Tag: PeopleSoft Financials
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
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- Recordings & Presentations
- 11/02/20
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
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- Recordings & Presentations
- 10/29/20
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.
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- Recordings & Presentations
- 10/29/20
Presented at RECONNECT 20
Ilynx was hired by a customer to modernize their Physical Inventory process. The objective was to utilize the latest cutting edge technologies and solve the following issues.
-Poor UI experience for Inventory Clerks
-Data integrity issues due to manual file movements/data manipulations
-Reliance on custom 3rd party software solutions
-Process inefficiencies – paper-based processes
-Unsupported systems
-Difficulty with audit traceability for transactions
Ilynx implemented PeopleSoft Fluid Physical Inventory and coupled it with best in class scanning equipment to create a streamlined solution that solved the current problems. The project was a huge success and not only transformed the Asset tracking process but also marked the agency's first step into using PeopleSoft fluid capabilities with mobile devices. The work required for mobile security laid the groundwork for adopting additional mobile applications.
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- Recordings & Presentations
- 10/29/20
Presented at RECONNECT 20
Many processes in PeopleSoft aren't as user friendly as users would like. We'll show you how you can utilize the Activity Guide SmartWizard Questionnaire to simplify ANY process, component, or transaction in PeopleSoft by configuring questions, responses, and user data fields.
We'll show you how NorthWestern Memorial Hospital simplified its Financials Chartfield, procurement, and HCM processes to allow employees easier steps to complete online self-service transactions in PeopleSoft.
Each process is completed via configuration, limited developer intervention with no customizations required. We will demonstrate the extensive configuration options of questions, responses, data fields, PeopleCode functions, and Component Interfaces.
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- Recordings & Presentations
- 10/29/20
Presented at RECONNECT 20
How will your PeopleSoft on-premise systems perform in the cloud? Will the performance be the same, worse, or better? How can you trace the performance of specific transactions and batch programs to the Millisecond?
Running your PeopleSoft applications in the Cloud does not mean you lose visibility to these metrics. In this session, you will learn the benefits and considerations for running PeopleSoft in the cloud through analytics and benchmarks of your PeopleSoft Application. Who should attend: Those looking for a better understanding of running PeopleSoft in the cloud and ensuring its performance is at its peak.
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- Recordings & Presentations
- 10/28/20
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.
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- Recordings & Presentations
- 10/28/20
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.
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- Recordings & Presentations
- 10/28/20
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
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- Recordings & Presentations
- 10/28/20
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
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- Recordings & Presentations
- 10/28/20