Tag: PeopleSoft Financials

Financial functions are the heartbeat of any company, and having fast, accurate information is critical to agile decision-making. Unfortunately, many businesses undergo the manual process of downloading data into Excel and massaging it to present it to decision makers so they can make informed decisions.

However, what if you want to create a new report from scratch, or investigate underlying detail behind a cost or a variance? This often involves the help of a technical resource, after which you must repeat the process in Excel all over again.

Join this webinar to learn how you can turn Excel into a front-end to your PeopleSoft application, connecting to your data in real-time, eliminating manual processes and getting the right information into your hands faster. By the end, you will understand how to empower your business users to be masters of your data, ultimately spending more time on data analysis and less time on data gathering.

Presented by Mike Wiley & Jordan Maynard, insightsoftware

Over the past decade, Beth Israel Deaconess Medical Center (BIDMC) has transformed its PeopleSoft platform. To help other organizations find success with HCM and FSCM, Daniel Rech, Director of Information Systems for BIDMC, shared his company’s journey with Fluid UI.

Presented at RECONNECT 20 

How aware are you on how your employees are managing their Travel and Expenses spend? Do your employees avoid submitting Time Sheets, Travel Authorizations and Expense Reports in a timely manner?  Come to our session to discover how PeopleSoft Travel & Expenses continues to extend capabilities by leveraging new tools and frameworks to support the needs of globally diverse institutions. You’ll see new streamlined data entry pages that includes newly redesigned Timesheets and see the possibilities to provide your users with a more robust and modernized self-service experience. Gain insights into newly released content and what’s still to come in a world of “Emerging Technologies”. You’ll also get an advanced peek at the new and revitalized look of the Fluid and Classic+ PeopleSoft Application pages. 

Presented by 

Kelly Mills, Oracle America, Inc 

Presented at RECONNECT 20

Tiles, Homepages, Dashboards, Nav Collections and Fluid WorkCenters, oh my!

For many organizations who try to "go Fluid," the lack of breadcrumbs seems to turn into a deal-breaker for both IT and business users. This presentation and demonstration will discuss how and why to create the critical elements of fluid navigation – navigation collections, tiles, and homepages, dashboards, configure delivered WorkCenters – to make users happily abandon the standard classic navigation whenever possible. Oh, and don’t forget, since Oracle is giving up on it, you have no option but to move on, if you want to catch up to the latest PeopleTools version (8.58). You’ll learn why you need to be thinking about Fluid Navigation and how to design it for YOUR organization. And in the end, no discussion about introducing a paradigm shift can end without talking about Change Management, and how to better prepare for your transition away from Classic Navigation.

Attendees will learn how to create fluid navigation elements, including navigation collections, tiles, and homepages, dashboards, WorkCenters etc.

Attendees will learn tips, tricks, and how to avoid "gotchas" for working with fluid navigation.

Understand how to make the transition and manage the change.

Presented by

Rebecca Morris-Ostrom, State of Minnesota

Rahul Nori State of Minnesota

Presented at RECONNECT 20

I will demonstrate how to set up a WorkCenter in PeopleSoft 9.2 and how it will assist employees by alerting them of tasks that need to be completed. This will apply to Procurement, Finance, and HCM modules owners.

Presented at RECONNECT 20

Organizations continue to implement PeopleSoft tools and frameworks like the Page and Field Configurator to reduce and isolate customizations.  If you have not yet implemented the Page and Field Configurator attend this session for an overview on how to quickly implement the tool.  We will also review recent updates to the tool including configuration of secondary pages and new options to streamline user and role-based criteria.  We will explore some of the more advanced capabilities including options to apply multiple configuration sequences additively and other functionality to mask sensitive data.  We’ll conclude with an open Q&A session and an advanced look at other features on the roadmap to better understand Oracle's continuing investment in the feature.

Presented at RECONNECT 20

It's time to rethink how we deploy, operate, and maintain our PeopleSoft environments.   Come hear how customers are taking advantage of the tools and techniques available for making PeopleSoft run like a SaaS application.

Come learn how you can glean the same benefits of a SaaS application within PeopleSoft.

We will talk about options for moving to cloud infrastructure, hardening your environments, and insuring your environments are kept up-to-date.

Presented at RECONNECT 20

The PeopleSoft Contracts, Project Costing and Grants applications provide customers with capabilities to create contracts, collect and report on cost, invoice customers and recognize revenue. Attend this session to learn about some of the hidden gems in these products in addition to new tools to compress large volumes of project costing data and a new modern interface for processing contract revenue and billing during the monthly close. We will provide insight into the planned roadmap including a discussion on plans to leverage new technology and reporting tools in these products.

Presented by

Joe Willever, Oracle America, Inc

PeopleSoft Financials 9.2. delivers a method for sending vouchers through definable workflow.  However, it is limited when trying to utilize a Signature Authority Matrix. 

Utilizing delivered Voucher Workflow functionality, we added another layer of innovation that allows the AP Associate to SELECT the first level approver.  If the approver doesn't have appropriate signature authority, the voucher will route to the next level until signature authority has been met. 

This allows the AP Associate the flexibility to route the voucher to the appropriate approver, regardless of Department, type of invoice/vendor, or amount. 

Review delivered AP Workflow Approval Setup and how it works.  Explain how the delivered workflows were restricting us in AP for Approvals. 

Review Signature of Authority Matrix and how it can relate to your company.  Explain concepts behind this method of approval levels and what it takes to implement it. 

Demonstrate setup and configuration for Voucher Workflow, modifying the voucher page, building View tables and SQL to pull it all together. 

Presented by

Tam Hibbard, Cherokee Nation Businesses 

Richard Conley Cherokee Nation Businesses 

Presented at RECONNECT 20

Let Oracle Support show our capabilities of PeopleSoft Spreadsheet Journal Import using Web Service technology. Learn how it works with edits, approval and configure Integration Broker properly.

Presented by

Vidya Nambiar, Oracle America, Inc