PUM Features January 2019

Quarterly PeopleSoft New Features Update

Did you know there were 28 new features and functionality delivered in HCM Images 28? The enhancements were across modules and Core HR and Payroll North America had the most enhancements overall.

Thirteen of the 28 enhancements involved the usage of Fluid, clearly demonstrating more and more investment and direction of the product. If you have not embraced Fluid yet, your organization should be at a minimum developing a strategy to adopt it. Some of the key fluid enhancements include:

• Improved integration between the Fluid Timesheet and Absence Management
• Enhanced the Benefits Enrollment functionality using the new Fluid technology and the Activity Guide Composer framework
• Enhanced the Payroll for North America US Payroll Fluid WorkCenter
• Delivered Fluid W-2/W-2c view forms in PeopleSoft Payroll for North America
• Delivered a fluid compensation history page for both managers and employees

There were also 52 new features and functionality delivered in FSCM Image 29 and 30, impacting the Financial and Supply Chain Modules. Nine of the 52 new features included Fluid enhancements. New features were delivered across FSMC, however Asset Management (3), Expenses (4), Grants (4), Accounts Payable (4), Accounts Receivable (4) and Purchasing (7) received the most enhancements.

Some of the key fluid enhancements include:

• Enhanced the Page and Field Configurator feature to support Fluid components
• Enhanced the Fluid Approval user interface so that expense approvers can view attendees, per diem deductions, and drill back to source transactions
• Added a new Journal Entry feature in Fluid, called Simple Journal
• Enhanced the Customer Comprehensive View feature so that you can view it using PeopleSoft Fluid technology

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 and content about Fluid overall. Here are a few examples that can be found on our blog: 

• Administering Simplified Analytics
• My Team Manager Self Service
• Page and Field Configurator
• eProcurement Fluid Enhancements
• Personalization of Fluid Work Centers

FSCM Image 29 & 30  

Product(s)	Feature	Version	Min Tools
Asset Management	The Approval Framework enables organizations to define and enforce approval rules required to meet increasing business control requirements. Asset Management has extended approval workflow to transactions performed using the Transaction Reversal component.	9.2.029	8.54
Asset Management	Enhanced to Asset Management Worksheet feature so that you can add comments and attachments. Comments and attachments can be added to Disposal, Impairment and Revaluation worksheets.	9.2.030	8.54
Asset Management	Enhanced the Transaction Loader (AMIF1000) process to return multiple errors affecting interface lines. This allows users to correct all errors at the same time, instead of one error at a time.	9.2.030	8.54
Billing	Enhanced security to Billing Interface Upload in Excel feature.	9.2.029	8.54
Billing	Enhanced the copy invoice feature so that users can create multiple copies of an invoice.	9.2.030	8.54
Billing	Enhanced the Global Search feature to include the Credit to Cash business process. Searchable content is available for PeopleSoft Billing, Accounts Receivable, Contracts, Grants, and Project Costing. Customers can view transactions and configurations for a specific customer, contract, award, invoice, receipt, or project, in addition to many other searchable attributes within these applications.	9.2.030	8.54
Contracts	Enhanced the Global Search feature to include the Credit to Cash business process. Searchable content is available for PeopleSoft Billing, Accounts Receivable, Contracts, Grants, and Project Costing. Customers can view transactions and configurations for a specific customer, contract, award, invoice, receipt, or project, in addition to many other searchable attributes within these applications.	9.2.030	8.54
Contracts	Enhanced the rate based Contract billing and revenue processes to prevent unpaid project costs from being sent to PeopleSoft Billing and General Ledger. Contract Administrators have two new options on the contract line, which are to Hold Billing on Unpaid Cost and Hold Revenue on Unpaid Cost.	9.2.030	8.54
Enterprise Components	Enhanced the Page and Field Configurator feature to support Fluid components. You can define configurations that are specific to a form factor and utilize page-level PeopleCode events to apply page and field configurations. In addition, the Define Criteria page is enhanced to support more comparison operators.	9.2.029	8.56
Enterprise Components	Added the Run Control Date Update framework to allow you to update date elements on multiple run controls at the same time.	9.2.030	8.55
eProcurement	Added Global Trade Identification Number (GTIN) and UPN data elements to eProcurement transactions.	9.2.030	8.55
eProcurement	Enhanced eProcurement to store Manufacturer contract information on eProcurement transactions. Creating Manufacturer and Distributor contract is a new feature included in this image.	9.2.030	8.55
eProcurement	Enhanced the eProcurement – Procurement Contracts feature to indicate how contract pricing is to be applied for contract lines that match transaction lines. Options include: Always Use Contract Price, Always Use Punchout Price, and Use Punchout Price if Lower.	9.2.030	8.55
eSettlements	Added Global Trade Identification Number (GTIN) and UPN data elements to voucher transactions. Voucher transactions include regular, adjustment, reversal and quick vouchers. Invoice transactions include summary and eSettlement invoices. This feature allows users to search for items using the GTIN and facilitates reporting	9.2.030	8.54
Expenses	Changed the label of the Pushback button to Sendback for Expenss approval fluid pages such as Expense Report, Travel Authorization, Cash Advance, Time Report, and Time Adjustment.	9.2.029	8.54
Expenses	Added the Exception Comments and Risks page to Expenses approval fluid pages such as Expense Report, Travel Authorization, Cash Advance, Time Report, and Time Adjustment. Each page allows the approver to view the risk level, the risk description, the criteria that triggered the risk, and the details of the risk.	9.2.029	8.54
Expenses	Enhanced the Fluid Approval user interface so that expense approvers can view attendees, per diem deductions, and drill back to source transactions on a fluid expense report.	9.2.030	8.55
Expenses	Enhanced the global search results feature so that the system accesses the Fluid Expense Report page when using Fluid technology.	9.2.030	8.55
General FSCM Enhancements	Enhanced the Fluid Approval Framework to override the display of line-level grids.	9.2.029	8.54
General FSCM Enhancements	Enhanced the Fluid Work Center Framework by providing user experience (UX) improvements in the left panel.	9.2.029	8.55
General FSCM Enhancements	Added the Data Privacy Framework, which allows an online view of personal and sensitive HCM (only) source data held within PeopleSoft applications. The framework assists organizations to understand the type of personal and sensitive data that is being stored, and where it is being used across various products such as online component references and queries. The new framework allows you to include customer specific attributes.	9.2.029	8.54
General Ledger	Added a new Journal Entry feature in Fluid, called Simple Journal. Through configuration, this feature allows customers to restrict and control the fields displayed on the Fluid Journal page based on the particulars of a user’s need or function. It simplifies the data entry from an end-user standpoint. There is no change to the existing delivered journal processing.	9.2.029	8.55
General Ledger	Enhanced the journal edit and journal post process, by adding an option that asks the user for confirmation as to whether they want to stay on the page until the process completes	9.2.029
General Ledger	Added to the Update Dates on Run Control feature to change the as-of-date for multiple General Ledger Run Controls. This is accomplished without having to go to each Run Control individually. See Update Run Control As of Date feature, bug 28823213.	9.2.030	8.55
Grants	Enhanced the Grants WorkCenter by adding a new My Work link to manage proposals. This page allows you to submit proposals, generate pre-awards, or generate awards. Actions can be taken individually or en masse.	9.2.029	8.54
Grants	Enhanced the Global Search feature to include the Credit to Cash business process. Searchable content is available for PeopleSoft Billing, Accounts Receivable, Contracts, Grants, and Project Costing. Customers can view transactions and configurations for a specific customer, contract, award, invoice, receipt, or project, in addition to many other searchable attributes within these applications.	9.2.030	8.54
Grants	Added the ability to view a history of changes for institution ID, subdivision, department, and contact ID of a project.	9.2.030	8.54
Grants	Enhanced the Grants Award Profile component to include attachments. You can add attachments to a specific award milestone, certification, funding period or modification. In addition,the Review Attachment component allows you to search and locate specific attachments on an award.	9.2.030	8.54
Inventory	Enhanced the reservation process to automatically reserve a substitute item when there is an inventory shortage for the original item. In addition, the picking feedback page lists substitute items for a single pick line.	9.2.030	8.54
Mobile Inventory Management	Enhanced the Global Trade Identification Number (GTIN) feature by storing UPN Type and UPN ID information for Mobile Inventory, receiving transactions.	9.2.030	8.54
Order Management	Enhanced the Customer Correspondence Options page for Dunning Letters. You can generate Dunning letter images for a selected customer. The Dunning letter image can be emailed to a customer from the Collections Workbench.	9.2.029	8.54
Order Management	Enhanced the Keyword search feature to include customer – general information. This allows users to execute a freeform search to access application data.	9.2.030	8.54
Payables	Added Classic Plus setup pages to the new Clean-up process that cleans voucher staging tables. The Clean-up process is run prior to the Voucher Build process.	9.2.029	8.56
Payables	Added a new Clean-up process to clean the voucher staging tables for incorrect or duplicate data. This process is run prior to the Voucher Build process.	9.2.029	8.54
Payables	Enhanced the Voucher Build process so that it loads contract information from purchase orders.	9.2.029	8.54
Payables	Added Global Trade Identification Number (GTIN) and UPN data elements to voucher transactions. Voucher transactions include regular, adjustment, reversal and quick vouchers. Invoice transactions include summary and eSettlement invoices. This feature allows users to search for items using the GTIN and facilitates reporting. Primary bug	9.2.030	8.54
Project Costing	Enhanced the design of the Asset Transactions Assignment page.	9.2.029	8.54
Project Costing	Enhanced the Global Search feature to include the Credit to Cash business process. Searchable content is available for PeopleSoft Billing, Accounts Receivable, Contracts, Grants, and Project Costing. Customers can view transactions and configurations for a specific customer, contract, award, invoice, receipt, or project, in addition to many other searchable attributes within these applications.	9.2.030	8.54
Project Costing	Enhanced the Keyword search feature to include Project Costing – General Information. This allows users to execute a freeform search to access application data.	9.2.030	8.54
Purchasing	Enhanced the Supplier Scorecarding feature so that you can define and incorporate Key Performance Indicator (KPI) questions and Weighted Scores into templates and evaluations for a supplier. This allows you to view and analyze objective and subjective questions with a completed Supplier Evaluation Scorecard.	9.2.029	8.54
Purchasing	Enhanced Procurement Contracts so that pricing can be determined by Control Type. The Control Type is a new field that can determine pricing information by a specified business unit, contract domain (group of ship to locations), and ship to location for specific types of contracts.	9.2.030	8.54
Purchasing	Added Global Trade Identification Number (GTIN) and UPN data elements to purchasing transactions. This enhancement allows users to search for transactions using the GTIN and facilitates reporting.	9.2.030	8.54
Purchasing	Added Global Trade Identification Number (GTIN) and UPN data elements to Procure to Pay transactions. Voucher transactions include regular, adjustment, reversal and quick vouchers. Invoice transactions include summary and eSettlement invoices. This feature allows users to search for items using the GTIN and facilitates reporting. This feature includes enhancement bugs for Purchasing-28560188, eProcurement-28530348, Payables-28588452, and eSettlements-285884570.	9.2.030	8.55
Purchasing	Enhanced the Procurement Contracts feature to establish negotiated pricing for Punchout Suppliers. This enhancement provides flexible pricing options that support different contract and Punchout Pricing defaults. Pricing discrepancies are reported on a new Discrepancy Report that displays the item along with the contract and Punchout price.	9.2.030	8.54
Purchasing	Enhanced the Procurement Contracts feature to enable or disable fields, links and functionality based on Contract Style. Organizations can hide unused features by configuring Contract Styles.	9.2.030	8.55
Purchasing	Added the ability to create Manufacturer and Distributor contracts. These contracts allow you to establish specific item pricing with flexible markup or markdown percentages by Purchasing business unit, ship to location, or contract domain (region). Users can leverage existing Procurement Contract functionality such as Alerts, Notifications and visibility to Released Amounts and Quantities by Manufacturer and Distributor Contact.	9.2.030	8.55
Receivables	Enhanced the Collections Workbench to allow users to view and email a Dunning Letter Attachment report.	9.2.029	8.54
Receivables	Enhanced the Worksheet Application Detail View pages to include the Dispute field. This field enables users to access the Dispute Status Tracking page and view dispute status information for an item.	9.2.029	8.54
Receivables	Enhanced the Item Activity page to include the Payment Method field. This field tracks the manner in which a payment is made, such as by credit card, check, or direct debit.	9.2.029	8.54
Receivables	Enhanced the Customer Comprehensive View feature so that you can view it using PeopleSoft Fluid technology. This includes the ability to analyze key performance indicators (KPIs).	9.2.030	8.55
Receivables	Enhanced the Global Search feature to include the Credit to Cash business process. Searchable content is available for PeopleSoft Billing, Accounts Receivable, Contracts, Grants, and Project Costing. Customers can view transactions and configurations for a specific customer, contract, award, invoice, receipt, or project, in addition to many other searchable attributes within these applications.	9.2.030	8.54
Strategic Sourcing	Enhanced the bidding opportunity access feature to allow a supplier, or a representative, to access multiple supplier or bidder events based on the Define Supplier User page.	9.2.030	8.55

HCM Image 28

Product(s)	Feature	Version	Min Tools
Absence Management	This update brings in an improved integration between the Fluid Timesheet and Absence Management. With this update, users will be able to report an absence without navigation out of the timesheet. This feature will make it possible for employees to access their payable time with a new calendar view across devices like desktop and tablet in a seamless manner.	9.2.028	8.54
Benefits Administration	Enhanced the Benefits Enrollment functionality using the new Fluid technology and the Activity Guide Composer framework (Open Enrollment Activity Guide). The new streamlined interface allows employees to update their benefits with ease.	9.2.028	8.55
Benefits Administration	Enhanced the Benefits Enrollment functionality using the new fluid technology. The new streamlined user interface allows employees to update their benefits with ease.	9.2.028	8.54
General HCM Enhancements	Enhanced the Page and Field Configurator to support Fluid components. This enhancement includes the capability to define configurations specific to each form factor and mapping the configurations to Page level PeopleCode event. Enhanced the Define Criteria page to support more logical operators for comparison.	9.2.028	8.56
General HCM Enhancements	Updated system data for the Data Privacy Framework to include SQR references and record fields used in Search Framework objects.	9.2.028	8.54
General HCM Enhancements	Added additional references to records and fields that are categorized and classified in the Data Privacy framework. These references include Reports (BI Publisher, SQR), Analytics, Search, Integration and Component Interface References.	9.2.028	8.54
General HCM Enhancements	Enhanced the XML reporting framework to support the auto validation of XML data files based on XSD schema and report additional identifier node in logs.	9.2.028	8.53.02
General HCM Enhancements	Software changes were made to provide customers a way to migrate acknowledgement framework configuration data from their source to target environments using the Data Migration Workbench.	9.2.028	8.54
General HCM Enhancements	Delivered enhancements to Fluid WorkCenter (overall and for the left panel) to improve usability.	9.2.028	8.55
Global Payroll	Enhanced the COBOL Trace Tool to support additional detailed tracing in Global Payroll. This enhancement includes 19 additional programs for detailed tracing on, for example, Process List, PIN Manager, Writable Array and Formula processing, which add up to a total of 41 detailed tracing programs, covering all primary and supporting element programs in Global Payroll.	9.2.028	8.53.02
Global Payroll	Delivered the Global Payroll Fluid WorkCenter for payroll users to access pages and perform daily tasks without leaving the WorkCenter.	9.2.028	8.55
Global Payroll for Australia	Added the Updated Event process in Single Touch Payroll (STP) to align the latest employer Business Management Software (BMS) data with the last employee data reported to the ATO, or to assist with End of Financial Year (EOFY) processes. After the fiscal year end (June 30), any changes made to report employee data for the prior fiscal year must only be submitted through the Update Event process. For more information about STP, refer to the MOS Document ID: 2215523.1.	9.2.028	8.53.02
Global Payroll for France	Added the PAS (Deduction at Source) functionality that allows employers to apply deductions to salary income at the source when it is paid out to taxpayers. This legislative update supports DSN reporting and becomes effective as of January 1, 2019.	9.2.028	8.53.02
Human Resources	Enhanced the Company Directory functionality to provide the ability to display empty positions.	9.2.028	8.54
Human Resources	Enhanced the Sensitive Data Masking feature to support the masking of Driver’s License Number and Passport Number.	9.2.028	8.53.02
Human Resources	Delivered the OnBoarding Status component for administrators to view and perform OnBoarding administrative tasks in Fluid.	9.2.028	8.55
Human Resources	Updated the related actions list for Employee Snapshot.	9.2.028	8.55
Human Resources	Added the Learning Tile in Employee Snapshot to provide managers the ability to view the learning statuses of employees in ELM.	9.2.028	8.55
Human Resources	Enhanced the Company Directory functionality to provide administrators the ability to export org charts.	9.2.028	8.55
Payroll for North America	Delivered the U.S Year End Tax form accessibility setup feature.	9.2.028	8.53.02
Payroll for North America	Enhanced the Payroll for North America US Payroll Fluid WorkCenter to provide payroll administrators the ability to check audits and exceptions.	9.2.028	8.55
Payroll for North America	Delivered Fluid W-2/W-2c view forms in PeopleSoft Payroll for North America to provide customers more complete fluid self-service experience for their employees.	9.2.028	8.55
Talent Acquisition Manager	Added the Candidate Application Status feature to provide organizations the ability to configure and map the dispositions and phases of the recruiting processes to unique statuses and descriptions that are visible to applicants. This feature provides applicants more self service capabilities and insight into the current status of their applications on the My Job Applications page in Candidate Gateway.	9.2.028	8.55
Time and Labor	This update provides several experience improvements to managers reporting or viewing for their team. With this update managers will be able to access their team’s time reporting pages like enter time and weekly time across devices like desktop and tablet. The newly enabled delegation feature in this update will allow managers to delegate any fluid time entry transaction or act on any delegated transaction at their disposal.	9.2.028	8.55
eCompensation	Delivered a fluid compensation history page for both managers and employees. The new page allows more filtering of information as well as viewing the grid information in frequencies besides annual.	9.2.028	8.55
eDevelopment	Enhanced Fluid Talent Profile to support multiple profile types. This enhancement includes a new Select Profile Type page that integrates with the Talent Profile pages for purposes of selecting a profile type other than the default primary type.	9.2.028	8.54
eDevelopment	Enhanced the Fluid Talent Profile feature to support the display of historical profile items.	9.2.028	8.54
ePerformance	Delivered Navigation Collection for the Team Performance Tile.	9.2.028	8.54