Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoft Financial Update amp Roadmap
Continuous Innovation
Amira Morcos Senior Director Oracle Product Strategy June 19th 2017
Oracle Confidential ndash Restricted 2
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Safe Harbor Statement
The following is intended to outline our general product direction It is intended for information purposes only and may not be incorporated into any contract It is not a commitment to deliver any material code or functionality and should not be relied upon in making purchasing decisions The development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Oraclersquos Applications Unlimited Strategy Commitment to PeopleSoft
PeopleSoft
Selectively Adopt New Features without Upgrades
Multi-Year Roadmap of Planned Expansions
Oracle Support to AT LEAST 2027
4 Oracle Confidential ndash Restricted Use Only
PeopleSoft on the Oracle Public Cloud
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Engage with Oraclersquos PeopleSoft Sales Team
Confidential ndash Oracle Restricted 5
Oracle Digital License Sales Team
MW
bull Interested in purchasing PeopleSoft
bull Want to expand your PeopleSoft usage
bull Need PeopleSoft licensing help
Contact the Oracle Digital team
licensesales-naa_usoraclecom
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Lower Costs amp Increased Agility - A New Mindset PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager
Youre in control mdash you decide what to apply and when to apply them
Updates are frequent mdash new features and maintenance are easy to apply
A world without upgrades mdash your business systems are agile
MW
Confidential ndash Oracle Restricted 6
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft on the Oracle Cloud The Best of All Possible Worlds
The PeopleSoft You Know
The PeopleSoft You Own
The PeopleSoft That Works
On the Cloud You Can Trust
7 Oracle Confidential ndash Restricted Use Only
+ Platform Infrastructure Data
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery
8
Planned Features and Enhancements
Update Image Overviews Cumulative Feature Overview
Oracle Confidential ndash Restricted Use Only
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interaction
Powerful Solutions to Business
Problems
Expansive Insights into your
Financials
PeopleSoft Financial Management Solutions Intuitive Powerful amp Expansive
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Effectively Execute in the Face of Complexity Easily Find and Act On Information ndash Elastic Search for PeopleSoft
10 Oracle Confidential ndash Restricted Use Only
MW
Meet current and future business needs
Improved performance in indexing and results retrieval
Horizontally scalable supporting distributed architecture
Easy to install administer and maintain
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI
Billing Receivables Payables General Ledger
Cash amp Treasury
Confidential ndash Oracle Restricted 11
Business Based Configuration ndash Navigation Collections (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI PeopleSoft Financials Mobile Approvals
Confidential ndash Oracle Restricted 12
MW
Efficient Support for Expanding Controls
Delivered using Fluid UI
Mobile
Visually Appealing
Configurable via Page Composer
Richer Capabilities (eg
Attachments Comments)
Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget
Journals AR Worksheets Treasury Reconciliations ChartField Request AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
What It Means To You
bull Replacing all approvals built using Mobile Application Platform (MAP)
bull New approvals based on Fluid UI Page Composer delivered in image 20
bull Adopt new approvals based on Fluid UI Page Composer
bull Supporting MAP approvals until the end of June 2017
Confidential ndash Oracle Restricted 13
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 14
Simplicity Improves Operational Efficiency Fluid Payment Request
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Safe Harbor Statement
The following is intended to outline our general product direction It is intended for information purposes only and may not be incorporated into any contract It is not a commitment to deliver any material code or functionality and should not be relied upon in making purchasing decisions The development release and timing of any features or functionality described for Oraclersquos products remains at the sole discretion of Oracle
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Oraclersquos Applications Unlimited Strategy Commitment to PeopleSoft
PeopleSoft
Selectively Adopt New Features without Upgrades
Multi-Year Roadmap of Planned Expansions
Oracle Support to AT LEAST 2027
4 Oracle Confidential ndash Restricted Use Only
PeopleSoft on the Oracle Public Cloud
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Engage with Oraclersquos PeopleSoft Sales Team
Confidential ndash Oracle Restricted 5
Oracle Digital License Sales Team
MW
bull Interested in purchasing PeopleSoft
bull Want to expand your PeopleSoft usage
bull Need PeopleSoft licensing help
Contact the Oracle Digital team
licensesales-naa_usoraclecom
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Lower Costs amp Increased Agility - A New Mindset PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager
Youre in control mdash you decide what to apply and when to apply them
Updates are frequent mdash new features and maintenance are easy to apply
A world without upgrades mdash your business systems are agile
MW
Confidential ndash Oracle Restricted 6
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft on the Oracle Cloud The Best of All Possible Worlds
The PeopleSoft You Know
The PeopleSoft You Own
The PeopleSoft That Works
On the Cloud You Can Trust
7 Oracle Confidential ndash Restricted Use Only
+ Platform Infrastructure Data
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery
8
Planned Features and Enhancements
Update Image Overviews Cumulative Feature Overview
Oracle Confidential ndash Restricted Use Only
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interaction
Powerful Solutions to Business
Problems
Expansive Insights into your
Financials
PeopleSoft Financial Management Solutions Intuitive Powerful amp Expansive
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Effectively Execute in the Face of Complexity Easily Find and Act On Information ndash Elastic Search for PeopleSoft
10 Oracle Confidential ndash Restricted Use Only
MW
Meet current and future business needs
Improved performance in indexing and results retrieval
Horizontally scalable supporting distributed architecture
Easy to install administer and maintain
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI
Billing Receivables Payables General Ledger
Cash amp Treasury
Confidential ndash Oracle Restricted 11
Business Based Configuration ndash Navigation Collections (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI PeopleSoft Financials Mobile Approvals
Confidential ndash Oracle Restricted 12
MW
Efficient Support for Expanding Controls
Delivered using Fluid UI
Mobile
Visually Appealing
Configurable via Page Composer
Richer Capabilities (eg
Attachments Comments)
Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget
Journals AR Worksheets Treasury Reconciliations ChartField Request AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
What It Means To You
bull Replacing all approvals built using Mobile Application Platform (MAP)
bull New approvals based on Fluid UI Page Composer delivered in image 20
bull Adopt new approvals based on Fluid UI Page Composer
bull Supporting MAP approvals until the end of June 2017
Confidential ndash Oracle Restricted 13
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 14
Simplicity Improves Operational Efficiency Fluid Payment Request
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Oraclersquos Applications Unlimited Strategy Commitment to PeopleSoft
PeopleSoft
Selectively Adopt New Features without Upgrades
Multi-Year Roadmap of Planned Expansions
Oracle Support to AT LEAST 2027
4 Oracle Confidential ndash Restricted Use Only
PeopleSoft on the Oracle Public Cloud
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Engage with Oraclersquos PeopleSoft Sales Team
Confidential ndash Oracle Restricted 5
Oracle Digital License Sales Team
MW
bull Interested in purchasing PeopleSoft
bull Want to expand your PeopleSoft usage
bull Need PeopleSoft licensing help
Contact the Oracle Digital team
licensesales-naa_usoraclecom
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Lower Costs amp Increased Agility - A New Mindset PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager
Youre in control mdash you decide what to apply and when to apply them
Updates are frequent mdash new features and maintenance are easy to apply
A world without upgrades mdash your business systems are agile
MW
Confidential ndash Oracle Restricted 6
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft on the Oracle Cloud The Best of All Possible Worlds
The PeopleSoft You Know
The PeopleSoft You Own
The PeopleSoft That Works
On the Cloud You Can Trust
7 Oracle Confidential ndash Restricted Use Only
+ Platform Infrastructure Data
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery
8
Planned Features and Enhancements
Update Image Overviews Cumulative Feature Overview
Oracle Confidential ndash Restricted Use Only
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interaction
Powerful Solutions to Business
Problems
Expansive Insights into your
Financials
PeopleSoft Financial Management Solutions Intuitive Powerful amp Expansive
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Effectively Execute in the Face of Complexity Easily Find and Act On Information ndash Elastic Search for PeopleSoft
10 Oracle Confidential ndash Restricted Use Only
MW
Meet current and future business needs
Improved performance in indexing and results retrieval
Horizontally scalable supporting distributed architecture
Easy to install administer and maintain
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI
Billing Receivables Payables General Ledger
Cash amp Treasury
Confidential ndash Oracle Restricted 11
Business Based Configuration ndash Navigation Collections (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI PeopleSoft Financials Mobile Approvals
Confidential ndash Oracle Restricted 12
MW
Efficient Support for Expanding Controls
Delivered using Fluid UI
Mobile
Visually Appealing
Configurable via Page Composer
Richer Capabilities (eg
Attachments Comments)
Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget
Journals AR Worksheets Treasury Reconciliations ChartField Request AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
What It Means To You
bull Replacing all approvals built using Mobile Application Platform (MAP)
bull New approvals based on Fluid UI Page Composer delivered in image 20
bull Adopt new approvals based on Fluid UI Page Composer
bull Supporting MAP approvals until the end of June 2017
Confidential ndash Oracle Restricted 13
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 14
Simplicity Improves Operational Efficiency Fluid Payment Request
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Engage with Oraclersquos PeopleSoft Sales Team
Confidential ndash Oracle Restricted 5
Oracle Digital License Sales Team
MW
bull Interested in purchasing PeopleSoft
bull Want to expand your PeopleSoft usage
bull Need PeopleSoft licensing help
Contact the Oracle Digital team
licensesales-naa_usoraclecom
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Lower Costs amp Increased Agility - A New Mindset PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager
Youre in control mdash you decide what to apply and when to apply them
Updates are frequent mdash new features and maintenance are easy to apply
A world without upgrades mdash your business systems are agile
MW
Confidential ndash Oracle Restricted 6
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft on the Oracle Cloud The Best of All Possible Worlds
The PeopleSoft You Know
The PeopleSoft You Own
The PeopleSoft That Works
On the Cloud You Can Trust
7 Oracle Confidential ndash Restricted Use Only
+ Platform Infrastructure Data
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery
8
Planned Features and Enhancements
Update Image Overviews Cumulative Feature Overview
Oracle Confidential ndash Restricted Use Only
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interaction
Powerful Solutions to Business
Problems
Expansive Insights into your
Financials
PeopleSoft Financial Management Solutions Intuitive Powerful amp Expansive
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Effectively Execute in the Face of Complexity Easily Find and Act On Information ndash Elastic Search for PeopleSoft
10 Oracle Confidential ndash Restricted Use Only
MW
Meet current and future business needs
Improved performance in indexing and results retrieval
Horizontally scalable supporting distributed architecture
Easy to install administer and maintain
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI
Billing Receivables Payables General Ledger
Cash amp Treasury
Confidential ndash Oracle Restricted 11
Business Based Configuration ndash Navigation Collections (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI PeopleSoft Financials Mobile Approvals
Confidential ndash Oracle Restricted 12
MW
Efficient Support for Expanding Controls
Delivered using Fluid UI
Mobile
Visually Appealing
Configurable via Page Composer
Richer Capabilities (eg
Attachments Comments)
Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget
Journals AR Worksheets Treasury Reconciliations ChartField Request AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
What It Means To You
bull Replacing all approvals built using Mobile Application Platform (MAP)
bull New approvals based on Fluid UI Page Composer delivered in image 20
bull Adopt new approvals based on Fluid UI Page Composer
bull Supporting MAP approvals until the end of June 2017
Confidential ndash Oracle Restricted 13
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 14
Simplicity Improves Operational Efficiency Fluid Payment Request
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Lower Costs amp Increased Agility - A New Mindset PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager
Youre in control mdash you decide what to apply and when to apply them
Updates are frequent mdash new features and maintenance are easy to apply
A world without upgrades mdash your business systems are agile
MW
Confidential ndash Oracle Restricted 6
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft on the Oracle Cloud The Best of All Possible Worlds
The PeopleSoft You Know
The PeopleSoft You Own
The PeopleSoft That Works
On the Cloud You Can Trust
7 Oracle Confidential ndash Restricted Use Only
+ Platform Infrastructure Data
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery
8
Planned Features and Enhancements
Update Image Overviews Cumulative Feature Overview
Oracle Confidential ndash Restricted Use Only
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interaction
Powerful Solutions to Business
Problems
Expansive Insights into your
Financials
PeopleSoft Financial Management Solutions Intuitive Powerful amp Expansive
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Effectively Execute in the Face of Complexity Easily Find and Act On Information ndash Elastic Search for PeopleSoft
10 Oracle Confidential ndash Restricted Use Only
MW
Meet current and future business needs
Improved performance in indexing and results retrieval
Horizontally scalable supporting distributed architecture
Easy to install administer and maintain
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI
Billing Receivables Payables General Ledger
Cash amp Treasury
Confidential ndash Oracle Restricted 11
Business Based Configuration ndash Navigation Collections (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI PeopleSoft Financials Mobile Approvals
Confidential ndash Oracle Restricted 12
MW
Efficient Support for Expanding Controls
Delivered using Fluid UI
Mobile
Visually Appealing
Configurable via Page Composer
Richer Capabilities (eg
Attachments Comments)
Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget
Journals AR Worksheets Treasury Reconciliations ChartField Request AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
What It Means To You
bull Replacing all approvals built using Mobile Application Platform (MAP)
bull New approvals based on Fluid UI Page Composer delivered in image 20
bull Adopt new approvals based on Fluid UI Page Composer
bull Supporting MAP approvals until the end of June 2017
Confidential ndash Oracle Restricted 13
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 14
Simplicity Improves Operational Efficiency Fluid Payment Request
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft on the Oracle Cloud The Best of All Possible Worlds
The PeopleSoft You Know
The PeopleSoft You Own
The PeopleSoft That Works
On the Cloud You Can Trust
7 Oracle Confidential ndash Restricted Use Only
+ Platform Infrastructure Data
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery
8
Planned Features and Enhancements
Update Image Overviews Cumulative Feature Overview
Oracle Confidential ndash Restricted Use Only
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interaction
Powerful Solutions to Business
Problems
Expansive Insights into your
Financials
PeopleSoft Financial Management Solutions Intuitive Powerful amp Expansive
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Effectively Execute in the Face of Complexity Easily Find and Act On Information ndash Elastic Search for PeopleSoft
10 Oracle Confidential ndash Restricted Use Only
MW
Meet current and future business needs
Improved performance in indexing and results retrieval
Horizontally scalable supporting distributed architecture
Easy to install administer and maintain
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI
Billing Receivables Payables General Ledger
Cash amp Treasury
Confidential ndash Oracle Restricted 11
Business Based Configuration ndash Navigation Collections (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI PeopleSoft Financials Mobile Approvals
Confidential ndash Oracle Restricted 12
MW
Efficient Support for Expanding Controls
Delivered using Fluid UI
Mobile
Visually Appealing
Configurable via Page Composer
Richer Capabilities (eg
Attachments Comments)
Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget
Journals AR Worksheets Treasury Reconciliations ChartField Request AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
What It Means To You
bull Replacing all approvals built using Mobile Application Platform (MAP)
bull New approvals based on Fluid UI Page Composer delivered in image 20
bull Adopt new approvals based on Fluid UI Page Composer
bull Supporting MAP approvals until the end of June 2017
Confidential ndash Oracle Restricted 13
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 14
Simplicity Improves Operational Efficiency Fluid Payment Request
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery
8
Planned Features and Enhancements
Update Image Overviews Cumulative Feature Overview
Oracle Confidential ndash Restricted Use Only
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interaction
Powerful Solutions to Business
Problems
Expansive Insights into your
Financials
PeopleSoft Financial Management Solutions Intuitive Powerful amp Expansive
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Effectively Execute in the Face of Complexity Easily Find and Act On Information ndash Elastic Search for PeopleSoft
10 Oracle Confidential ndash Restricted Use Only
MW
Meet current and future business needs
Improved performance in indexing and results retrieval
Horizontally scalable supporting distributed architecture
Easy to install administer and maintain
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI
Billing Receivables Payables General Ledger
Cash amp Treasury
Confidential ndash Oracle Restricted 11
Business Based Configuration ndash Navigation Collections (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI PeopleSoft Financials Mobile Approvals
Confidential ndash Oracle Restricted 12
MW
Efficient Support for Expanding Controls
Delivered using Fluid UI
Mobile
Visually Appealing
Configurable via Page Composer
Richer Capabilities (eg
Attachments Comments)
Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget
Journals AR Worksheets Treasury Reconciliations ChartField Request AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
What It Means To You
bull Replacing all approvals built using Mobile Application Platform (MAP)
bull New approvals based on Fluid UI Page Composer delivered in image 20
bull Adopt new approvals based on Fluid UI Page Composer
bull Supporting MAP approvals until the end of June 2017
Confidential ndash Oracle Restricted 13
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 14
Simplicity Improves Operational Efficiency Fluid Payment Request
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interaction
Powerful Solutions to Business
Problems
Expansive Insights into your
Financials
PeopleSoft Financial Management Solutions Intuitive Powerful amp Expansive
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Effectively Execute in the Face of Complexity Easily Find and Act On Information ndash Elastic Search for PeopleSoft
10 Oracle Confidential ndash Restricted Use Only
MW
Meet current and future business needs
Improved performance in indexing and results retrieval
Horizontally scalable supporting distributed architecture
Easy to install administer and maintain
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI
Billing Receivables Payables General Ledger
Cash amp Treasury
Confidential ndash Oracle Restricted 11
Business Based Configuration ndash Navigation Collections (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI PeopleSoft Financials Mobile Approvals
Confidential ndash Oracle Restricted 12
MW
Efficient Support for Expanding Controls
Delivered using Fluid UI
Mobile
Visually Appealing
Configurable via Page Composer
Richer Capabilities (eg
Attachments Comments)
Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget
Journals AR Worksheets Treasury Reconciliations ChartField Request AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
What It Means To You
bull Replacing all approvals built using Mobile Application Platform (MAP)
bull New approvals based on Fluid UI Page Composer delivered in image 20
bull Adopt new approvals based on Fluid UI Page Composer
bull Supporting MAP approvals until the end of June 2017
Confidential ndash Oracle Restricted 13
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 14
Simplicity Improves Operational Efficiency Fluid Payment Request
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Effectively Execute in the Face of Complexity Easily Find and Act On Information ndash Elastic Search for PeopleSoft
10 Oracle Confidential ndash Restricted Use Only
MW
Meet current and future business needs
Improved performance in indexing and results retrieval
Horizontally scalable supporting distributed architecture
Easy to install administer and maintain
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI
Billing Receivables Payables General Ledger
Cash amp Treasury
Confidential ndash Oracle Restricted 11
Business Based Configuration ndash Navigation Collections (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI PeopleSoft Financials Mobile Approvals
Confidential ndash Oracle Restricted 12
MW
Efficient Support for Expanding Controls
Delivered using Fluid UI
Mobile
Visually Appealing
Configurable via Page Composer
Richer Capabilities (eg
Attachments Comments)
Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget
Journals AR Worksheets Treasury Reconciliations ChartField Request AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
What It Means To You
bull Replacing all approvals built using Mobile Application Platform (MAP)
bull New approvals based on Fluid UI Page Composer delivered in image 20
bull Adopt new approvals based on Fluid UI Page Composer
bull Supporting MAP approvals until the end of June 2017
Confidential ndash Oracle Restricted 13
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 14
Simplicity Improves Operational Efficiency Fluid Payment Request
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI
Billing Receivables Payables General Ledger
Cash amp Treasury
Confidential ndash Oracle Restricted 11
Business Based Configuration ndash Navigation Collections (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI PeopleSoft Financials Mobile Approvals
Confidential ndash Oracle Restricted 12
MW
Efficient Support for Expanding Controls
Delivered using Fluid UI
Mobile
Visually Appealing
Configurable via Page Composer
Richer Capabilities (eg
Attachments Comments)
Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget
Journals AR Worksheets Treasury Reconciliations ChartField Request AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
What It Means To You
bull Replacing all approvals built using Mobile Application Platform (MAP)
bull New approvals based on Fluid UI Page Composer delivered in image 20
bull Adopt new approvals based on Fluid UI Page Composer
bull Supporting MAP approvals until the end of June 2017
Confidential ndash Oracle Restricted 13
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 14
Simplicity Improves Operational Efficiency Fluid Payment Request
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI PeopleSoft Financials Mobile Approvals
Confidential ndash Oracle Restricted 12
MW
Efficient Support for Expanding Controls
Delivered using Fluid UI
Mobile
Visually Appealing
Configurable via Page Composer
Richer Capabilities (eg
Attachments Comments)
Already Available Starting with Image 20 Journals Vouchers Payment Requests CreditRebill Control Budget
Journals AR Worksheets Treasury Reconciliations ChartField Request AR Refunds via Maintenance amp Draft Worksheets Deal Confirmation
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
What It Means To You
bull Replacing all approvals built using Mobile Application Platform (MAP)
bull New approvals based on Fluid UI Page Composer delivered in image 20
bull Adopt new approvals based on Fluid UI Page Composer
bull Supporting MAP approvals until the end of June 2017
Confidential ndash Oracle Restricted 13
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 14
Simplicity Improves Operational Efficiency Fluid Payment Request
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
What It Means To You
bull Replacing all approvals built using Mobile Application Platform (MAP)
bull New approvals based on Fluid UI Page Composer delivered in image 20
bull Adopt new approvals based on Fluid UI Page Composer
bull Supporting MAP approvals until the end of June 2017
Confidential ndash Oracle Restricted 13
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 14
Simplicity Improves Operational Efficiency Fluid Payment Request
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 14
Simplicity Improves Operational Efficiency Fluid Payment Request
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Restricted to event use only 15
Simplicity Improves Operational Efficiency Fluid Payment Request - Copy
Reduce Workload for Accounts Payable
Reduce Training Effort for Business Users
KEY FEATURES
Access via Self Service
Easy to Use
Full Control via Workflow
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic (phased rollout)
Oracle Confidential ndash Restricted
Accounting Tag Simplifies Data Entry
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2015 Oracle andor its affiliates All rights reserved | 17
Comprehensive Supplier Portal ndash Public Access amp Secured Home Pages
Intuitive Supplier Self Service Experience
Supplier Collaboration
Content
Actions
Improve Supplier Relationships
Reduce Costs
Negotiate Better Contracts
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service to Reduce Training Needs Supplier Portal via Fluid
Public and secure supplier portals
Simple role-based tile navigation
New alerts analytics and notifications
New business process designs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Supplier Self-Service eSettlements - Review Invoices
Invoice Status
ChartField Data
Oracle Confidential ndash Highly Restricted
Reduce AP Workload
Efficient payment flow
Reduce Annoying Vendor Calls
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive Self Service Reduces Costs eSettlements Supplier Collaboration - Fluid
Reduce Workload for Accounts Payable
Improve Supplier Relationships
Manage Invoices amp Payments
Use Defaults to Simplify
Review Match Exceptions
Real Time Collaboration
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
ChartField Request Collaboration
Simplicity Improves Finance Efficiency
Configurable Chart of Accounts Request
Expand for approvers to update or change any attributes for ldquoAddrdquo request (Image 14)
Modify template after initiation use (Image 21)
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Connecting Business Users to Simple Request Financial Structure Change Request
KEY BENEFITS
Increase Productivity Thru Simplicity
Anywhere Anytime
Empower Business Users
KEY FEATURES
Access via Self Service
Leverage Questionnaires and Configurable Templates
Manage ChartField Trees
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Cash Management Home Page
Expansive Visibility of Cash
Ensure sufficient funding
Improve bottom line
Increase return on
investment
Manage global cash
Accurately forecast
shortlong term cash
needs
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 24
Available vs Forecast
Increase Simplicity Through PeopleSoft Fluid Deeper Visibility on the Go
Cash Forecast Investment amp Debt
Bank Transfers on the Go
Confidential ndash Oracle InternalRestrictedHighly Restricted
Details of forecasted and available bank balance amounts
Detailed information for each forecast type in different views
Details of investment amp debt
Longshort term
Floatingfixed
Initiate bank transfers any time any where
Leverage existing templates with amount thresholds
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Insight at Point of Need - Supplier 360 View and Comprehensive Customer View
Expansive Visibility with Reporting amp Analytics
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Visibility with Reporting amp Analytics
Compare across multiple
supplierscustomers
Leverages new Configurable
Analysis Framework
Useful for tactical amp strategic
analysis
Oracle Confidential ndash Restricted
Comparative Analysis
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Improve Analysis of Supplier Spend Supplier 360 FLUID
Oracle Confidential ndash Highly Restricted
Reduce cost of
managing suppliers
Improve data
management
Improve Supplier
relationships
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2015 Oracle andor its affiliates All rights reserved |
Comparative Analysis of Strategic Spend Comparative Supplier 360 FLUID
Expand Access to Stakeholders Throughout Organization
Configurable to Include Needed Business Content
Visibility to Many Supplier Specific Data Elements
Leverage the Fluid Configurable Analysis Framework (Image 24)
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 29
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 30
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Home Page
Managers amp Supervisors
Take Action amp Delegate Work
Navigate within AP
Analyze Operational Flows
KEY FEATURES
WorkCenter Access
Navigation Collection
Access to Operational Dashboard
Act on Approval Tasks
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Managers amp Supervisors
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Expansive Insight to Improve Decision Making Payables Operational Metrics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operations Home Page
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash Operational Metrics
KEY BENEFITS
Identify inefficiencies and potential bottlenecks
Reduce collection cycles
Reduce DSO
KEY FEATURES
Measure operation performance
Define metrics relevant to credit to cash operations
Provide frequent summaries to management
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 36
Financial Analytics for Finance amp Business Leads
Expand Visibility Through Reporting and Analytics
KEY BENEFITS
Insights into Financial Performance
Support Departmental Decisions
KEY FEATURES
Major KPIs with Drilldown
Real Time Business data
Personalized Analytics
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Financial Reporting Efficiency Financial Position Change Request
KEY BENEFITS
Eliminate Non-Value Add Activities
Simplified Data Entry
Increase Auditability
KEY FEATURES
Access via Self Service
Leverage Questionnaires
Execute Actions from Financial Pages
Collaborate via Communication Center
Request on Behalf
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expand Visibility Through Reporting amp Analytics PeopleSoft General Ledger Reporting (Image 15)
Confidential ndash Oracle Restricted
Drive Employee Productivity
Reduce IT Costs
Adhoc Analysis
Real Time Business Data
Financial Control amp Reporting
Leverage Oracle Business Intelligence Enterprise Edition (OBIEE)
38
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
My Work Scope
Ability to toggle between work for
different operations with one push
button
Shows all results for selected grouping
User defines their work scope
Expand WorkCenter Usability amp Efficiency
Increase efficiency by reducing effort of viewing and managing work
Slice amp Dice Work via Scope (Image 19)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 40
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18 BI 22 GL 23 AP amp AR)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid Work with Simplified Analytics
Manage and Delegate Operational Work
Manage and delegate
operational work queue
Take immediate
action on critical work
Quick decision with
simplified analytics
Billing Specialist Workload
Customers on Hold
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Configurable for Adhoc
Analysis
Users Can Change
Output without Touching
Query
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
User Driven Analysis
Make Informed Decisions amp Reduce Pivot Grids
Change Output
Change Filters
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Simplified Analytics
Make Informed Decisions amp Reduce Pivot Grids
Create
Personalized
Analytic
Publish to Home
Page
Share with Others
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Fully Fluid Financial WorkCenters ndash Work Links Queries Processes amp Reports (AP AR GL BI)
Improve Departmental Productivity Through Simplicity
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Applications and UX
bull Fluid UI where appropriate
bull Classic UI will continue to exist
bull Enhancement of Classic UI style sheet
bull Part for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 47
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Imaging Integration for Payables amp eSettlements (Image 18)
Capture Extract amp
Index
Store amp Access Integration
Benefits
Decrease process time amp costs
Increase user productivity
Strengthen visibility amp controls
Take advantage of supplier discounts
Scan Read (OCR) amp Import Invoices
Header and Line Data
Content Repository Invoices amp Data Integration
with PeopleSoft
Powerful Solutions to Increase Efficiency
Oracle Confidential ndash Restricted
Integrating Your Imaging Solution with PeopleSoft Accounts Payable and eSettlements
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation for eSettlements (Image 22)
Pick Your Rules Reduce
Exception Handling
Increase Touch-less Processing
Reduce Invoice Processing Cost
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 50
Streamline Business Processes Match Collaboration Center
Streamline Match
Exception Resolution
Reduce Cost of Financial
Operations
Maintain Segregation of
Duties
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | 51
Powerful Solutions to Increase Efficiency Match Exception Collaboration Center
Collaboration Between
Stakeholders
View Transactions by
Critical Filters
Update
Communications to
Resolve Exceptions
Oracle Confidential ndash Highly Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses (Image 21)
Strengthen Segregation of Duties
Reduce Costs
Take Advantage of Integrated Flow
Create Voucher and Payment
Create amp Review Amortization Schedule
Create Journals amp Amortize Balances
Confidential ndash Oracle Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement Reconciliation Expansion (Image 18)
Oracle Confidential ndash InternalRestrictedHighly Restricted
Minimize exceptions Four rule types with Automated
Reconciliation
Reduce time amp energy spent on bank reconciliation Use parsed addenda information
for reporting and reconciliation purposes
Auto reconcile multiple ACH payments
Auto reconcile ACH returns
53
Link httpbitlyR102840
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL Business Unit Management (Image 19)
KEY BENEFITS
Support Business Growth and Expansion Swiftly
Drive Efficiency
Simplify Complex Process
KEY FEATURES
Leverage Questionnaires
Copy Existing Structure
Use Defaults with Updates as Needed
Oracle Confidential ndash Restricted
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Spreadsheet Journal Upload Expansion
Improve Efficiency via Streamlined Business Process
KEY BENEFITS
Increase User Productivity
Web Service Technology
KEY FEATURES
Use ldquoStaging Areardquo
Pre-Validation Option
Errors Pass Back to Spreadsheet
56
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Web Services Based Technology (Image 20)
PeopleTools deprecated XML Link in PeopleTools 846 (Doc ID 12968341)
Microsoft has started deprecating ActiveX objects
Extended validation of spreadsheet data
Deprecation of XML spreadsheet upload as of January End 2018
Confidential ndash Oracle Restricted 57
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
GL WorkCenter Expansion (Image 24)
Improve Efficiency in Financial Operations
KEY BENEFITS
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
KEY FEATURES
New Journal Processing Works
Specific Journal Actions -Journal Post Push BackDenials Ready for Post
Submit Journal for Approval in Mass
Enabled Queries Reports and Processes
58
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Mass Journal Delete (Image 24)
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Drive Efficiency
Increase User Productivity
KEY FEATURES
Delete Journals in Mass
Security by User amp Role
Delete by Date Range
Multiple Filter Options
Include Subsystem Journals ndash Reset Distribution Flag
59
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2017 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Highly Restricted
Period Close Actions Through GL WorkCenter
Improve Efficiency in Financial Close
KEY BENEFITS
Speed up Period Close
Focus on Period End Activities
KEY FEATURES
Period Close Focus within GL WorkCenter
Process Journals and Subledger Data not Yet Posted During Day 1-3
Clear Suspense Items
Visualization into Open Periods by Business Units
Mass Update Multiple Business Unitsrsquo Open Period
Manage Open Item Reconciliation Easily
60
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Ownership Financials Data Export amp Import Utility
Reduce Customization
Reduce Work Effort
React to Ad-Hoc Reporting Demands
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Reduce Cost of Maintenance Financials Data Export amp Import Utility ndash Reduce Customization Costs
Reduce Customization
Reduce Work Effort
Easy to Use Wizard
Leverage for Output Input of Data
Payment Formats in FG
Addenda Parsing for Bank
Reconciliation (PI 18)
Replace EDI for Voucher Load (PI 18)
Dun amp Bradstreet (PI 20)
And morehellip
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Data Migration Workbench
Reduce Cost of Ownership Through Automation
Data Migration Data Migration
Approval Approval
Validation Validation
Application DataSets - Reference Data
- Configuration
- Set-up Data
- Business Rules
Approval Workflow - Secure
- Auditable
Validation - Reference Keys
- Data Comparison
- Combination Edit Closing Consolidation amp Elimination - Payment Predictor Condition Monitor - Payment Request Template Matching Rule Control Setup for Data Export for EDI - Billing Summarization Template Express Bill Entry Template
Non Exhaustive
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
Modernize Your Technology Platform
What It Means To You
Provided Application Engine to Replace Cobol (Image 15)
Multi-Currency Revaluation
Multi-Currency Translation
Multi-Currency Translate within Ledger
Year-End Closing
Reduce Code Maintenance
Cobol Not to be Removed
Regression on Application Engine only as of January End 2018
Confidential ndash Oracle Restricted 64
GL Process Conversion to Application Engine
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Community Groups
PeopleSoft Investment Strategy Vote on the Roadmap
Community Ideas
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
We Hear You My Oracle Support ndash Idea Space
Description Image Delivered
Distribute Supporting Documents with Billing Invoices via Email Image 19
Turn Off or Override Chartfield Inheritance in AR for Specific Tasks Image 19
Attachments Feature for Customer MICR amp General pages Image 21
Unpost Deposit with Direct Journal Attached Image 19
Improve AR Update Image 19
Journal Spreadsheet Error for Update to Control Accounts Image 20
Modify Business Request Template After Use in Requests Image 20
Ability to Override Inherited Chartfields for Write-off Transactions on Payment and Maintenance Worksheets
Image 21
Allow Deposits with Zero Payment Amounts Image 21
Added Separate Invoice Numbering Rule for Consolidated Invoice Headers Image 21 Mass Journal Delete in GL Image 24
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
PeopleSoft Financials Strategy and Update Key Points
bullEmpower Users with Intuitive Interface
bullDeliver Unparalleled Decision Support
bullDrive Efficiency into Financial Operations
Confidential ndash Oracle Restricted 67
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 68
PeopleSoft_Info Oracle PeopleSoft Development Group
Oracle PeopleSoft Page Blogs Social Media
PeopleSoft Information Portal
PeopleSoft Video Feature Overviews
and PeopleSoft Talks
PeopleSoft CFO Tool
PeopleSoft PFE
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y
Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoftrsquos Move to Elasticsearch What is Elasticsearch
Distributed open source search and analytics engine
Designed for scalability reliability and easy management
Based on Apache Lucene a popular search library world-wide popular use
PeopleSoft and Elastic Search
Elasticsearch is a deployment Choice
SES and Verity deprecated in 856 (SES will be supported with 855 until April 2018)
PeopleSoft delivers a specific version of Elasticsearch as a Deployment Package
Deploy Elasticsearch on the separate search host instead of SES
Uses PeopleSoft Security Model
httpsyoutubeETj_1zcgT6Y