Reap the Financial Rewards of WorkCenters and Fluid User ...apps.questdirect.org/eweb/upload/CFP_Files/Reap_the_Financial... · ... Confidential –Oracle Restricted Application Grid

Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |

Reap the Financial Rewards of WorkCentersand Fluid User InterfaceSession 101240

Madhavi MakkapatiProduct Strategy Director

Oracle Confidential – Restricted 2

Copyright © 2016, Oracle and/or 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 Oracle’s products remains at the sole discretion of Oracle.

Confidential – Oracle Internal/Restricted/Highly Restricted 3


Agenda

1

2

3

PeopleSoft WorkCenters

Questions

Additional Resources

4

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Restricted

Current Financial Operations

Manage task list on paper, Email, notepad

Have many windows open to get job done

Receive Ad hoc inquiries, creating work

interruptions.

Need to multi-task

Navigate multiple places to do tasks


Financial Operations with WorkCenter

Increase productivity

Improve end user adoption

Personalized Workload & Work Assignments

Centralized Access to Relevant Data

Reduced Need to Navigate

Target Financial Operations Areas


Increase Productivity and Efficiency via WorkCentersTransform Business Processes

General Ledger Accounts Payable Accounts Receivable Billing Contracts Expenses Staffing Grants Projects Buyer Supplier Administration Supply/Demand Management Cash and Treasury Asset Management Maintenance Management


List of Delivered FSCM WorkCenters

WorkCenters (9.2)

Accounts Payable

Accounts Receivable

Billing

Buyer

Contracts

General Ledger

Grants

Staffing

Supplier Administration

Supply/Demand

WorkCenters (Image 4)

Asset Management

Treasury

Projects

Maintenance Management

WorkCenters (Image 10)

Expenses


PeopleSoft WorkCenterExtreme Productivity With One Stop Shop

What you need to DO

How you DO IT

Where you need to GO


WorkCenter MyWork PageletEfficient Management of Critical Tasks

Grayed link No items found

Refresh Pagelet

Edit Filter Values

Show Counts

Grouping


Filtering

Expand User Flexibility

Filters are the way to personalize My Work

Filter values are set by user or by administrator


Filtering

Assign and Delegate Work

Payables: Voucher Filter

User VP1

Business Unit: US001

Suppliers:

A – F

User VP2

Business Unit: US001

Suppliers:

G - P

User VP3

Business Unit AUS01

Suppliers:

Q - Z

Filter ID

User ID

Filter Values


My Work Filters


Personalize /delegate My Work links with filters

Filters assigned to My Work links during configuration

Global: Change filter criteria to different values with MyWork Edit Filter link


My Work Filters


Ad Hoc: Session

change to manage

current work. Does

not change saved

filter values


WorkCenter Filtering Considerations

Decide whether users can set filter values (per filter)

Filter fields leverage security views (you pick prompt table)

Can limit filter value operands to “=“ or “IN list”

Can make a filter value required which prevents returning “ALL” values

– Make required and restricted if using security views

– Warning – if no filter defined, will return All values

TIPS


WorkCenter Filter Copy Wizard

Reduce Cost of WorkCenter Roll Out

Copy one user’s values to many users

Select User / Filters to copy from

Select Role / Users to copy to

Image 4


My Work Scope Expand WorkCenter Usability & Efficiency

Increase efficiency by reducing effort of viewing and managing work

Ability to toggle between work for

different operations with one push

button

Shows all results for selected

grouping

User defines scope

Work Scope


My Work Scope

Expand WorkCenter Usability & Efficiency

Multiple Views of operations represented


My Work Scope - Fluid

Expand WorkCenter Usability & Efficiency


Application Grid Actions

WorkCenter Transaction Space

Context Specific Actions

Action taken on multiple transactions


View Transactions and Errors in One Place

General Ledger WorkCenter


PeopleTools and Application Frameworks

PeopleSoft WorkCenter Pieces & Parts

WorkCenter framework provided by PeopleTools

Applications Common Framework to configure pagelet content, security,

user personalization

Fully configurable WorkCenters available in PeopleSoft 9.2 with

PeopleTools 8.53 or higher


Configuring a WorkCenter – Things to Consider

Assess Functional Areas

Cross functional or product specific WorkCenters

Assess how work is allocated in the organization

Work delegation drives filtering / filter values definition

Leverage My Work system delivered links

Evaluate links and decide on filter fields

TIPS


What do you get ‘Out of the Box’?

WorkCenter Configuration


Configure Pagelets

WorkCenter Configuration


WorkCenter Setup and Configuration

WorkCenter shells are delivered empty

Configure using Applications Common Framework

Use Data Migration Workbench (ADS) to copy configurations between

databases

TIPS


Data Migration Workbench

Facilitate Configuration of WorkCenters

Defined the data sets for moving:

– WorkCenter Configuration

– WorkCenter Filter Definitions

– WorkCenter Filter Values

PeopleTools > Lifecycle Tools > Migrate Data > Data Migration Workbench

Red Paper on Migrating WorkCenter Data (appendix: Information Center)


Attributes Common to all Pagelets

Applications Common Framework - Configure Pagelets

Allow user level personalization

Define pagelet groups

- How are links grouped

Define link display order

Set Starting page

- Any link can be the starting page

- Shows in transaction space when Workcenter is launched


Links

WorkCenter Pagelets

Add links to any menu item

or external URL

Allows personalization

(if set as part of configuration)


My Links

Expand User Flexibility

GroupsPersonalizeMinimize

Links

New Window icon


Configure Links

WorkCenter Pagelets

Menu item links

– Security controlled by standard permission list/menu security

– Can be renamed

External URLs

– Security controlled by user, role or permission list


Configure Reports & Processes

WorkCenter Pagelets

Quick access to public

and personal queries

Access to reports

generated and processes


Configure Reports & Processes

WorkCenter Pagelets

Provides links to key processes & reports

Can include links to Process monitor,

Report Manager & Reporting console

At User level, can set a default run control

Uses Menu Security for all menu items


WorkCenter My Work Counts Considerations

Recommend counts only when necessary

– Default is count turned off

– Turn off counts on suspect links

– Do not need counts to know there are items to review

Performance

– Depends on filter fields defined

– Depends on the number of items returned


Configure Queries

WorkCenter Pagelets

Queries Pagelet

– Access Query Manager (permission)

– Access to public queries

– Access Pivot Grids

Links can be Public or controlled by

User, Role and Permission List


Configuration Considerations

WorkCenter Pagelet Personalization TIPS

What if a user has personalized and I push changes?

– Users who have not personalized get the administrator configuration

– Changes to display order, hide link or starting page are not pushed to users who

have personalized. These are not overridden

– Adds and deletes of links will be pushed to all users

– User created groups are not affected by configuration changes


Devices and RolesFluid MyWork

Empower manager’s to support

business objectives on the go

Support financial period close time line


My Operational Work on the GoReduce Costs in Financial Operations


Process Transaction on the Go

Simpler and More Intuitive to Use

Capability to execute

critical transactions on

the go


Collaborate With Other Users

Improve Departmental Productivity Through Simplicity

Seamless

communication via

email notification


Summary View of InvoicesImprove Departmental Productivity Through Simplicity

Additional details can

be viewed before

executing critical

transactions

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted

Reports and Queries – Fluid General Ledger WorkCenter

Improve Departmental Productivity Through Simplicity

Manage and delegate

operational work queue

Take immediate

action on critical work


Fluid WorkCenters

Manage and Delegate Operational Work

Quick decision with

simplified analytics

Billing Specialist Workload,

Customers on Hold


Simplified Analytics

Make Informed Decisions

Configurable for Adhoc

Analysis

Users Can Change

Output without Touching

Query


User Driven Analysis


Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others




Configurable for Adhoc

Analysis

Users Can Change

Output without Touching

Query


User Driven Analysis


Change Output

Change Filters




Create

Personalized

Analytic

Publish to Home

Page

Share with Others

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |

DEMONSTRATION


WorkCenter Success at BDO

Customer Realized Benefit

13% in time savings just from a

reduction of simple navigation

clicks

Reduce 50-70 clicks in life of

voucher from start to finish

Created whole new WorkCenter for

expense audit

BDO USA, LLP was founded as Seidman and Seidman in New York City in 1910 by Maximillian L. Seidman.

http://www.bdo.com/

http://www.bdo.com/


WorkCenter Success at Chubb Insurance

Customer Realized Benefit

Reduce 50% of total customization for AR product


Get Connected and Stay InformedKey PeopleSoft Information Sources


@PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE

https://twitter.com/PeopleSoft_Info


https://www.facebook.com/pages/Oracle-PeopleSoft/220476464680933?ref=ts


http://www.linkedin.com/groups/Oracle-PeopleSoft-Development-4530781?goback=.gan_4530781.gna_4530781


https://blogs.oracle.com/peoplesoft/


http://www.peoplesoftinfo.com/


http://www.peoplesoftvfos.com/


http://www.peoplesoftcfotool.com/


https://support.oracle.com/epmos/faces/DocumentDisplay?id=1966243.2



Be Heard!PeopleSoft Community Idea Spaces


Oracle PeopleSoft Page

Click Images For More Information

Blogs

Social Media

54Oracle Confidential – Restricted Use Only

www.peoplesoftinfo.com www.youtube.com/user/PSFTOracle

• Submit enhancement requests• Vote on submissions• Share information and best practices • Ask the community questions• On My Oracle Support (link)









http://www.youtube.com/user/PSFTOracle

http://www.youtube.com/user/PSFTOracle



https://community.oracle.com/community/support/peoplesoft?customTheme=mosc


Additional Information

Information Center: PeopleSoft FMS WorkCenters (Doc ID 1594611.2) https://support.oracle.com/epmos/faces/DocumentDisplay?id=1594611.2

Contains links to VFOs, WorkCenter Implementations Red Paper, Migrating WorkCenter Data between Databases Red Paper and other information documents that explain how to set up and configure WorkCenters to meet your specific organization’s needs

PeopleSoft 9.2 Enterprise Components PeopleBooks (setting up WorkCenters)

http://docs.oracle.com/cd/E51433_01/fscm92pbr2/eng/fscm/eccf/task_SettingUpPageletsForWorkCentersAndDashboardsAsASystemAdministrator.html


http://docs.oracle.com/cd/E51433_01/fscm92pbr2/eng/fscm/eccf/task_SettingUpPageletsForWorkCentersAndDashboardsAsASystemAdministrator.html


Setup Considerations

WorkCenter FAQ

How many WorkCenters do I need?

– Look at your logical functional areas

– May not need a WorkCenter per product

– Single WorkCenter can cover needs of many roles

Are WorkCenters and Workspaces the same thing?

– No, they are different things


My Work Pagelet Considerations

WorkCenter FAQ

Can I modify the application grids (add /drop fields)?

–You can personalize each application grid in the WorkCenter Transaction page (hide fields, freeze fields, change order)

–Adding fields requires modifying the appclass

– You create own appclasses (customization)

Can I add My Work links from different areas into a WorkCenter?

–Yes, you can add any system-defined link to a WorkCenter


WorkCenter FAQ

Can a WorkCenter be my home page?

This is possible with the branding theme assignment support in 8.54 or later. Here are the steps:

1. Create a Nav Collection and add the WorkCenter CRef to the collection

2. Go to PeopleTools >> Portal >> branding >> Assign Themes

3. Edit (or create if access for the first time) the portal registry theme assignment, select the Nav Coll created in step 1 as the Custom Tabs collection, and then select the WorkCenter page as the default tab. You can also do this based on user role or permission list.


Asset Management My Work LinksAsset Management

AP/PO Transactions

Depreciation Process Log

Interface Lines in Error

Load Transactions into AM

Pending Accounting Entry Creation

Pending Depreciation Calculation

Pending Depreciation Report

Pre-Interface Lines in Error


Billing My Work LinksBilling

Billing Interface Errors

Budget Check Errors

Combo Edit Errors

Consolidated Invoices Not Finalized

Credit Card Errors

Credit Invoices with AP Vouchers

Email Errors

Installment Invoices Not Generated

Invoices Entered Today

Invoices Not Finalized

Invoices Not Integrated to AP

Invoices Not Integrated to AR

Billing

Invoices Not Integrated to GL

Invoices Not Submitted for Approval

Invoices Pending Approval

Invoices Pending My Approval

Invoices in Error Status

Invoices with Open Balances

Letter of Credit Pending Draw

Recent Credit and Rebill Invoices

Recent Invoices

Recurring Invoices Not Generated

Recurring Schedules Expiring

Worksheet Errors


Contracts / Grants My Work Links

Contracts

Billing Events Not Processed

Billing Plans Requiring User Action

Closed Contracts with Open Projects

Contract Lines Missing Rate Set/Plan

Incorrect Revenue Analysis Group

Posted Budget Amount <> Budget Limit

Revenue Events Not Processed

Revenue Plans Requiring User Action

Grants

Contracts Set to Expire

Milestones Due


Expenses My Work Links

Expenses

Cash Advance

Expense Report

Incorrectly Reimbursed Expenses

Non-Reimbursable Charges to Prepaid CC

Outstanding Cash Advances

Time Report

Transfer Cash Advances to other Business Unit

Travel Authorization

Grants

Contracts Set to Expire

Milestones Due


General Ledger My Work LinksGeneral Ledger

Budget Journal Exceptions

ChartField Requests Pending My Approval

Incomplete Journals

Journals – Commitment Control Exceptions

Journals Approaching Period End

Journals Available to Edit

Journals Not Posted in Closed Period

Journals Pending My Approval

General Ledger

Journals Ready for Processing

Journals with Balance Errors

Journals With Control Total Errors

Journals with Edit Errors

Journals with Errors

Journals in Suspense

Recent Journals

Reconciliations Pending My Approval


Maintenance Management My Work Links

Maintenance Management

New Work Orders

Overdue Work Order Tasks

Work Orders Pending Approval

Upcoming PMs

Overdue PM Work Order Tasks

PM Schedules Pending Approval

Pending WO for Closure

Preventive Maintenance Exceptions


Payables My Work LinksPayables

Available Prepayments

Budget Check Errors

Document Tolerance Exceptions

Incomplete Vouchers

Matching: Manually Overridden

Matching: Match Dispute

Matching: Match Exceptions Exist

Matching: Overridden-Credit Note

Payables

Paycycle Manager

Recycled Vouchers

Scheduled Payments on Hold

Suppliers Pending Approval

Transactions Ready for AR

Transactions Ready for Asset Management

Matching: To be Matched

Payment Requests Pending Approval

Payment Requests for Review

Payables

Unpaid Voucher Status

Unverified Control Groups

Voucher Mass Approval

Vouchers Ready for Posting

Vouchers Rejected by Approvers

Vouchers Submitted for Approval

Payments Ready for Posting


Projects My Work LinksProjects

Activities not Linked to Contract Lines

Bill Rows Not Created

Billing Over The Limit Transactions

Blank Project Type

Deferred Billing Transactions

Inactive Project Employees

Missing Journal Analysis Type

Missing Project Managers

PC Unpaid Vouchers


Purchasing My Work Links

Purchasing

PO Change Requests

PO Sourcing Errors

Purchase Orders

Purchase Orders on Hold

Requisitions

Requisitions to be Sourced


Receivables My Work Links

Receivables

Accounting Entries to GL

Cash Control Entries to GL

Cash Drawer Receipts

Conversations to Review

Credit Card Payments to Post

Deposit Balancing Errors

Direct Journal Accounting Entry Errors

Direct Journal Budget Exceptions

Direct Journals to GL

Bills

Receivables

Electronic Deposits

Excel Payment Upload

Excel Upload Deposit Errors

Express Deposits to Post

Incomplete Credit Card Payments

Incomplete Payments


Receivables My Work Links

Receivables

Maintenance Worksheets to Post

Open Items

Owner Actions List

Payments to Post

Pending Item Groups to Post

Posting Errors

Project Revenue Adjustments

Receivables

Refunds

Revenue Estimate Exceptions

Transfer Worksheets to Post

WorkList

Write-Offs Pending Approval

Write-Offs Pending My Approval

eCheck Payments to Post


Treasury My Work LinksTreasury

Accounting Errors

Approve Deals

Approve Transfer Templates

Change Deals Portfolio

Confirm Deals

Finalize Accounting Entries

High Value Payments

Payments Due Today

Payments in Error

Payments on Hold

Unpaid Payments


Supplier Registration My Work Links

Supplier Registration

Bidder Approval

Supplier Approval

User Approval


Staffing My Work Links

Staffing

Near Term Assignments

Overdue Agenda Items

Unfilled Resource Requests

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |Copyright © 2009, Oracle and / or its affiliates. All rights reserved. 73 73


Get Connected and Stay InformedKey PeopleSoft Information Sources



Oracle PeopleSoft PageBlogsSocial Media

PeopleSoft InformationPortal

PeopleSoft Video Feature Overviews

and PeopleSoft Talks

PeopleSoft CFO Tool

PeopleSoft PFE


















Education Resources for PeopleTools 8.55


Oracle University Courses• PeopleSoft Fluid User Interface• PeopleSoft Query Reporting Tools• PeopleSoft Update Manager• Lifecycle Management and Update Manager• PeopleTools I• PeopleTools II• PeopleTools I/PeopleTools II Accelerated• Cloud Manager – Coming Soon!• Elastic Search – Coming Soon!

New PeopleSoft Spotlight Series Videos• Creating a Secure Enterprise• Regression Testing Strategy Using PeopleSoft Test Framework• Branding Fluid Applications

http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=615&get_params=key:8.55

http://docs.oracle.com/cd/E52319_01/infoportal/spotlight.html


PeopleSoft Image Highlights Video


New PeopleSoft Image Highlights Videos• Provides highlights of many of the new features in each

PeopleSoft Image.• Video is posted on Image general availability date.• Can be accessed at the following locations:

• PeopleSoft Update Manager Homepage• PeopleSoft YouTube Channel• PeopleSoft Information Portal

• Also available for PeopleTools releases.

http://docs.oracle.com/cd/E52319_01/infoportal/spotlight.html

Documents

Reap the Financial Rewards of WorkCenters and Fluid User ...apps.questdirect.org/eweb/upload/CFP_Files/Reap_the_Financial... · ... Confidential –Oracle Restricted Application Grid