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Prepared by:
Session ID:
PeopleSoft Mobile Expenses
Randall Johnson
Managing Director
SpearMC Consulting
www.spearmc.com
your modern fluid expense management and reporting tool
101700
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About SpearMC and Your
Presenter
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• About SpearMC and Your Presenter
• Version 9.2 and Tools 8.55 – Classic & Fluid Pages
• Demo of Mobile Expenses
Agenda
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Your Presenter
• Over 20 years consulting
experience focused predominantly
in PeopleSoft implementations
and upgrades covering all stages
of the Project Life Cycle.
• System Business Process
Analysis, Requirements Study, Fit-
Gap Analysis, High Level Design,
ChartField and Codeblock Design,
Application Development, Testing,
Configuration, Training,
Deployment and Post-
Implementation Support
Randall Johnson Managing Director [email protected] 866-SPEARMC x812 www.SpearMC.com
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© 2017 SpearMC Consulting
5
About SpearMC
Founded in 2004, SpearMC is a technology
and professional services firm specializing in
PeopleSoft FSCM, HCM, ESA
PeopleTools Development and
System Administration
PeopleSoft Test Framework
Oracle Cloud ERP and HCM
PeopleSoft Training
Project Management
Oracle Public Cloud
QA & Test Automation
Host Analytics EPM
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PeopleSoft 9.2 Mobile
Expenses
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Expenses Module
• Processing of employee expense reports via PeopleSoft
– Utilize classic pages
AND/OR
– Utilize fluid pages
• Interface with HCM, AP, Payroll, and Banking
• Image 19 – Fluid UI (formerly JQUERY)
• Image 23 – Fixes 300+ Bugs from Image 19
• Image 24 – Promised enhancements
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Classic Pages
Creating Expense Reports Navigation: Travel and Expenses > Expense Report > Create/Modify
or Employee Self-Service > Travel and Expenses > Expense Reports > Create/Modify
Quick entry options: • User Defaults • Populate from existing
report, entries from my wallet, template
• Quick-Fill • Copy Expense Lines
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Creating Expense Reports
Navigation: Employee Self Service > Expenses > Create Expense Report
Quick entry options:
• User Defaults
• Add from Wallet
• None other as of image
19
Fluid Pages
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Image 19
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Image 23
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Approver View:
• Attachments at header
• Attachments at line
Image 23 Fluid Approval Pages
Approving Expense Reports
Navigation: Employee Self Service > Approvals
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Image 24
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SpearMC Packaged Solutions – PeopleSoft
Mobile Expenses
Basic Plan Deluxe Plan Platinum Plan
Number of Expense Reports 0 – 1,000 1,001 – 5,000 5,001 – 10,000
Currency Single Currency Single Currency Multi-Currency
Timeline 7-8 Weeks 9-10 Weeks 13-15 Weeks
PeopleSoft Mobile Expenses* Included Included Included
PeopleSoft Mobile Approvals* Included Included Included
Workflow Levels Single - Manager Single - Manager Multi-Level
Credit Card Bank Citibank Visa/Mastercard
Citibank Visa/Mastercard
Customer Choice
Fixed Cost $64,500 $97,500 $140,000
* Must be on PeopleTools 8.55; PeopleSoft 9.2, Image 23
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• Do NOT attempt to implement image 19
– Classic page functionality is fine
– Fluid page functionality is lacking
• Implement image 23 or higher
– Hundreds of bugs fixed in image 23
– Still lacking some functionality
• Define your external access protocol prior to the implementation
– Don’t force your project to define enterprise wide strategy
– Consider alternatives to traditional VPN
• Work with your bank early and often
– Don’t underestimate the timeline to receive test files
• Expenses workflow is different from traditional AWE
– Delivered approval is at the header level (not line level)
– Image 23 ‘breaks’ workflow, some retro-fixes are needed
Lessons Learned
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Demo of PeopleSoft 9.2
Expenses
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SpearMC.com/training: Training
Options
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Tuesday, July 18 @ 9:00 – 10:00 am
• How Oracle BI Publisher Serves Your
PeopleSoft Reporting Needs
• Session ID: 101790
• Presented by John Beretz
Tuesday, July 18 @ 10:15 – 11:15 am
• PeopleSoft on Oracle Public Cloud
• Session ID: 101690
• Presented by David Pigman
Wednesday, July 19 @ 8:00 – 9:00 am
• PeopleSoft Clear Benefits (eBenefits)
• Session ID: 101810
• Presented by John Beretz
Wednesday, July 19 @ 11:15 am – 12:15 pm
• Powerful PeopleSoft Composite & Connected
Query
• Session ID: 101710
• Presented by Randy Johnson
Wednesday, July 19 @ 1:30 – 2:30 pm
• Extending PeopleSoft WorkCenters
• Session ID: 101730
• Presented by Randy Johnson
Wednesday, July 19 @ 4:30 – 5:30 pm
• PeopleSoft Mobile Expenses – your modern,
fluid expense management and reporting tool
• Session ID: 101700
• Presented by Randy Johnson
SpearMC Presentations at Reconnect
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Session ID:
Please complete the session evaluation 101700
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