discuss requirements for new Change Tracking Notifications.  Using Page and Field Configurator Change Tracking functionality and the Notification Composer, new functionality would send notifications to administrators and end users when changes are made in PeopleSoft.  We discussed the need for configuring criteria and thresholds for notifications as a key design element to this functionality.
• Accounts Payable – Focus group met in January to discuss improvements to Match Exception Collaboration Center, specifically ability to mass assign exceptions at voucher level.
• ePro – Focus group will meet to discuss the ability to specify which Receivers a specific Requester can receive for. This is a high priority request from customers and will allow a casual Requester to receive other Requester’s pending receipts across multiple Ship to’s.  Focus Group will meet later in February
• ePro –In Image 46 we delivered the ability to support ‘Bill Only’ and ‘Bill and Replace’ flows. We will take the next steps and discuss with the focus group enhancement to automate the creation of these Requisitions and Purchase Orders reducing potential keying errors and improving the overall efficiency of the Implant process.
• Project Costing ***NEW FOCUS GROUP***We are starting a new focus group to discuss changes to the Asset Capitalization process in Project Costing.  This group will provide input on new tools to streamline the review and classification of Project Costing transactions for capitalization and integration into Asset Management.  If you are interested in joining this discussion, please contact [email protected].

 ***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 50 – posting March 25, 2024*
• 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 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
• Strategic Sourcing – Bid factor question dependency – 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 announces the extension of support for PeopleSoft to 2033, once again reaffirming its commitment to support PeopleSoft for a rolling 10 years. – Blog (Important)
• What PeopleSoft events should you start planning for in 2024? –Blog
• Learn about the PeopleSoft FSCM Image #49 release and the list of features that stand out – Blog
• PeopleSoft Inventory transactions can now support the addition and viewing of ‘comments and attachments’ Blog
• We have added 2 more fields to help Peoplesoft Requestors to search their eProcurement requisition faster. – Blog
• Learn how to set the default output format of your eProcurement Requisition in PDF format – Blog
• PeopleSoft Accounts Payable Match Exception Collaboration Center – Blog
• Managing Global e-invoicing in PeopleSoft Financials – Blog
• Image Highlights, PeopleSoft FSCM Update Image 49 – 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

Note: If you would like to receive this newsletter directly (or be removed) – please email [email protected]