Tag: PeopleSoft Financials

QXW 2021

Have you heard of Kibana, the new reporting capability that complements your current reporting strategy for your Financial user community? Come and see how you can leverage the delivered GL operational analytics to gain actionable insights in resources management and cost reduction. Come and share the reporting needs that you can roll out to your organization. And take away with how you can dazzle your users with powerful visualizations and build your analytics.

Presented by Jian Wen, Oracle

Replay from RECONNECT Dive Deep 2021

Nov 16

Financials PUG Meeting

SIG Meetings & Calls

Kaiser Permanente implemented Oracle Guided Learning, Oracle’s in-application tool that walks users step-by-step through transactions, over a 14-month period. With Oracle Guided Learning, users are learning to do tasks while doing an actual transaction in Production. Oracle introduced Guided Learning with its Cloud offerings but is able to backport it to ERP. While working with Oracle and implementation partner SpearMC, Kaiser Permanente created over 340 guides across 14 PeopleSoft Finance and Supply Chain modules.

Presented at RECONNECT Dive Deep 2021

Session ID: 101020

Gaining end-user efficiency does not have to be at the cost of customization! Come and see how to configure and deploy the PeopleSoft Fluid Simple Journal to the mass and gain a positive user experience unique to individual users.  Learn how to reduce complexity in data entry using the power of the configurable journal template. In addition, learn how to scale with user security.

  • Quest Customer Learning Team
  • Recordings & Presentations
  • 10/26/21

Presented at RECONNECT Dive Deep 2021

Session ID: 101290

Customers need efficiencies and control in financial operations. Processing financial activity is time critical within and across the financial periods. PeopleSoft Financials has delivered two frameworks across the ERP that support these objectives. This session provides a deep dive into the two Run Control frameworks. One is the Run Control Date Update and the second is the Run Control Management framework focused on the ability to delete the run controls.

  • Quest Customer Learning Team
  • Recordings & Presentations
  • 10/26/21

Presented at RECONNECT Dive Deep 2021

Session ID: 101720

Jefferson Health is working towards streamlining one of the most critical Accounts Payable Match Exception business processes.

In this presentation, we will share our journey and effort to optimize Match Exceptions. Some of the topics that will be covered but not limited to root causes of common exceptions, Hand-off workflow documents to show how each area is engaged in exception resolution, and some relevant areas. We will present how Jefferson has taken advantage of delivered Match Workbench to assign, track and report on Match Exception rules across our functional teams such as Purchasing, Strategic Sourcing, Receiving, and Accounts Payable.

We will demonstrate how we used Match Exception workbench in Accounts Payable WorkCentre to Assign Match Exception to the concerned functional team among the 4 teams.

  • Quest Customer Learning Team
  • Recordings & Presentations
  • 10/25/21

Presented at RECONNECT Dive Deep 2021

Session ID: 101010

Have you heard of Kibana, the new reporting capability that complements your current reporting strategy for your Financial user community? Come and see how you can leverage the delivered GL operational analytics to gain actionable insights in resources management and cost reduction. Come and share the reporting needs that you can roll out to your organization. And take away with how you can dazzle your users with powerful visualizations and build your analytics.

  • Quest Customer Learning Team
  • Recordings & Presentations
  • 10/25/21

Presented at RECONNECT Dive Deep 2021

Session ID: 100770

Hays Specialist Recruitment have been using PeopleSoft for 12 years and during that time have developed and deployed numerous system automation solutions. However, there was still a large number of processes that involved manual, rules based human workflows...could RPA be the next layer of automation? This presentation will share the Hays RPA journey, showcasing the methodology adopted, talk about the POCs that have been developed and how these have enabled a transformational approach to RPA. The session will talk about use cases in Finance in areas such as Time Entry, Cash Allocation and Billing as well as HCM core processes such as onboarding. Hays will share what has worked well and also highlight what PeopleSoft teams need to cater for to ensure the initiative is a success.

Presented at RECONNECT Dive Deep 2021

Session ID: 100990

Accounts Receivables is often the largest asset on a company’s balance sheet and critical to its financial health.  Collectors make lot of effort to collect the outstanding payments. PeopleSoft supports faster collections through varied payment methods such credit cards, direct debit, eCheck, pay pal for customers to choose from. Customers have asked for greater flexibility in the collections process. PeopleSoft Accounts Receivable has extemded the collection process by providing for payment plans that allows customers’ customers to make outstanding payments in installments. With this capability, collectors can negotiate payment plans and speed up the collection process to align to corporate collection policies. This session will showcase the new capability through the flows of Accounts Receivable.

  • Quest Customer Learning Team
  • Recordings & Presentations
  • 10/25/21