PeopleSoft    FMS V9.0 Upgrade    9.0 Delta Presentation January 13, 2009
Agenda <ul><li>Introduction   </li></ul><ul><li>High Level PeopleSoft/Oracle 9.0 Goals and Objectives </li></ul><ul><li>Sp...
  Introductions <ul><ul><ul><li>Rick McCaulley : </li></ul></ul></ul><ul><ul><ul><li>Working With PeopleSoft Since 1991  <...
  Generational Change <ul><ul><ul><li>Single Type Programs </li></ul></ul></ul><ul><ul><ul><ul><li>Mainframe and Look-a-li...
Evolutionary Change <ul><li>Oracle Change is Evolutionary </li></ul><ul><ul><li>Oracle 5 </li></ul></ul><ul><ul><li>Oracle...
  PeopleSoft 9.0 <ul><li>Oraclizing Code Base </li></ul><ul><li>Centralizing Business Processes </li></ul><ul><ul><li>Proc...
  What Does It  Mean to Me ? <ul><li>Not Much </li></ul><ul><ul><li>Change Is Evolutionary </li></ul></ul><ul><ul><li>Menu...
  Application Delta <ul><li>Specific 9.0   </li></ul><ul><ul><li>Application Integration </li></ul></ul><ul><ul><li>Tax Ch...
  General Ledger <ul><li>Spreadsheet Journal Entry </li></ul><ul><li>Component Interface Improvements For Journal Imports ...
      General Ledger <ul><li>Spreadsheet Journal Entry </li></ul><ul><li>Next Journal Id Support </li></ul><ul><li>Use of ...
      General Ledger <ul><li>Commitment Control </li></ul><ul><li>Project Costing is no longer required to initiate the cr...
      General Ledger <ul><li>Component Interface Improvement </li></ul><ul><li>Use Of Business Standard XML </li></ul><ul>...
      General Ledger <ul><li>Combination Editing </li></ul><ul><li>Performance Improvements </li></ul><ul><ul><li>Differen...
  Asset Management <ul><li>Creation Enterprise Asset Management </li></ul><ul><ul><li>Financials Asset Reporting (Formerly...
  Asset Management <ul><li>Asset Revaluation (IAS 16) </li></ul><ul><ul><li>Use of Fair Market Value Revaluation </li></ul...
  Purchasing <ul><li>Improvements In Requisitions </li></ul><ul><ul><li>Amount Only Requisitions </li></ul></ul><ul><ul><l...
  Receiving <ul><li>Ability to specify the receipt quantity at the distribution level when receiving purchase order schedu...
  Accounts Payable <ul><li>Patriot Act Compliance </li></ul><ul><li>Digital Signature On Electronic Invoices (EU Improveme...
Closing  Remarks <ul><li>Questions </li></ul><ul><li>Closing Comments </li></ul>Page
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FMS 9.0 Upgrade Delta Presentation

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FMS 9.0 Upgrade Delta Presentation

  1. 1. PeopleSoft FMS V9.0 Upgrade 9.0 Delta Presentation January 13, 2009
  2. 2. Agenda <ul><li>Introduction </li></ul><ul><li>High Level PeopleSoft/Oracle 9.0 Goals and Objectives </li></ul><ul><li>Specific Multi-Module Application Improvements </li></ul><ul><li>Specific Module Changes </li></ul><ul><ul><li>General Ledger </li></ul></ul><ul><ul><li>Purchasing </li></ul></ul><ul><ul><li>Accounts Payable </li></ul></ul><ul><ul><li>Asset Management </li></ul></ul><ul><ul><li>Other Modules </li></ul></ul><ul><li>Questions & Closing Comments </li></ul>Page
  3. 3. Introductions <ul><ul><ul><li>Rick McCaulley : </li></ul></ul></ul><ul><ul><ul><li>Working With PeopleSoft Since 1991 </li></ul></ul></ul><ul><ul><ul><li>Working With Higher Education Since 1996 </li></ul></ul></ul><ul><ul><ul><ul><li>First Higher Education Public Sector Implementation </li></ul></ul></ul></ul><ul><ul><ul><ul><li>First Higher Education Public Sector Upgrade </li></ul></ul></ul></ul><ul><ul><ul><li>5 9.0 Upgrades </li></ul></ul></ul><ul><ul><ul><li>Functional and Technical </li></ul></ul></ul><ul><ul><ul><ul><li>PeopleSoft Certified in Both </li></ul></ul></ul></ul><ul><ul><ul><li>MBA In Finance </li></ul></ul></ul><ul><ul><ul><li>CPA </li></ul></ul></ul><ul><ul><ul><li>Masters Information Systems </li></ul></ul></ul>Page
  4. 4. Generational Change <ul><ul><ul><li>Single Type Programs </li></ul></ul></ul><ul><ul><ul><ul><li>Mainframe and Look-a-likes </li></ul></ul></ul></ul><ul><ul><ul><ul><li>PC based </li></ul></ul></ul></ul><ul><ul><ul><li>Client Server </li></ul></ul></ul><ul><ul><ul><ul><li>PeopleSoft </li></ul></ul></ul></ul><ul><ul><ul><li>Web Based </li></ul></ul></ul><ul><ul><ul><li>Next Generation Applications </li></ul></ul></ul><ul><ul><ul><ul><li>Software as a Service (SaaS) </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Cloud Computing </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Service Oriented Architecture </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Memory Resident </li></ul></ul></ul></ul>Page
  5. 5. Evolutionary Change <ul><li>Oracle Change is Evolutionary </li></ul><ul><ul><li>Oracle 5 </li></ul></ul><ul><ul><li>Oracle 11 </li></ul></ul><ul><ul><li>PeopleSoft/Oracle 9.0 </li></ul></ul><ul><li>Buy and Build Best Ideas </li></ul><ul><ul><li>PeopleSoft </li></ul></ul><ul><li>Consolidate Code Base </li></ul><ul><ul><li>Fusion </li></ul></ul><ul><li>Proven Technology </li></ul>Page
  6. 6. PeopleSoft 9.0 <ul><li>Oraclizing Code Base </li></ul><ul><li>Centralizing Business Processes </li></ul><ul><ul><li>Procure to Pay </li></ul></ul><ul><ul><li>Financials </li></ul></ul><ul><ul><li>Asset Lifecycle Processing (New Modules) </li></ul></ul><ul><ul><li>Projects </li></ul></ul><ul><ul><li>Services (Program and Portfolio Management) </li></ul></ul><ul><li>Middleware To Meld Processes </li></ul><ul><li>New Interface Tools </li></ul><ul><ul><li>New Standards </li></ul></ul><ul><ul><li>Component Interface </li></ul></ul><ul><ul><li>Integration Broker </li></ul></ul><ul><li>New Reporting Tools </li></ul><ul><ul><li>XML Publisher </li></ul></ul><ul><li>Integrated Development Tools </li></ul><ul><ul><li>Application Engine </li></ul></ul><ul><ul><li>Web Services Engine </li></ul></ul>Page
  7. 7. What Does It Mean to Me ? <ul><li>Not Much </li></ul><ul><ul><li>Change Is Evolutionary </li></ul></ul><ul><ul><li>Menus Mostly The Same </li></ul></ul><ul><ul><li>Business Processes Still The Same </li></ul></ul><ul><ul><li>Tables For Reporting Mostly The Same </li></ul></ul><ul><ul><li>Faster Processing </li></ul></ul>Page
  8. 8. Application Delta <ul><li>Specific 9.0 </li></ul><ul><ul><li>Application Integration </li></ul></ul><ul><ul><li>Tax Changes (VAT) </li></ul></ul><ul><ul><li>Patriot Act Compliance </li></ul></ul><ul><ul><li>Archiving </li></ul></ul><ul><ul><li>Workflow Re-Written </li></ul></ul><ul><ul><ul><li>ePro </li></ul></ul></ul><ul><ul><li>International Application </li></ul></ul><ul><ul><ul><li>Book Chartfield Used For Multiple GAAPs </li></ul></ul></ul><ul><ul><ul><li>Easier Multiple Currency Conversion and Handling </li></ul></ul></ul><ul><ul><ul><li>International Accounting Standards Board Complaint </li></ul></ul></ul><ul><ul><ul><ul><li>AM Asset Revaluation </li></ul></ul></ul></ul><ul><ul><ul><li>Improved Language Support </li></ul></ul></ul><ul><ul><ul><li>IAS Compliance </li></ul></ul></ul>Page
  9. 9. General Ledger <ul><li>Spreadsheet Journal Entry </li></ul><ul><li>Component Interface Improvements For Journal Imports </li></ul><ul><li>Combination Editing </li></ul><ul><li>XML Publisher </li></ul><ul><li>Multiple Adjustment Periods Open Periods For Different Fiscal Years </li></ul><ul><li>Automated Budget Maintenance </li></ul><ul><li>Commitment Control Enhancements </li></ul><ul><li>Simplified Integration </li></ul>Page
  10. 10. General Ledger <ul><li>Spreadsheet Journal Entry </li></ul><ul><li>Next Journal Id Support </li></ul><ul><li>Use of Speedtypes </li></ul><ul><li>Default of Business Unit From Header To Line </li></ul><ul><li>Real Time Chartfield Edit </li></ul><ul><li>Commitment Control Adjustment Activity </li></ul><ul><li>Improved Error Messages </li></ul>Page
  11. 11. General Ledger <ul><li>Commitment Control </li></ul><ul><li>Project Costing is no longer required to initiate the creation of journals in Commitment Control, but instead the Commitment Control lines that are in the projects interface table act as journal lines. </li></ul><ul><li>Users have an option to automatically generate parent budget activity when a child budget journal entry or adjustment is posted. </li></ul><ul><li>The Budget impacts to all ledger groups that are higher than the user entered child budget are automatically generated and posted. </li></ul><ul><li>The user-entered journal can be at any level within the budget hierarchy and the system creates the budget impacts for all of the ledger groups that are at and above that level. </li></ul>Page
  12. 12. General Ledger <ul><li>Component Interface Improvement </li></ul><ul><li>Use Of Business Standard XML </li></ul><ul><li>Near Real Time Editing </li></ul><ul><li>Use of Publish and Subscribe </li></ul><ul><li>Multiple Database Support Through Integration Broker </li></ul>Page
  13. 13. General Ledger <ul><li>Combination Editing </li></ul><ul><li>Performance Improvements </li></ul><ul><ul><li>Different Use Of Master Selector Tables </li></ul></ul><ul><ul><li>Retain Details </li></ul></ul><ul><ul><li>Temp Tables not re-built for every check </li></ul></ul>Page
  14. 14. Asset Management <ul><li>Creation Enterprise Asset Management </li></ul><ul><ul><li>Financials Asset Reporting (Formerly AM) </li></ul></ul><ul><ul><li>IT Asset Management </li></ul></ul><ul><ul><li>Maintenance Management </li></ul></ul><ul><ul><li>Real Estate Management </li></ul></ul><ul><ul><li>Room Management Scheduling </li></ul></ul>Page
  15. 15. Asset Management <ul><li>Asset Revaluation (IAS 16) </li></ul><ul><ul><li>Use of Fair Market Value Revaluation </li></ul></ul><ul><li>Depreciation Reporting Load Performance Enhancements </li></ul><ul><li>Non-Financial Asset Support </li></ul><ul><li>Asset Component Improvements </li></ul>Page
  16. 16. Purchasing <ul><li>Improvements In Requisitions </li></ul><ul><ul><li>Amount Only Requisitions </li></ul></ul><ul><ul><li>Re-Open Closed Requisitions </li></ul></ul><ul><li>Improvements In PO Tracking and Analysis </li></ul><ul><ul><li>“ SRM Dash Board ” </li></ul></ul><ul><li>P-Card Encryption Improvements </li></ul><ul><li>Vendor Rebate Tracking </li></ul><ul><li>Manage Supplier Packaging Changes </li></ul><ul><li>When creating requisitions or purchase orders you can specify a procurement card as the payment method . </li></ul><ul><li>New Vendor Functionality </li></ul><ul><li>Purchase Order Acknowledgement </li></ul>Page
  17. 17. Receiving <ul><li>Ability to specify the receipt quantity at the distribution level when receiving purchase order schedules with multiple distributions. </li></ul><ul><ul><li>This provides specific allocation of the receipt quantity by open purchase order distribution quantity. </li></ul></ul><ul><li>Ability to override the price for non-purchase order receipts on the receipt line. </li></ul><ul><li>A new user preference option is being created that will enable the user to identify which receiving users can perform price overrides. </li></ul><ul><li>Ability to identify purchase order lines or items where receiving is not allowed. </li></ul><ul><li>The Receiving Required check box is being turned into a drop-down list box. The values for this field are: </li></ul><ul><ul><li>X (Do Not Receive) </li></ul></ul><ul><ul><li>Y (Receiving is Required) </li></ul></ul><ul><ul><li>N (Receiving is Optional) </li></ul></ul>Page
  18. 18. Accounts Payable <ul><li>Patriot Act Compliance </li></ul><ul><li>Digital Signature On Electronic Invoices (EU Improvement) </li></ul><ul><li>Voucher Enhancements </li></ul><ul><ul><li>Spreadsheet Voucher </li></ul></ul><ul><ul><li>Copy Chartfield from Line to Line </li></ul></ul><ul><ul><li>Sales and Use Tax Summary Page </li></ul></ul><ul><ul><li>Improved Voucher Reporting </li></ul></ul><ul><li>1099 Withholding Process </li></ul><ul><li>Payment Enhancements </li></ul><ul><ul><li>Cancel Multiple Payments at once </li></ul></ul><ul><ul><li>Pre-note for ACH Payments </li></ul></ul><ul><li>Flexible and Configurable Match Rules </li></ul><ul><ul><li>New Match Workbench </li></ul></ul><ul><li>On Demand Processing (Real Time Processing) </li></ul><ul><li>Voucher Open and Close Functionality </li></ul>Page
  19. 19. Closing Remarks <ul><li>Questions </li></ul><ul><li>Closing Comments </li></ul>Page

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