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Home // PUM Features November 2016

Quarterly PeopleSoft New Features Update

There were 38 new features and functionality delivered in HCM Images 17, 18 & 19. Especially impacting Core HR, Benefits Administration, Candidate Gateway, Talent Acquisition and Time & Labor.  Details below.

There were 66 new features and functionality delivered in FSCM Images 18 – 21 impacting the financial and supply chain modules.  Details below.

Details:

Below is a list of the key features delivered, the module, the image delivered and the minimum PeopleTools version.  The lists will provide a brief description of the feature.  In addition, MIPRO has written several blogs diving deeper into some of this key functionality.  The blogs can be found here:

 

FSCM: 66 New Features
(Go to HCM Features table)

Product(s)

Feature

Version

Minimum PeopleTools Version

General FSCM Enhancements

Enhanced the Fluid WorkCenter feature by adding an optional Scope field for end users. Scope is a collection of filter values for the links defined in the My Work configuration. When enabled, users can create multiple sets of filter value collections.

9.2.019

8.55.00

General FSCM Enhancements

Enhanced the Classic WorkCenter feature by adding an optional Scope field for end users. Scope is a collection of filter values for the links defined in the My Work configuration. When enabled, users can create multiple sets of filter value collections.

9.2.019

8.53.10

General FSCM Enhancements

Added the ability to send email notifications from the PeopleSoft Fluid Billing WorkCenter and Bill Summary page.

9.2.019

8.55.00

General FSCM Enhancements

Enhanced the Fluid WorkCenter by supporting Links.

9.2.019

8.55.00

General FSCM Enhancements

Enhanced Mobile Approvals to use Enterprise Components  –  Fluid Approval technology. Fluid Approval technology retains the same functionality as the previously released Mobile Application Platform (MAP) technology and adds functionality such as adding comments and viewing attachments to pending transactions.

9.2.020

8.54.07

General FSCM Enhancements

Enhanced Comprehensive Supplier Portal ¿to simplify configuring the User Registration Options content. Organizations can easily configure their Public Portal page to present all or just a selected number of options for Suppliers or Individuals looking to do business with the Procurement department. You can use your own icon image for links, detail description of options, and include actionable text in a rich text editor section.

9.2.020

8.54.00

General FSCM Enhancements

Added the Advanced Query Security feature, which is a framework that allows authorized users to set up secured fields for PeopleSoft queries.

9.2.020

8.55

General FSCM Enhancements

Enhanced the length of the Pro Number field from 30 to 40 characters to better track receipts and deliveries.

9.2.021

8.54

Inventory

Added the Cost Balancing WorkCenter, which is created using the PeopleSoft Fluid WorkCenter Framework. This WorkCenter provides a centralized location for Cost Accounting and Inventory users to manage the month-end close activities, confirm the inventory transactions are costed, accounting lines are created, and that the accounting lines balance with the inventory sub ledger. Also, it is designed for the extra-large form factor using a desktop computer.

9.2.019

8.55.00

Purchasing

Enhanced Purchasing Mobile Approvals to use Enterprise Components, Fluid Approval technology. Fluid Approval technology retains the same functionality as the previously released Mobile Application Platform (MAP) technology and adds functionality such as adding comments and viewing attachments to pending transactions. Approver will be able to review the detail information at both the Header and Line level for PO and view Header and line level comments and attachments using their smartphones or tablet.  In addition, users can view the Approval History of the PO for the current Approver.

9.2.020

8.54.00

Services Procurement

Enhanced Mobile Approvals to use Enterprise Components, Fluid Approvals. Enterprise Components, Fluid Approvals retains the same functionality as the previously released Mobile Application Platform (MAP) technology. With the new Enterprise Components Fluid Approvals, users can approve transactions from any location, at any time, through a browser that supports HTML5, on a mobile device. Submitted transactions in PeopleSoft go through the approval process, and an Approver will be able to review the detail information (including the line details) before taking the appropriate action, such as Approve or Deny. The Sourcing Events Approval transaction is implemented using Enterprise Components Fluid Approvals.

9.2.020

8.55.00

Services Procurement

Enhanced Mobile Approvals to use Enterprise Components, Fluid Approvals. Enterprise Components Fluid Approvals retains the same functionality as the previously released Mobile Application Platform (MAP) technology. With the new Enterprise Components Fluid Approvals, users can approve transactions from any location, at any time, through a browser that supports HTML5, on a mobile device. Submitted transactions in PeopleSoft go through the approval process, and an Approver will be able to review the detail information (including the line details) before taking the appropriate action, such as Approve or Deny. The Services Expense Approval transaction is implemented using Enterprise Components, Fluid Approvals.

9.2.020

8.55.00

Services Procurement

Enhanced Mobile Approvals to use Enterprise Components, Fluid Approvals. Enterprise Components, Fluid Approvals retains the same functionality as the previously released Mobile Application Platform (MAP) technology. With the new Enterprise Components Fluid Approvals, users can approve transactions from any location, at any time, through a browser that supports HTML5, on a mobile device. Submitted transactions in PeopleSoft go through the approval process, and an Approver will be able to review the detail information (including the line details) before taking the appropriate action, such as Approve or Deny. The Services Workorder Approval transaction is implemented using Enterprise Components, Fluid Approvals.

9.2.020

8.55.00

Services Procurement

Enhanced the Deliverable Based work order to allow Actual Allocation reporting option for Progress Log transaction lines. With this enhancement, you now have the option to allocate the Progress Log Amount selectively against one or more Distribution Lines on Progress Logs for a Deliverable Based Work Order.

9.2.021

8.54

Strategic Sourcing

Enhanced the award notification process in Strategic Sourcing to include a new notification called Notice of Intent to Award (NOIA). An NOIA refers to a communication from a company to the bidders that an award is forthcoming and also identifies the winning bidder. Similar enhancements have been made to the Notice of Award (NOA) to provide a consistent look and feel with NOIA. The NOIA and NOA has the following capabilities: Configurable Notification Templates which users can use to quickly and easily view and alter the content of each notification, Ability to include attachment(s) in the notification, Ability to select/deselect bidder(s) receiving the notification, Ability to edit and review content prior to sending the NOIA/NOA, Ability to track when notifications were sent.

9.2.021

8.54

eProcurement

Added the Multiple Item Images feature that enables users to define multiple images at the item/supplier and item level and it will be available for viewing on the Item Description page. Each multi-image can be zoomed for closer view of the item. This feature is supported in both the Fluid and Classic versions of the eProcurement requisition.

9.2.020

8.55.00

eProcurement

Enhanced eProcurement  –  Requisition Approvals to use Enterprise Components, Fluid Approval technology. Fluid Approval technology retains the same functionality as the previously released Mobile Application Platform (MAP) technology and adds functionality such as line level approval, viewing configured Chartfields, and comments &  attachments to pending transactions.

9.2.020

8.54.00

eProcurement

Implemented Stateful CI on eProcurement Mobile Requisition to improve performance of creating a requisition.

9.2.021

8.54

Asset Management

Extended Asset Tracking by providing the ability to define if asset scanning can be performed by Serial ID, in addition to asset tag number.

9.2.021

8.54

Asset Management

Extended Mass Transaction Manager to provide the option to preview the asset data to be updated en masse prior to running the Mass Transaction Manager application engine.

9.2.021

8.54

Asset Management

Introduced partial year measurement and recognition of asset retirement obligations and the associated asset retirement cost, providing more flexible administration of the depreciation of the asset retirement cost.

9.2.021

8.54

Asset Management

To optimize business process efficiencies, the interface components have been standardized to not only provide a consistent user experience, but they have also been consolidated to enable visibility to, update, and approval of both financial and physical interface details from a single component.

9.2.021

8.54

Billing

Enhanced the email invoice attachment functionality to attach supporting documents to customer invoices and included the option of emailing these attachments to the customer with the invoice automatically.

9.2.020

8.53.02

Billing

Added separate invoice numbering rule for consolidated invoice headers.

9.2.021

8.54

Cash Management

Enhanced settlement approvals to use Enterprise Components, Fluid Approval technology. It allows you to approve, deny, push back, or hold the approval; add comments for approval actions; and view transaction attachments. Fluid Approvals technology retains the same functionality as the previously released Mobile Application Platform (MAP) technology and adds new functionality.

9.2.020

8.54

Commitment Control

Added the budget journal and definition enhancements to simplify access to exceptions and errors.

9.2.019

8.55

Commitment Control

Enhanced Commitment Control Budget Journal import to provide validation for budget header and line fields. You can check for errors from the PeopleSoft FSCM Asynchronous service on the Asynchronous Details page. Also enhanced multiple journal transfer with Infra CF by including budget statuses None and Not Balanced, based on the monetary balance within security ChartField. In addition, included Account Description and Department Description Fields on the Budget Overview page.

9.2.020

8.54

Commitment Control

Enhanced Budget Journal Mobile Approvals to use Enterprise Components, Fluid Approval technology. Fluid Approval technology retains the same functionality as the previously released Mobile Application Platform (MAP) technology and adds functionality to pending transactions such as adding comments, viewing attachments, choosing chartfield descriptions to display for lines, and denying selected lines.

9.2.020

8.54

Deal Management

Enhanced settlement approvals to use Enterprise Components, Fluid Approval technology. It allows you to approve, deny, push back, or hold the approval; add comments for approval actions; view transaction attachments; and view line details. Fluid Approvals technology retains the same functionality as the previously released Mobile Application Platform (MAP) technology and adds new functionality.

9.2.020

8.54

Expenses

Enhanced the expense report entry capabilities by fully adopting the Fluid framework delivered within PeopleTools. The added functionality includes more international support, including full currency exchange, per diems, and VAT. The interface is further simplified for ease of use across as many devices and platforms as possible, and now offers Receipt Split and Hotel Wizard capabilities, utilizing the power of Fluid Activity Guides.

9.2.019

8.55.00

 

Enhanced the Mobile Expense Approvals to use Enterprise Components Fluid Approval framework.  Enhanced features with the Fluid Approval framework include line level approval, previously not available with the Mobile Application Platform (MAP) technology. With the new Enterprise Components Fluid Approval framework, users can approve expense transactions from any location, at any time, through a browser that supports HTML5, on a mobile device. Submitted transactions in PeopleSoft Expenses go through the approval process, and an Approver will be able to review the detail information (including the line details) before taking the appropriate action, such as Approve, Deny, Push Back or Hold. The approval transactions implemented using the Enterprise Components Fluid Approval framework are: Expense Report Approval, Time Report Approval, and Time Adjustment Approval.

9.2.020

8.54

General FSCM Enhancements

Added new Application Data Sets (ADS) to migrate setup data for the Data Export Import Utility, including data for map definitions, document relationships and delimited file layouts used by map definitions, and run controls.

9.2.019

8.54

General FSCM Enhancements

Added the ability to send email notifications from the PeopleSoft Fluid Billing WorkCenter and Bill Summary page.

9.2.019

8.55.00

General FSCM Enhancements

Enhanced the Fluid WorkCenter by supporting Links.

9.2.019

8.55.00

General FSCM Enhancements

Enhanced Mobile Approvals to use Enterprise Components ¿ Fluid Approval technology. Fluid Approval technology retains the same functionality as the previously released Mobile Application Platform (MAP) technology and adds functionality such as adding comments and viewing attachments to pending transactions.

9.2.020

8.54

General FSCM Enhancements

Added the PeopleSoft Fluid Forms and Approval Builder, part of Enterprise Components, which enables users to create electronic, routable forms without having to use PeopleSoft Application Designer.

9.2.020

8.55

General FSCM Enhancements

Added the Advanced Query Security feature, which is a framework that allows authorized users to set up secured fields for PeopleSoft queries.

9.2.020

8.55

General Ledger

Added the General Ledger Business Unit Management feature to PeopleSoft Fluid. This feature provides a simplified way to add or modify business units in General Ledger in one location using the PeopleTools Activity Guide.

9.2.019

8.55.00

General Ledger

Enhanced the Account Reconciliation feature by adding multiple miscellaneous enhancements. See the Update Image Overview for this image for more information.

9.2.019

8.53

General Ledger

Added the Acutals Close Application Data Set (ADS) definitions as sample data. The Data Migration Workbench uses the ADS technology, which enables users to compare, validate, and copy the content data from one database to another.

9.2.019

8.53

General Ledger

Enhanced Journal Entry Mobile Approvals to use Enterprise Components, Fluid Approval technology. Fluid Approval technology retains the same functionality as the previously released Mobile Application Platform (MAP) technology and adds functionality such as adding comments and viewing attachments to pending transactions.

9.2.020

8.54

General Ledger

Added support for the Federal Object Class and Program Code Interface for agencies reporting on their financial obligations and outlays by Program Activity and Object Class segments, as mandated by the DATA Act. The Federal Office of Management and Budget issued the new interface specifications in their Circular A-11 Sections S82 for Program Activity and S83 for Object Class. (Also delivered in PeopleSoft Financials 9.1 Bundle 38, bug ID 23092152. See Oracle Support Document 2143518.1.)

9.2.020

8.53.02

General Ledger

Enhanced the Reconciliation Workbench so that you can use the Comments field and personalize relevant ChartFields when performing searches.

9.2.020

8.53

General Ledger

Enhanced Spreadsheet Journal Import giving it a new look and two new features. With this image, you can elect to have the system run the journal edit process and send approval messages for journals being imported. Note: a new workbook file is delivered with this image.

9.2.020

8.53

General Ledger

Added the Amortizing Expenses feature, which provides a way to make annual payments that are to be amortized in regular installments over a period of time. Advance payments are initiated by Accounts Payable users into PeopleSoft by providing essential amortization information. Finance department can manage the amortization process using a schedule generated by the PeopleSoft system.

9.2.021

 

Global Options and Reports

Enhanced the Japanese Withholding report to print the My Account Number on the report. There is also an option to print an internal copy without My Account Number.

9.2.019

8.54

Global Options and Reports

Added the new Italian Trading Partner Declaration in accordance with the technical standards defined by the Italian tax authorities. This new legislative feature provides an Electronic file which contains issued and received Invoice transactions for, Customer and Supplier Invoice transactions, Purchase transactions for the Republic of San Marino, Transactions with trading partners located in blacklisted countries.

9.2.019

8.54

Global Options and Reports

Added translate values to accommodate both the Swacch Bharat and Krishi Kalyan cess, statutory requirements in India.

9.2.019

8.54

Lease Administration

Real Estate Management product enhanced to serve as an overarching leasing solution across the enterprise and hence renamed as Lease Administration.

9.2.019

8.53

Lease Administration

Added the Lease Administration navigation collection in the PeopleSoft Fluid User Interface. This navigation collection groups common functionalities used in Lease Administration in a single location. You can click the Lease Administration tile on the Employee Self Service homepage to access links to frequently used components.

9.2.020

8.55

Maintenance Management

Increased Asset Description field length to 100 characters and a detailed asset description available on work order related pages.

9.2.019

8.53.00

Payables

Enhanced the Prepayment feature to simplify the steps in application of prepayments to regular vouchers.

9.2.019

8.55

Payables

Enhanced Payment Request Approvals to use Enterprise Components, Fluid Approval technology. Fluid Approval technology retains the same functionality as the previously released Mobile Application Platform (MAP) technology and adds functionality such as adding comments and viewing attachments to pending transactions.

9.2.020

8.54

Payables

Enhanced Voucher Mobile Approvals to use Enterprise Components, Fluid Approval technology. Fluid Approval technology retains the same functionality as the previously released Mobile Application Platform (MAP) technology and adds functionality such as adding comments and viewing attachments to pending transactions.

9.2.020

8.54

 

Added the Amortizing Expenses feature, which provides a way to make annual payments that are to be amortized in regular installments over a period of time. Advance payments are initiated by Accounts Payable users into PeopleSoft by providing essential amortization information. Finance department can manage the amortization process using a schedule generated by the PeopleSoft system.

9.2.021

 

Real Estate Management

Real Estate Management product enhanced to serve as an overarching leasing solution across the enterprise and hence renamed as Lease Administration.

9.2.019

8.53

Real Estate Management

Added support for any asset type, allowing you to create leases for any asset in the Asset Management repository.

9.2.019

8.53

Real Estate Management

Enhanced to support both operating and capital (or finance) leases as a lessee.

9.2.019

8.53

Receivables

Added the ability to unpost direct journal payments.

9.2.019

8.53

Receivables

Added the ability to allow deposits with zero payment amounts.

9.2.019

8.53

Receivables

Added the ability to override inherited Chartfields on write-off transactions on payment and maintenance worksheets.

9.2.019

8.53

Receivables

Enhanced approvals for write-offs on payment and credit card worksheets to use Enterprise Components, Fluid Approval technology. It allows you to approve, deny, or push back the write-off; perform approval actions for multiple write-offs; add comments for approval actions; and view line details and attachments. Fluid Approvals technology retains the same functionality as the previously released Mobile Application Platform (MAP) technology and adds new functionality.

9.2.020

8.54

Receivables

Adds functionality to upload Dun & Bradstreet reports by type in bulk into your system using the Data Export Import Utility (DEIU). DEIU processing is preconfigured for these reports: Business Verification, Decision Support, Delinquency Score, Enterprise Management, and Quick Check.

9.2.020

8.54

Receivables

Enhanced the Treasury Report on Receivables (TROR) to implement the changes documented in the Digital Accountability and Transparency Act (DATA Act) of 2014, which was signed into law on May 9, 2014.

9.2.021

8.53.02

Receivables

Added ability to change the Payment Method of a rejected direct debit item to another payment method on the item details page.

9.2.021

8.53.02

Receivables

Added attachment functionality, including an option to upload, view, and delete MICR attachments on the Customer MICR Information page, and the ability to delete existing attachments during item maintenance.

9.2.021

8.53.02

Receivables

Enhanced Receivables Update processing to run for all transactions or for one or more transaction types selected by the user.

9.2.021

8.53.02

Receivables

Enhanced these aging reports to provide the option to subtotal by currency: Aging Summary by Unit (AR3004), Aging by Reason (AR3007), and Aging Detail by Department (AR3009). Select the entry currency to show subtotals by currency.

9.2.021

8.53.02

 

HCM: 38 New Features
(Go to FSCM Features table)

Product((s)

Feature

Version

Minimum PeopleTools Version

Absence Management

This resolution adds the Simplified Analytics feature for  Absence Management on the Request Absence page.

9.2.018

8.55

Absence Management

Absence Cancelation enhancement. This enhancement provides a workflow-enabled solution for employees, managers, and administrators to cancel absences that have been submitted and approved.

9.2.019

8.54

Benefits Administration

Patch 23147137 provided Benefits Administration Archive Capability. It improved BAS PARTICIPANT table sets performance.

9.2.018

8.53.02

Candidate Gateway

Mobile/Fluid Candidate Gateway Feature

9.2.018

8.55

Candidate Gateway

Software fix is provided to display the navigation bar in the Careers Job Posting Grid and enable keyboard users to view the next set of postings with minimal keystrokes.

9.2.019

8.53.02

Candidate Gateway

We have introduced new functionality to Fluid Candidate Gateway. This includes Federal sections for the job application and Refer a Friend for internal applicants. Placeholder search text has been added to View Latest Jobs.

9.2.019

8.55

Global Payroll

Global Payroll Variance will be used by the Payroll Administrator to compare gross, net, earnings and deductions between any two calendar periods.

9.2.019

8.54

Global Payroll for Australia

Commonwealth Superannuation Corporation (CSC) who manages the Public Sector Superannuation Accumulation plan (PSSap) fund published the SuperStream Alternative File Format (SAFF) data requirement that entities must use to comply with the Superannuation Data and Payment Standards 2012. These data requirements include scheme specific registration and contribution details necessary to support the PSSap data requirements defined by the Superannuation Act 2005.The Create ComSuper Report AUS run control page is updated to provide the user to create a scheme based (CSS/PSS/PSSap) report in SAFF and XBRL formats.

9.2.019

8.53.02

Global Payroll for Brazil

Delivery of online objects and batch processes to manage initial loading and XML generation for basic tables including employers and non-employees: S-1000 Basic Table – Employer Data, S-1005 Basic Table – Establishment and Building Site Table, S-1020 Basic Table – Tax Location Table, S-1030 Basic Table – Job Code Table, S-1050 Basic Table – Work Shift and Time Labor Table, S-2100 Initial Loading – Employees, S-2300 Initial Loading – Non Employees

9.2.018

8.53.02

Global Payroll for France

The French Government released a new technical book on January 9, 2015 explaining the additional reporting requirement as part of DSN Phase 3. Code was modified for Phase 3 standard of DSN that will be mandatorily followed starting January 2016. It also expanded the scope of DUKES and DADS-U data within DSN. This is in addition to the data as part of DSN Phase 2.

9.2.018

8.53.02

Human Resources

Sub-Feature – ACA Correction/Replacement Processes Importing IRS Acknowledgement File and Transmittal Data correction.

9.2.018

8.53.02

Human Resources

Made a change to the related content configuration in order to support simplified analytics in HCM.

9.2.018

8.53.02

Human Resources

Delivers software changes to support Guided Self Service on the small form factor.

9.2.018

8.54

Human Resources

This contains content references for File Integration framework feature.

9.2.018

8.55

Human Resources

Patch for Phased Retirement Feature.

9.2.018

8.53.02

Human Resources

Provide HCM home pages and tiles for navigation. Homepages are being delivered for the Workforce Administrator and Talent Administrator.

9.2.018

8.55

Human Resources

Made a change to the related content configuration for Company Directory in order to support simplified analytics.

9.2.018

8.54

Human Resources

Delivered new configuration for name formats in the Name Format Types setup component. Modified the following transactions to make use of the new configuration: Personal Data (Add/Modify a Person), Self Service Name Change (non-fluid), Update Dependent/Beneficiary ACA Employee, Transmittal Data Physicians(Health and Safety), Non-Employee Verification (Health and Safety)

9.2.019

8.53.02

Human Resources

PeopleSoft HCM federal customers now have the ability to view 360 information about the federal employees using the HRHD 360 degree page. For federal employees the system can display information specific to them such as Tenure, Service Computation date, Appointment Type, Payplan/Grade/Step, Benefits/FEHB and FLSA status.

9.2.019

8.53.02

Human Resources

As of PeopleSoft HCM 9.2 Update Image 19, the Mobile Company Directory will no longer be supported. This feature has been replaced by the Fluid Company Directory.

9.2.019

8.53.02

Human Resources

Program changes to allow My Team to show empty positions when the “Show Empty Positions” property is selected in the direct reports configuration for the application.

9.2.019

8.54

Human Resources

Modified common approval processing logic for new AWE transactions & admin worklist creation.

9.2.019

8.53.02

Human Resources

Made a software change to deliver the Activity Guide for the Employee Snapshot feature.

9.2.019

8.55

Human Resources

Modified the fluid self-service Name change transaction to include the name format type enhancements.

9.2.019

8.54

Human Resources

Modified software to deliver batch process to refresh Person Org Assignments record.

9.2.019

8.53.02

Payroll for North America

New BIP report definitions and corresponding templates were created to support new Updateable State Withholding Form feature.

9.2.018

8.55.05

Talent Acquisition Manager

Software changes were made to create new views for Simplified Analytics for Open Jobs.

9.2.018

8.53.02

Talent Acquisition Manager

Software update for Simplified Analytics in Open Jobs.

9.2.018

8.53.02

Talent Acquisition Manager

Software changes were made to add new Pivot Grid for Job Openings Opened and Closed Analysis. This is part of the Simplified Analytics for Job Openings Opened and Closed Analysis.

9.2.018

8.55

Talent Acquisition Manager

Software changes were made to add new Pivot Grid for Job Openings Aging Analysis. This is part of the Simplified Analytics for Job Openings Aging Analysis.

9.2.018

8.55

Talent Acquisition Manager

Software changes were made to add new Pivot Grid for In Process Applicants. It is part of the Simplified Analytics for In Process Applicants.

9.2.018

8.55

Talent Acquisition Manager

Software changes were made to the Query Security Tree. This is part of the Simplified Analytics for  Open Jobs Analysis.

9.2.018

8.53.02

Talent Acquisition Manager

Software change has been made to create a new Pivot Grid as part of the Applicant Diversity Overview.

9.2.019

8.54

Time and Labor

This resolution contains Simplified Analytics feature for Time and Labor product In Team Time landing page and Manage Exceptions page.

9.2.018

8.55

Time and Labor

This is a new Fluid feature to copy weekly time from fluid weekly time component for elapsed reporters when current week is empty.

9.2.018

8.54

Time and Labor

Project Contain Ads for Related Actions on Manage Exception Fluid Page.

9.2.019

8.54

Time and Labor

Projects contains new objects and associated scripts created for Workforce Availability Analytics.

9.2.019

8.54

ePerformance

Adds Performance Status analytic in Team Performance page.

9.2.018

8.53.02

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