MiPro

Home // PUM Features April 2017

Quarterly PeopleSoft New Features Update

Did you know there were 34 new features and functionality delivered in HCM Images 20 & 21. Especially impacting Core HR, Absence Management, Candidate Gateway, Payroll, eProfile Manager, ePay and ePerformance. 

There were also 53 new features and functionality delivered in FSCM Images 22 & 23  impacting the financial and supply chain modules. Especially Billing, Accounts Receivable, eSettlements, Purchasing, eProcurement, eSupplier and General Ledger.

Of these new features more than 25 of them are Fluid enhancements continuing PeopleSoft’s commitment to move more and more functionality to Fluid.

Details:

A complete list of the key features delivered, the module, the image delivered and the minimum PeopleTools version can be found in the table below. The list also provides a brief description of the feature.

In addition, MIPRO has written several blogs during the time between the last image updates.  The blogs contain good information about Fluid navigation collections, guided self-service, Classic and Fluid harmony, elasticsearch and WorkCenter configuration.

 

FSCM: 53 New Features
(Go to HCM Features table)

Product(s) Feature Version Minimum PeopleTools Version
Asset Management Enhanced asset data import functionality for asset additions with accumulated depreciation, non-capitalized asset additions, and asset retirement obligation data conversions. Asset data import via spreadsheet provides organizations with a configurable, business user-friendly asset data import alternative to Excel to CI. 9.2.023 8.54
Billing Provided Simplified Analytics in Billing WorkCenter. Using Simplified Analytics, users can create, customize and save analytic reports, and drill down to detailed information. 9.2.022 8.55
Billing Enhanced Invoice Approvals to use Enterprise Components, Fluid Approval technology. 9.2.022 8.54
Billing Enhanced the Golden Tax Adaptor to allow users to split the billing invoice by tax rate. 9.2.022 8.54
Billing Added a cross-reference file between the temporary worksheet bills and the real bills that are created when temporary bills are approved. The cross-reference is accessible through the Bill Inquiry page. 9.2.023 8.54
Cash Management Modified page and PeopleCode to implement Print Cash Receipts miscellaneous feature. 9.2.023 8.54
Contracts New analytics in Contracts will assist customers in analyzing the impact of the new revenue accounting standard on their existing contract base. In addition, contract accounting configuration was extended to include projects business unit and activity providing users in general ledger and billing improved visibility to the source contract and contract line on a transaction. 9.2.022 8.55
Deal Management Enhanced Deal Confirmation to use Enterprise Components – Fluid Approvals, based on Page Composer. This allows users to approve and deny the deal confirmation; add comments for approval and denial actions; and view line details and transaction attachments. Page Composer approvals retain the same functionality as the previously released Mobile Application Platform (MAP) technology and add new functionality. 9.2.023 8.54
Expenses Additional capabilities have been added to the Fluid Expense Report Entry process like quick fill, non preferred merchant justification and option to view the expense report in PDF format. You can also view and update user defaults. The authorized users can view or create expense report on behalf of other employees.   The validation for missing some data is removed in my wallet. 9.2.022 8.55
Expenses Enhanced the Fluid interface for approving Travel Authorizations, Cash Advances, Cash Advance Post-Pay Audits, and Expense Post-Pay Audits. Also added the ability to view attachments and notes for all transactions. 9.2.023 8.54
General FSCM Enhancements Enhanced FSCM Standardized Accounting Tag Expansion to include PeopleSoft Transactions from the PeopleSoft Classic interface as well as the PeopleSoft Fluid interface. 9.2.022 8.54
General FSCM Enhancements Enhanced Fluid WorkCenter to allow users to personalize the display options for the Links group box. 9.2.022 8.55
General FSCM Enhancements Enhanced FSCM Search Framework to use the updated PeopleTools Search Framework. 9.2.022 8.55.11
General FSCM Enhancements Generates the Application Data Set (ADS) project and security doc to Automated Configuration Management (ACM) template migration. 9.2.023 8.54.29
General FSCM Enhancements Provided new methodology to Fluid Approval action buttons, so that Applications and Customers can implement specific business logic using Page Composer. 9.2.023 8.54
General FSCM Enhancements Certain business events or transactions demand cross functional teams joint effort in execution. Communication is a crucial part of the execution. PeopleSoft introduces a new common discussion framework that facilitates and tracks conversations and supporting documentations triggered by such business events or transactions. Individual team member can post comments or provide feedback to the Discussion Service that can be shared amongst various functional team members. 9.2.023 8.55
General FSCM Enhancements Generates the Application Data Set (ADS) project and security doc to Automated Configuration Management (ACM) template migration. 9.2.023 8.55.10
General Ledger Added Accounting Reconciliation Approvals to the PeopleSoft Fluid (Mobile) Approval interface. 9.2.022 8.54
General Ledger Added the General Ledger WorkCenter using PeopleSoft Fluid. 9.2.022 8.55
General Ledger The U.S. Department of the Treasury published new Report Submission Specification (RSS) interface requirements required for the DATA Act. Federal agencies need to report RSS Files A and B that include appropriations and financial obligations and outlays by object and program activity. This feature delivers the new File A and B outbound General Ledger interfaces with the data formatted based on the U.S. Treasury RSS requirements. The interfaces are setup driven including tree‘s to identify the general ledger accounts that must be reported, object codes, and program. 9.2.023 8.54
General Ledger Enabled Fluid ChartField Request Approval through PeopleSoft Page Composer. 9.2.023 8.54
General Ledger Federal DATA Act feature for File A and B reporting. 9.2.023 8.54
Grants Enhanced the Award Milestone page for improved usability. New functionality includes the ability to add, update, and copy milestones in bulk, and to link projects and activities to a milestone. 9.2.023 8.54
Grants Enhanced search capabilities on the Grants Portal Award Summary, Project Summary, and Personnel Cost Summary pages to differentiate between private, user-specific saved searches, and public saved searches that are available to everyone. 9.2.023 8.54
Maintenance Management Enhanced ability to associate amount-only requisition and purchase order lines to work order task-related procurement activities for maintenance organizations. This is a Purchasing and eProcurement integration enhancement intend for Maintenance Management. This is in addition to existing functionality that permits quantity-based requisition and purchase order lines to be associated to work order tasks. 9.2.023 8.54
Payables Enhanced Accounts Payable to use Accounting Tags, a standardized accounting definition, which can be used instead of Speedcharts to populate ChartFields on transaction distribution lines in Classic pages. 9.2.022 8.54
Payables Added the flexibility to Accounts Payable managers and supervisors to manage operational work using the PeopleSoft Fluid Accounts Payable WorkCenter through any device. 9.2.023 8.55
Receivables Enhanced dispute processing to automatically resolve the dispute when the item is closed, when enabled for the business unit SetID. Also, dispute status changes are now recorded. 9.2.022 8.54
Receivables Enhanced dispute processing to resolve dispute when the dispute checkbox is deselected in the item details. 9.2.022 8.54
Receivables Added the PeopleSoft Fluid Accounts Receivables WorkCenter to allow receivables specialists, collectors, and managers to access My Work transactions and useful Links from a mobile device. The Accounts Receivables WorkCenter provides visibility into operational work, and a simplified way to reassign tasks. This image expands the Fluid Accounts Receivables WorkCenter, to personalize My Work and Links. 9.2.023 8.55
Receivables Enabled Fluid Approval for Receivables Draft and Maintenance leveraging PeopleSoft Page Composer, when approval transactions are initiated from the Draft and Maintenance Worksheet. 9.2.023 8.54
Receivables Added Fluid pages and components for the Receivables Fluid WorkCenter. 9.2.023 8.55
Resource Management Enhanced Resource Management to leverages the PeopleSoft Approval Workflow Engine (AWE) to create and manage the approval process for resource assignment workflow. 9.2.023 8.54
Resource Management Added the Resource Management: Fluid Resource Profile to provide resources and employees a responsive user interface to accommodate a workforce for maintaining their profile on the go. The Resource Management: Fluid Resource Profile also allows resource managers and project managers to streamline resource placement and deployment by viewing profiles on the go . 9.2.023 8.55
Resource Management Added the keyword search feature to Resource Management when assigning resources, which allows users to execute a deeper, more free-form search to access application data from within the Assign Resource component. 9.2.023 8.54
Resource Management Added the keyword search feature to Resource Management service orders, which allows users to execute a deeper, more free-form, search when accessing application data from within the Service Order component. 9.2.023 8.54
eSettlements Added the Prevalidation feature to validate third party invoice data. A combination of user defined and system defined prevalidation rules can be assigned to specific Suppliers to apply to the invoices they upload. The system sends any error messages along with suggested resolution steps to the supplier users that uploaded the invoice data. 9.2.022 8.54
eSettlements Added Fluid Approval for .cXML formatted invoices that are routed through Accounts Payable approval workflow. 9.2.023 8.54
eSettlements Fluid Approval for Supplier creation and maintenance. Fluid Approval for eSettlements Invoices at the header and line levels. 9.2.023 8.54
Inventory Enhanced support to allow the system to also parse HIBC barcodes in addition to GS1 barcodes and find an appropriate Item ID in Inventory. 9.2.022 8.54
Mobile Inventory Management Enhanced scanning entry so that when an Item ID is mistakenly entered into a quantity field and the quantity is greater than 9999999, the system displays a confirmation message. 9.2.023 8.54
Purchasing Enhanced a new report leveraging the Pivot Grid tool, that will show PO spend summary and drill-down information for Group Contracts and their associated child contracts. This enhancement also enables drill-down capabilities into the transactions that comprise the released amounts. 9.2.022 8.54
Purchasing Enhanced to provide a new Procurement Contract draft versions that would automatically approve on a preset approval date. Added a Procurement Contract workflow process to run a process that will approve the pre-approved contract draft version when the current date is equal to or greater than the preset approval date, removing the need for manual intervention. 9.2.022 8.54
Purchasing Added the ability to leverage a centralized method that creates, maintains and populates ChartFields in a consistent manner on the fluid pages. 9.2.022 8.54
Purchasing Enhanced Federal Government DATA Act to capture Procurement Award and Grants Award information on purchasing transactions. Added new Procurement Instrument Identifier (PIID), Parent PIID, and Federal Award Identification Number (FAIN) and Universal Record Identifier (URI) fields to the Purchase Order header so that these fields can be populated during transaction entry. 9.2.022 8.54
Purchasing Enhanced ability to associate amount-only requisition and purchase order lines to work order task-related procurement activities for maintenance organizations. This is a Purchasing and eProcurement integration enhancement intend for Maintenance Management. This is in addition to existing functionality that permits quantity-based requisition and purchase order lines to be associated to work order tasks. This feature is enabled with Maintenance Managements’s feature Bug 24812188. 9.2.023 8.54
Purchasing Enhanced the support of the U.S. Department of the Treasury to publish new Report Submission Specification (RSS) interface requirements for the DATA Act. Federal agencies need to report RSS File C, which includes procurement and financial award, detailed and summary data. This feature delivers a new File C outbound interface that extracts data from PeopleSoft Purchasing, Payables, and General Ledger, and formats the information based on the U.S. Treasury RSS requirements. The interface is setup driven and includes tree’s to identify the General Ledger accounts that must be reported, object codes, and program. 9.2.023 8.54
Strategic Sourcing Enhanced Bidder Invitations to better search and select Bidder and Suppliers for the purpose of sending Event notifications. The Bidder search page was redesigned to include additional fields and enhanced search criteria. Flexibility to include/exclude Suppliers not currently open for ordering reduces data entry and duplication of Suppliers. 9.2.023 8.54
Supplier Contract Management The Supplier Contract Document Approval and Clause Approval have been re-written to leverage the new Fluid User Interface Approval Component. Fluid Approvals are enabled for approvals across multiple form factors such as a phone or tablet and the approval display will dynamically adjust based on the detected form factor size. These two approvals provide simplified screens showing the important fields needed in an approval. 9.2.022 8.54
eProcurement Enhanced the Accounting Tag feature to leverage a centralized method that creates, maintains and populates ChartFields in a consistent manner on fluid pages. 9.2.022 8.55
eProcurement Added the Fluid Receiving capability that will allow users to do casual receiving on a phone, tablet or desktop. 9.2.022 8.54
eProcurement Enhanced the “Save for Later” button to ensure that workflow is restarted based on role action setup. 9.2.023 8.54
eSupplier Connection Added Fluid Approvals for Supplier creation and maintenance. 9.2.023 8.54
eSupplier Connection Enhanced the Supplier Portal for both Public and Secure access for Supplier collaboration with a Buying Organization’s Procurement business. The user experience leverages the Fluid Tile-based navigation and provides more direction and information on how to interact with the Portal. On the Public page, access for individuals who are not Suppliers can see Company Announcements, Public Bidding Opportunities, User Registration Links, Event Calendar, FAQ’s, and the ability to contact the organization. On the Secure Page, registered Suppliers can access information about their business transactions with the Buying Organization, Supplier Performance metrics, Alerts and Notifications, and other transaction information. 9.2.023 8.55

 

HCM: 34 New Features
(Go to FSCM Features table)

Product(s) Feature Version Minimum PeopleTools Version
Absence Management This resolution contains software changes to enable missing functionality in absence fluid pages compared to classic. It enables View Eligibility details, approval monitor for absence request fluid pages, and balance forecasting for absence balances page. It also enables request history, view eligibility details for absence request fluid approvals and request history for absence cancellation fluid approvals. 9.2.022 8.54
Candidate Gateway The following enhancements are delivered as part of Fluid Candidate Gateway Continual Improvements Project for PI 22: 1. Allow enabling/disabling “Email this job” and “Refer a friend” based on site setup. 2. Addition of the Job Posting Close Date to search results, facets and sorting in Candidate Gateway. 3. Enable new page element of viewing Jobs Posted in last nn Days based on site setup. 4. Clarifying message when applicant fails prescreening/online screening. 5. Update FCG Keyword Search Field Instructional Text. 6. Enhanced Search text in CG Search. 7. Enable contextual header on the Application Summary page. 9.2.022 8.55
General HCM Enhancements Provided new methodology to Fluid Approval action buttons, so that applications and customers can implement specific business logic through Page Composer. 9.2.022 8.54
Global Payroll The update contains the Global Payroll Core Cobol Trace Tool. 9.2.022 8.53.02
  Created new page component for Global Payroll Analytics for PeopleTools 8.55 uptake. 9.2.022 8.55
Global Payroll for Brazil eSocial Wage Type Table complement and proceeding objects are being delivered to create drivers and generate Wage Type XMLs for the Government. 9.2.022 8.53.02
Global Payroll for France The software change to deliver Mobile Payslip is delivered. 9.2.021 8.53.02
Global Payroll for Singapore Amendment feature for year end reporting to IRAS, Amendment to IR8A/IR8S. 9.2.021 8.53.02
Global Payroll for Switzerland ISO 20022 for payment mandatory in Switzerland before 2018. Developed new functionality that generates ISO 20022 bank files. 9.2.022 8.53.02
Global Payroll for the United Kingdom P45 document is made available to employees through Email or Self Service. 9.2.022 8.53.02
Human Resources Made a software change to the Employee Snapshot content reference to add Compensation Review dashboard and Total Rewards tile. 9.2.021 8.55
Human Resources Uploaded fluid icons for the Discussion service. 9.2.022 8.55
Human Resources A software modification was made to update the expiration date to 01/31/2020 on the self service Disability page. 9.2.022 8.53.02
Human Resources Fixes for audit issues. 9.2.022 8.53.02
Human Resources Made a software change to add the Performance Review dashboard in Employee Snapshot. 9.2.022 8.55
Human Resources Made a software change to add new tiles to the Summary and Promotion Readiness dashboards. 9.2.022 8.55
Human Resources A software change was made to create a configuration component for Employee Snapshot. 9.2.022 8.55
Human Resources Relationship edits updates of CPDF Update 64. 9.2.022 8.53.02
Human Resources This patch consolidates all setup components for Configurable Analysis Framework, which are now accessible under the Enterprise Components menu navigation. 9.2.022 8.53.02
Human Resources Discussion Service feature delivery. 9.2.022 8.55
Payroll for North America This patch delivers the new Fluid version of the W-2/W-2c Consent transaction. 9.2.022 8.55
Payroll for North America This patch enables users with the Exempt status to access their withholding form. After this change, users with the Exempt status can bring up their withholding form and change their status to Non-Exempt. Depending on the customer’s approval requirement setup, users can review pending status changes of exempt to non-exempt on the Pending Status Change information page. Also, the Withholding Form approver can review this change on the Approval page. 9.2.022 8.55
Time and Labor This project contains Time and Labor Manager Self Service fluid pages for Reporting Time, Viewing Weekly Time, Viewing Payable Time, and viewing Leave Balances from Base Benefits. It also contains new navigation collections for both Employee Self Service Time and Manager Self Service Team Time. 9.2.022 8.55
Time and Labor The TL Absence enhanced integration feature contains a new fluid run control page which allows administrators to run absence calculation for more than one calendar period. Using this run control page, the administrator can run absence calculation and time admin together which will generate absence payable time from the processed absences along with the payable time for reported time. This page also has links to other pages to resolve Absence exceptions and Time Admin exceptions. This feature also contains change to existing Absence administration navigation collections. 9.2.022 8.55
ePay Delivered the new fluid objects required to provide the new fluid user interface for Maintain Bank Accounts and Payment Distribution pages, which are part of Banking Self Service. 9.2.022 8.54
ePerformance New functionality to enable sections to display on documents during the Track Progress step, the Define Criteria step, or both. 9.2.022 8.55
ePerformance New functionality to enable attachments on the ePerformance self-evaluation appraisals. This will allow employees to add attachments to their self-evaluations, and the manager to copy those attachments from the self-evaluation to the manager’s evaluation. 9.2.022 8.55
eProfile Manager Desktop Delivers the Guided Self Service Leave of Absence and Paid Leave of Absence transactions. 9.2.021 8.54
eProfile Manager Desktop Delivers change to add Standard Hours and FTE to the Full Time/Part Time Guided Self Service transaction. 9.2.022 8.54
eProfile Manager Desktop Delivers setup and classic approval objects that add Standard Hours and FTE to the Full Time/Part Time Guided Self Service transaction. 9.2.022 8.53.02
eProfile Manager Desktop Delivers setup and approval programs that add Standard Hours and FTE to the Full Time/Part Time Guided Self Service transaction. 9.2.022 8.54
eProfile Manager Desktop Delivers the approval view that adds Standard Hours and FTE to the Full Time/Part Time Guided Self Service transaction. 9.2.022 8.53.10
eProfile Manager Desktop Delivers the 8.54 classic approval objects for Standard Hours and FTE to the Full Time/Part Time Guided Self Service transaction. 9.2.022 8.54
eProfile Manager Desktop Delivers a classic page that adds Standard Hours and FTE to the Full Time/Part Time Guided Self Service transaction. 9.2.022 8.53.10
eProfile Manager Desktop Delivers the Activity Guide definition for the new GSS Clone Position transaction. Serves as the top level project in the unit of work tree. 9.2.022 8.55