PeopleSoft Mass Transaction Manager

Asset Management Perspective!


User-Focused, Easy Interface 

 

Regular business cycles sometime require you to make the same change to a large group of assets. The ability to adjust and transfer many assets at once is essential to efficient asset management. To help you with this aspect of asset management, PeopleSoft introduces the Mass Transaction Manager tool, which can used to carry out the necessary changes to your assets.
The new FMS 9.2 Mass Transaction Manager offers significant improvements over the PeopleTools Mass Change tool (in prior releases). With Mass Transaction Manager, Asset Management acquires a user-focused, instead of IT-focused, interface for running mass updates. Enhanced prompts with subordinate keys appear in an easy-to-understand user interface.

User-Centered, Not IT 

Being able to adjust and transfer many assets at once without IT intervention is essential to efficient asset management. To reduce the demands on IT and to simplify the process of making mass updates to assets while improving the controls and governance over the execution of changes, PeopleSoft 9.2 now converts from the use of Mass Change to a new framework called Mass Transaction Manager. All of the former Mass Change transactions are available in Mass Transaction Manager so that an organization can switch to Mass Transaction Manager and no longer rely on Mass Change. Additionally, if an organization chooses to create its own mass update transactions, the Mass Transaction Manager offers a much-improved interface for developers and users.

User Setup & Execution

Suppose a business restructuring requires you to transfer all assets from the marketing department to the corporate communications department. Transferring these assets manually can be onerous and likely to introduce errors. Mass Transaction Manager, on the other hand, enables you to select a particular set of assets from the database, define the desired changes on those assets, and make those changes by running the Mass Transaction application engine.

You can use Mass Transaction Manager to define mass transactions and simplify mass transaction definition by storing information that enables you to select certain data from the database and modify it in specific ways. With Mass Transaction Manager, all the SQL necessary to retrieve rows for processing is defined within each transaction. Users can then define additional selection criteria using the run control page, which, when run, will create a dynamic where clause based on the additional criteria. Asset Management is delivered with a full complement of transactions that serve the needs of most business applications.

Future Direction

Although Asset Management is the first PeopleSoft application to make use of the Mass Transaction Manager tool, its rich framework can be used by other applications in the future to improve the governance of their mass update processes.

Benefits of Mass Transaction Manager
  • A user-centered design that is intuitive and easy to use, yet powerful.
  • An uncomplicated, streamlined process that makes it easy to capture user input and retrieve requisite rows for processing mass transactions.
  • Simplified process means you enter data once.
  • Row-level security
  • Enhanced prompts with subordinate keys.
  • Ability to share common code, such as a rounding routine.
  • Ability to execute processing logic
  • Confidence that the most current version of the updates is being run.

To learn more about Mass Transaction Manager, please review the Mass Transaction Manager section of the PeopleSoft Asset Management online documentation.
AM Mass Trans Manager.png