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Marc Weintraub, Product Strategy Senior Director, recaps Oracle Open World 2015 from

a PeopleSoft perspective. The overall consensus for PeopleSoft at Oracle OpenWorld San Francisco 2015 is extremely positive! Read Marc’s blog here.

Mohit Jain Create Express Expense Report 

 

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.

 

Navigation for this feature

  • Employee Self-Service > Travel and Expenses > Expense Reports > Create Express
  • Travel and Expenses > Express Expense Report  > Create Express

 

For more detailed information on this feature, please read the following PeopleBooks Chapter: Creating Express Expense Reports

 

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Emil Dragan Billing InterUnit/BIGNAP01 Accounting 

 

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.


Case A:

  • 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.


Case B:

  • 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.


Case C: 

  • 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.

Raul Cocias Asset Management Project Costing Integration

 

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.

 

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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
  • Category resource_category
  • Subcategory resource_sub_cat
  • Analysis type analysis_type

Main bundles that have impacted/added 9.1 projects chartfields are : B#s 9, 16, 18, 26

In this episode of PeopleSoft Talk, Marc talks with Greg Kelly about PeopleSoft Security. 

 

Topics discussed include:

 

  • Secure by Default initiative
  • Critical Patch Update process
  • Phishing and what PeopleSoft delivers to prevent attacks
  • Mobile Device security
  • How does Oracle handle potential security threats
  • Protecting customer information in security SRs
  • Documentation for securing your environment

 

See Doc ID 2060772.1 (Useful PeopleSoft Security Links) on My Oracle Support for more information.

Campus Solutions Bundle 39 has been posted to My Oracle Support, and the corresponding Master Note for this bundle is also now available.

 

If you follow the link to the recently posted Campus Solutions CS 9 Bundle #39 - Master Note for Questions or Problems with Patchset 21378889 (Doc ID 2068790.1) you will find a great deal of reference material and a long list of “no problems found” entries.  While we hope that we never find any problems to list in this document, you can alleviate a lot of headaches stemming from the application of this recently posted bundle by reviewing this master note during your planning phase.

 

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.


Please also note these other related docs:


Campus Solutions (CS) 9.0 Bundle #39 Functional Documentation and Additional Features - Regs 1 2016-2017 October 2015 (Doc ID 2056414.1)


Most Recent Version of Campus Solutions 9.0 Chapters for PeopleBooks (Doc ID 1523915.1)

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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

 

When:

Monday, October 26, 2015

6:00 to 8:00 p.m. PT

 

Where:

Fang Restaurant

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.

 

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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).

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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."

 

Find out more about Fang:

Have you visited Oracle's PeopleSoft Learning Stream within Oracle University lately? We have added several new learning videos for the Purchasing, eProcurement and Inventory products.

 

Below is a list of all the new training videos. Don't miss out and visit the Oracle University website to see these videos to learn more about the products. 

 

Purchasing

Purchasing, eProcurement, Payable and Asset Management Interface

Receiving and Inventory Item not on a Purchase Order

eProcurement Casual Receipt for an Asset Item

Clear Requisition Information from Purchase Order Line Distribution

Sourcing Purchasing Requisition to Inventory MSR's and/or Purchase Orders

Cancelling a Inventory Material Stock Request generated from a Purchasing Requisition

Receipt Allocation Type

Sourcing eProcurement Requisitions to Inventory Material Stock Requests and/or Purchase Orders

Requisition Loader and Requisition Loader Defaults

Change the Price on a Non-Purchase Order Receipt

 

eProcurement

eProcurement Casual Receipt for an Inventory Item

Requisition Workflow

 

Inventory

Inventory Storage Containers

Inventory Pegging

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Come to the Oracle Support Stars Bar at Oracle OpenWorld and get the answers you need from Oracle Support experts—across all Oracle product lines.

 

Visit us in Moscone West, Booth 3361 and learn about new features and tools that will help make your job simpler.

 

  • Find Answers: Ask the Stars of Oracle Support your toughest questions.
  • Win a Prize: Attend a 10-minute mini-briefing on a specialized topic for a chance to win.
  • Get Proactive: Discover powerful new proactive support tools.
  • Power Up: Maximize availability and performance with Advanced Customer Support.

 

Stars Bar Hours

 

Moscone West Exhibition Hall, Booth 3361

 

Monday, October 26: 10:15 a.m. to 6:00 p.m. PT

Tuesday, October 27: 10:15 a.m. to 6:00 p.m. PT

Wednesday, October 28: 10:15 a.m. to 4:15 p.m. PT

 

See the current Stars Bar Mini-briefing Session Schedule here.

 

Find Answers

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.

 

Power Up

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.

 

Get Proactive

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.

OOW1.jpgWith 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.
  • Visit the Oracle Support and Services OpenWorld website for a full scope of activities.
  • Discover conference session details, demo schedules, networking and other event information in the Focus On Oracle Support and Services Document.

 

Sessions

 

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.

 

Networking Events

 

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.

 

Find out more about the Monday Mix event and venue here.

 

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

 

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:

 

Product

LocationBooth
Oracle DatabaseMoscone South122
Oracle HCM and Fusion HCMPalace HotelSunset Court
MiddlewareMoscone South106
My Oracle Support & Proactive ToolsMoscone West3161 (next to the Stars Bar)
Oracle PeopleSoftPalace HotelSunset Court
Server / StorageMoscone South737

 

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

TitleLocation
HCM - Fusion ApplicationsMaximize Your Investment in Oracle HCM Cloud Services SupportPalace Hotel, Sunset Court
ERP - Fusion ApplicationsMaximize Your Investment in Oracle Enterprise Resource Planning Cloud Services SupportMoscone West, Level 1 ERP Showcase
PaaSMaximize Your Investment in Oracle Technology Cloud Services SupportMoscone South, Oracle Cloud Platform and Infrastructure Showcase
Platinum ServicesOracle Platinum Services: Extreme Support for Engineered SystemsMoscone North, Lower Lobby, Engineered Systems Showcase (at the bottom of the escalator)
Oracle Consulting(Announced at the event)Moscone West, ERP Showcase
Oracle Advanced Customer Support(Announced at the event)Moscone South, Oracle Database DEMOgrounds (area 122)

 

Additional Links

 

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.

 

PLEASE watch this short video demoing the new PeopleSoft Online Help.

 

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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.

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There's no particular reason to be wordy about this, so...

 

The Campus Solutions Maintenance Schedule for 2016 (Doc ID 2063385.1) is now available.

 

The Campus Solutions Financial Aid Regulatory Release Schedule (Doc ID 747743.1) has also been updated for 2016.

 

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.

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“When is the next PeopleTools release going to be generally available?”

 

Oracle’s customer support team cannot comment on software that is not yet released, including release dates.

See E-INST: When Will the Next PeopleTools Be Released? (Doc ID 1362860.1). 

 

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 PeopleSoft Payroll WorkCenter Video Feature Overview (VFO) is now available.  You can watch the video here: https://youtu.be/45RHSpbMCGY


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.

 

More information can also be found in HCM 9.2 Online Help/PeopleBooks.

 

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