Express Expense Report enables you to import all unassigned My Wallet transactions available for the employee into an expense report without requiring the user to do it manually. This feature was released in FSCM 9.2 Image 13.
It introduces the ability to create Expense Reports having their lines pre-populated with unassigned My Wallet entries for the employee associated to the report. In other words, when the page opens up, expense lines are displayed already filled up with the available My Wallet transactions for that particular employee without requiring the user to do it manually.
Below in Case A, B and C several pages are referenced – putting their navigation here:
Set Up Financials/Supply Chain > Install > Installation Options > Overall page;
Set Up Financials/Supply Chain > Business Unit Related > General Ledger > General Ledger Definition, the Inter/Intra Unit tab;
Suppliers > Supplier Information > Add/Update > Supplier for the supplier used on the GL Definition page, the Identifying Information tab;
Customers > Customer Information > General Information for the used Customer in the transaction, the Bill To Options tab;
Set Up Financials/Supply Chain > Common Definitions > Inter/IntraUnit > System Transaction Map, the Transaction Options page for the BIIVC transaction;
Set Up Financials/Supply Chain > Common Definitions > Inter/Intra Unit > InterUnit Template page for the BIIVC transaction code.
Installation Options page – the Use Legal Entity for InterUnit checkbox is selected;
General Ledger Definitions between the Units share the same Legal Entity Unit;
The InterEntity and IntraEntity entries on the InterUnit Template page will become Active, which InterUnit ones will become Inactive;
The system will use the IntraEntity accounts setted-up on the InterUnit Template page ( IntraEntity Receivable for the AR Offset account, IntraEntity Revenue for the Revenue account, IntraEntity Expense for the Exp/Inv account and assign the “AP will generate Voucher, distribution is defined in AP” option on the InterUnit Payables );
The PS_BI_ACCT_ENTRY record will be populated with the Receivables and Revenue accounts;
The PS_PENDING_DST record will be populated with the Receivables account;
The PS_VCHR_DIST_STG record will be populated with the Payables account from the IU Template page.
Installation Options page – the Use Legal Entity for InterUnit checkbox is selected;
General Ledger Definitions between the Units DO NOT share the same Legal Entity Unit;
The InterEntity and IntraEntity entries on the InterUnit Template page will become Active, while InterUnit ones will become Inactive;
In this case, the system will use the InterEntity entries from the InterUnit Template page instead of the IntraEntity ones;
All the other details will remain as above.
Installation Options page – the Use Legal Entity for InterUnit checkbox is DESELECTED;
The InterEntity and IntraEntity entries on the InterUnit Template page will become Inactive, while InterUnit ones will become Active – the exact opposite from the above 2 scenarios;
The system will use the InterUnit accounts, just as in the above scenarios with the same comment that the InterUnit accounts will be used, neither InterEntity, nor IntraEntity ones.
One other comment:
Assuming that Installation is set to Use Legal Entity, both Units share the same Legal Entity, therefore the system will use the IntraEntity accounts, BUT on the System Transaction Map, the Transactions Options page for the BIIVC process, the “Generate AP Voucher” is not checked, then when adding the Billing invoice, on the InterUnit Payables page, the system will not assign the “AP will generate Voucher, distribution is defined in AP” option, but it will retrieve the IntraEntity Payables account found on the InterUnit Template page. One further note – if the Generate AP Voucher is un-checked, the system will not process anything within BIGNAP01, therefore noting will be written in PS_VCHR_HDR_STG, PS_VCHR_LINE_STG or PS_VCHR_DIST_STG.
A key component in managing the capitalization of a self-constructed asset is properly measuring the costs of creating the asset.
Asset Management integrates with PeopleSoft Project Costing by sharing information about assets associated with ongoing projects. Assets that originate in Project Costing are typically the result of construction projects. They can accumulate cost information associated with salvage and removal costs, proceeds for a sale, and so on.
After you transfer data from Project Costing, you can preview asset information in the loader tables before running Transaction Loader.
Costing fields :
Project Costing Business Unit business_unit_pc
Project ID project_id
Activity ID activity_id
Source Type resource_type
Analysis type analysis_type
Main bundles that have impacted/added 9.1 projects chartfields are : B#s 9, 16, 18, 26
The intention of a Master Note for a Campus Solutions Bundle is to provide you with information regarding problems or issues with the application of the bundle, including any functional issues that have been reported and believed to be the result of applying this bundle. In the Master Note, you will find sections for:
General Information on documentation, policy and the contents of the bundle
Problems applying the bundle, which will be continuously updated for any issues reported to Support
Functional problems attributed to this bundle in any of the Campus Solutions products
Before you apply this bundle, please review this master note and bookmark (by clicking the hollow yellow star next to the document title) it so that you can quickly revisit it during your planning and implementation phases. If you are planning to apply any other bundles to your Campus Solutions product, please be sure to review the corresponding master notes, which can significantly decrease the time and effort involved with the application of maintenance.
Are you attending Oracle OpenWorld in San Francisco? Do you have an active role in supporting Oracle products within your company?
Do you interact directly with Oracle Support or manage a team that does?
If so, this event is for you! Enjoy a relaxing happy hour at the annual My Oracle Support Monday Mix.
This casual and fun customer appreciation event will be held Monday, October 26 at a new location—Fang Restaurant—just a half-block from Moscone Center on Howard Street.
Monday Mix at Glance
Monday, October 26, 2015
6:00 to 8:00 p.m. PT
660 Howard St. @ 3rd St.
San Francisco, CA
After a busy day at Oracle OpenWorld, take a break and unwind with your peers. Stop by and get to know the Oracle Support Engineers you depend on. Collaborate with Oracle teams as well as key Oracle Support executives and developers over drinks and hors d’oeuvres at Fang.
Admission is free for Premier Support customers with your Oracle OpenWorld badge. Visit the Monday Mix web site for more details.
We'll see you there!
About the Venue
Opened in 2009, Fang is a family-owned restaurant known for its exciting and seasonal fare, run by local father/daughter team Peter and Kathy Fang. Fang is the second restaurant in San Francisco managed by the family (the House of Nanking on Kearny Street was opened in 1988).
Fang fuses modern style with traditional Chinese cuisine, creating a unique dining experience. It is not unusual for Chef Fang to greet customers or prepare something unique and "off menu."
Our product experts are here to help. We will have senior support engineers on hand spanning all major Oracle product areas, from systems and database products to middleware, applications, and Oracle Cloud.
Take your support to the next level. Stop by the Oracle Advanced Customer Support table where you can talk to experts about best practices and specialized services for your mission-critical environments.
Discover powerful new proactive support tools, services and best practices to help you prevent problems, resolve issues more quickly, and upgrade more smoothly. Ask us about Oracle Platinum Services, Oracle Auto Service Request, Oracle Upgrade Advisors, the My Oracle Support Accreditation Program, and more.
Win a Prize
While at the Stars Bar attend a 10-minute mini-briefing for your chance to win! The briefings cover a wide variety of topics, presenting valuable tips and best practices directly from Oracle Support experts. You are sure to leave with great ideas that will make your life easier and help you get the most from your Oracle products.
With over 500 experts on hand to help our customers, Oracle Support Services will be front and center at Oracle OpenWorld 2015. Come to the Moscone Center and Palace Hotel October 25–29, and learn best practices to help optimize your Oracle technology and increase the value of your Oracle products and services.
If you or others in your organization will be attending Oracle OpenWorld this year, take a moment to review the available Support Services sessions, events, and demonstrations.
If You'll be Attending
Learn about the must-see conference sessions and networking events hosted by Oracle Support Services, including hands-on, interactive demos and training.
Discover 50+ sessions that highlight the depth and breadth of Oracle's Support Services portfolio, and see how other customers are driving success with Oracle Support tools and resources.
Best practices for supporting and upgrading Oracle hardware and software, including how to utilize all the features and entitlements of Oracle Premier Support
Best practices, tips, and customer examples for how to leverage mission-critical support delivered by Oracle Advanced Customer Support
How customers are leveraging Oracle Consulting for faster adoption and ROI to help them succeed using the Oracle stack
How organizations are developing sharper, smarter, faster strategies which help them grow and meet today's changing business requirements with modern business platforms that drive innovation, create value, lower cost, and reduce risk
Oracle University Trainings
Explore 18 single-day, pre-conference training sessions offered by Oracle University on Sunday, October 25 covering popular Oracle technology topics, all taught by expert instructors.
If you're an Oracle Premier Support customer, come see us on Monday, October 26 at the sixth annual My Oracle Support Monday Mix. Relax and network with Oracle support engineers, support managers, and other Oracle customers starting at 6 p.m. PT.
Meet us in the Support Stars Bar and Mini-Briefing Center in Moscone West Exhibition Hall, booth 3361. Work one-on-one with some of Oracle's best to get answers to your support questions. Attend a 10-minute mini-briefing and get entered to win prizes!
DEMOgrounds feature live demonstrations focusing on specific Oracle products and solutions across the Moscone Center and other event venues.
Based on your Oracle products and services, visit a DEMOgrounds area appropriate to you:
Oracle HCM and Fusion HCM
My Oracle Support & Proactive Tools
3161 (next to the Stars Bar)
Server / Storage
Other Featured Support Services Demonstrations
In addition to the DEMOgrounds, Oracle Support Services will be offering specialized informational demos around maximizing Oracle Support resources and tools during convention hall hours.
Program or Service Area
HCM - Fusion Applications
Maximize Your Investment in Oracle HCM Cloud Services Support
Palace Hotel, Sunset Court
ERP - Fusion Applications
Maximize Your Investment in Oracle Enterprise Resource Planning Cloud Services Support
Moscone West, Level 1 ERP Showcase
Maximize Your Investment in Oracle Technology Cloud Services Support
Moscone South, Oracle Cloud Platform and Infrastructure Showcase
Oracle Platinum Services: Extreme Support for Engineered Systems
Moscone North, Lower Lobby, Engineered Systems Showcase (at the bottom of the escalator)
The new PeopleSoft Online Help (formerly PeopleBooks) has been updated with mobile friendly responsive design. The display format will automatically adjust based on the device you are using, like a smart phone or a tablet.
The interface as gone through a major design change, adding a new navigation choices, such as a tree taxonomy, and Business Map navigation. Finally, even more video media has been embedded into the help, with the introduction of the PeopleSoft Online Help videos, which are non-audio demos of functionality, best practices, and implementation steps.
PeopleSoft Fluid User Interface Navigation Standards contain information about using key PeopleSoft functionality to create highly usable, efficient, and productive experiences for Oracle customers. See Document 2063602.1 for more details and the Fluid User Interface white paper.
All information on these schedules is relevant for PeopleSoft Enterprise Campus Solutions 9.0 only, and the schedules have not yet been updated for version 9.2. Follow this blog to know as soon as these docs are updated for that version of Campus Solutions.
You may reference 1966243.2 - PeopleSoft Planned Features and Enhancements. Or, check back, looking for Oracle's PeopleSoft PeopleTools 8.55 Release Notes.
“We have an older application (FSCM9.0) that is currently using PT 8.51. Can we upgrade this to PT 8.54?”
This application release level is now on Sustaining Support.
If you review our document Lifetime Support Summary for PeopleSoft Releases (Doc ID 1348959.1), you’ll see the statement:
New PeopleTools releases are not tested with application releases on Sustaining Support, however we expect PT releases to be largely backward compatible. If an issue is found within the PT version itself and can be replicated with a current application release (one that is on Premier or Extended support), Peoplesoft will resolve the problem according to the PT support policy. If the issue is exclusive to the older application release, a new fix will not be delivered since the application is on sustaining Support.
See the PeopleSoft PeopleTools 8.54 Upgrade Home Page (Doc ID 1915618.1), Certification Path section, you’ll see that the upgrade is written to accommodate any 9.0x or higher PeopleSoft application or a PeopleTools-only application, upgrading to PT 8.54.02+; or any 8.4x, 8.8x, or 8.9x PeopleSoft application on PeopleTools 8.4x or higher patch level upgrading to PT 8.54.14+.
The really important thing to consider is that you will need to use a certified platform for the PT 8.54 level. Verify each product by checking the MOS / Certifications / certification search where Product = PeopleSoft PeopleTools and Release = 8.54 (search).
Also, refer to E-UPG: PT8.4x, PT 8.5x: What Versions of PeopleTools Will Your Application run on? (Doc ID 1915747.1)
“We’d like to clarify the different PS Homes used in a PeopleTools Only Upgrade. And, what to do with them afterwards?”
In the PeopleTools only upgrade to 8.54.nn, the instructions have you install a separate PeopleTools PS_HOME for the purpose of the upgrade. (See document Getting Started on your PeopleTools Upgrade posted to the PT8.54 Upgrade Home Page (Doc ID 1915618.1).
This is the upgrade ‘source’ environment. The upgrade proceeds, and the new codeline from Source is applied to Target, resulting in your Target at the new PTools release level. What happens next:
If your site is using a de-coupled installation scenario, where the application code is in PS_APP_Home, and the PeopleTools code is in PS_Home, then adjust your pathings and configuration manager to the new release PS_Home.
If your site is using a classic installation scenario, where the application code and the PeopleTools code are both in the PS_Home, then you can manually copy the new release PS_HOME (the Target of the PTools Upgrade, containing only tools) over the old release PS_HOME (containing tools + app). This will only replace the PeopleTools files.
“We’re using a PUM Upgrade Image in our upgrade. What Ps_Home codeline should be used to locate the upgrade script files?”
Using an Upgrade Image as the Source environment can be a great time-saver, when preparing for an Application-and-PTools upgrade.
However, don’t forget to also install a new release codeline to use as the Source Ps_Home -- using the software media available on the Support Delivery Cloud website (previously called edelivery.oracle.com.)
“We want to take a backup of the New Release Demo and we are using an Upgrade Source image as the New Release Demo. How does that work?”
The PUM Upgrade Source Image(s) could be backed up/restored one of two ways:
1. A snapshot of the entire Virtual Image could be taken.
2. The Image could be re-imported/recreated. The Image is a delivered virtual environment. Recreating it is no different than restoring it from a backup.
If a PUM Upgrade Source Image has had required-for-upgrade patches applied to it, then a backup/snapshot should be taken after these patches were applied.
Otherwise the Image could be recreated from scratch, and with the required-for-upgrade patches then being re-applied.
The Payroll WorkCenter is easy-to-use and helps your Administrators proactively monitor and control payroll transactions using key alerts, queries, links, reports, and processes.
For more information on this WorkCenter, you can also watch the recorded Advisor Webcast session below:
ADVISOR WEBCAST: PeopleSoft Payroll for North America 9.2 (Product Image 9): New Capabilities - Dec. 2, 2014 (Doc ID 1942947.1)
This one-hour session is recommended for functional users who use PeopleSoft Payroll for North America. In this Webcast, you will learn about the latest and greatest functionality in release 9.2 with Product Image 9. The session demonstrated how the new Payroll WorkCenter is redefining the Payroll Administrators experience. Come learn how the WorkCenter combines transactions, analytics, worklists, alerts, and reports into a configurable framework that can be tailored to each role based user. You will see how this single interface that will increase productivity by streamlining and simplifying work and providing access to all needed information in one place. In addition we will take a sneak peak at the new fluid user interface.