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Copyright copy 2017 Oracle andor its affiliates All rights reserved |
PeopleSoft Financial Update amp Roadmap
Delivering Continuous Collaboration 3791
Amira Morcos Senior Director Oracle Product Strategy February 28 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 |
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 5
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
6 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
7
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
9 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 10
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 11
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
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 12
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 |
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 5
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
6 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
7
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
9 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 10
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 11
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
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 12
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 |
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 5
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
6 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
7
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
9 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 10
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 11
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
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 12
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 |
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 5
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
6 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
7
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
9 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 10
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 11
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
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 12
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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
6 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
7
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
9 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 10
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 11
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
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 12
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Delivering on Roadmap Keeping Up with What Has Been Delivered and What Is Planned for Delivery
7
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
9 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 10
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 11
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
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 12
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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
9 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 10
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 11
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
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 12
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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
9 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 10
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 11
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
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 12
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI
Billing Receivables Payables General Ledger
Cash amp Treasury
Confidential ndash Oracle Restricted 10
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 11
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
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 12
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Implement PeopleSoft Fluid UI PeopleSoft Financials Mobile Approvals
Confidential ndash Oracle Restricted 11
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
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 12
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 |
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 12
Approvals and Page Composer
ELM image 15
MW
See Oracle Support for more information
click me
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 |
Intuitive Accounting for Self Service
Reduce Manual Entry
Standardize ChartField Display
Combine classic SpeedChart and SpeedType
Standardize accounting entry definition
Fluid and Classic
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
Simple view of activity
Easy to pay invoices
Communication between customer and institution
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
PeopleSoft eBill Payment
Increase Productivity Through Simplified User Interaction
Collect Bills Faster
Reduce operational overhead
Expand customer access
- Students paying for housing
- Faculty paying for services
- Business paying for institutional
services
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Simplicity Reduces DSO Payment Methods ndash PayPal (Image 16)
KEY BENEFITS
Faster collections
Reduce processing cost
KEY FEATURES
Additional payment
method PayPal
Flexible payment options
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Simplicity Improves StudentFaculty Satisfaction PeopleSoft Fluid eBill Payment
Reduce Workload for Collections
Improve StudentFaculty Relationships
Paperless Invoicing
Faster Dispute Resolution
Flexible Payment Options
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved | 31
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 34
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Fluid Customer Comparative View
Oracle Confidential ndash InternalRestrictedHighly Restricted 35
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Expansive Insight to Improve Decision Making Payables Operations Metrics via FLUID
KEY BENEFITS
Identify Timing Inefficiencies
Stream Line Processing
Recognize discounts amp reduce costs
KEY FEATURES
Voucher amp Payment Processing
Analyze Exceptions
Manage Suppliers
Proactive Team Metrics
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Intuitive User Interface to Manage Your Operations Credit to Cash 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted 39
My Financials On The Go
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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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)
41
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash InternalRestrictedHighly Restricted 42
Reduce Costs in Financial Operations My Operational Work on the Go ndash For the ManagersSupervisors (Image 18)
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved | Confidential ndash Oracle Restricted
Fluid WorkCenters
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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential ndash Restricted
Reports and Queries ndash Fluid General Ledger WorkCenter
Improve Departmental Productivity Through Simplicity
Copyright copy 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2014 Oracle andor its affiliates All rights reserved |
DEMONSTRATION
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 |
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 Planned for PeopleTools 856
ldquoClassic Plusrdquo Style to Align Classic and Fluid Pages
Confidential ndash Oracle Restricted 49
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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Configurable Invoice Pre-Validation (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 |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Powerful Solutions to Increase Efficiency Amortization of Expenses
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 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Increase Productivity amp Reduce Costs Bank Statement 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 BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Streamlined Business Processes GL BU Management
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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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
Automate Process Post and Budget Check Options
55
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 |
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 February 2018
Confidential ndash Oracle Restricted 56
GL Spreadsheet Upload ExpansionChange
MW
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Improve Efficiency in Period Close Process GL WorkCenter amp Journal Processing Expansion
Oracle Confidential ndash Restricted
Speed Through Transactions
Expand Value Add Analysis
Focused Period-end Activities
Refine Journal Processing into Specific Actions
My Approval in WorkCenter
Mass Delete for GL Journals
Period Close Activities
Copyright copy 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved | Oracle Confidential - Highly Restricted 58
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 | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved | 59
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 | 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 - 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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 |
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 2018
Confidential ndash Oracle Restricted 61
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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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
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
Highly Requested by Higher-Ed User Group
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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 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 65
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Get Connected and Stay Informed Key PeopleSoft Information Sources
Confidential ndash Oracle InternalRestrictedHighly Restricted 66
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 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 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
Copyright copy 2016 Oracle andor its affiliates All rights reserved |
Questions and Answers
Oracle Confidential ndash Restricted
