PUM Features April 2017

PUM Features April 2017

Quarterly PeopleSoft New Features Update

Did you know there were 34 new features and functionality delivered in HCM Images 20 & 21. Especially impacting Core HR, Absence Management, Candidate Gateway, Payroll, eProfile Manager, ePay and ePerformance. 

There were also 53 new features and functionality delivered in FSCM Images 22 & 23  impacting the financial and supply chain modules. Especially Billing, Accounts Receivable, eSettlements, Purchasing, eProcurement, eSupplier and General Ledger.

Of these new features more than 25 of them are Fluid enhancements continuing PeopleSoft’s commitment to move more and more functionality to Fluid.

Details:

A complete list of the key features delivered, the module, the image delivered and the minimum PeopleTools version can be found in the table below. The list also provides a brief description of the feature.

In addition, MIPRO has written several blogs during the time between the last image updates.  The blogs contain good information about Fluid navigation collections, guided self-service, Classic and Fluid harmony, elasticsearch and WorkCenter configuration.

FSCM: 53 New Features
(Go to HCM Features table)

Product(s)FeatureVersionMinimum PeopleTools Version
Asset ManagementEnhanced asset data import functionality for asset additions with accumulated depreciation, non-capitalized asset additions, and asset retirement obligation data conversions. Asset data import via spreadsheet provides organizations with a configurable, business user-friendly asset data import alternative to Excel to CI.9.2.0238.54
BillingProvided Simplified Analytics in Billing WorkCenter. Using Simplified Analytics, users can create, customize and save analytic reports, and drill down to detailed information.9.2.0228.55
BillingEnhanced Invoice Approvals to use Enterprise Components, Fluid Approval technology.9.2.0228.54
BillingEnhanced the Golden Tax Adaptor to allow users to split the billing invoice by tax rate.9.2.0228.54
BillingAdded a cross-reference file between the temporary worksheet bills and the real bills that are created when temporary bills are approved. The cross-reference is accessible through the Bill Inquiry page.9.2.0238.54
Cash ManagementModified page and PeopleCode to implement Print Cash Receipts miscellaneous feature.9.2.0238.54
ContractsNew analytics in Contracts will assist customers in analyzing the impact of the new revenue accounting standard on their existing contract base. In addition, contract accounting configuration was extended to include projects business unit and activity providing users in general ledger and billing improved visibility to the source contract and contract line on a transaction.9.2.0228.55
Deal ManagementEnhanced Deal Confirmation to use Enterprise Components – Fluid Approvals, based on Page Composer. This allows users to approve and deny the deal confirmation; add comments for approval and denial actions; and view line details and transaction attachments. Page Composer approvals retain the same functionality as the previously released Mobile Application Platform (MAP) technology and add new functionality.9.2.0238.54
ExpensesAdditional capabilities have been added to the Fluid Expense Report Entry process like quick fill, non preferred merchant justification and option to view the expense report in PDF format. You can also view and update user defaults. The authorized users can view or create expense report on behalf of other employees.   The validation for missing some data is removed in my wallet.9.2.0228.55
ExpensesEnhanced the Fluid interface for approving Travel Authorizations, Cash Advances, Cash Advance Post-Pay Audits, and Expense Post-Pay Audits. Also added the ability to view attachments and notes for all transactions.9.2.0238.54
General FSCM EnhancementsEnhanced FSCM Standardized Accounting Tag Expansion to include PeopleSoft Transactions from the PeopleSoft Classic interface as well as the PeopleSoft Fluid interface.9.2.0228.54
General FSCM EnhancementsEnhanced Fluid WorkCenter to allow users to personalize the display options for the Links group box.9.2.0228.55
General FSCM EnhancementsEnhanced FSCM Search Framework to use the updated PeopleTools Search Framework.9.2.0228.55.11
General FSCM EnhancementsGenerates the Application Data Set (ADS) project and security doc to Automated Configuration Management (ACM) template migration.9.2.0238.54.29
General FSCM EnhancementsProvided new methodology to Fluid Approval action buttons, so that Applications and Customers can implement specific business logic using Page Composer.9.2.0238.54
General FSCM EnhancementsCertain business events or transactions demand cross functional teams joint effort in execution. Communication is a crucial part of the execution. PeopleSoft introduces a new common discussion framework that facilitates and tracks conversations and supporting documentations triggered by such business events or transactions. Individual team member can post comments or provide feedback to the Discussion Service that can be shared amongst various functional team members.9.2.0238.55
General FSCM EnhancementsGenerates the Application Data Set (ADS) project and security doc to Automated Configuration Management (ACM) template migration.9.2.0238.55.10
General LedgerAdded Accounting Reconciliation Approvals to the PeopleSoft Fluid (Mobile) Approval interface.9.2.0228.54
General LedgerAdded the General Ledger WorkCenter using PeopleSoft Fluid.9.2.0228.55
General LedgerThe U.S. Department of the Treasury published new Report Submission Specification (RSS) interface requirements required for the DATA Act. Federal agencies need to report RSS Files A and B that include appropriations and financial obligations and outlays by object and program activity. This feature delivers the new File A and B outbound General Ledger interfaces with the data formatted based on the U.S. Treasury RSS requirements. The interfaces are setup driven including tree‘s to identify the general ledger accounts that must be reported, object codes, and program.9.2.0238.54
General LedgerEnabled Fluid ChartField Request Approval through PeopleSoft Page Composer.9.2.0238.54
General LedgerFederal DATA Act feature for File A and B reporting.9.2.0238.54
GrantsEnhanced the Award Milestone page for improved usability. New functionality includes the ability to add, update, and copy milestones in bulk, and to link projects and activities to a milestone.9.2.0238.54
GrantsEnhanced search capabilities on the Grants Portal Award Summary, Project Summary, and Personnel Cost Summary pages to differentiate between private, user-specific saved searches, and public saved searches that are available to everyone.9.2.0238.54
Maintenance ManagementEnhanced ability to associate amount-only requisition and purchase order lines to work order task-related procurement activities for maintenance organizations. This is a Purchasing and eProcurement integration enhancement intend for Maintenance Management. This is in addition to existing functionality that permits quantity-based requisition and purchase order lines to be associated to work order tasks.9.2.0238.54
PayablesEnhanced Accounts Payable to use Accounting Tags, a standardized accounting definition, which can be used instead of Speedcharts to populate ChartFields on transaction distribution lines in Classic pages.9.2.0228.54
PayablesAdded the flexibility to Accounts Payable managers and supervisors to manage operational work using the PeopleSoft Fluid Accounts Payable WorkCenter through any device.9.2.0238.55
ReceivablesEnhanced dispute processing to automatically resolve the dispute when the item is closed, when enabled for the business unit SetID. Also, dispute status changes are now recorded.9.2.0228.54
ReceivablesEnhanced dispute processing to resolve dispute when the dispute checkbox is deselected in the item details.9.2.0228.54
ReceivablesAdded the PeopleSoft Fluid Accounts Receivables WorkCenter to allow receivables specialists, collectors, and managers to access My Work transactions and useful Links from a mobile device. The Accounts Receivables WorkCenter provides visibility into operational work, and a simplified way to reassign tasks. This image expands the Fluid Accounts Receivables WorkCenter, to personalize My Work and Links.9.2.0238.55
ReceivablesEnabled Fluid Approval for Receivables Draft and Maintenance leveraging PeopleSoft Page Composer, when approval transactions are initiated from the Draft and Maintenance Worksheet.9.2.0238.54
ReceivablesAdded Fluid pages and components for the Receivables Fluid WorkCenter.9.2.0238.55
Resource ManagementEnhanced Resource Management to leverages the PeopleSoft Approval Workflow Engine (AWE) to create and manage the approval process for resource assignment workflow.9.2.0238.54
Resource ManagementAdded the Resource Management: Fluid Resource Profile to provide resources and employees a responsive user interface to accommodate a workforce for maintaining their profile on the go. The Resource Management: Fluid Resource Profile also allows resource managers and project managers to streamline resource placement and deployment by viewing profiles on the go .9.2.0238.55
Resource ManagementAdded the keyword search feature to Resource Management when assigning resources, which allows users to execute a deeper, more free-form search to access application data from within the Assign Resource component.9.2.0238.54
Resource ManagementAdded the keyword search feature to Resource Management service orders, which allows users to execute a deeper, more free-form, search when accessing application data from within the Service Order component.9.2.0238.54
eSettlementsAdded the Prevalidation feature to validate third party invoice data. A combination of user defined and system defined prevalidation rules can be assigned to specific Suppliers to apply to the invoices they upload. The system sends any error messages along with suggested resolution steps to the supplier users that uploaded the invoice data.9.2.0228.54
eSettlementsAdded Fluid Approval for .cXML formatted invoices that are routed through Accounts Payable approval workflow.9.2.0238.54
eSettlementsFluid Approval for Supplier creation and maintenance. Fluid Approval for eSettlements Invoices at the header and line levels.9.2.0238.54
InventoryEnhanced support to allow the system to also parse HIBC barcodes in addition to GS1 barcodes and find an appropriate Item ID in Inventory.9.2.0228.54
Mobile Inventory ManagementEnhanced scanning entry so that when an Item ID is mistakenly entered into a quantity field and the quantity is greater than 9999999, the system displays a confirmation message.9.2.0238.54
PurchasingEnhanced a new report leveraging the Pivot Grid tool, that will show PO spend summary and drill-down information for Group Contracts and their associated child contracts. This enhancement also enables drill-down capabilities into the transactions that comprise the released amounts.9.2.0228.54
PurchasingEnhanced to provide a new Procurement Contract draft versions that would automatically approve on a preset approval date. Added a Procurement Contract workflow process to run a process that will approve the pre-approved contract draft version when the current date is equal to or greater than the preset approval date, removing the need for manual intervention.9.2.0228.54
PurchasingAdded the ability to leverage a centralized method that creates, maintains and populates ChartFields in a consistent manner on the fluid pages.9.2.0228.54
PurchasingEnhanced Federal Government DATA Act to capture Procurement Award and Grants Award information on purchasing transactions. Added new Procurement Instrument Identifier (PIID), Parent PIID, and Federal Award Identification Number (FAIN) and Universal Record Identifier (URI) fields to the Purchase Order header so that these fields can be populated during transaction entry.9.2.0228.54
PurchasingEnhanced ability to associate amount-only requisition and purchase order lines to work order task-related procurement activities for maintenance organizations. This is a Purchasing and eProcurement integration enhancement intend for Maintenance Management. This is in addition to existing functionality that permits quantity-based requisition and purchase order lines to be associated to work order tasks. This feature is enabled with Maintenance Managements’s feature Bug 24812188.9.2.0238.54
PurchasingEnhanced the support of the U.S. Department of the Treasury to publish new Report Submission Specification (RSS) interface requirements for the DATA Act. Federal agencies need to report RSS File C, which includes procurement and financial award, detailed and summary data. This feature delivers a new File C outbound interface that extracts data from PeopleSoft Purchasing, Payables, and General Ledger, and formats the information based on the U.S. Treasury RSS requirements. The interface is setup driven and includes tree’s to identify the General Ledger accounts that must be reported, object codes, and program.9.2.0238.54
Strategic SourcingEnhanced Bidder Invitations to better search and select Bidder and Suppliers for the purpose of sending Event notifications. The Bidder search page was redesigned to include additional fields and enhanced search criteria. Flexibility to include/exclude Suppliers not currently open for ordering reduces data entry and duplication of Suppliers.9.2.0238.54
Supplier Contract ManagementThe Supplier Contract Document Approval and Clause Approval have been re-written to leverage the new Fluid User Interface Approval Component. Fluid Approvals are enabled for approvals across multiple form factors such as a phone or tablet and the approval display will dynamically adjust based on the detected form factor size. These two approvals provide simplified screens showing the important fields needed in an approval.9.2.0228.54
eProcurementEnhanced the Accounting Tag feature to leverage a centralized method that creates, maintains and populates ChartFields in a consistent manner on fluid pages.9.2.0228.55
eProcurementAdded the Fluid Receiving capability that will allow users to do casual receiving on a phone, tablet or desktop.9.2.0228.54
eProcurementEnhanced the “Save for Later” button to ensure that workflow is restarted based on role action setup.9.2.0238.54
eSupplier ConnectionAdded Fluid Approvals for Supplier creation and maintenance.9.2.0238.54
eSupplier ConnectionEnhanced the Supplier Portal for both Public and Secure access for Supplier collaboration with a Buying Organization’s Procurement business. The user experience leverages the Fluid Tile-based navigation and provides more direction and information on how to interact with the Portal. On the Public page, access for individuals who are not Suppliers can see Company Announcements, Public Bidding Opportunities, User Registration Links, Event Calendar, FAQ’s, and the ability to contact the organization. On the Secure Page, registered Suppliers can access information about their business transactions with the Buying Organization, Supplier Performance metrics, Alerts and Notifications, and other transaction information.9.2.0238.55

HCM: 34 New Features 
(Go to FSCM Features table)

Product(s)FeatureVersionMinimum PeopleTools Version
Absence ManagementThis resolution contains software changes to enable missing functionality in absence fluid pages compared to classic. It enables View Eligibility details, approval monitor for absence request fluid pages, and balance forecasting for absence balances page. It also enables request history, view eligibility details for absence request fluid approvals and request history for absence cancellation fluid approvals.9.2.0228.54
Candidate GatewayThe following enhancements are delivered as part of Fluid Candidate Gateway Continual Improvements Project for PI 22: 1. Allow enabling/disabling “Email this job” and “Refer a friend” based on site setup. 2. Addition of the Job Posting Close Date to search results, facets and sorting in Candidate Gateway. 3. Enable new page element of viewing Jobs Posted in last nn Days based on site setup. 4. Clarifying message when applicant fails prescreening/online screening. 5. Update FCG Keyword Search Field Instructional Text. 6. Enhanced Search text in CG Search. 7. Enable contextual header on the Application Summary page.9.2.0228.55
General HCM EnhancementsProvided new methodology to Fluid Approval action buttons, so that applications and customers can implement specific business logic through Page Composer.9.2.0228.54
Global PayrollThe update contains the Global Payroll Core Cobol Trace Tool.9.2.0228.53.02
 Created new page component for Global Payroll Analytics for PeopleTools 8.55 uptake.9.2.0228.55
Global Payroll for BrazileSocial Wage Type Table complement and proceeding objects are being delivered to create drivers and generate Wage Type XMLs for the Government.9.2.0228.53.02
Global Payroll for FranceThe software change to deliver Mobile Payslip is delivered.9.2.0218.53.02
Global Payroll for SingaporeAmendment feature for year end reporting to IRAS, Amendment to IR8A/IR8S.9.2.0218.53.02
Global Payroll for SwitzerlandISO 20022 for payment mandatory in Switzerland before 2018. Developed new functionality that generates ISO 20022 bank files.9.2.0228.53.02
Global Payroll for the United KingdomP45 document is made available to employees through Email or Self Service.9.2.0228.53.02
Human ResourcesMade a software change to the Employee Snapshot content reference to add Compensation Review dashboard and Total Rewards tile.9.2.0218.55
Human ResourcesUploaded fluid icons for the Discussion service.9.2.0228.55
Human ResourcesA software modification was made to update the expiration date to 01/31/2020 on the self service Disability page.9.2.0228.53.02
Human ResourcesFixes for audit issues.9.2.0228.53.02
Human ResourcesMade a software change to add the Performance Review dashboard in Employee Snapshot.9.2.0228.55
Human ResourcesMade a software change to add new tiles to the Summary and Promotion Readiness dashboards.9.2.0228.55
Human ResourcesA software change was made to create a configuration component for Employee Snapshot.9.2.0228.55
Human ResourcesRelationship edits updates of CPDF Update 64.9.2.0228.53.02
Human ResourcesThis patch consolidates all setup components for Configurable Analysis Framework, which are now accessible under the Enterprise Components menu navigation.9.2.0228.53.02
Human ResourcesDiscussion Service feature delivery.9.2.0228.55
Payroll for North AmericaThis patch delivers the new Fluid version of the W-2/W-2c Consent transaction.9.2.0228.55
Payroll for North AmericaThis patch enables users with the Exempt status to access their withholding form. After this change, users with the Exempt status can bring up their withholding form and change their status to Non-Exempt. Depending on the customer’s approval requirement setup, users can review pending status changes of exempt to non-exempt on the Pending Status Change information page. Also, the Withholding Form approver can review this change on the Approval page.9.2.0228.55
Time and LaborThis project contains Time and Labor Manager Self Service fluid pages for Reporting Time, Viewing Weekly Time, Viewing Payable Time, and viewing Leave Balances from Base Benefits. It also contains new navigation collections for both Employee Self Service Time and Manager Self Service Team Time.9.2.0228.55
Time and LaborThe TL Absence enhanced integration feature contains a new fluid run control page which allows administrators to run absence calculation for more than one calendar period. Using this run control page, the administrator can run absence calculation and time admin together which will generate absence payable time from the processed absences along with the payable time for reported time. This page also has links to other pages to resolve Absence exceptions and Time Admin exceptions. This feature also contains change to existing Absence administration navigation collections.9.2.0228.55
ePayDelivered the new fluid objects required to provide the new fluid user interface for Maintain Bank Accounts and Payment Distribution pages, which are part of Banking Self Service.9.2.0228.54
ePerformanceNew functionality to enable sections to display on documents during the Track Progress step, the Define Criteria step, or both.9.2.0228.55
ePerformanceNew functionality to enable attachments on the ePerformance self-evaluation appraisals. This will allow employees to add attachments to their self-evaluations, and the manager to copy those attachments from the self-evaluation to the manager’s evaluation.9.2.0228.55
eProfile Manager DesktopDelivers the Guided Self Service Leave of Absence and Paid Leave of Absence transactions.9.2.0218.54
eProfile Manager DesktopDelivers change to add Standard Hours and FTE to the Full Time/Part Time Guided Self Service transaction.9.2.0228.54
eProfile Manager DesktopDelivers setup and classic approval objects that add Standard Hours and FTE to the Full Time/Part Time Guided Self Service transaction.9.2.0228.53.02
eProfile Manager DesktopDelivers setup and approval programs that add Standard Hours and FTE to the Full Time/Part Time Guided Self Service transaction.9.2.0228.54
eProfile Manager DesktopDelivers the approval view that adds Standard Hours and FTE to the Full Time/Part Time Guided Self Service transaction.9.2.0228.53.10
eProfile Manager DesktopDelivers the 8.54 classic approval objects for Standard Hours and FTE to the Full Time/Part Time Guided Self Service transaction.9.2.0228.54
eProfile Manager DesktopDelivers a classic page that adds Standard Hours and FTE to the Full Time/Part Time Guided Self Service transaction.9.2.0228.53.10
eProfile Manager DesktopDelivers the Activity Guide definition for the new GSS Clone Position transaction. Serves as the top level project in the unit of work tree.9.2.0228.55