Christina Yue, Customer Learning Manager |
PeopleSoft FSCM Update Image 29 is out! Here is a quick summary of what you can find in this Image update.
Fluid Simplified Journal Entry
Fluid users can add a new journal, edit a journal and post to a journal. Fluid Journal Entry provides a pre-configured template that is designed for your specific purpose. Use the view simple journal page to view all the journals associated with a particular business unit. New journals can also be added on this page.
The lines page displays all fields configured for journal line entry. The totals grid displays the combined total lines, debits and credits for the business unit. You can add, modify and delete attachments for journal lines. Once the editing process is complete, the status is indicated for the journal ID allowing Fluid users to edit the journal. Simple journal entry also supports Fluid approvals.
Watch this video to learn more about Fluid Simplified Journal Entry in PeopleSoft FSCM Update Image 29.
Asset Management Fluid Approvals
PeopleSoft delivers Fluid approvals for Asset Management using the Enterprise Component Fluid Approvals Framework. The following new approvals have been added for PeopleSoft Asset Management: asset addition reversal, asset adjustment reversal, asset enter unit transfer reversal and asset transfer reversal.
Watch this video to learn more about Asset Management Fluid Approvals in PeopleSoft FSCM Update Image 29.
Supplier Scorecard Objective KPIs
Supplier scorecarding and key performance indicators—or KPIs—can be defined for objective questions and weighted scores. The KPI questions and scores are incorporated into templates and evaluations for a supplier. This allows reviewers to view and analyze objective and subjective scored questions.
Watch this video to learn more about supplier scorecard objective kpis in PeopleSoft FSCM Update Image 29.
Exception Comments and Risk Page in Fluid Approvals
Oracle added the Exception Comments and Risks Page to the expense report, travel authorization, cash advance and time adjustment Fluid approvals. This enhancement allows approvers to view the risks and alerts identified by the system for different transactions before taking action on pending approval requests.
Watch this video to learn more about exception comments and risk page in Fluid Approvals in PeopleSoft FSCM Update Image 29.
Sendback in Expense Fluid Approvals
This is an update to the label on the pushback button, which has been changed to the “Sendback” button to make it consistent with the Classic page approval.
Watch this video to learn more about Sendback in Expense Fluid Approvals in PeopleSoft FSCM Update Image 29.
Voucher Staging Data Clearing
This update allows you to clear data from the voucher staging before running the process.
Watch this video to learn more about voucher data clearing in PeopleSoft FSCM Update Image 29.
Adding User Wait Options for Online Journal Edit
Oracle has added a new confirmation message asking the user if they wish to remain on the create or update journal entries until the edit or post-process is completed; if the user opts to leave the journal entry page, another message displays with details about the scheduled edit process. The user can later verify the journal edit process using the process instance number.
Watch this video to learn more about adding user wait options fro online journal edit in PeopleSoft FSCM Update Image 29.
Dispute Receivables Items from Worksheets
The Disputes Receivable Items from Worksheet feature allows a new dispute link, allowing users to reach the dispute tracking page.
Watch this video to learn more about dispute receivable items from worksheet in PeopleSoft FSCM Update Image 29.
Email Delivery of Statement and Dunning Letters
This feature enables you to email an image of the dunning letter.
Watch this video to learn more about email delivery of a statement and dunning letter in PeopleSoft FSCM Update Image 29.
Include Payment Method on the Item Activity Pages
This allows you to include the payment method field.
Watch this video to learn more about the include payment method on the item activity pages in PeopleSoft FSCM Update Image 29.
Oracle also included several additional features which you can see in the graphic below.
Watch this video to learn more about these additional features in PeopleSoft FSCM Image Update 29.
Watch the full video to find out about all the new updates that arrive with PeopleSoft Update Image 29.
Have you upgraded to PeopleSoft FSCM 9.2 yet? At RECONNECT 2018 AvalonBay shared their experience with upgrading to PeopleSoft FSCM 9.2. Learn more information about their experience and lessons learned by downloading their presentation, AvalonBay’s Guide to Successfully Upgrading to PeopleSoft FSCM 9.2, a member-only benefit.