PeopleSoft FSCM 92 Release Notes Through Update Image7

Rel ease Not es
Oracl e s Peopl eSof t FMS, ALM, ESA,

SRM, and SCM 9.2 Rel ease (Thr ough
Updat e Image 7)

PeopleSoft Asset Lifecycl e Management (ALM) 9.2
PeopleSoft Enterprise Service Automation (ESA) 9.2
PeopleSoft Financial Management Solutions (FMS) 9.2
PeopleSoft Supplier Relationship Management (SRM) 9.2
PeopleSoft Suppl y Chain Management (SCM) 9.2

May 2014

PeopleSoft FMS, ALM, ESA, SRM, and SCM 9.2 Release
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Release Notes PeopleSoft FMS, ALM, ESA, SRM, and SCM9.2 Release
May 2014
Contents
Introduction........................................................................................................................................... 14
Purpose of This Release Notes Document ...................................................................................... 14
Release Value Proposition ............................................................................................................... 14
Cumulative Feature Overview Tool .................................................................................................. 14
Video Feature Overviews ................................................................................................................. 15
PeopleSoft Information Portal .......................................................................................................... 15
Social Media ..................................................................................................................................... 15
PeopleSoft FSCM 9.2 Release Notes (Through Update Image 7) ...................................................... 16
Features That Are Common to Multiple Applications ....................................................................... 16
PeopleSoft Search Framework ..................................................................................................... 17
Pivot Grids .................................................................................................................................... 18
Embedded Help ............................................................................................................................ 19
New PeopleSoft Online Help Solution .......................................................................................... 20
PeopleSoft Delivery Model ........................................................................................................... 23
PeopleSoft Update Manager ........................................................................................................ 24
PeopleSoft Interaction Hub ........................................................................................................... 25
PeopleSoft iPad Certification ........................................................................................................ 25
Third-Party Hosted Credit Card Storage and Payment ................................................................ 25
PeopleSoft Import/Export Utility .................................................................................................... 27
Approval Framework Improvements and Extensions ................................................................... 28
Attachments .................................................................................................................................. 29
WorkCenters ................................................................................................................................. 29
Forms and Approval Builder ......................................................................................................... 30
Online Supplier Registration and Collaboration ............................................................................ 31
Mobile Applications ....................................................................................................................... 34
Data Migration Workbench for Application Data ........................................................................... 40
Business Process Weaver ............................................................................................................ 40
Value Add Integrations.................................................................................................................. 41
Global Options and Reporting .......................................................................................................... 41
Copyright 2014, Oracle and/or its affiliates. All rights reserved. 3
PeopleSoft FMS, ALM, ESA, SRM, and SCM9.2 Release Release Notes
May 2014
Support for the International Bank Account Number (IBAN) ........................................................ 42
VAT Changes ................................................................................................................................ 42
EFT Payment Formats .................................................................................................................. 42
Taxes and Withholding ................................................................................................................. 42
Financial Management Solutions ......................................................................................................... 43
Expenses 9.2 .................................................................................................................................... 43
New Browser and Mobile Expense Reporting User Interfaces .................................................... 43
Expense Report Withdrawal ......................................................................................................... 45
Expense Report Receipt Management Options ........................................................................... 46
Expense Report Financial Summaries ......................................................................................... 46
Visual Depiction of Expense Report Status .................................................................................. 47
Enhanced Credit Card Transaction Detail .................................................................................... 47
Sophisticated Expense Searching and Filtering ........................................................................... 48
Configurable Expense Certification .............................................................................................. 48
Template Expansion and Refinement ........................................................................................... 49
Global Per Diem Rule Enforcement .............................................................................................. 49
Advanced Timesheet Approval Controls ...................................................................................... 49
Transaction Governance .............................................................................................................. 50
General Ledger 9.2 ........................................................................................................................... 50
In-Memory Real-Time Bottom Line Products................................................................................ 51
Enhancement to In-Memory Real-Time Bottom Line (RTBL) Products ....................................... 54
Adjustment Period Option for Average Daily Balances (ADB) ..................................................... 55
Separate Debit/Credit Visibility ..................................................................................................... 56
Projected Balance (T-Account) Visibility ....................................................................................... 56
Incremental Update for Hyperion Essbase Ledger Cube ............................................................. 57
General Ledger to Hyperion Planning Integration ........................................................................ 58
General Ledger WorkCenter ......................................................................................................... 58
General Ledger Dashboard .......................................................................................................... 59
Improved General Ledger to Sub-System Reconciliation ............................................................. 61
Account Reconciliation Management ........................................................................................... 61
Combination Editing by Transaction Source ................................................................................ 61
Inconsistent Combination Editing ChartFields Report .................................................................. 62
PeopleSoft Financials Integration to Hyperion Financial Close Management.............................. 63
4 Copyright 2013, Oracle and/or its affiliates. All rights reserved.
May 2014
General Ledger Integration to Oracle Fusion Accounting Hub ..................................................... 63
Oracle Fusion Accounting Hub Integration to General Ledger ..................................................... 63
Data Migration Workbench - Allocations Configuration Data ....................................................... 64
Balance Sheet Valuation through Settlement Date ...................................................................... 65
Business Request and Approval ................................................................................................... 65
Government-wide Treasury Accounting Symbol (GTAS) Adjusted Trial Balance System ........... 66
Mass GL J ournal Approval ........................................................................................................... 67
Enhanced Approvals for GL J ournals ........................................................................................... 67
Mobile Approvals for GL J ournals ................................................................................................. 67
Logical J ournal Delete Method ..................................................................................................... 67
InterUnit and IntraUnit J ournal Edit Option ................................................................................... 68
Spreadsheet J ournal and Flat File J ournal Import Edits ............................................................... 69
Transform GL J ournal Post to Application Engine ........................................................................ 69
Commitment Control Enhancements (Expense Analysis & Control) ............................................ 69
Approval Workflow for Commitment Control Budget J ournals ..................................................... 69
Alternate Description for Commitment Control Budget J ournals .................................................. 69
PO Rollover Improvements ........................................................................................................... 70
Payables 9.2 ..................................................................................................................................... 70
Accounts Payable Dashboard ...................................................................................................... 71
Supplier Hierarchy ........................................................................................................................ 71
Matching Exceptions Analysis ...................................................................................................... 72
Support of Global Location Numbers (GLN) for Healthcare ......................................................... 72
Payables WorkCenter ................................................................................................................... 72
Financial Sanction Search Using SES .......................................................................................... 73
Simplified User Interface for Invoice Entry and Voucher Inquiry .................................................. 73
Extension of FMS Auto Pilot ......................................................................................................... 74
Taxpayer Identification Numbers (TIN) Validation ........................................................................ 75
Online Supplier Registration and Enablement .............................................................................. 75
Financial Audit Trail for Suppliers ................................................................................................. 75
Approval Framework Extensions and Enhancements .................................................................. 75
Oracle Governance, Risk, and Compliance Integration with Procure-to-Pay .............................. 75
Receivables Integration ................................................................................................................ 76
Intra-Governmental Payment and Collection System ................................................................... 76
May 2014
Secure Payment System (SPS) Payment File Support for GWA Reporters ................................ 76
Improved Integration with Asset Management ............................................................................. 76
Attachments .................................................................................................................................. 76
Visibility and Structural Productivity Improvements ...................................................................... 77
Pay Cycle Summary Metrics ......................................................................................................... 77
Pay Cycle Performance Improvement .......................................................................................... 77
Voucher Mass Maintenance ......................................................................................................... 78
Print Email Payment Advices ........................................................................................................ 78
Payment Request ......................................................................................................................... 78
Receivables 9.2 ................................................................................................................................ 78
1099-C Enhancements Customer Hierarchy ................................................................................ 79
Receivables Dashboard ................................................................................................................ 79
Support for Contracts in Collections ............................................................................................. 81
Consistent Conversations ............................................................................................................. 81
Conversations Summary and Report ............................................................................................ 82
Receivables Direct J ournals to Project Costing Integration .......................................................... 82
Receivables WorkCenter .............................................................................................................. 82
Payables and Receivables Integration for Interunit Billing ........................................................... 83
Maintenance Worksheet Enhancements ...................................................................................... 84
Aging and Dunning Enhancements .............................................................................................. 84
Condition Monitor Enhancements ................................................................................................. 85
Integration with PeopleSoft Pension Administration ..................................................................... 86
Approval Framework Improvements and Extensions ................................................................... 87
Item Level Attachments ................................................................................................................ 87
Partial Payment Unpost ................................................................................................................ 88
Apply Payments Enhancement ..................................................................................................... 88
Consolidated Invoice on Statements ............................................................................................ 88
Hosted Credit Card Storage and Payment ................................................................................... 88
IPAC Enhancements..................................................................................................................... 89
1099-C Enhancements ................................................................................................................. 89
eSettlements 9.2 ............................................................................................................................... 90
Online Supplier Registration and Enablement .............................................................................. 90
Self-Service Usability for eSettlements ......................................................................................... 90
May 2014
Flexible Distribution Coding for Suppliers or Internal Buyers ....................................................... 90
Invoice Pre-Validation ................................................................................................................... 90
Approval Framework Extensions and Improvements ................................................................... 91
Agreements Enhancement ........................................................................................................... 91
Treasury and Cash Management 9.2 ............................................................................................... 91
Cash Forecasting .......................................................................................................................... 91
Integration of Global Payroll with Financial Gateway ................................................................... 93
Principal Prepayments for Swaps and Interest-Bearing Instruments ........................................... 93
SEPA Payment Formats ............................................................................................................... 94
Accounting Enhancements ........................................................................................................... 94
Bank Statement Enhancements ................................................................................................... 94
Approval Framework Improvements and Extension ..................................................................... 95
Settlement and Deal Approvals Using Mobile Approval Framework ............................................ 95
EBICS ........................................................................................................................................... 96
Lights-out Processing for Financial Gateway Payments .............................................................. 96
Treasury WorkCenter.................................................................................................................... 96
Payment Format Transformation Using the Data Export Import Utility ........................................ 97
Asset Lifecycle Management Solutions ............................................................................................... 98
Asset Management 9.2..................................................................................................................... 98
Asset Cost Adjustment Enhancements ........................................................................................ 98
Enhanced Procurement and Payables Integration for Assets .................................................... 100
Asset Physical Inventory Enhancements.................................................................................... 101
Guided Step Navigation for Physical Inventory Lifecycle ........................................................... 101
Mass Transaction Manager ........................................................................................................ 102
Disposal Worksheet Improvements ............................................................................................ 102
Secure Enterprise Search in Asset Management ....................................................................... 103
Project Costing ChartFields in Asset Management .................................................................... 103
BI Publisher Reports in Asset Management ............................................................................... 104
Asset Visualization ...................................................................................................................... 104
Printable View of Asset Enhancements ...................................................................................... 105
Asset Management WorkCenter ................................................................................................. 106
Asset Management Dashboard .................................................................................................. 107
Accounting for Asset Retirement Obligations ............................................................................. 107
May 2014
Dynamic Bonus Depreciation ..................................................................................................... 108
J apanese Declining Balance ...................................................................................................... 108
Combination Editing by Transaction Source .............................................................................. 108
Approval Framework Adoption for Asset Management .............................................................. 109
Multi-Level Approvals on Asset Disposals .................................................................................. 109
Accounting for Prior Lease Payments ........................................................................................ 110
Federal Funds Transfers............................................................................................................. 110
Memorandum Accounting for Current Year Acquisitions............................................................ 110
Australian Asset Revaluation ...................................................................................................... 111
Maintenance Management 9.2 ....................................................................................................... 111
Easy-to-Use Work Orders ........................................................................................................... 111
Administration of Preventive Maintenance ................................................................................. 112
Visualization and Multi-Dimensional Work Order Analysis ......................................................... 113
Labor Visibility ............................................................................................................................. 113
Maintenance Notifications ........................................................................................................... 114
SES Adoption .............................................................................................................................. 114
BI Publisher Reports ................................................................................................................... 114
Work Order and Item Control ...................................................................................................... 114
Inventory Allocation ..................................................................................................................... 114
Approval Framework for Preventive Maintenance Schedules .................................................... 114
Miscellaneous Enhancements .................................................................................................... 114
Maintenance Management WorkCenter ..................................................................................... 115
PM Enhancements ...................................................................................................................... 115
Real Estate Management 9.2 ......................................................................................................... 115
Tax Calculations ......................................................................................................................... 115
Lease Escalations ....................................................................................................................... 116
Auto-Updates to In-Process Transactions .................................................................................. 116
Lease Invoice Date Flexibility ..................................................................................................... 116
Billing Calendar Selection ........................................................................................................... 116
BI Publisher Reports ................................................................................................................... 116
Minimum Lease Obligation Pivot Grid ........................................................................................ 117
Enterprise Service Automation (ESA) Solution .................................................................................. 118
Contracts 9.2 .................................................................................................................................. 118
May 2014
Contracts Workbench ................................................................................................................. 118
Contracts WorkCenter ................................................................................................................ 118
Contracts User Productivity Boosters ......................................................................................... 120
Transaction Order Template for Limit Checking ......................................................................... 120
Fixed Fee and Deferred Revenue Parallel Processing .............................................................. 120
Configurable Field Validation Framework for Run Controls ....................................................... 121
Contracts Set to Expire WorkCenter Exception .......................................................................... 121
Ability to Reopen Completed Billing and Revenue Plans ........................................................... 121
Program Management 9.2 .............................................................................................................. 121
Integration to Primavera P6 ........................................................................................................ 121
Project Costing 9.2 ......................................................................................................................... 123
Project Summarization and Compression .................................................................................. 123
Rounding and Accelerated Processing for Funds Distribution ................................................... 124
Rate Plan Pricing ........................................................................................................................ 126
Variance Pricing .......................................................................................................................... 126
Simplified Capture of Project Costs and Revenue ..................................................................... 128
Projects WorkCenter ................................................................................................................... 128
Project Financial Pivot Grids ....................................................................................................... 128
Multi-Dimensional Rate Definition ............................................................................................... 128
Exchange Rate Retention ........................................................................................................... 129
Manager Transaction Review ..................................................................................................... 129
Business-Specific Data Elements ............................................................................................... 130
In-Memory Project Discovery 9.2 ................................................................................................... 131
New Product ............................................................................................................................... 131
Integration with Asset Management ........................................................................................... 131
Integration with Expenses ........................................................................................................... 132
Integration with Project Costing .................................................................................................. 133
Integration with Program Management ....................................................................................... 134
Integration with Resource Management ..................................................................................... 135
Resource Management 9.2 ............................................................................................................ 135
Enhanced RM Integration with sPro for Sourcing Contingent Labor .......................................... 136
Mass Assignment Changes ........................................................................................................ 136
Higher Quality Search Results .................................................................................................... 136
May 2014
Enhanced HCM Integration ........................................................................................................ 136
Protection of Personal Data ........................................................................................................ 136
Automatic Closure of Service Order Lines and New Assignment Flexibility .............................. 137
Ability for Resources to Cancel and Resubmit Bids and Managers to Withdraw Resource
Recommendations ...................................................................................................................... 137
Control of Resource Qualifications Analyzed by the Staffing Workbench .................................. 137
Ability to Display Resources Satisfying a Minimum Qualification Score .................................... 137
Express Search Usability Enhancements ................................................................................... 137
Support of Incremental Indexing to Account for Personnel Data Changes in PeopleSoft HCM 138
Staffing Front Office 9.2.................................................................................................................. 138
Resume Parsing and J ob Board Distribution Integration Frameworks ....................................... 138
User Preference Defaults ........................................................................................................... 139
Email Templates ......................................................................................................................... 140
Agenda and History Administration ............................................................................................ 141
J ob Application Process.............................................................................................................. 142
Staffing WorkCenter and Rapid-Action Staffing Pagelets .......................................................... 143
Richer Search Capabilities ......................................................................................................... 144
Candidate and Agenda Visibility ................................................................................................. 144
Work Distribution to Teams ........................................................................................................ 146
Recruiting Funnel ........................................................................................................................ 148
Supply Chain Management (SCM) Solutions .................................................................................... 149
Supplier Relationship Management ................................................................................................... 150
Purchasing 9.2 ................................................................................................................................ 150
User-Definable Fields ................................................................................................................. 150
Price Adjustment Visibility on Requisitions ................................................................................. 150
Secure Enterprise Search (SES) Enhancements ....................................................................... 150
Online Supplier Registration ....................................................................................................... 151
Item Substitutes .......................................................................................................................... 151
Buyer Mass Change ................................................................................................................... 151
Advanced Purchase Order and Requisition Line Search ........................................................... 151
Autonumbering Options in Purchasing ....................................................................................... 151
Support for MasterCard 5900 Financial Adjustment Record ...................................................... 152
Support for Global Location Number (GLN) ............................................................................... 152
May 2014
Split Purchase Orders by ShipTo ............................................................................................... 152
PO Rollover Enhancements ....................................................................................................... 152
Mobile Approvals ........................................................................................................................ 153
Buyer WorkCenter ...................................................................................................................... 153
PO Close Short Enhancement .................................................................................................... 153
Services Procurement 9.2 .............................................................................................................. 153
User Interface and Role Action Changes ................................................................................... 153
Contingent Workforce Process Integrations ............................................................................... 154
Adjustment History ...................................................................................................................... 154
Richer Search Capabilities and Drilldown................................................................................... 155
Transaction Controls ................................................................................................................... 155
Strategic Sourcing 9.2 .................................................................................................................... 155
Event Creation, Bidding, and Collaboration ................................................................................ 155
Managing Sourcing Events and Bid Responses ........................................................................ 156
Providing Security and Privacy ................................................................................................... 157
Supplier Administration Center and Registration Dashboard ..................................................... 159
Online Supplier Registration and Collaboration .......................................................................... 160
Supplier Contract Management 9.2 ............................................................................................... 160
Enabling Microsoft Office Open XML Format ............................................................................. 160
Document Authoring for Buy Side RFX ...................................................................................... 160
Rendering PDFs with Adobe ...................................................................................................... 161
Advanced Search Capabilities .................................................................................................... 161
eProcurement 9.2 ........................................................................................................................... 161
Transparent Punchout ................................................................................................................ 162
Price Adjustment Visibility in Requisitions .................................................................................. 162
Usability Improvements to eProcurement ................................................................................... 163
Requisition Chunking .................................................................................................................. 164
Usability Role Action Categorization ........................................................................................... 164
Mobile Approvals ........................................................................................................................ 164
Mobile eProcurement .................................................................................................................. 164
Customer Order Fulfillment ................................................................................................................ 165
Billing 9.2 ........................................................................................................................................ 165
May 2014
Billing Dashboard ........................................................................................................................ 165
Billing WorkCenter ...................................................................................................................... 165
Simplified Billing Entry ................................................................................................................ 166
Enhanced Billing to Project Costing Integration ......................................................................... 166
Enhanced Integration with Payables .......................................................................................... 166
Hosted Credit Card Storage and Payment ................................................................................. 166
Billing Interface Mass Correction ................................................................................................ 166
Order Management 9.2 .................................................................................................................. 167
Price Book ................................................................................................................................... 167
Supply and Demand WorkCenter ............................................................................................... 167
Supply and Demand Dashboard ................................................................................................. 167
Related Content and Operational Metrics................................................................................... 167
Return Material Authorizations (RMAs) ...................................................................................... 168
Mark Lines for Billing and Mark Drop Ship Lines for Billing ........................................................ 168
Hosted Credit Card Storage and Payment ................................................................................. 168
eBill Payment 9.2 ............................................................................................................................ 169
Enhanced eBill Payment Portal .................................................................................................. 170
Self-Service Customer Hierarchy ............................................................................................... 170
Enhanced Self-Service User Onboarding ................................................................................... 170
Streamlined Payment Process ................................................................................................... 170
New Payment Method in eBill Payment ...................................................................................... 171
Enhanced Electronic Check Payment Method ........................................................................... 171
Inventory Management ...................................................................................................................... 173
Inventory 9.2 ................................................................................................................................... 173
Inventory Analytics and Alerts .................................................................................................... 173
PeopleSoft Mobile Inventory Management ................................................................................. 173
Item Change Templates.............................................................................................................. 174
Maintenance Work Order Inventory Enhancements ................................................................... 174
IFRS Accounting Support ........................................................................................................... 174
Supply and Demand WorkCenter ............................................................................................... 175
Catalog Management 9.2 ............................................................................................................... 175
Streamlined Catalog Management ............................................................................................. 175
May 2014
Error Handling ............................................................................................................................. 175
Planning and Manufacturing .............................................................................................................. 176
Manufacturing 9.2 ........................................................................................................................... 176
Production Variance Drilldown .................................................................................................... 176
Manufacturing Analytics and Alerts ............................................................................................ 177
Planning 9.2 .................................................................................................................................... 177
Supply Planning MRP Solver Enhancements ............................................................................ 178
Demantra Interface and Usability Enhancements ...................................................................... 178
Supply Planning Usability and Security Enhancements ............................................................. 178
Industry Enhancements ..................................................................................................................... 179
General Ledger for Financial Services 9.2 ..................................................................................... 179
Balance Sheet Valuation Through Settlement Date ................................................................... 179
Adjustment Period Option for Average Daily Balances (ADB) ................................................... 179
PeopleSoft 9.2 for the Healthcare Industry .................................................................................... 179
(Purchasing) Global Location Number (GLN) and Global Trade Item Number (GTIN) .............. 179
Mobile Inventory Management 9.2 for Healthcare ...................................................................... 180
PeopleSoft 9.2 for Higher Education and Research ...................................................................... 180
Grants WorkCenter ..................................................................................................................... 180
Grants Portal Security, Transaction Classification Flexibility, and Search ................................. 181
FFR Enhancements .................................................................................................................... 182
Supplemental Data for Grants .................................................................................................... 183
Increased Field Lengths ............................................................................................................. 183
Simplified Maintenance of Award Modifications and Funding .................................................... 183
Automatically Assigning a Project Manager During Award Generation ..................................... 184
Editing Completed Milestones .................................................................................................... 184
Establishing Terms at the Award Level ...................................................................................... 184

May 2014
Introduction
This section discusses:
Purpose of this Release Notes document
Release Value Proposition
Cumulative Feature Overview Tool
Video Feature Overviews
PeopleSoft Information Portal
Social Media
Purpose of This Release Notes Document
This document provides an overview of the new features and enhancements included in Oracles
PeopleSoft FMS, ALM, ESA, SRM, and SCM 9.2 Release (through Update Image 6). It is a road map
intended to help you assess the business benefits of upgrading to PeopleSoft FMS, ALM, ESA, SRM,
and SCM 9.2 Release and to plan your IT projects and investments.
This document contains intended developments and functionalities and is not meant to be binding on
Oracle to any particular course of business, product strategy, or development. Please note that this
document is subject to change by Oracle at any time without notice.
Throughout this document, you will find examples of Oracles ingenuity at work. In each section, we
provide detailed descriptions of exciting features, functions, and products in PeopleSoft FSCM 9.2.
Release Value Proposition
The release value proposition provides more functional details than the statement of direction, identifies
major enhancements, and articulates the expected business benefit. This document is designed to help
you to determine whether new product features might warrant upgrading from an old release or
embarking on a new implementation. With this information, managers can initiate preliminary budget
planning and begin putting together a project team to evaluate specific products further.
See PeopleSoft Financial and Supply Chain Management (FSCM) 9.2 Release Value Proposition.
See PeopleSoft Financials and Supply Chain Mgt. 9.2 Release Value Proposition for Update Images
Cumulative Feature Overview Tool
The Cumulative Feature Overview Tool helps you plan your upgrades by providing concise descriptions
of new and enhanced solutions and functionality that have become available between your starting and
target releases. You simply identify the products that you own, your existing release, and your target
implementation release. With a single click, the tool quickly produces a customized set of high-level,
concise descriptions of features that have been developed between your starting and target releases.
May 2014
Video Feature Overviews
PeopleSoft creates Video Feature Overview webcasts developed by PeopleSoft Information
Development with input from Oracle PeopleSoft Development and Strategy Organizations. These
videos are generally five minutes or less in length and provide a fantastic overview of the feature being
highlighted. There are also direct links elsewhere in this document to specific Video Feature Overviews
in those sections where the feature is being discussed. So if you encounter a feature description in
these Release Notes and theres an associated Video Feature Overview link, you can choose to watch
the video to learn about the features functionality. You can enjoy our public-facing Video Feature
Overviews on our YouTube Channel.
PeopleSoft Information Portal
PeopleSoft works hard to be sure you have as much information as possible about our applications and
technology. The PeopleSoft Information Portal provides you with a single entry point to locate the
documentation, training, and other useful information you need to help with your implementation
process and improve your daily experience with our products. The portal includes our popular
Information Solution Sheets (in downloadable PDF format) and links to our applications community,
online help and support.
Social Media
You will find lots of great information about PeopleSoft applications and technology through
various social media platforms. Some of the information may pertain to this current release. We
recommend you subscribe to the PeopleSoft social media sites to be kept current on the latest
news and information from PeopleSoft. Direct links are provided below for your convenience.
Applications Strategy Blog

Legislative Updates Blog

PeopleTools and Technology Blog

Twitter

Facebook

LinkedIn

YouTube

May 2014
PeopleSoft FSCM 9.2 Release Notes (Through
Update Image 7)

PeopleSoft 9.2 Deli very Model
Play Now

PeopleSoft FSCM 9.2 represents Oracles ongoing commitment to investing in our existing suite of
applications and to enabling customers to make choices that best fit their business needs. The
PeopleSoft FSCM 9.2 Release Notes describe enhancements grouped by product area within each of
the following solutions:
PeopleSoft Financial Management Solutions 9.2
PeopleSoft Asset Lifecycle Management 9.2
PeopleSoft Enterprise Service Automation 9.2
PeopleSoft Supply Chain and Supplier Relationship Management 9.2
This document also discusses global compliance and cross-pillar enhancements.

Features That Are Common to Multiple Applications
This section discusses new enhancements that are common to multiple applications, also known as
cross-pillar features.
With the release of FSCM 9.2, Oracle delivers:
PeopleSoft Search Framework
Pivot Grids
Embedded Help
New PeopleSoft Online Help Solution
PeopleSoft Continuous Delivery Model
PeopleSoft Update Manager
PeopleSoft Interaction Hub
PeopleSoft iPad Certification
Third-Party Hosted Credit Card Storage and Payment
PeopleSoft Import/Export Utility
May 2014
Approval Framework Improvements and Extensions
Financials Audit Trail for Supplier Changes
Attachments
WorkCenters
Forms and Approval Builder
Online Supplier Registration and Collaboration
Mobile Applications
Data Migration Workbench for Application Data
Business Process Weaver
Value Add Integrations

PeopleSoft Search Framework

Global Search Video Feature Overvi ew
Play Now

With PeopleSoft FSCM 9.2, Oracle provides a Global Application Search feature that enables users to
search across multiple, related components. The PeopleSoft Search Framework - Secure Enterprise
Search (SES) provides a familiar user interface that is similar to faceted searches on consumer internet
sites. It provides users with secure access to the organization's data sources, such as FSCM modules
and file attachments.
With SES capabilities at the Global level, you have better access to enterprise information while
protecting sensitive data from unauthorized users. The search is secure and supports multiple
languages.
Advanced search capabilities are available with this feature as well as user-defined search groupings
that enable users to locate the information they are seeking quickly and to take action on the related
search results.

Example of the Global Search field in the Oracle header
In addition, FSCM 9.2 allows SES capabilities in components starting with the Procure-to-Pay business
processes, as well as Assets and Expenses. Similar to the PeopleTools search capability, users have
additional search criteria as well as a keyword search to enable more granular and user-defined
searches.
May 2014

Example of a Search page within the Purchase Orders component
Pivot Grids

Pivot Grid Video Feature Overvi ew
Play Now
PeopleSoft Financial Management 9.2 Pivot Grids
Play Now

Pivot Grids were introduced in PeopleTools 8.52 to provide self-service, interactive, analytical grids and
charts for users to segment and filter data.
May 2014

Example of a Pivot Grid
Pivots grids are based on PS Queries and can display the results in a grid format, a chart format, or
both. You use the Pivot Grid Wizard (Reporting Tools >Pivot Grid >Pivot Grid Wizard), which is a five-
step process, to design how the page will appear to users.
Pivot Grids can be added as pagelets (on a users Home page) and to the Queries tab in a WorkCenter.
Embedded Help
Detailed, embedded help is available for users when they select the information (question mark) icon
available on group boxes, grids, or scroll areas on a page.
May 2014

Example of Embedded Help in a transaction page
These page-specific instructions are designed to help users understand what they should do to
complete a specific task or transaction. The help message appears in a modal window that can be
moved around the page, and it remains visible as users navigate through the page.
Embedded help is configurable in the message catalog, where organizations can create, edit, and
provide their own embedded help text.
Embedded help was initially delivered as part of the continuous delivery model in PeopleSoft FSCM
Release 9.1 J anuary 2012 release for PeopleSoft Expenses and eProcurement. Embedded help for
additional self-service and administrative transactions is available in the FSCM 9.2 release.
New PeopleSoft Online Help Solution

What Is Peopl eSoft Information Development? Video Feature Overview
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Starting with 9.2, PeopleSoft delivers a new help solution interface that looks and functions much like a
website rather than the book format structure for help documentation in the past. The new online help
solution includes these features:
A modern user interface to engage with our application help content.
A new content structure that allows for a more intuitive help-content to application-page
relationship.
A Business Process Map (BPM) graphical integration and navigation with the online help
documentation.
Embedded media, such as feature demonstration videos and audio files.
May 2014

The new help solution offers a navigation option similar to the websites users are already
familiar with
Users can navigate and access help information in multiple ways:
Using the Help link on the application pages.
Browsing the related BPM.
Browsing by product line.
Using pertinent related links.
Using search mechanisms.
May 2014

PeopleSofts new online help solution offers the same robust documentation users expect but
with many more options for accessing the help easily and quickly
When viewing BPMs, links within the maps take you to the help content for the corresponding online
help documentation. Links are identified by red, underlined text:

When viewing BPMs delivered with the help documentation, click the links at various stages in
the business process flow to be taken directly to help documentation for that page
Along with the new online help solution, PeopleSoft continues to deliver hosted documentation and
downloadable PDFs. No matter how you want to access help documentation, PeopleSoft has made
every option as easy and informative as possible.
May 2014
PeopleSoft Delivery Model

PeopleSoft Deli very Model Video Feature Overview
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Oracle is committed to protecting the value of your software and delivering a superior ownership
experience by continuing to support and invest in the PeopleSoft applications that you use. The goal of
our PeopleSoft Delivery Model is to significantly reduce the cost of upgrading so that you can take
advantage of newly available functionality whenever you choose to do so.
As part of this commitment to our customers, we are delivering new capabilities and features for the
industry-leading PeopleSoft applications on a continual basis through Update Images outside of major
releases using our PeopleSoft Update Manager technology. This gives our customers control of when
they upgrade, what new features they wish to adopt, all while doing so at a low cost.
PeopleSoft will accomplish this by delivering new features and capabilities within each calendar year
between major releases. You can obtain them for PeopleSoft 9.2 applications through several existing
mechanisms:
PeopleSoft Image
PeopleSoft Release Patchsets (PRP)
Revision recut media
If you are a PeopleSoft customer and your organization is live on the current release, you can obtain
the latest capabilities by using PeopleSoft Update Manager technology to apply new features to your
applications delivered through update images made available to you on a regular basis. Update Images
include all maintenance and new features and functionality available up to the point in time when the
Update Image is posted.
This delivery model means that you no longer have to wait for major point releases in order to take
advantage of new features and functionality. And should you decide to upgrade to the next major point
release in the future, having applied Update Images to your existing 9.2 installation will mean the
upgrade process to the next point release will require far less work and cost than in the past.
If you are upgrading from a previous release or if you are a new customer installing the current release,
you can verify that you have the latest capabilities by deploying the most recent revision recut from the
Oracle Software Delivery Cloud. Then you can apply updates and additional features using PUM.
The Revision recut media includes the latest General Availability software release, all of the
maintenance postings up to the date of the revision recut, and all of the new features up to the date of
the revision recut.
PeopleSoft will deliver new application features at different times and over the course of the release
through PUM. Revision recuts are planned for annual delivery through the Oracle Software Delivery
Cloud. PeopleTools releases are planned for annual delivery through the Oracle Software Delivery
Cloud. PeopleSoft application releases are planned for delivery every three years through the Oracle
Software Delivery Cloud.
May 2014
PeopleSoft Update Manager

PeopleSoft Update Manager provides the tools a customer needs to reduce time, effort, and the cost of
maintaining PeopleSoft applications. On a regular schedule, PeopleSoft will deliver the most current
PeopleSoft application code and objects in the form of a PeopleSoft Update Image on an Oracle
VirtualBox virtual machine. PUM includes a fully functional application environment, a new Lifecycle
Management PIA application, and utilizes familiar tools, such as Change Assistant and Change
Packager, to provide a way for customers to select what they want to patch to their environment.
With PUM:
Your environment does not have to be current on maintenance.
You can select a single fix and have the system automatically find the needed prerequisites to add
that fix.
You can get current on fixes by having the system generate a custom change package that suits
the current state of your environment.
Lifecycle Management
Cost and effort should no longer be primary factors when customers decide whether to stay current on
application patches and fixes. Unfortunately, the process of patching with bundles and maintenance
packs has made maintenance expensive and time consuming. Some customers have tried to pick
specific critical fixes, only to find problems and costly delays when trying to apply critical, as-needed
patches. Other times, customers have run into problems trying to discern the interdependency between
patches. These kinds of problems compound over time and make it very difficult to get back to an
environment that is fully patched.
PeopleSoft Update Manager alleviates many of these patching issues by:
Making it quick and easy to download a current PeopleSoft Image running on Oracle VirtualBox
technology.
Providing customers with the ability to search for specific updates by bug ID or by specific
object reference.
Generating a custom change package definition based on the customer selection and the
updates already applied to the customers environment.
Drawing updated objects from the most current PeopleSoft Update Image.
Automatically including prerequisite and post-requisite updates.
Providing customers with a change package definition wherein each distinct object is called out
only one time and applied only one time in the correct sequence.

The PeopleSoft Update Image and the new Lifecycle Management PUM PIA application result in no
more prerequisite bundles or maintenance packs. Every PeopleSoft Image is cumulative and contains
the updates from previous images for the application release. The custom change package contains
only those objects that are required based on the customers selection, and distinct objects are applied
only once to the customers environment. Customers see the benefits in reduced time and effort for
analysis and preparation, patching, and patching verification and validation.
PeopleSoft Update Manager Video Feature Overview
Play Now
May 2014
PeopleSoft Interaction Hub
The PeopleSoft Applications Portal has been rebranded as the PeopleSoft Interaction Hub. PeopleSoft
is offering an extended restricted use license (log in required) of the PeopleSoft Interaction Hub, which
is free with PeopleTools. This change extends the existing restricted use license to include the
additional capabilities of Dynamic Unified Navigation and Site-Wide Branding.
These additions supplement the capabilities provided in the previous restricted use license, which
remains available: creation and use of collaborative workspaces and pre-built collaborative services for
use in related content.
If customers want to use the PeopleSoft Interaction Hub for traditional portal purposes, they can employ
its full capabilities, such as multiple site deployment/management and content management by buying
the full, unrestricted license.
PeopleSoft iPad Certification

PeopleTools iPad Certification Video Feature Overview
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The Apple iPad and other tablet devices are growing in popularity and now you can use these devices
to access your PeopleSoft applications. PeopleTools 8.52 is certified on the Safari browser on an iPad
running version 4.2 or later.
The PeopleTools certification on the Safari browser offers you not only the ability to use dashboards
and WorkCenters on your iPad, but you can do almost anything on your iPad that you can do on your
desktop system. This exciting user interface platform has unlimited potential for enabling you to access
your PeopleSoft application content from your mobile device.
Third-Party Hosted Credit Card Storage and Payment
PeopleSoft 9.2 introduces a new option to secure credit card information. The new approach to
payment security enables a third-party host to handle collection, storage, and transmission of credit
card data. This model is referred to as Third-Party Hosted Credit Card Storage and Payment and is
available in PeopleSoft Order to Cash applications (Order Management, Billing, eBill Payment, and
Accounts Receivable). Businesses with an Order to Cash system can convert from a traditional credit
card model (local storage of credit card data) to the new hosted model.
In the hosted model, only the following data is stored locally:
Credit card type
Last four digits of the credit card number
Payment processor name
Profile ID
May 2014

Side-by-side comparison of the traditional and hosted credit card models
The Third-Party Hosted Credit Card Storage and Payment model includes the following functionality:
A conversion program reads locally stored credit card data in Order to Cash records and creates a
profile in the hosted site.
Note: There may be a fee associated with converting the data of each credit card to a profile.
A secure wipe program securely and permanently erases all credit card information once a
PeopleSoft Order to Cash system switches to the hosted credit card model.
Users enter sensitive credit card information on the third-party hosted site.
The primary account number is replaced with a surrogate value known as a token. This token,
together with the credit card type and the last four digits of the payment card number, is collectively
referred to as a profile in PeopleSoft FSCM 9.2 Order to Cash applications. The profile ID is stored
in the FSCM database.
The third-party hosted site sends a response back to the Order to Cash application that initiated the
credit card entry or payment.
History is captured whether or not the authorization or settlement was accepted or denied.
May 2014

The Credit Card Options page is part of the setup for the hosted model
PeopleSoft Import/Export Utility
This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.
PeopleSoft Financials 9.2 delivers a data mapping and transformation utility called the Data Export
Import Utility that enables users to map fields easily and interface both incoming and outgoing data
between a source and a target data structure. The data set for the source and target can be in XML, flat
file, or record format. Examples of typical uses for the utility are:
Importing external data from third-party systems.
Exporting data to third-party systems.
Creating payment files by format.
Creating statutory audit files.
You can change existing maps, or add new maps and new data structures, to export or import data
without making coding changes or customizations. The source and target data structures are based on
PeopleSoft Document functionality. Once a source and target document are defined, you choose the
field mapping between source and target, and you set up transformation rules to apply to each field in
the source and target data structures. Dynamic value filtering capability during execution time enables
you to select the data that needs to be processed.
May 2014

Example of Map Definition Detail page showing field-by-field mapping and transformation
rules
PeopleSoft Financials and SCM 9.2 builds on Release 9.1 to extend and enhance further the use of the
Approval Framework (formerly AWE) to meet increasing business control requirements. The following
enhancements are enabled for the Financials and SCM 9.2 applications:
Adding an ad hoc approver during the approval cycle.
Adding comments and attachments to a transaction during the approval cycle.
Extending the Approval Framework to support Commitment Control Budget J ournals.
Extending the Approval Framework to support specific Treasury and Asset Management flows.
Please review each product area for details.
Financials Audit Trail for Supplier Changes
PeopleSoft Financials 9.1 introduced the Financials Audit Framework, which provides efficient tracking
of transaction processing through a configurable audit trail with increased visibility while managing
system resource usage.
PeopleSoft Financials 9.2 extends the use of the audit trail to support the changes made to the supplier
core data. Customers can configure the data elements that must be tracked in terms of changes.
Customers can see the changes and who made them through the Financials Audit Trail online inquiry.
For more information, refer to Financial Audit Trail for Suppliers.
May 2014
Attachments
Attachments enable you to provide supporting documentation for financial transactions. PeopleSoft
Financials 9.1 provided customers with a framework to attach supporting documentation to the financial
transactions themselves. PeopleSoft Financials 9.2 extends this capability to transactions within the
following products:
Expenses
Receivables
eBill Payment
Payables
Asset Management
Treasury
For more information, please refer to the respective product sections.
WorkCenters
The goal of the WorkCenter is to consolidate and centralize access to relevant data and enable the
organization to provide the tasks that must be completed by users. The PeopleSoft FSCM 9.2
WorkCenters use the PeopleTools WorkCenter Framework and the FSCM Application WorkCenter
Framework, which facilitates the configuration of the delivered pagelet content. WorkCenter pagelets
help drive the transaction and work area for users to complete sets of tasks based on their functional
area.
The FSCM 9.2 WorkCenters deliver four standard pagelets: My Work, My Links, Queries, and Reports
and Processes.

Example Receivables WorkCenter My Work pagelet
FSCM WorkCenters are preconfigured by user role. However, they can be modified during
implementation, or upgrade, based on the needs of your organization. Functional administrators
determine the level of information that appears for an end user and the capabilities that they want to
enable for end users. The framework allows for end users to personalize the content at a user, role, or
permission list level.
May 2014
PeopleSoft FSCM 9.2 includes WorkCenters for these applications: Payables, Billing, Receivables,
General Ledger, Supply and Demand, Project Costing, Staffing, Contracts (including Grants and
Projects), Supplier Administration, and SRM Buyer Administration.
PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces WorkCenters for these
applications: Asset Management, Maintenance Management, and Treasury/Cash Management.
For specific information for each product WorkCenter, see the individual product sections.
My Work Pagelet
This pagelet includes personalized and user-specific work items for a user to review and complete. The
work item links have been pre-seeded in each of the delivered WorkCenters based on specific user
roles.
When accessing the My Work pagelet, users should be able to work through the most critical daily
tasks using the content provided through My Work tasks. The result set of the task appears in the
transaction area (the right pane) along with the capability to filter and take actions.
Users can set specific filter criteria to manipulate the result set and delegate the workload in an
enterprise. The filter criteria can be used to show only transactions that are user-, role-, or permission
list-specific.
PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability to configure the My
Work filter at the role level, thus providing improved control by limiting users to access a single value at
a time.
PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability for administrators to set
filter values for users by role using the Filter Value Copy Wizard. They can copy one users filter values
to one or more other users; and they can delete filter values for users.
My Links Pagelet
This pagelet includes links to the most important application components that each functional user
needs to use and access. Users can personalize this pagelet to include any internal or external link.
Queries Pagelet
This pagelet includes access to Query Manager and any public or private queries to which the user has
access. Users can view the query output in the transaction area (right pane).
Pivot Grid output for PS Queries can be accessed using this framework.
PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability to change the
descriptive name for queries and pivot grids.
Reports and Processes Pagelet
This pagelet includes access to key processes and reports that users need to run and for which the
user has security access. Users can view the PeopleTools Reporting Console if they have appropriate
security access.
Forms and Approval Builder

Forms and Approval Buil der Video Feature Overvi ew
Play Now
May 2014

Forms and Approval Builder is designed to help organizations eliminate paper and email based forms,
replacing them with auditable, electronically approvable, and immediately accessible forms and form
data. This tool is a PeopleSoft common component that offers analysts the ability to specify an
unlimited number of various field types to appear on a form; define instructions, attachments, and
approval routing paths for forms; and map the form fields to PeopleSoft Component Interfaces so that
the form can feed data to a PeopleSoft transaction.
PeopleSoft FSCM Release 9.2 supports Online Supplier Registration and Collaboration using the
following capabilities, which are available to applications that use the Vendor (now renamed Supplier)
core information:
Self-service registration for new suppliers and new bidders.
Employee self-service supplier registration.
Supplier approval management.
Invitation management.
Configurable Profile Questions.
Additional enhancements were introduced to the online registration pages and the registration history
page in PeopleSoft FSCM 9.2 Update Image 4, December 2013.
Self-Service Registration for New Suppliers and New Bidders
This new step-by-step registration process for new suppliers and new bidders can be configured to be
accessible on your organizations public website for unsolicited requests so that any supplier or bidder
can request to do business with you. Alternatively, it can be configured for access by invitation only,
whereby you can send selected contacts an email with a URL and registration code for accessing the
registration pages. You also can configure registration templates to enable existing suppliers to register
new user accounts.
May 2014

Example of the Registration Template - General page for registering new suppliers
The Online Supplier Registration system offers new pages to set up registration templates used for new
suppliers, new bidders, or new supplier users to self-register.
May 2014

Example Welcome page for a prospective supplier during online registration
The registration information and pages that you expose to the selected audience are configurable with
the ability to route the new Supplier or new Bidder requests through an approval process. You can
enable Duplicate Supplier Checking to ensure the supplier does not already exist in the system and
enable Office of Foreign Asset Control (OFAC) denied parties screening. Within the approval pages for
each supplier registration request, users have most of the same options that are available for other
transactions that currently use the Approval Framework.
Enhancements were introduced to the online registration pages and the registration history page in
PeopleSoft FSCM 9.2 Update Image 4 in December 2013.
Employee Self-Service Supplier Registration
Employee Self-Service Supplier Registration has a user experience similar to the new supplier and new
bidder registration pages and is configurable to capture the same type of information through the
supplier portal. Instead of someone in the organization calling the Supplier Management department or
sending an email requesting a new user account, an employee can enter a request directly into the
system and have the request routed through the Approval Framework. Upon approval, the system
automatically creates the supplier record.
Manage Supplier Approvals
After suppliers or employees submit new registration requests, PeopleSoft automatically submits the
request for review and approval using the Approval Framework. Reviewers and approvers receive an
automated notification that a new registration request is awaiting their approval.
May 2014
Manage Invitations
The Manage Invitations page helps you send registration invitations and other email notices to selected
Supplier and Bidder contacts. You are able to select from an assortment of user-defined and delivered
email templates. Invitations can be associated directly with a registration template so that email content
automatically contains all of the information that solicited suppliers need to access the online
registration pages. Other examples for which you may want to leverage Manage Invitations is to notify
suppliers that your system will be down for maintenance during a specific time or to send a reminder
notice to suppliers to keep their profile information up to date.
Configurable Profile Questions
Use configurable profile questions to create a master set of user-definable questions and information,
from which you can select any or all on different registration templates. This is useful for capturing
supplier and bidder information that PeopleSoft does not automatically require, such as additional
diversity information or questions that are unique for your organization.
Please refer to the product sections below to see how Online Supplier Registration has been leveraged
in a particular application.
Mobile Applications
PeopleSoft delivers the following mobile applications for access from your mobile devices:
PeopleSoft Mobile Time Entry
PeopleSoft Mobile Approvals
PeopleSoft Mobile Expenses
PeopleSoft Mobile eProcurement

Play Now

Play Now

Play Now

Access the Mobile Applications page to launch the delivered PeopleSoft Mobile Applications (Main
Menu, Employee Self-Service, Mobile Applications):
May 2014

Mobile Applications page
PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability to capture time worked
on projects and non-projects using a mobile device. Two views are offered, a calendar view and a
timesheet view.
May 2014

Mobile Time Entry Calendar view
Use your mobile tablet or phone to access the application and manage your time reporting on the go.
Features include:
A tool that is intuitive and easily accessible to employees.
Two views to choose from, calendar view and timesheet view.
The ability to enter, maintain, and submit time reports.
The ability to copy timesheets.
The ability to enter project ChartField information automatically.
The ability to view time entry history.
A link to Mobile Approvals, where approvers can approve or deny pending time sheets.

May 2014
PeopleSoft Mobile Expenses provides mobile entry of expense reports, Wallet entries, approval actions,
and review of past expenses. (Managing cash advances and travel authorizations are not included
currently.)
Use your mobile tablet or phone to access the application and manage your expense reporting on the
go. Features include:
Entering, maintaining, and submitting expense reports (with business rule validation).
Reviewing expense report history (reports and statuses for the past six months).
Adding, reviewing, and editing My Wallet transactions.
Receiving notices that alert you to travel advisories, expense policy changes, and so on.
Viewing delivered expense report analytics and metrics.
Linking to Mobile Approvals, where approvers can approve or deny pending expense reports.
To access the Mobile Expenses application, use the latest Google Chrome browser from your mobile
device and launch the Mobile Applications page. See Mobile Applications Page.
From the Mobile Applications page, select the Expenses button:

Mobile Expenses sign-in page (tablet view) - email this URL to yourself for mobile access
After users sign in with their User ID and password, they will see the Expenses primary home page.
The Expenses primary home page is virtually identical whether launched from a mobile phone or a
tablet and includes the same functionality. The only difference is that the mobile phone version is
scaled to fit the smaller screen size of the mobile phone device:
May 2014

Mobile Expenses home page (mobile phone view)
For more information on Mobile Expenses, see New Browser and Mobile Expense Reporting User
Interfaces.
PeopleSoft Mobile Approvals gives you the flexibility to approve transactions on the go. You can log
into the PeopleSoft system from a mobile device, such as a tablet or smart phone, and process
transactions that are pending your approval. You can perform the following functions on the go:
Approve, deny, or push back pending transactions at the header level from a mobile device.
You can perform approval actions for individual transactions or multiple transactions at one time.
View attachments, if applicable, and add comments for approval actions.
Preview a graphical representation of the transaction approval flow, view other approvals, and view
comments that previous approvers entered.
PeopleSoft provides the Mobile Approval Framework for expense reports, journal entries, purchase
orders, requisitions, and vouchers. Click the Approvals button from the Mobile Applications page:
May 2014

Approvals home page (tablet view) email this URL to yourself for mobile access
The Approvals home page provides access to the respective transactions that are pending the login
users approval, as well as other analytics from which you can drill down to view the details. Select any
button or graph bar to open the main page with the selected pending approvals. For example, you can
select the J ournal Entry bar in the graph to open the main page with only the journal entries that are
pending your approval.
Similar to dashboards or worklists, Mobile Approvals provides a convenient option for reviewing and
approving pending transactions. All transactions must be created in the database first and must adhere
to the Approval Framework logic and configuration within each application. For information on
configuring Approval Framework for each application, see related topics by product.
PeopleSoft Mobile eProcurement
PeopleSoft Mobile eProcurement provides the following functionality from a mobile tablet, such as an
iPad:
Add and manage PeopleSoft requisitions on the go.
View recently ordered items, search for catalog items, direct connect items, and, add catalog items
and direct connect items to the shopping cart.
Upon completing a requisition and returning to the summary page, your entries automatically
update the database.
PeopleSoft Mobile eProcurement requires web-based (Wi-Fi) connectivity. No AppStore installation is
required.
May 2014
Data Migration Workbench for Appl ication Data
PeopleSoft 9.2 introduces the Data Migration Workbench, which enables you to compare, validate, and
copy application configuration data from one database to another using Application Data Sets (ADS) as
its underlying transport technology.
The Data Migration Workbench is an effective alternative to Data Mover scripts, providing greater
visibility and control of managed changes in your environments. Any authorized developer or
administrator can easily define application data sets using the PeopleSoft Pure Internet Architecture
(PIA) and compare and copy the data in much the same way as the copy and compare process of
managed objects.
This functionality is introduced in 9.2 for the following applications:
Allocations
WorkCenters
Accounting Rules
See also Data Migration Workbench - Allocations Configuration Data.
Business Process Weaver
Organizations manage core business processes differently depending on industry and business
practice. Each organization needs to run processes in a certain order while maintaining flexibility to
easily change the manner of data flow. PeopleSoft supports this need through a variety of tools,
providing the ability to group a set of core processes and execute them properly within a flexible
framework that connects the processing logic with the business data being processed.
PeopleSoft Business Process Weaver, a visualization and orchestration platform, enables organizations
to model, manage, and support the stringing of scheduled processes (both delivered and custom),
including the grouping of processes (PSJ ob) and user interactions. You can string processes together
and include user intervention in validating the results before or after specific processes. The following
example shows the process flow orchestration between PeopleSoft Contracts and Billing:

May 2014

Value Add Integrations
PeopleSoft Financials and SCM Release 9.2 deliver the following integrations (please refer to the
PeopleSoft product indicated for further information):
Integration PeopleSoft Products
GL to Hyperion Planning General Ledger
Financials to Hyperion Financial Close Manager General Ledger
GL to Fusion Accounting Hub General Ledger
Oracle Fusion Accounting Hub to PeopleSoft GL General Ledger
Projects to Primavera P6 Program Management, Project Costing
Procure to Pay and Expenses to Oracle Governance, Risk &
Compliance
Purchasing, Accounts Payable, Expenses
Expenses to Oracle Imaging and Process Management
(I/PM)
Expenses
Global Options and Reporting
PeopleSoft continues to support global requirements that originate from regulators. PeopleSoft
Financials/SCM Release 9.2 supports several features that impact global customers and their related
implementation requirements. Global features can impact several products or be part of the Global
Components Framework.
May 2014
Support for the International Bank Account Number (IBAN)
This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 7 in May 2014.
As of February 2014, bank accounts in many European countries are no longer referred to by the local,
domestic bank account number but rather by the International Bank Account Number (IBAN). To meet
those legislative changes, PeopleSoft pages in Expenses, Payables, Receivables, and Treasury show
the IBAN number wherever the local bank account number is currently displayed, provided IBAN
functionality is enabled for that country on the IBAN Formats page. The Display IBAN check box has
been added as a new field to the IBAN Formats page (Banking, Banks and Branches, IBAN Formats).
By default, the Display IBAN check box is deselected. In this case, the country uses the standard IBAN
functionality. When a user selects the Display IBAN field, pages that currently show the local bank
account number will also display the IBAN. The IBAN has also been added to reports in addition to the
bank account number where appropriate.
VAT Changes
PeopleSoft Financials Release 9.2 provides the ability to produce the EC Sales List (ESL) for the UK as
an XML file, which may be submitted to HMRC.
EFT Payment Formats
PeopleSoft Financials release 9.2 addresses the following changes:
SEPA Rulebook 6.0 for Credit Transfers and Direct Debits
CCD+NACHA
CBI EFT for Italy
DTAZV for Germany
Multi Currency enhancement for EFT in Switzerland
SPS Payment Formats support for GWA reporters of the US Federal Government
Taxes and Withholding
Taxation and withholding rules are updated in PeopleSoft Financials Release 9.2 with the following:
TDS Certificate and Quarterly Return for India
International ESL File Extract
Global Withholding Report for J apan
In addition to these updates, PeopleSoft Financials Release 9.2 delivers a series of connected queries
that generate a set of XML files containing transaction and master file data that can then be used to
create the SAF-T (Standard Audit File for Tax purposes) file in the required format.
May 2014
Financial Management Solutions
The following sections provide information about the new Financial Control and Reporting features and
enhancements in PeopleSoft Financial Management 9.2. They are presented by product:
Expenses
General Ledger
Payables
eSettlements
Receivables
Treasury and Cash Management
Expenses 9.2
In PeopleSoft Expenses 9.2, Oracle offers the following enhancements:
New Browser and Mobile Expense Reporting User Interfaces
Expense Report Withdrawal
Expense Report Receipt Management Options
Expense Report Financial Summaries
Visual Depiction of Expense Report Status
Enhanced Credit Card Transaction Detail
Sophisticated Expense Searching and Filtering
Configurable Expense Certification
Template Expansion and Refinement
Global Per Diem Rule Enforcement
Advanced Timesheet Approval Controls
Transaction Governance
New Browser and Mobile Expense Reporting User Interfaces

PeopleSoft Expenses 9.2
Play Now

May 2014
PeopleSoft Expenses 9.2 delivers a contemporary new user interface for expense report entry that
simplifies and streamlines the expense reporting process for users by leveraging the latest in user
interaction science.
PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the new user interface for cash
advances. The redesigned cash advance offers an intelligent grid for quick entry of the appropriate
details for each anticipated expense, a summary of monetary balances related to the cash advance, the
ability to withdraw the cash advance, embedded help instructions, a visual depiction of the workflow
process that the cash advance is expected to follow after it is submitted, and more.

Modify Expense Report Page
The revised PeopleSoft Expenses 9.2 user interface uses the common Embedded Help framework,
which provides a graphical help icon throughout the user interface to assist users when creating
transactions. The redesigned interface replaces the occasional and expert expense report user entry
modes offered in previous releases. It also incorporates the latest PeopleTools technologies to improve
the overall experience.
In addition, Release 9.2 offers a connected, mobile PeopleSoft Expenses reporting user interface for
portable devices, such as smart phones and tablets.
May 2014

Mobile Expenses home page (mobile tablet view)
The mobile interface facilitates additions to the users My Wallet, review of My Wallet entries waiting to
be imported into an expense report, full creation and submission of expense reports and time reports,
and access to past expense report history. It also provides a managers link directly into the new Mobile
Approvals features to review and approve expense reports.
This mobile Expenses interface is the first of the new wave of Mobile Applications for PeopleSoft, and it
can reduce maintenance costs because it works with any tablet or smart phone platform that supports
HTML5.
PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability to enter time worked on
a project, as well as non-project time, on a regular schedule. This is intended to accommodate
accounting closes and billing deadlines, which are essential to cash flow and accurate financial
reporting. Two views are offered to capture time: a calendar view and a timesheet view.
For more information regarding Mobile Applications, see Mobile Applications.
Expense Report Withdrawal
With PeopleSoft Expenses 9.2, users can withdraw expense reports that they have submitted as long
as the report has not been reviewed or approved by a manager or auditor. This feature returns the
expense report to a pending status so that a user can correct mistakes or omissions and resubmit it.
The withdrawal feature cancels any routed approvals, and the resubmission sends the report back
through the approval workflow process as usual.
May 2014

View Expense Report page after it has been submitted
Expense Report Receipt Management Options
PeopleSoft Expenses 9.2 has several options for easing the burden of receipt capture and
management, including support for file attachments at the expense report header and line levels.
The configurable framework has the ability to specify whether attachments are allowed at the header
(report) level, the line (transaction) level, or both.
Finally, Expenses 9.2 integrates with the document management system Oracle Imaging and Process
Management (Oracle I/PM). Organizations using this integration can provide robust tools to users to
capture an image and attach their receipts (using automatic bar coding) to the expense report for
approval, audit, receipt verification processing, and so on.

Installation Options Expenses page (partial page)
Expense Report Financial Summaries
With PeopleSoft Expenses 9.2, new analytics on the expense report user interface include Expenses by
Day, Totals by Department, and Totals by Project/Activity views.
May 2014

View Expense Report - Expenses by Day page
This modal window appears when you click the View Analytics link on the Summary and Submit page
or the View Expense Report page.
Visual Depiction of Expense Report Status
The new Expenses user interface presents a graphical status bar that offers an at-a-glance view as to
where the expense report is in the process. It dynamically reads the approval workflow setup to display
the workflow steps, so the user can determine how many more steps are needed before receiving
reimbursement.
See the View Expense Report page in the Expense Report Withdrawal section.
Enhanced Credit Card Transaction Detail
PeopleSoft Expenses 9.2 offers support for credit card feed enhanced data (sometimes referred to as
level 3 data) from credit card suppliers. The enhanced data provides additional breakdowns of each
transaction (for example, airfare, car rental, hotel folio, and so on) and can be configured with additional
mapping to break down the transaction automatically into its subsequent components. With enhanced
data, users can have a transaction pre-itemized, saving them time and steps, as opposed to using the
Receipts Split or Hotel Wizard functionality. The enhanced data can also trigger additional approval
refinement templates or risk assessment templates based on setup and rules.
May 2014

Expense Types 1 page
Sophisticated Expense Searching and Filtering
PeopleSoft Expense 9.2 provides global and component searching to perform advanced, text-based
searches using Oracles PeopleSoft Search Framework - Secure Enterprise Search (SES). Keyword
search capabilities are available in the View Expense Report component.
Configurable Expense Certification
PeopleSoft Expenses 9.2 offers organizations a new user certification capability in the expense report
submission process. Users are able to attest to the accuracy of their report and to their compliance with
organizational expense policies. The legal terminology is captured in the PeopleTools Message Catalog
so that it can be reconfigured without customization to any text.
May 2014

Create Expense Report page
This text also appears on the Modify Expense Report page.
Template Expansion and Refinement
Expansion of the existing role-based privilege templates in Release 9.2 provides the flexibility to enable
a simpler presentation of only the critical information while controlling which roles have access to the
appropriate data.
A new approval and risk refinement template for older transactions flags approvers and auditors of
transactions that are older than a customer-definable number of days. For example, when the expense
policy of an organization dictates that expenses that are older than six months can no longer be
reimbursed.
To use this feature, access the Approval Risk Template page and the Approval Refinement Template
page.
Global Per Diem Rule Enforcement
With PeopleSoft Expenses 9.2, a configurable per diem rules calculator accommodates variable per
diem rules.
The new calculator offers:
A new range category to establish a virtually unlimited number of daily or hourly ranges that
determine per diem reimbursement amounts.
Per Diem deductions by percentage, amount, and by a flexible formula configuration.
A flexible formula setup page with key per diem data fields and mathematical operators to support
complex per diem rules. The formula setup page is also expected to provide a test option so that
administrators can perform what-if scenarios to simulate the calculation of per diem transactions.
To use this feature, access the Per Diem Calculation Setup page.
Advanced Timesheet Approval Controls
Oracle delivers a new line-level routing that allows a timesheet or expense sheet to be broken apart by
line items for approval to different project managers in PeopleSoft Expenses 9.2. Project managers see
only the row or rows that they need to approve (the rest are grayed out). Additionally, timesheet rows
that have been approved individually flow to PeopleSoft Project Costing even if other rows on the
timesheet have not been approved.
May 2014

Business Unit 2 page (partial page)
Transaction Governance
PeopleSoft Expenses 9.2 delivers fraud detection software integrated with the Oracle Governance, Risk
and Compliance (GRC) T&E Monitoring Accelerator product. This integration enables GRC to monitor
PeopleSoft Expenses data and flag administrators or auditors of potential risks or issues that can often
lead to expense reimbursement fraud.
General Ledger 9.2
PeopleSoft General Ledger 9.2 delivers products and enhancements that allow Finance and
Accounting to support the business through insight and improve operations through efficiency and
automated controls.
The following In-Memory Real-Time Bottom Line products were added to improve productivity and
expedite business decision support:
In-Memory Financial Position Analyzer
In-Memory Financial Allocations Analyzer
The following enhancements were added to improve visibility into financial balances and activity:
Adjustment Period Option for Average Daily Balances (ADB)
Separate Debit and Credit Visibility
Financial Projected Balance (T-Account) Visibility
Incremental Update for Hyperion Essbase Ledger Cube
General Ledger to Hyperion Planning Integration
May 2014
The following enhancements were added to improve efficiency and productivity in finance and
accounting operations:
General Ledger WorkCenter
General Ledger Dashboard
Improved General Ledger to Sub-System Reconciliation
Account Reconciliation Management
Combination Editing by Transaction Source
Inconsistent Combination Editing ChartFields Report
Financials Integration to Hyperion Financial Close Management
Data Migration Workbench - Allocations Configuration Data
General Ledger Integration to Oracle Fusion Accounting Hub
Oracle Fusion Accounting Hub Integration to PeopleSoft General Ledger
The following enhancements were added to improve automation of controls and support for audit and
regulatory requirements:
Balance Sheet Valuation through Settlement Date
ChartField Request and Approval
Government-wide Treasury Accounting Symbol (GTAS) Adjusted Trial Balance System
Mass GL J ournal Approval
Enhanced Approvals for GL J ournals
Mobile Approvals for GL J ournals
Logical J ournal Delete Method
InterUnit and IntraUnit J ournal Edit Balancing
Spreadsheet J ournal and Flat File J ournal Import Edits
Transform GL J ournal Post to Application Engine
Commitment Control Enhancements (Expense Analysis & Control)
In-Memory Real-Time Bottom Line Products
This solution suite was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.
To improve productivity and expedite business decision support, Oracle takes advantage of the new
ExaData machines to build out financial applications that greatly benefit from its exceptional processing
power. PeopleSoft offers the following new products that are part of the new PeopleSoft In-Memory
Real-Time Bottom Line suite, designed to help the CFO drive business performance through faster,
well-informed decisions based on real-time simulations of business, organization, and regulatory
changes before the changes actually occur:
In-Memory Financial Position Analyzer
In-Memory Financial Allocations Analyzer
The new In-Memory applications provide an Activity Guide for step-by-step simulations as follows:
Create a scenario, select configuration elements, and version them to model the various
possibilities.
Through the power of In-Memory technology, graphically view the many steps chosen for the
model.
Process hundreds of rules with lightning speed.
Review and compare scenario results in real time.
May 2014
A Scenario Dashboard helps you create and manage scenarios for these solutions, providing you with
alert notifications as specified in your criteria:

In-Memory Financial Position Anal yzer
This solution was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.

PeopleSoft Financial Position Analyzer is a dynamic collaborative solution that allows financial decision
makers to simulate business and market events against real-time financial data without affecting the
actual financial position. For example, the Finance community can safely and accurately simulate the
effects of a reorganization, or the effect of new regulatory requirements.
Using real-time financial data, the solution allows Finance to execute simulations of material activity that
could affect the financial position and to make sound business changes within the period rather than
waiting until after the period closes. Based on real-time simulation analysis of various scenarios,
changes to the financial structure, such as new accounts or departments, can be deployed to the
production environment.
The following is an example of a scenario definition of the Financial Position Analyzer:
May 2014

Leveraging all of the power of PeopleSoft General Ledger and its differentiating capabilities, the
Position Analyzer enables you to model the effect of material activity through the inclusion of what-if
scenarios and to analyze results at the organization level or at more granular levels. Information can be
analyzed by Finance and shared with the stakeholders and line managers to expedite business
decisions. With this solution, guesswork is removed from the equation as scenarios are modeled and
results can be reported instantly through delivered reporting tools.
Users can enter what-if journals (actual, statistical, or adjustments), edit and post, run PeopleSoft
reporting tools to analyze and compare scenario results, and determine the best scenario to use in
production.
In-Memory Financial Al locations Anal yzer
This solution was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.
The PeopleSoft In-Memory Financial Allocations Analyzer is a solution that enables you to use the
current production allocation rules and groups to model and compare multiple alternate allocation
scenarios and to select the most favorable scenarios to deploy in production. The effect of complex
allocations can quickly and easily be determined as business needs arise.
Examples of Financial Allocation Analyzer scenarios include:
Simulating and comparing overhead expense allocations for various cost center structures.
Simulating and comparing revenue allocations to profit centers based on various assumptions.
You can model complex scenarios and run multiple PeopleSoft processes and then use reporting tools
to analyze the results at various intermediate checkpoints.
Following is an example of the configuration step of an allocation scenario:
May 2014

Once processed, you can use various delivered reporting tools to compare and analyze scenarios, such
as scenario inquiry (summary, detail, and drill down), BI Publisher, pivot grid, and PS/nVision:

Enhancement to In-Memory Real-Time Bottom Line (RTBL) Products
This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 5 in February 2014:
PeopleSoft enables you to easily maintain synonyms between the production schema and the RTBL
schema when applying future RTBL change packages by specifying the relevant Production database
name in the RTBL schema. Supply the production database name on the Configuration Options page
before applying any patches.

May 2014
Adjustment Period Option for Average Dail y Balances (ADB)
The automatic recognition of adjustments to the proper ADB period is critical to daily balance accuracy
and visibility. PeopleSoft General Ledger has long provided customers the ability to maintain average
balances automatically for specific periods or ad hoc periods. PeopleSoft General Ledger 9.2 provides
the ability to associate adjustment periods that correlate with the regular accounting periods, making it
easier to identify adjustments that were applied in the average balances. This functionality provides an
option that defines whether to post adjustment journal entries to the ADB Ledgers using an adjustment
period or a regular accounting period that is derived from the ADB calendar.
Access the Ledgers For A Unit - J ournal Post Options page (Setup Financials/Supply Chain, Business
Unit Related, General Ledger, Ledgers For A Unit, J ournal Post Options):

Ledgers For A Unit J ournal Post Options page
The Post Adjustment Periods to ADB option defines whether to post adjustment journal entries to the
ADB ledgers using an adjustment period (as defined for the ledger group) or using a regular accounting
period that is derived from the ADB calendar. Options are as follows:
Selected (default) - Select to post adjustment balances to the ADB ledgers with the same
adjustment periods that are used in the detail ledger posting as defined on the Update Open
Periods page (for example, 901, 902, and so on). There is an option on the ADB definition to
include the adjustment periods in the calculated ADB balances as of the last or first day of the
balance period.
Deselected - Deselect this check box to post adjustment balances to the ADB ledgers using a
regular accounting period as derived from the ADB calendar (for example, 01, 02, and so on). This
is typically a daily accounting period.
May 2014
Separate Debit/Credit Visibility
When you enable the Separate DR/CR Amount Fields option on the Ledgers for a Unit - Definition page
for a detail ledger, amounts appear in the separate debit and credit for both Foreign Amount and Base
Amount fields. Prior to PeopleSoft 9.2, this functionality required customizations to the records to
accommodate the storage of separate debit and credit balances. PeopleSoft 9.2 now automatically
performs the required table modifications when you enable the functionality, without any customization
required of the user.
Projected Balance (T-Account) Visibility
This enhancement was modified in PeopleSoft FSCM 9.2 Update Image 4 in December 2013.
PeopleSoft General Ledger 9.2 provides the Projected Balance (T-Account) capability that enables
users to check the effect of a particular line, or set of same ChartField combination lines, on the
relevant balance directly from the J ournal Lines page. Multibook capabilities as well as Separate Debit
and Credit functionality are incorporated in the Projected Balance feature.
To enable the Projected Balance field to appear on the J ournal Entry - Lines page, select the Projected
Balance Field within a given J ournal Entry Template. The Projected Balance field is located on the
Miscellaneous tab of the J ournal Entry Template page for selection.
Once you have enabled the Projected Balance field within a J ournal Entry Template, select that
particular template (click the Template List link from the J ournal Entry - Lines page) to view and use the
Projected Balance field in your journal entry.

J ournal Entry - Lines page (with Projected Balance field enabled)
Click the Projected Balance link from the Lines page to access the Projected Balance page (opens in a
modal window):
May 2014

Projected Balance page (modal window)
Without leaving the J ournal Entry Lines page, view the Projected Balance information for the selected
journal line to check the effect of that line on the following (for the ChartField combination):
Current Balance - Reflects the current ledger balance (prior to the posting of the highlighted journal
line) of the selected lines ChartField combination (in the example, Account 400000 for the
PRNTRS product within Department 21000. The second line reflects the selected journal line
amount. In the T-account, it appears as a proposed addition to the current balance.
Projected Balance - Reflects what the ledger balance of the selected ChartField combination would
be if the selected journal line were posted. In this example, it is the sum of 50,000.00 and
20,000.00.
Incremental Update for Hyperion Essbase Ledger Cube
Hyperion Essbase is a three dimensional reporting tool that has been integrated to the PeopleSoft
metadata through Cube Builder and a ledger template has been provided for 9.1. General Ledger 9.2
expands this integration by providing for the incremental update of the Essbase ledger cube. This
provides efficiency and value in that material transactions can be recognized in the cube results without
having to build the cube from scratch.
You use PeopleTools Cube Builder to build Essbase cubes initially:
Load cube metadata using Trees/dimension queries.
Load incremental metadata from updated Trees/dimension queries.
Load transaction data.
May 2014
Load incremental transaction data, adding appropriate criteria (date time stamp) in the query.
PeopleSoft General Ledger 9.2 provides the following:
Essbase Load Setup Options page to define parameters for loading transaction data.
Incremental transaction data load through the regular J ournal Posting process.
Essbase Load Request page to load transaction data incrementally or reload transactions.
Recurring process can be scheduled for incremental load using parameters from the Essbase Load
Setup page and log file.
The Essbase Load process performs either incremental load or period load of ledger data. This initiates
a separate Create Cube process for every outline name in your Selection Criteria using parameter
values from the run control as well as the Essbase Load Setup Options page.
You can also call this process from the Post J ournals Request page for incremental load. The Post
J ournals Request page includes an option to skip Essbase incremental load, if needed.
General Ledger to Hyperion Planning Integration
Hyperion Planning is a budgeting toolset that customers use to plan, create, and run organization
budgets. PeopleSoft General Ledger integrates with Hyperion Planning, integrating actual data to
Hyperion Planning. Finalized budgets are integrated back to PeopleSoft General Ledger through a
newly created accounting entry table. Standard budget journals are created and processed through the
ledger flows for budget to actual comparisons.
PeopleSoft General Ledger Integration with Oracle Hyperion Planning and Budgeting (Oracle Support
Document 1432843.1)
General Ledger WorkCenter
PeopleSoft General Ledger 9.2 introduces the General Ledger WorkCenter to provide the accounting
and finance users with a centralized work area in order to complete their financial and control tasks
efficiently with reduced navigation. Key components of the General Ledger WorkCenter include:
My Work This pre-seeded pagelet gives Accounting and Finance users visibility into the most
critical pieces of their job. Users know exactly what they should be working on at any time. This
pagelet divides a users work into the following categories:
Current Work Provides users with control tasks requiring attention, such as Reconciliations
pending approval and ChartField requests pending approval. Additionally, links are provided to
tasks such as journals ready for processing, journals saved as incomplete, journals pending
approval, journals approaching period end, and more.
Exceptions Provides users with alerts that link to journals in error with separate pagelets for
journals with edit errors, journals with balance errors, journals with control total errors, journals
in suspense, Commitment Control exceptions, and budget journal exceptions.
Links This pagelet includes links to the most important components that each functional user
access most often. This pagelet can be personalized to include any internal or external links. These
can include Tree Manager, Open Period Update, Ledger Inquiry, J ournal Post, Process Monitor,
Define ChartField Values, and so on. These are limited by a users security access.
May 2014
Queries This pagelet includes access to query manager and any public or private queries based
on a users security access. The query output can be viewed in the transaction area. The new
Pivot Grid output for PS Query can also be accessed through this framework.
Reports and Processes This pagelet includes access to key processes and reports that a user
accesses often. Processes can include Create Account Reconciliation, Request Allocation, Build
Summary Ledger, and so on, Reports can be classified by category and include journal reports, trial
balance, subsystem reconciliation reports, Reconciliation by ChartField, and so on, Users can also
view the PeopleTools Reporting Console if they have appropriate security access.
Access the General Ledger WorkCenter (General Ledger, General Ledger WorkCenter):

General Ledger WorkCenter: Tree Manager page
General Ledger Dashboard
PeopleSoft delivers the following pagelets with the General Ledger Dashboard: Ledger Balances
Analysis pagelet and Account Reconciliation pagelet. You can access the General Ledger Dashboard
directly (General Ledger, General Ledger Dashboard):
May 2014

General Ledger Dashboard page
You can also access the General Ledger Dashboard from your General Ledger WorkCenter:

General Ledger WorkCenter Dashboard accessed from the WorkCenter
Use the filters to limit data, drag and drop rows and columns, expand the summary levels to view
details, and display data in various chart formats. The pagelets use Pivot Grids, which are based on
PSQuery and display the results in grid format, chart format, or both. You use the Pivot Grid Wizard
(Reporting Tools, Pivot Grid, Pivot Grid Wizard) to design how the page is displayed. Pivot Grids can be
added as pagelets (on a users Home page) and to the Queries tab in a WorkCenter.
May 2014
Improved General Ledger to Sub-System Reconciliation
In General Ledger 9.1, PeopleSoft provided enhancements to the Subsystem Reconciliation function to
support a more efficient, online and automated balancing of the ledger to the PeopleSoft sub-ledgers. In
addition, a drilldown of the un-posted transactions in PeopleSoft Payables and Receivables was also
provided for additional visibility and operational management.
PeopleSoft General Ledger 9.2 expands the drilldown into unposted transactions from other PeopleSoft
subledgers such as Billing, Treasury, and Expenses. Customers are able to identify what has not been
processed and possibly identify bottlenecks ahead of the period close.
Account Reconciliation Management
PeopleSofts Account Reconciliation provides a flexible tool by which to configure and manage the
account reconciliation process. It streamlines and accelerates the reconciliation of accounts for each
accounting period so that organizations can identify and correct errors in a timely manner in preparation
for audits and external filings.
The PeopleSoft Account Reconciliation functionality enables you to:
Identify specific ChartField combinations to be reconciled.
Assign reconciliation responsibility to individual or groups of ChartField combinations.
Allow each user to see the reconciliations for which they are responsible.
Sign-off (and mass signoff) to indicate that a ChartField combination has been reconciled.
Review overall status of reconciliation activities.
Capture and retain documentation associated with reconciliation.
Define approval workflow.
To increase process efficiency and performance, PeopleSoft Financials 9.2 provides the ability to
perform combination editing for a process group by transaction source. Users can associate a
Transaction Source with a process group so that during combination edit processing, only the data for
the designated transaction source is processed for that group of rules rather than processing all data for
all sources.
PeopleSoft General Ledger 9.2 continues its efforts to enhance Combination Editing by enabling
customers to select the Combination Editing groups they want to apply to the sources for validation.
Customers can continue to use Combination Editing as-is and apply all the rules to all of the sources.
They can alternatively apply all the rules in GL processing but tailor their use in the transactional flows.
When you associate the combination edit groups (process groups) to a specific Business Unit and
Ledger Group on the Ledgers For A Unit J ournal Edit Options page, you can specify a transaction
source to apply to certain process groups:
May 2014

Ledgers For A Unit - J ournal Edit Options page
Select the Specific Transaction Source option to specify the transaction source (or sources) of the
transactions to be edited by the combination edit process. This option increases processing efficiency
by validating only those transactions with sources that are applicable for the rules defined in the
process group. When selected, a Transaction Source link appears which enables you to select specific
transaction sources to apply to the process group:

Transaction Source page
If you do not select a specific transaction source for a process group, the combination edit process
applies the combination rules of that process group to all transactions.
Inconsistent Combination Editing ChartFields Report
PeopleSoft 9.2 delivers the Inconsistent ChartField on Combination Editing report, GLX4009, which
displays only the inconsistent ChartFields.
This BI Publisher report allows you to check inconsistent ChartFields between Combination Editing and
the business units to pinpoint the setup problem.
May 2014

PeopleSoft Financials Integration to Hyperion Financial Close
Management
The Hyperion Close Manager enables the management of tasks that may be accomplished in multiple
systems. PeopleSoft Financials/SCM release 9.2 integrates PeopleSoft Financials to Hyperion
Financial Close Management. The integration enables PeopleSoft users to leverage the Hyperion
Financial Close functionality while seamlessly moving between the two systems with the proper security
validations. Hyperion Financial Close Management centralizes the management of period-end close
activities with dashboards that deliver enhanced visibility and execution capability.
PeopleSoft Financial Management System (FMS) Integration with Oracle Hyperion Financial Close
Management Solution (Oracle Support Document 1301047.1)
General Ledger Integration to Oracle Fusion Accounting Hub
PeopleSoft General Ledger 9.2 enables the integration of GL J ournals to the Oracle Fusion Accounting
Hub. PeopleSoft users can take advantage of Fusion Accounting Hub capabilities, such as the
embedded Hyperion Essbase features, as well as Oracle Transaction Business Intelligence, which
allows for business user driven operational reporting. This integration also includes an initial load of
ChartField values from PeopleSoft to the Fusion Accounting Hub.
See also, PeopleSoft General Ledger 9.1 to Fusion Accounting Hub Integration [Oracle Support
Document 1365971.1]. Implementation guide is included in the Oracle Support posting.
Oracle Fusion Accounting Hub Integration to General Ledger
This integration allows you to use Oracle Fusion Accounting Hub to transform information from non-
Oracle source systems (transaction systems) into accounting entries, and then transfer the accounting
entry lines (or any third party accounting entries) to PeopleSoft General Ledger for posting. As a result,
you can take advantage of Fusion Accounting Hub accounting transformations while still using
PeopleSoft General Ledger as the system of record for financial reporting and analysis.
May 2014
Once configured and implemented, this integration enables you to perform the following functions:
Process accounting entries from Fusion Accounting Hub (or any third-party system) to PeopleSoft
General Ledger journals.
Perform Balancing and ChartField Combination validation with error reporting during processing,
including creation of InterUnit and IntraUnit balancing entries.
Drillback, manage, and review Fusion (or other third-party) accounting entries.
Apply ChartField Mass Change rules to modify ChartField values for accounting entries before
running J ournal Generator.
Following is a high-level process flow of the functions performed in this integration:

Note: This integration between Fusion Accounting Hub and PeopleSoft General Ledger is the recommended
solution for PeopleSoft General Ledger customers using PeopleTools 8.53.06 and beyond.
Data Migration Workbench - Allocations Configuration Data
Allocations are widely used to apportion costs and revenues to lines of business, departments, and so
on. There can be quite a bit of setup and testing involved in configuring Allocations. For this reason, it is
advantageous to create the Allocations setup in a development database and use Application Data Set
(ADS) definitions and the Data Migration Workbench to migrate Allocations configuration data between
development environments, test environments, and ultimately to a production environment. PeopleSoft
Financials 9.2 delivers ADS definitions to support the migration of:
Allocation Steps
Allocation Groups
Allocation Requests
See also Data Migration Workbench for Application Data.
May 2014
Balance Sheet Valuation through Settlement Date
To facilitate compliance with International Accounting Standards (IAS), PeopleSoft General Ledger 9.2
captures and reports on multiple dates for single transactions, such as trade date and settlement date.
Typically, general ledger transactions capture a single date, which is used to determine the appropriate
accounting period for posting to the ledger. This date is usually the accounting date from source
systems and most often uses the trade date. International accounting standards require that the
settlement date be captured as well, and that the ledger be viewable on this basis.
PeopleSoft General Ledger 9.2 delivers the following functionality to meet these requirements:
A Date Code Mapping page directs the posting of settlement date, journal date, and ADB date.
J ournal lines include a date code to capture journal date (trade date), settlement date, and ADB
date.
Accounting Entry Definition includes mapping of settlement date from source system.
Spreadsheet journals and flat file import include date code adjustments.
J ournal and Ledger inquiries include date code adjustment filter.
See also General Ledger for Financial Services 9.2.
Business Request and Approval
PeopleSoft General Ledger 9.2 introduces the Business Request and Approval process for managing
requests regarding updates to control data. This new capability enables each organization to choose
the data elements from the financial system that they want included in the request. Further, customers
can include relevant questions, require comments and include their own new data elements that help to
justify or support the requested change.
Business Request and Approval is a configurable workflow process for requesting the setup of SetID-
driven field values for such fields as ChartFields. You can request additions or modifications to field
values and submit for approval. Upon final approval, the process saves the new or modified field value
to the corresponding base tables and provides an audit trail of the setup and approval of these values.
May 2014

Example of ChartField Request page showing Operating Unit request
The following steps represent a high-level process flow of the business request functionality:
1. Set up Business Request to enable the fields to be used in the request-approval process.
2. Set up the Business Request template to define, for example, business justification and trees.
3. Configure the Approval Workflow.
4. Define and use ChartField Request and Approval.
5. Inquire on a Business Request.
Additionally, you can request the change to be reflected in PeopleSoft Trees. Once the approvals are
complete, the system automatically changes the control tables that hold the chart of account values, for
example. PeopleSoft Trees are updated for additions but none is removed. The system also tracks the
effective date of the request and the updated ChartField via the SetID. Customers can add, change,
inactivate or reactivate a ChartField value.
Government-wide Treasury Accounting Symbol (GTAS) Adjusted
Trial Balance System
The Government-wide Treasury Account Symbol Adjusted Trial Balance System (GTAS) is a system
used by agencies to report budget execution information and proprietary financial reporting information
to the Department of the Treasury. The new functionality includes:
An interface to a single data collection system for both budgetary and proprietary trial balance
reporting.
Each Treasury Account Symbol can be assigned to multiple funds.
May 2014
The ability to continue to use agency defined accounts instead of converting to 6-digit USSGL
accounts.
The ability to run GTAS edits and validations prior to uploading your file to GTAS.
The ability to define attributes by ChartField combinations.
See also Oracle Support documents 1504697.1 and 1503212.1.
Mass GL Journal Approval
PeopleSoft General Ledger 9.2 introduces GL Mass Approval, a new capability to approve more than
one journal at a time. Using the Manage GL J ournal Approval component, you are able to view and
take appropriate action against all journals in your queue and see only those lines for the business units
to which you have access. You are also able to add attachments, comments and ad-hoc approvers to
any one or all journals awaiting approval. Users and managers are able to see the graphical flow so
they know the status of each transaction. Users can deny, approve or return any or all transactions.
Enhanced Approvals for GL Journals
PeopleSoft Financials/SCM 9.1 extends the use of the Approval Framework within the Financials/SCM
applications to allow for flexibility in configuration. PeopleSoft General Ledger 9.2 takes advantage of
Approval Framework capabilities for the journal flow to meet increasing business control requirements.
Use the GL J ournal Approval component to approve individual journals. The following enhancements
can be enabled for General Ledger journals:
Add an ad hoc approver during the workflow cycle.
Add comments for all approval actions (not just the Deny action).
Add attachments to a transaction during the workflow cycle.
Mobile Approvals for GL Journals
PeopleSoft General Ledger 9.2 leverages the Mobile Approval Framework, allowing approvers the
flexibility to approve journal entries on the go. For example, you can log into the PeopleSoft system
from a mobile device, such as a tablet or smart phone, and approve, deny, or push back journals that
are pending your approval. You can also preview a graphical representation of the transaction approval
flow, view other approvals, view attachments, and see comments that previous approvers have
entered.
See PeopleSoft Mobile Approvals.
Logical Journal Delete Method
PeopleSoft General Ledger 9.2 provides the option to select a Logical Delete or a Physical Delete
method to handle your journal entries that you delete using the J ournal Entry - Lines page. Select the
J ournal Delete Method from the Installation Options - General Ledger page:
May 2014

Physical Delete: This method handles journal deletion in the same manner as in prior releases.
Logical Delete: Use this method to retain the header, attachments and line information after
deletion of a journal. Your deleted journal receives a "D" journal header status and an "N" for both
budget header status and approval status. The system retains the deleted journal data in the
records and you can view the deleted journals from the journal entry and journal inquiry
components.

InterUnit and IntraUnit Journal Edit Option
This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 5 in February 2014:
PeopleSoft 9.2 allows you to select to generate InterUnit and IntraUnit lines for non-zero-transaction-
amount lines in the event that the summarized transaction amount is equal to zero but the summarized
base amount is not equal to zero. The fields that are used for grouping the journal lines to calculate the
summarized amounts are: Business Unit, Balancing ChartFields, Other Balancing Fields that are
specified in the System Transaction Definition for InterUnit and IntraUnit processing, Foreign Currency,
Base Currency, Rate Type, Rate Divisor, Rate Multiplier, and Account Balancing Attributes (if selected).

This option applies to both the online and the batch journal edit.

May 2014
Spreadsheet Journal and Flat File Journal Import Edits
PeopleSoft 9.2 enhances Spreadsheet J ournal online and batch import edits as well as Flat File journal
import edits by adding an option to check decimal position. If selected, the Spreadsheet J ournal and the
Flat File journal imports check the decimal position for invalid journals and log a message that provides
details of journals with invalid decimal positions on Amount values.
Invalid decimal positions can occur when the decimal position for a given currency is set at two
positions but the spreadsheet and flat file import allow up to three or four decimal positions. With this
new option, you can correct this discrepancy before importing the journal to PeopleSoft General
Ledger. This option is found on the Define Options and Defaults dialogue within the delivered J RNL1
spreadsheet for online import, and on the Spreadsheet J ournal Import Request and the Flat File J ournal
Import Request pages for the respective batch imports.

Transform GL Journal Post to Application Engine
PeopleSoft General Ledger 9.2 converted the GL Posting module from Cobol to PeopleSoft Application
Engine to improve performance and provide a more up-to-date technology platform.
Commitment Control Enhancements (Expense Anal ysi s & Control)
Commitment Control continues to offer opportunities for additional savings and enhanced management
of funds. The enhancements include:
Approval Workflow for Commitment Control Budget J ournals
Alternate Description for Budget J ournals
PO Rollover Improvements
Approval Workflow for Commitment Control Budget Journals
Publicly funded agencies must be able to properly route and approve budget transactions, especially
when adjustments are being made. PeopleSoft Commitment Control's adoption of the Approval
Framework allows customers to define all of the steps in the approval workflow process using
PeopleSoft pages. PeopleSoft provides the following control budget approval functionality:
Control budget journal header and line level approval.
Control budget transfer header and line level approval.
Mass Approval component.
Access to graphical approval flow display at line and header levels.
Ability to add attachments to the control budget journals.
Alternate Description for Commitment Control Budget Journals
Customers require additional data elements to provide more information about the budget transactions.
PeopleSoft Commitment Control 9.2 offers an additional description data element for Commitment
Control budget journals.
May 2014
PO Rollover Improvements
PeopleSoft PO Rollover is a tool that allows all outstanding purchase order transactions to continue into
the next budget period when using Commitment Control. When performing year-end processing, users
can roll only POs that meet specific criteria (for example, only a specific department or only if a project
ChartField is populated). PeopleSoft Purchasing 9.2 suppresses the creation of new distribution lines if
the line does not meet the particular roll criteria. Eliminating the extraneous lines makes it easier for
organizations to view and analyze their rollover results.
Release 9.1 introduces the flexibility for users to filter purchase orders to roll based on specific values
and qualifiers for ChartFields. The search criteria fields were expanded to select purchase orders for
which a specific ChartField value is populated, regardless of the value. PeopleSoft Purchasing 9.2
includes a new qualifier, Is Not Empty, in the filters for all ChartField fields in the Request PO Rollview
page.
Payables 9.2
PeopleSoft Payables 9.2 offers customers the tools to monitor, control, take action, increase visibility
into their expenses, and streamline the data entry process. PeopleSoft Payables 9.2 provides the
following enhancements:
Accounts Payable Dashboard
Supplier Hierarchy
Matching History
Support of Global Location Numbers (GLN) for Healthcare
Payables WorkCenter
Financial Sanction Search using SES
Simplified User Interface for Invoice Entry and Voucher Inquiry
Extension of FMS Auto Pilot
Taxpayer Identification Numbers Validation
Financial Audit Trail for Suppliers
Approval Workflow Extensions and Enhancements
Oracle Governance, Risk, and Compliance Integration with Procure-to-Pay
Receivables Integration
Intra-Governmental Payment and Collection (IPAC) Systems
Secure Payment System (SPS) Payment File Support for GWA Reporters
Improved Integration with Asset Management
Attachments
Visibility and Structural Productivity Improvements
May 2014
Pay Cycle Summary Metrics
Pay Cycle Performance Improvement
Voucher Mass Maintenance
Print Email Payment Advices
Payment Request
Accounts Payable Dashboard

Manager Dashboard Video Feature Overview
Play Now

PeopleSoft Payables 9.2 delivers a manager-facing Accounts Payable Dashboard, which focuses on
providing summary level details and supporting analytics encompassing the invoices flow within an
organization. The Accounts Payable Dashboard provides access to key information and real-time
analytics such as top payables suppliers by expenditure, discounts taken versus lost, past due aging,
scheduled due aging, liability exposure by supplier, and invoice amounts by status with detail
transaction drill-down capabilities.
Supplier Hierarchy
PeopleSoft Payables 9.2 introduces the Supplier Hierarchy, leveraging the existing parent/child
relationship functionality of the supplier while adding a graphical representation of the supplier
relationship within the group as well as a rollup of the supplier exposure. Users can see supplier
information such as open liability, balance over due, schedules to be paid, total spend by item, aging
balance, purchase order contract amount, recurring voucher amount, and contract spend amount.
Highly configurable hierarchy nodes allow rollup displays based on organizational needs. Users may
also to take actions from that page.

Example Supplier Hierarchy page
May 2014
Matching Exceptions Anal ysis
PeopleSoft Payables 9.2 delivers Matching Exceptions Analysis to streamline the Invoice-to-Pay
process by providing visibility into the invoice matching history for better supplier, buyer, and rules
analysis. The matching history data is useful for supplier contract negotiations and minimizes matching
errors. The system stores all the exceptions from the previous matching process. The matching history
helps users to reduce the time to fix errors. Finally, since errors are identified as internal or external,
users are positioned to offer buyer support when necessary in order to reduce repetitive errors as well
as to provide critical information to buyers when renegotiating contracts with suppliers. The archiving of
the matching history is included in the current invoice archiving templates.
Support of Global Location Numbers (GLN) for Healthcare
GLNs are unique identifier numbers for business locations in the Healthcare supply chain. A purchasing
organization and its suppliers identify all their business locations with a GLN in their business-to-
business transactions. The industry initiative is mainly targeted to reduce errors in communication
between business trading partners. PeopleSoft Payables 9.2 expands visibility of GLN in the areas of
supplier control data, supplier inquiry pages, and payments.
Payables WorkCenter
PeopleSoft Payables 9.2 introduces the WorkCenter to accelerate the rate at which users can
accomplish their day-to-day jobs. The goal of the WorkCenter is to consolidate and centralize access to
relevant data and to allow the organization to serve up the work that needs to be completed by the user
community. Key components of the Accounts Payable WorkCenter include:
My Work - This pre-seeded pagelet gives payable users visibility into the most critical pieces of
their job. Users know exactly what they should be working on at a given time, including
managing approvals and exceptions for vouchers and payments. This pagelet includes three
areas of work: voucher, payments and suppliers. The voucher section includes voucher-related
tasks status such as voucher exceptions and matching errors. The payment section includes
payments-related tasks status such as schedule payments on holds and pay cycle manager.
The supplier section includes supplier approval. Each task has its own set of related actions
that can be taken on one or multiple transactions.

This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December
2013.
PeopleSoft Payables has delivered an improvement to the voucher section to support Auto
Generation of Notification Email to Approvers. This expedites the process in which users
contact approvers. The following My Work links now automatically populates approver email
addresses and transaction details on the email used to alert approvers.

1. Vouchers Submitted for Approval
2. Vouchers Rejected by Approvers
3. Suppliers Pending Approval

Users no longer need to look up approver email addresses and cut paste them on to an email,
thus, enabling users to contact approvers quicker.
My Links - This pre-seeded pagelet enables payables users to navigate to key components of
the application. Organizations can personalize the pagelet to include additional internal or
external links as well as new categories.
May 2014
Queries - This pagelet includes access to query manager and any public or private queries that
the user can access. Query output can be viewed in the transaction area.
Reports and Processes - This pagelet includes access to key processes and reports that
users need to execute and have access to. Users can also view the PeopleTools Reporting
Console if they have appropriate security access.

Example Accounts Payable WorkCenter - Match Workbench page
Financial Sanction Search Using SES
In PeopleSoft Payables 9.2, PeopleSoft introduces SES, a new search tool embedded within
PeopleTools that gives customers more options and flexibility as to how they search and find
information across PeopleSoft. The verity search engine, that was used to perform the search on the
financial sanctions data, is replaced by SES in PeopleSoft Payables 9.2. The list of search indexes now
holds a list of SES search definitions in the Financial Sanction options.
Simplified User Interface for Invoice Entry and Voucher Inquiry
PeopleSoft Payables 9.2 delivers a Simplified User Interface for Invoice Entry to improve visibility
through usability, which reduces time to create transactions.
The enhancements to improve visibility and efficiency through usability changes include:
Ability to view grouping of amount fields on the regular invoice entry page, such as total invoice
lines, currency, miscellaneous, freight, sales tax, and entered VAT.
Ability to see the PO number and line number associated at the invoice line level without having
to drill for it.
Ability to enter packing slips at the line level to provide more flexibility to track it.
Ability to search on additional data elements on the invoice creation page. The data elements
supplier name and additional name are added. This addition reduces the number of clicks.
Ability to navigate directly to voucher details from Voucher Accounting Entries page.
May 2014
Ability to easily sort by Accounting Date, Posting Date and Posting Process on the Voucher
Accounting Entries page.
The enhancements to reduce transaction creation time include:
Ability to see a new running where the system automatically calculates the difference between
the total amount and the voucher lines amount.
Ability to save invoices as incomplete and work on them later, thus providing easier data entry.
A voucher saved as incomplete is not eligible for budget checking, matching, posting, or
payment.
Ability for the user to copy ChartField data from one line to another line in a voucher, providing
more flexibility in the data entry process. This new functionality allows the user to copy, hide,
and unhide certain data elements.
Ability to set up a minimum amount per payment method or pay cycle; thus reducing bank fees
and making the reconciliation process more efficient.
Ability to activate or inactivate a pay cycle.
Ability for the user to add PO BU and PO ID within the Voucher Add search page providing
easier data entry.
Enhanced user interface on the PO Inquiry Page making it easier for AP users to understand
PO receipt count at a glance.
Ability to define a SpeedChart at the supplier location level, which is provided by default to the
invoice.
Ability to enter the remit bank and payment information in the Excel uploads thus reducing the
need to touch the invoice in the entry component.
Related Action dropdown option added on the voucher inquiry.
Ability for the user to pay single payment voucher in financial gateway.
Ability to save an incomplete voucher. This enhancement provides users the ability to search
on the incomplete status. Now, users can identify incomplete vouchers and quickly complete
them.
Extension of FMS Auto Pilot
To provide organizations with greater processing flexibility and efficiency, PeopleSoft Financials/SCM
introduced the FMS Auto Pilot in release 8.8 in Project Costing and extended its use in General Ledger
8.9. PeopleSoft Accounts Payables 9.2 leverages the FMS Auto Pilot in Payables processing for
voucher build, matching, voucher posting, and payment posting. The FMS Auto Pilot can be set up to
run a process based on the number of transactions that are ready for processing rather than just on a
scheduled basis.
May 2014
Taxpayer Identification Numbers (TIN) Validation
To streamline the TIN validation process and reduce the cost of the control requirement, PeopleSoft
Payables 9.2 automates the validation of the Taxpayer Identification Number (TIN). PeopleSoft
Payables 9.2 enables users to generate the file automatically to match with the Internal Revenue
Service. Users can leverage the IRS bulk validation process of the TINs number by providing a file to
the IRS website. When the IRS validation process is complete, the users are able to load and
automatically update the matching status in the supplier records. If the TINs do not match, the user is
able to email all unmatched suppliers to the IRS, requesting a W9 to check the TIN.
Online Supplier Registration and Enablement
PeopleSoft Payables 9.2 streamlines your procurement process by using automated sourcing of
requisitions, workflow approvals, exception-based workflow notifications, and electronic commerce. For
more information regarding these enhancements, see Online Supplier Registration and Collaboration.
Financial Audit Trail for Suppliers
PeopleSoft Financials 9.1 introduced the Financials Audit Framework, which provides efficient tracking
and auditing of transaction processing that result in visibility while managing system resources usage.
PeopleSoft Payables 9.2 extends the use of the Financial Audit Trail to the supplier. By providing an
audit trail, customers have increased accountability and are able to present to auditors a complete audit
history of who made changes to the supplier master and when those changes were made. The setup of
the Audit Framework allows organizations to identify the fields on the supplier master for tracking. The
changes to the supplier are stored in the audit trail framework. The audit trail captures the user, the
date/time, and the actual change.
Approval Framework Extensions and Enhancements
PeopleSoft Payables 9.2 enhances the Approval Framework capabilities available to users. From the
Mass Voucher Approval component, users can return invoices and view invoices after final approval or
denial. Users can, through an option, re-submit a voucher or allow a voucher to be saved and submitted
later. Users can re-approve an invoice if the remit supplier is changed on a previously approved
voucher. The approver can assign additional approvers and reviewers on an ad hoc basis during the
approval process. Additionally, approvers can add comments without taking any action on the approval
page or they can add attachments.
Oracle Governance, Risk, and Compliance Integration with
Procure-to-Pay
Oracle Enterprise Governance, Risk, and Compliance Manager (Enterprise GRC Manager) provides
common process and content foundation to facilitate the holistic management of GRC programs while
still addressing individual requirements with natively built modules. This unified approach promotes
overall insight, shared practices, reuse, efficiency, and cost savings. PeopleSoft 9.2 Procure-to-Pay
plans extend the integration to Oracle Transaction Controls Governor by delivering templates
(suppliers, payments, and vouchers) that expand fraud detection and control.
May 2014
Receivables Integration
Interunit and Intraunit billing is used across several organizations to bill for services and equipment
within and across GL business units. Vouchers are created for the Payables business unit by the
voucher post process and are eventually paid through Payables PayCycle. Companies can close the
Receivables open items when the payment is being processed through an internal bank for an accurate
report of receivables. Enhancing this integration allows closing AR open items and eliminates any
manual workarounds required for reporting. PeopleSoft 9.2 allows closing the Receivables open item
automatically when the voucher is paid through Payables. The enhancement also creates consistent
accounting entries across the three products. The netting account functionality is extended to allow a
deposit to be created for payments from PeopleSoft Payables.
Intra-Governmental Payment and Collection System
The Intra-Governmental Payment and Collection (IPAC) system transfers funds and transaction-related
information between federal government agencies. Several Government Wide Accounting (GWA)
initiatives are underway that necessitated changes, including updates to the IPAC bulk file layouts that
support Treasury Account Symbols (TAS), 27-character Sender TAS, and Receiver TAS fields and
Business Event Codes (BETC). PeopleSoft Payables 9.2 supports the new IPAC bulk format for the
new TAS component structure and BETC. PeopleSoft also includes logic to provide the Sender and
Receiver BETC codes by default to the IPAC transactions.
Secure Payment System (SPS) Payment File Support for GWA
Reporters
The US Treasury published new SPS formats to support Government Wide Accounting (GWA)
Reporters. The new formats provide specifications for populating TAS and BETC information and
grouping of payments for GWA Reporters. PeopleSoft Payables 9.2 supports the new 440 file layout
specifications specific to SPS payments for GWA Reporters.
Improved Integration with Asset Management
PeopleSoft Purchasing and Procurement 9.2 introduces functionality to allow requesters and buyers to
group requisition and purchase order lines that correspond to a single asset so that when Purchasing
determines that the receipt of a procurement group sequence is complete, an asset is created
automatically in PeopleSoft Asset Management. With procurement groups, organizations can both
simplify and gain flexibility in terms of how they manage capitalization. Debit and credit memos may be
issued to adjust the cost of one or multiple assets created as a result of unitization. To eliminate manual
steps for allocating cost adjustments, a work page is part of the adjustment voucher to permit drill down
to the asset or assets created from the original voucher. E-mail notification of asset-applicable credit
memos provides accountants with improved visibility to credit transactions that may require further
review or action.
Attachments
PeopleSoft Financials 9.1 provided customers with a framework to enable viewing supporting
documentation from the same location as financial transactions themselves. PeopleSoft Payables 9.2
extends the attachments capability as follows:
Supplier - The user can attach a document at the header and at the supplier location in the
supplier component.
Voucher - The user can load attachments at the header.
May 2014
Quick Invoice - The user can attach documents and create comments to the Quick Invoice
entry page at the header level.
Voucher Inquiry - The user can access the attachments and comments from the Voucher
Inquiry page. It allows the user, with a minimum number of clicks, to drill down to the invoice
transaction, which saves time.
Visibility and Structural Productivity Improvements
The PeopleSoft ERP system helps by offering more efficient and effective functionalities to provide
visibility to important data and business process flow. PeopleSoft FSCM Update Image 4 further
supports visibility and productivity structure enhancements in Accounts Payable.
Pay Cycle Summary Metrics
Pay Cycle Summary Metrics pivot grid provides analysis of payments. Users can now retrieve data for a
single or multiple Pay Cycles and by currency. Users can also specify the dates in which they want to
view the data. Furthermore, users can filter by bank code, payment method, bank account and
business unit, allowing users to analyze data more quickly.

Example Pay Cycle Summary Metric page
Pay Cycle Performance Improvement
May 2014
PeopleSoft Payables 9.2 allows users to execute up to 999 Pay Cycles simultaneously for express
payments, thus, expediting data flow in order to recognize discounts and reduce liabilities.
Voucher Mass Maintenance
PeopleSoft Payables 9.2 improves overall performance of managing changes to large quantity of
vouchers in Mass Voucher Maintenance through the use of chunking technology. Users can now
search, close, un-post, change and delete multiple vouchers at once in very large quantities.
Print Email Payment Advices
To provide the highest level of flexibility, PeopleSoft Payables 9.2 allows customers to configure the
system to either email or print payment advices in ACH or EFT formats.
Payment Request
This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 6 in March 2014.
PeopleSoft Payables 9.2.06 now provides the ability for users to enter payment requests such as non-
PO, miscellaneous, and other expenses into PeopleSoft. End users from Marketing, Legal, Operations,
etc. may now initiate and submit their expenses without AP assistance.
By empowering end users to submit their own expenses, Payment Request helps optimizing Payables
processes. Payables is involved at the level of reviewing, correcting, and auditing transactions. The
new Payment Request self-service feature enables end users to create requests for payments outside
of the purchasing module and to run them with minimum knowledge of the Payables product.
The Payments section of the My Work links has payment request-related tasks status payment
requests pending review and payment requests pending approval.
Recei vables 9.2
PeopleSoft Receivables 9.2 delivers the following enhancements:
Customer Hierarchy
Receivables Dashboard
Support for Contracts in Collections
Consistent Conversations
Conversations Summary and Report
AR Direct J ournals to Project Costing Integration
Receivables WorkCenter and Enhancements
Payables and Receivables Integration for Interunit Billing
Maintenance Worksheet Enhancements
Aging and Dunning Enhancements
Condition Monitor Enhancements
Integration with PeopleSoft Pension Administration
Approval Framework Improvements & Extensions
Item Level Attachments
Partial Payment Unpost
Apply Payments Enhancement
May 2014
Consolidated Invoice on Statements
Hosted Credit Card Storage and Payment
IPAC Enhancements
1099-C Enhancements Customer Hierarchy
PeopleSoft Release 9.2 provides an enhanced Customer Hierarchy to view and report against
hierarchical customer relationships. The customer hierarchy provides transparency to open balances
for corporate and subsidiary customers and visibility into total receivables for the customer. Users are
able to take actions quickly such as review open balances or put customers on hold. Users are also
able to see details of the top five customers in a hierarchy to get quick insight into which customers
have the highest open balances in a corporate hierarchy.

Example Customer Hierarchy page features interactive chart of customer relationships and
options to view customer details or take actions
Receivables Dashboard
PeopleSoft Receivables 9.2 enables Receivables managers and supervisors to monitor key information
through pagelets that present data using pivot grids. Pivot grids is are a quick, lightweight visualization
tool for business users, enabling them to "slice and dice" display data in a chart or pie graph. That is,
business users can display data in different views by performing operations such as pivoting and
filtering, which enables them to analyze and interpret business data in a variety of ways.
The Receivables Dashboard provides access to key information and real-time analytics through these
pivot grids:
May 2014
Top Customer Balances shows balance by customer and the number of open items making up
the balance.
Customer Aging shows the aging balance by aging category and a count of open items making
up the aging balance.
Items by Status shows balance by customer and a count of open items making up the balance.
Payment by Status shows balance by payment status and a count of payments making up the
status.
Posting Errors by Type shows the balance of items in error by group type and a count of items
in the group.

Example Items by Status pagelet available on the Receivables Dashboard

May 2014
Support for Contracts in Collections
PeopleSoft Receivables 9.2 extends the support for contracts and projects on the Collections
Workbench by providing additional search capabilities and showing customer balances by contracts
and projects. Users can search for Receivables open item balances by contract, billing specialist, and
billing authority and view balances by contract and contract line. Additionally, the Collections
Workbench shows all projects tied to an open item balance within a contract or contract line.

Example Contracts tab on the Collections Workbench page
Consistent Conversations
PeopleSoft 9.2 enhanced the conversations feature with additional capabilities and tighter integration
with eBill Payment. The new capabilities are:
eBill Payment changes:
The self-service Contact Us note is linked to an invoice number. This allows users to search for
conversations related to specific invoices.
Users are able to view the invoice image while entering a Contact Us conversation, which
allows them to compare online invoice amounts to invoice copies they already have.
eBill Payment customers are notified when their conversation is updated and marked visible to
external users, which keeps them accurately informed of all changes.
Receivables changes:
An alert to internal users is triggered when a self-service Contact Us note is entered in eBill
Payment with a link to the conversation updating them of a possible dispute or a customer
question.
May 2014
Both Receivables users and external users can search conversations by subject and topic.
When conversation review is done and the action is complete, it is marked complete in the
action owner list.
Conversations Summary and Report
Receivables 9.2 enables you to maintain conversations by offering a summary page of all
conversations for a particular item across business units. When multiple conversations exist for an item,
you can easily view a list of conversations as well as the conversation entries without opening individual
conversation pages. The enhancements also include a new BI Publisher report to print a selected
customers conversations and related conversation entries by date range.
Receivables Direct Journals to Project Costing Integration
Enhancing the Receivables to Project Costing integration includes direct journals, which allow for
accurate reporting and reflect a much more complete expense and revenue picture. PeopleSoft
Receivables 9.2 extends the AR to PC integration by interfacing AR direct journals to Project Costing.
The interface process was modified to pick up direct journals from Receivables. Users are able to
specify an analysis type while entering the direct journal, which makes AR direct journal integration to
PC consistent with other subsystems and increases the value of the data in Project Costing by making
the system more comprehensive.
Receivables WorkCenter
PeopleSoft Receivables 9.2 features the Receivables WorkCenter, which is a centralized workspace for
Receivables users that manages cash application, payment receipt, and other Accounts Receivable
tasks.
The Receivables WorkCenter is built on the PeopleTools WorkCenter framework and the 9.2 Common
Applications Framework. Key components of the Receivables WorkCenter include:
My Work This pre-seeded pagelet gives Receivables users visibility into the most critical pieces
of their job. Users know exactly what they should be working on at a given time, including items and
payments, system-generated alerts, and processing exceptions. This pagelet divides a users work
into the following categories:
Alerts includes user tasks such as owner action list, pending write-off approvals,
conversations that have to be reviewed, and other items generated through the worklist.
Items includes item-related tasks such as pending item groups to post, open items,
maintenance worksheets to post, and transfer worksheets to post. Each task has
corresponding related actions that the user can take on selected items, including post and
delete worksheet.
Payments includes payment-related tasks such as express deposits to post, incomplete
payments, payments to post, and credit card payments to post. Each task has its own set of
related actions that can be taken on multiple payments or deposits.
Interfaces to process this group includes interfaces such as bills, Excel uploads, and refunds
that need to be processed.
May 2014
Exceptions includes posting exceptions, deposit errors, and commitment control exceptions.
My Links This pre-seeded pagelet allows Receivables users to navigate to key components of
the Receivables application, such as customer account, item entry, and payment entry. Users can
personalize this pagelet to include additional internal or external links.
Queries This pagelet includes access to Query Manager and any public or private queries to
which the user has access. The query output can be viewed in the transaction area.
Reports and Processes this pagelet includes access to key processes, reports that the user
needs to execute, and for which they have security access. Users can also view the PeopleTools
Reporting Console if they have appropriate security access.
Receivables WorkCenter Enhancements
The Receivables WorkCenter enables Receivables users to work on a variety of tasks without leaving
the WorkCenter. The Receivables WorkCenter includes these new enhancements:
Pending Item Groups to Post link: Now includes Overdue Charge items in addition to Online and
External items.
My Work link for Direct J ournal entries to be posted to GL.
My Work link for Incomplete Payments shows more detail, including deposit ID, customer, credit
analyst, collector and more.
Accounting Entries to GL page now allows users to select multiple transactions and kick of the
J ournal Generator process.
Additional links for creating and viewing Drafts and Direct Debits, including Create EFT File.
Payables and Receivables Integration for Interunit Billing
Enhancing the integration between Payables and Receivables for interunit billing allows users to close
a large volume of Receivables open items and eliminates any manual workarounds required for
reporting. PeopleSoft 9.2 allows closing the Receivables open item automatically when the voucher is
paid through Payables. The enhancement also creates consistent accounting entries across all involved
products. The netting account functionality was extended to allow deposits to be created for payments
from PeopleSoft Payables.
May 2014

Payment Interface page
Maintenance Worksheet Enhancements
PeopleSoft Receivables 9.2 enhances the open item maintenance processes by allowing users to sort
the maintenance worksheet by absolute value of the item balance column so users can quickly find
related credit and debit items. The maintenance worksheet also includes additional search criteriause
due date to/fromto search for items, display supplier address sequence number on the maintenance
worksheet for sending refunds, and run the refund process for multiple business units.
Aging and Dunning Enhancements
PeopleSoft Receivables 9.2 includes several enhancements in the area of aging reports and dunning
letters. Users are able to categorize doubtful items during the aging process similar to items in dispute,
deduction, or collection. Customers who use interunit billing are able to exclude interunit customers
from aging reports. Higher education and professional services customers can review aging by contract
number and are able to run dunning reports and customer statements by contract number. A new
system data parameter that can be used to generate aging, customer statements, and overdue charges
enables users to set recurrence for processes and have them run for the current date without any user
intervention.
Customer-Level Aging ID
Receivables 9.2 now supports a customer-level Aging ID default value in addition to the business-unit
default. The Aging process in Receivables first uses the Aging ID in the customer setup, and if not
found, the system proceeds to the business unit level. Furthermore, aging reports offer new options to
exclude customers with a different Aging ID than the one entered on the run control page, as well as an
option to print subtotals by sub customer. You can also age a new type of item, namely items paid by
drafts with an accepted or remitted status. The system supports aging items based on Dispute,
Deduction, Collection, Doubtful, and Drafts status.
May 2014
Condition Monitor Enhancements
PeopleSoft Receivables 9.2 enhances the Condition Monitor to generate a welcome call action for
collectors to follow up with new and recently active customers. In addition, when Condition Monitor
creates an action based on the condition defined on the Assessment Rule User page, it uses the owner
(AR Specialist, Collector, Credit Analyst, or Sales Person) that is stored on the Item instead of the
default owner defined on the Customer Master. The functionality was made consistent between system-
completed actions and user-completed actions; the action is not generated again if it has been marked
as complete by a user.
Collection Rule Options for Dunning Letters
Receivables 9.2 offers Collection Rule options that are applicable to Dunning Letters executed from
Condition Monitor. A new page allows you to define item exclusion and cancel document options in the
setup component. You can create the rule to exclude items in collection or in disputed status, credit
items, and deduction items. You can also exclude items with an amount less than a specified amount.
The rule can be set up so that no Dunning Letters will be generated for the customer when using
condition ID COLL, if it is a collection customer, or if the customer is in dispute. The customer can also
be excluded from receiving Dunning Letters by Condition Monitor, if the customer balance is less than a
specified amount entered on the collection rule exclusion options page.

Collection Rule Exclusion Options page
Promise to Pay Conversations
May 2014
Condition Monitor now creates one action for the promise to pay conversation business unit, containing
items referenced in the conversations. Formerly, Condition Monitor generated one review broken
promise action for each item referenced in the promise to pay conversation, but now it creates a single
action for the promise to pay conversation business unit, thus consolidating the action for all of the
referenced items. When the Customer Promise Date Broken condition or Review Broken Promise Date
action is created after Condition Monitor runs, the Item References link will be available on action detail
pages to provide access to the items associated with the action. This link displays when there is one or
more items for promise to pay actions.
Integration with PeopleSoft Pension Administration
PeopleSoft FSCM 9.2 provides integration between PeopleSoft Pension Administration and
Receivables by providing a service purchase plan, which allows members to buy service credit based
upon rules defined by the plan and type of service. Employees pay the contributions and interest that
the plan would have collected if they had been working and contributing during a non-working time.
Pension Administration triggers the creation of open items in Receivables for each of a series of service
purchase transactions or a single transaction. The service purchase can be canceled in Pensions in
which case the system initiates refund processing in Receivables.
This diagram shows how Receivables integrates with HCM to support Pension Service Purchase plans:
May 2014

PeopleSoft Receivables 9.2 takes further advantage of Approval Framework capabilities to meet
increasing business control requirements. Enhancements that are enabled for Receivables write-offs
include the following:
Ability to add an ad hoc approver during the workflow cycle.
Ability to add comments and attachments to a transaction during the workflow cycle.
Item Level Attachments
PeopleSoft FSCM 9.2 extends the attachments capability for online pending items. Users are able to
view item-level attachments through the payment, maintenance, credit card, and draft worksheets.
Users are also able to view billing invoice attachments from Receivables for open items that were
created through Billing and to access them in the various worksheets.
May 2014
Partial Payment Unpost
PeopleSoft Accounts Receivable 9.2 allows users to unpost payments partially. The newly designed
Payment Unpost process provides a Partial Unpost option. The system presents the user with a Partial
Unpost Worksheet with all the original payment applications from the payment group. The user can
deselect one or more items from this payment application page, effectively unposting those items. The
user can add new items and perform other transactions to rebalance the payment application.

Partial Unpost Worksheet Application page
Appl y Payments Enhancement
After a deposit is created and balanced, you must apply the entered payment. Now you can apply the
entered payment directly from the Payments page, without navigating back to the menu. The Apply
Payments link on the Payments page takes you directly to the Payment Worksheet page or the Direct
J ournal Accounting Entries page, depending on the type of payment.

Consolidated Invoice on Statements
A user can now choose to print consolidated invoices on customer statement reports, to distinguish
invoices entered in the consolidated bill page in the Billing product. The option displays individual
invoices in addition to the consolidated invoice ID with rollup balances. The user can select this option
on the Receivables product-level Statement setup page. When this option is disabled, the customer
statements will print only the customary individual invoices.
For Release 9.2, PeopleSoft provides the ability to employ a Third-Party Payment Processor in the
Order to Cash modules, thus removing the responsibility from the organization for credit card data
security.
May 2014

ePayment Worksheet Application page supports Electronic Check payments
For more information, see Third-Party Hosted Credit Card Storage and Payment.
IPAC Enhancements
The Intra-Governmental Payment and Collection (IPAC) system transfers funds and transaction-related
information between federal government agencies. Several Government Wide Accounting (GWA)
initiatives are underway that necessitated changes, including updates to the IPAC bulk file layouts that
support Treasury Account Symbols (TAS), 27-character Sender TAS, and Receiver TAS fields and
Business Event Codes (BETC). PeopleSoft Receivables 9.2 supports the new IPAC bulk format for the
new TAS componentized structure and BETC, PeopleSoft also includes logic to provide the Sender and
Receiver BETC codes by default to the IPAC transactions.
The IPAC system is designed to transfer funds between government agencies and provide the
capability to include descriptive information related to each transaction. This descriptive information
assists with monthly reconciliation. Because the IPAC system allows agencies to establish fields as
required or optional, Receivables now allows a customer to require specific IPAC data that may be
optional for billing or receiving, on the IPAC Fields page in the Agency Location component
(AGENCY_LOC_CD).
1099-C Enhancements
PeopleSoft Receivables 9.2 significantly extends 1099-C reporting functionality, which creates a 1099-
C report for any customer that is bankrupt or flagged for 1099-C reporting and has more than 600 USD
written off in the Receivables system. With the new enhancements, you can also:
Associate a customer with a Canceled Debt Reporting customer group. You can then select the
designated 1099-C customer group, a single customer, or all customers for 1099-C processing.
Generate 1099-C reports for one or more business units associated with a canceled debt
creditor.
Store information that indicates a 1099-C report was created for a customer and retains the
data submitted in the report.
May 2014
eSettlements 9.2
PeopleSoft eSettlements, a global electronic invoice presentation and payment (EIPP) solution, enables
customers to optimize the settlement process with electronic invoices and payments, matching, online
approval, online dispute resolution, email notifications, and dashboards.
The following enhancements are included in the eSettlements Release 9.2:
Self-Service Usability
Flexible Distribution Coding for Suppliers or Internal Buyers
Invoice Pre-Validation
Approval Framework Extensions and Improvements
Agreements Enhancement
PeopleSoft FSCM offers several enhancements to support Online Supplier Registration and
Collaboration for Release 9.2. This functionality is available to applications that use the Vendor (now
renamed Supplier) functionality. For more information regarding these enhancements, see Online
Supplier Registration and Collaboration.
Self-Service Usability for eSettlements
PeopleSoft eSettlements 9.2 enhances usability to streamline the supplier data entry processes.
Usability enhancements include:
Simplify self-service invoice printing to allow users to print multiple invoices at the same time.
Provide default buyer/supplier information based on user ID.
Provide configurable default of payment terms when suppliers are entering invoices. Users can
choose to default payment terms from the PO, the supplier master, or the agreement.
Flexible Distribution Coding for Suppliers or Internal Buyers
Utilization of PeopleSoft SpeedCharts allows rapid default data entry of ChartFields, thus reducing the
cost of entering an invoice for the buyer as well as the supplier. PeopleSoft eSettlements 9.2
implements SpeedCharts for rapid data entry of ChartFields by suppliers or internal users. SpeedCharts
are secured by user, user role, or both. SpeedCharts are available at the header or line level. At the
header level, the ChartFields distribution applies to all lines. At the line level, each line has its own
ChartFields distribution.
Invoice Pre-Validation
PeopleSoft eSettlements 9.2 introduces a step in the automation flow of performing invoice pre-
validation enabling higher levels of touchless straight-through processing. Pre-validation of invoices is
accomplished before creating vouchers in the system. Examples of data validation include duplicate
invoice checking, invalid purchase order ID, blank Supplier item ID, PO has been totally invoiced, no
further invoicing available, and so on.
May 2014
Approval Framework Extensions and Improvements
PeopleSoft eSettlements 9.1 adopted the Approval Framework for vouchers at the header level.
PeopleSoft eSettlements 9.2 continues its investment in the Approval Framework solution to support
line level approvals. Line-level approvals enable customers approvers to manage invoice lines directly
related to their purchases easily. Customers can designate particular users in their organization and
enable them to approve and dispute individual invoice lines. Line-level routing and approval occurs in
parallel with header-level routing. If both are active, the two are mutually exclusive. All lines of an
invoice must be approved before an invoice is paid.
Agreements Enhancement
PeopleSoft eSettlements 9.2 facilitates the collaboration with suppliers and simplifies the agreement
process. Users can use an agreement as a template and select a group of buyers valid for a particular
agreement template. Once the user has finalized the agreement, the system clones the agreement as a
template and automatically creates individual agreements between the supplier and the selected
buyers.
Treasury and Cash Management 9.2

PeopleSoft Cash Position and Forecasting Video Feature Overview
Play Now

PeopleSoft Treasury and Cash Management 9.2 deliver enhancements that allow cash and treasury
operations to improve visibility into the current cash position as well as forecasted positions across the
enterprise. The integration with Global Payroll makes it possible to access the payroll amounts directly
in the enterprise as well. Treasury Management 9.2 presents the following features:
Cash Forecasting
Integration with Global Payroll
Principal Prepayments for Swaps and Interest-Bearing Instruments
SEPA Payment Formats
Accounting Enhancements
Bank Statement Enhancements
Approval Framework Extension
Settlement and Deal Approvals Using Mobile Approval Framework
EBICS
Lights-out Processing for Financial Gateway Payments
Treasury WorkCenter
Payment Format Transformation Using the Data Export Import Utility
Cash Forecasting
PeopleSoft Cash Management 9.2 improves its cash position capabilities with the following
enhancements:
Provides a separate component to define cash position worksheets outside of Tree Manager.
Allows Effective dated Cash Position Worksheets.
Supports up to three position currencies for each worksheet.
May 2014
Supports user-defined cash forecast dimensions.
Allows import of cash forecast data from external systems in xml and csv formats.
Allows users to identify variance percents and to track variances.
Supports drilling down to the source transactions.
Provides a new cash forecast results page with charts.
Provides new cash forecast reports.
The Cash Forecast Results page enables cash managers to view the cash position in several
dimensions, such as bank, bank account, currency, business unit, and several more that you can
configure during setup. In addition, you can initiate bank transfers and schedule a cash sweep directly
from the new page.

Cash forecasting results presentation uses the new PeopleTools charting as follows: A trend analysis
graph depicts the cash movement over time, and a pie chart shows distribution.

You can create and save cash position searches available across users in the system.

Example Cash Forecasting Results page
May 2014
Integration of Global Payroll with Financial Gateway
PeopleSoft Global Payroll 9.2 and PeopleSoft Cash Management 9.2 integrate to leverage several of
the Financial Gateways features, such as direct, secure communication to the bank and a complete
payment lifecycle view to process Global Payroll payments.
Using the SEPA Framework Within PeopleSoft HCM Global Payroll and Financials Cash Management
White Paper provides more insight into the integration (Oracle Support Document 1337679.1).
Principal Prepayments for Swaps and Interest-Bearing Instruments
PeopleSoft Deal Management 9.2 allows multiple prepayment changes in a day to be made to an
existing deal. Each change is tracked in a detailed audit log. Interest Rates and Margins can be
updated for a range of interest periods. The Interest Dates and Payments page, which is used to view
the payment schedules, rate information, and prepayments, has been redesigned to improve its
usability with the addition of these new capabilities.

Example Interest and Payment Dates page
May 2014
SEPA Payment Formats
PeopleSoft Cash Management 9.2 supports Rulebook 6.0 for all payments sent through its Financial
Gateway. In addition to supporting the newer version, it supports category purpose, and other
identification information.
Accounting Enhancements
Errors are sometimes not identified until accounting entries have already been booked to the General
Ledger. PeopleSoft Cash Management 9.2 introduces a new capability that allows users to reverse
their accounting entries. Accounting entries can be reversed once by several criteria including
Accounting Entry Number, Payment ID, and Accounting Source.
In addition, in Cash Management 9.2, customers may now choose to accrue a fee amount and pay it
later.
Substitution rules are now defined independent of the accounting template. In Cash Management 9.2,
the same substitution rule can be applied to different accounting templates. Customers can choose and
apply the relevant substitution rules for each template. Furthermore, substitution rules have been
extended for Bank Statement Processing.
These enhancements were introduced in PeopleSoft FSCM 9.2 Update Image 5 in February 2014:
Cumulative Method of Fair Value Accounti ng
Customers running global treasury need more flexible options when it comes to fair value accounting.
PeopleSoft Treasury had supported fair value accounting by the Per Period method. PeopleSoft FSCM
Update Image 5 continues the investment in PeopleSoft Cash & Treasury through the support of the
Cumulative method of fair value accounting. An option on the instrument allows the user to choose the
accounting method where the fair value adjustment is calculated based on the difference between the
current fair value and the initial value of the investment. The prior accounting entry is automatically
reversed when the new fair value accounting is created. The new expansion allows customers to undo
a fair value adjustment and/or capture late price adjustments. This choice in fair value accounting
calculations provides flexibility for corporations looking to automate their compliance and reporting
needs.
Multicurrency Tracking in Treasury
Organizations operating in regions around the world need granular visibility into the exchange rate
gains and losses at the instrument level. PeopleSoft has robust multicurrency capabilities at the top
level in General Ledger and at a more granular level for supplier and customer. PeopleSoft FSCM
Update Image 5 expands on the robust capabilities by recognizing the effect of exchange rate
fluctuations at an instrument level in PeopleSoft Treasury. Enhancements have been made to calculate
the realized currency gain or loss and create treasury accounting when the investment is sold or
matured. Unrealized currency gain or loss is also tracked for fair value accounting. As more and more
businesses manage global investments across national borders, automating these crucial calculations
will not only save time, money, and effort but also reduce manual mistakes.

Bank Statement Enhancements

May 2014
The Bank Balance Entry page now displays the bank statement number (File ID) provided by the bank.
This field is populated during import of BAI2, MT940, and FINSTA statements and is display-only; you
cannot change the File ID for a bank statement that has been loaded into the system. However, when
you manually create a new bank statement, you can enter the File ID value. The Bank Statement
Import process has been enhanced to load multi-page MT940 bank statement files and multi-day BAI2
bank statement files.
Approval Framework Improvements and Extension
In PeopleSoft Financials 9.2, we extend the use of the Approval Framework within PeopleSoft Cash
and Deal Management.
PeopleSoft Treasury and Cash Management leverages the Approval Framework for Settlement
Approvals as well as Deal Approvals. The system delivers new sample rules in addition to existing
workflows.
For more information about Approval Framework improvements, see Approval Framework
Improvements and Extension.
Settlement and Deal Approvals Using Mobile Approval Framework

PeopleSoft Mobile Approval Framework enables real-time access to Treasury Settlement and Treasury
Deal approvals through smart phones and tablet devices, allowing managers and employees to engage
in Treasury approval processes with a high degree of portability. Users log in using their standard
PeopleSoft permissions and the interface offers an intuitive, touch-optimized experience designed for a
mobile device for easy access to critical business information.

Mobile approval for Settlements and Deals uses Approval Framework to support:
Performing mass approvals.
Viewing attachments.
Recording comments.
Performing Approve, Deny, and Push Back actions.
Displaying Graphical approval monitor.
May 2014

Example Landing page for Treasury Settlements and Treasury Deals mobile approvals
EBICS
In Cash Management 9.2, Financial Gateway supports the use of EBICS to send SEPA files to the
bank. The EBICS (Electronic Banking Internet Communication Standard) protocol is SEPA compliant
and can transmit new ISO 20022 standard messages in XML format. The system issues SEPA Credit
Transfer payment files. You must specify EBICS attributes on your bank integration layouts.
Lights-out Processing for Financial Gateway Payments
Cash Management 9.2 offers lights out processing with respect to payment dispatch in Financial
Gateway. Every Financial Gateway source can take advantage of this feature. The Source Registration
page offers a Dispatch on Load check box that you can select to dispatch payments on load without
any intervention. If this option is selected, the system schedules payment dispatch for each
PMT_MSG_ID on payment load.
Treasury WorkCenter

PeopleSoft FSCM 9.2 introduces the new Treasury WorkCenter, a role-based employee-facing
interface for users of the Cash Management and Deal Management applications and related accounting
May 2014
functions. It provides power users with a single place to accomplish their daily tasks within specific
functional areas, providing improved efficiency and effectiveness. The Work Center is configurable by
organization and function to support different requirements.

The Treasury WorkCenter delivers links that your organization can configure for WorkCenter access to
a variety of functional areas: For example, you can finalize accounting entries and approve transfer
templates, view payments, make changes to a deal portfolio or confirm and approve deals, and manage
exceptions, such as payments on hold or in error or accounting errors. Links can also provide easy
access to other dashboards and pages from which you can run queries and processes.
Payment Format Transformation Using the Data Export Import Utility
This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 6 in April 2014.
Traditionally Financial Gateway has built its own transformation programs to generate payment files in
various payment formats. PeopleSoft Cash Management 9.2 continues to support the delivered
Financial Gateway transformation programs and introduces a new method using the Data Export and
Import Utility. The utility provides an alternative method of layout transformation using configurable map
definitions. Provided by PeopleSoft FSCM as a common framework in PeopleSoft FSCM 9.2 Image 4,
with added support for payment dispatch in Image 5, the Data Export Import Utility is based on the
PeopleTools Document Technology and supports transformation through an online mapping definition
that allows users to map a source document to a target document. Financial Gateway delivers one
source document and two target documents as well as corresponding map definitions for payment
dispatch, or a user can configure an existing layout to use the data mapper.
May 2014
Asset Lifecycle Management Solutions
The ALM solution includes products that focus on significant asset management categories: Asset
Management (AM), IT Asset Management (ITAM), Maintenance Management (MM), and Real Estate
Management (REM).
Asset Management 9.2
PeopleSoft Asset Management enables effective tracking of physical and financial assets while meeting
reporting requirements. Integrating with other PeopleSoft applications automates the asset lifecycle to
reduce processing errors and increase processing efficiency. Tracking physical attributes, calculating
depreciation, recording tax and insurance requirements, and budgeting for future acquisitions of
organizational assets are all key elements of PeopleSoft Asset Management.
The following PeopleSoft Asset Management enhancements are delivered with Release 9.2:
Asset Cost Adjustment Enhancements
Enhanced Procurement and Payables Integration for Assets
Asset Physical Inventory Enhancements
Guided Step Navigation for Physical Inventory Lifecycle
Mass Transaction Manager
Disposal Worksheet Improvements
Secure Enterprise Search (SES) in Asset Management
Project Costing ChartFields in Asset Management
BI Publisher Reports in Asset Management
Improved Asset Visualization
Printable View of Asset Enhancements
Asset Management WorkCenter
Asset Management Dashboard
Additional enhancements provide support for key legislative and regulatory requirements and
transaction controls in PeopleSoft Asset Management 9.2:
Accounting for Asset Retirement Obligations
Dynamic Bonus Depreciation
J apanese Declining Balance
Approval Framework Adoption for Asset Management
Multilevel approvals on Asset Disposals
Accounting for Prior Lease Payments
Asset Cost Adjustment Enhancements
PeopleSoft Asset Management 9.2 provides greater efficiency and time savings for managing asset
entry with the following enhancements:
Rapid capture of multiple distinct asset cost adjustments.
View Asset Cost History from Basic Add component.
Automatic Default System Source for manually entered assets.
May 2014
Rapid Capture of Multiple Distinct Asset Cost Adjustments
In Asset Management 9.2, you can enter multiple distinct asset cost adjustment rows for an asset on
the Basic Add - Asset Acquisition Details page without leaving the component. This saves time and
steps for asset accountants as they enter asset financial entries.
When you enter the first acquisition line, the page displays the Capitalize button when the To be
Capitalized field value is selected as the Capitalize option. Click the Capitalize button and save. Without
leaving the page, click the Add a New Row button (plus button) to add the next transaction: You may
also add a noncapital transaction for the next row. In this case, once you select the Never Capitalize
field value, the Non-Capitalize button appears. Click the Non-Capitalize button and save the
transaction.
View Asset Cost History from Basic Add Component
PeopleSoft delivers the ability to view complete asset cost history information for an asset from the
Basic Add component. PeopleSoft Asset Management employs Related Content functionality to display
Asset Cost History information from any page within the Basic Add component. The Related Content
functionality is enabled for Asset Management as delivered. Click the Related Content arrow button
from the Asset Acquisition Detail page, for example, (top right corner of the page) and select the Cost
History link:

Basic Add - Asset Acquisition Detail page (with Related Content selected to view Cost History)
Automatic Default System Source for Manuall y-Entered Assets
When entering assets online, the default value for the System Source field (Asset Acquisition Detail
page in Basic Add) is automatically classified with an AM Online Entry Page value upon saving the new
asset. This functionality applies whether you enter assets using the Basic Add component, the Express
Add component, or the Define Asset Operational Information component.
May 2014
Enhanced Procurement and Payables Integration for Assets
PeopleSoft 9.2 provides the following integration enhancements for Procurement and Payables with
Asset Management:
Ability to group requisition and purchase order lines that correspond to a single asset.
Purchasing can determine when assets should be created based on the receipt of a procurement
group sequence.
Flexible allocation of asset-applicable voucher adjustments.
Full text of procurement item descriptions populates the asset detailed description field
(Location/Comments/Attributes page).
Email notification of asset-applicable credit memos improve visibility to credit transactions that may
require further review or action.
Access the Pre-AM Financial page (Asset Management, Send/Receive Information, Preview AP/PO
Information):

Pre-AM Financial page
When all items in a Procurement Group Sequence are received, the Load Status field on the Pre-AM
Financial page is updated from PO Group Incomplete to Pending.
Access the Procurement Group Inquiry to view details (Asset Management, Send/Receive Information,
Procurement Group Inquiry):
May 2014

Procurement Group Inquiry page
To set up email notification of asset-applicable credit memos, access the Asset Management Definition
- Interface Options page and configure the Credit Memo Notification section by role, user, or email
address to notify.
For more information, see Improved Integration with Asset Management.
Asset Physical Inventory Enhancements
PeopleSoft Asset Management 9.2 enhances Asset Physical Inventory functionality by providing:
A configurable Mass Transaction Manager that replaces Mass Change for Physical Inventory.
Configurable inventory occurrence criteria.
Improved view of Physical Inventory processing steps.
Validation of asset acquisition date against physical inventory control start and end dates.
Physical inventory of assets assigned to multiple sets of ChartField combinations for a single
department ID with new alert for an asset assigned to multiple departments.
Reconciliation of location area ID and custodian name.
Identification of duplicate serial IDs within the same physical inventory ID.
Guided Step Navigation for Physical Inventory Lifecycle
PeopleSoft Asset Management introduces a new horizontal guided step navigation for the Physical
Inventory process, which enables you to execute a series of predefined actions.
This enhancement guides you through the Physical Inventory Load/Match/Reconcile lifecycle to
complete the series of steps such as Extract Assets, Generate Extract File, Load Scan File, Generate
Results, Generate Transactions, and Delete PI Data:

May 2014

Mass Transaction Manager
PeopleSoft Asset Management 9.2 introduces the Mass Transaction Manager, which replaces Asset
Mass Changes. Mass Transaction Manager, in contrast to Mass Change, provides the following
benefits:
User-centric design: Intuitive, simple and powerful.
Enhanced prompts with subordinate keys.
Enter data only once (no need for dual entry)
Row security is enabled.
Allows processing logic and sharing of common code (for example, rounding routine).
Always runs the most current version.
Can be transparently embedded in other components.
Allows conditional logic and captures user input to be consumed by online, SQR, or Application
Engine programs.
Disposal Worksheet Improvements
The Disposal Worksheet provides simultaneous retirement of multiple assets. Asset Management 9.2
enhances the functionality of the Disposal Worksheet by providing:
Expanded asset search criteria selection, including asset ID range, area ID, in-service date range,
parent ID, FERC code, group ID, and asset status.
Ability to specify retirement convention and retirement options by asset from the worksheet.
May 2014
Secure Enterprise Search in Asset Management
PeopleSoft Asset Management 9.2 leverages the advanced search functionality of Oracles Secure
Enterprise Search The application search allows any user the ability to locate documents quickly while
accelerating the advanced users search of one or more objects:

Select the Asset Management application search from the top of a page and enter a keyword. In this
example, the keyword is PRIUS. The search results are returned as follows:

The component search that is available from the Basic Add component provides a keyword search and
more advanced search options. Related actions are available from the search results grid, providing
links to transaction entry and inquiry components in Asset Management, Maintenance Management,
and Real Estate Management.
Project Costing ChartFields in Asset Management
PeopleSoft Asset Management 9.2 enables organizations to track PeopleSoft Project Costing
ChartFields as well as the Project ID ChartField. If enabled in Asset Management Installation Options,
these additional Project Costing ChartFields are included in accounting entries, online inquiries, and
reports. The Project Costing ChartFields are also available to J ournal Generator when Asset
Management accounting entries are transformed into general ledger journals.
May 2014
BI Publisher Reports in Asset Management
PeopleSoft Asset Management 9.2 offers the existing Crystal reports in the Oracle BI Publisher format.
The BI Publisher format supports configured ChartFields and provides flexibility to adopt future
technology for smoother transitions.
Asset Visualization
Visual assistants, such as maps, significantly improve the performance of locating and viewing assets
to plan their maintenance and deployment. Integration with ESRI ArcGIS Online enables the display of
assets on a map from the Basic Add component.

Enable GIS integration at the overall Installation Options and at the Asset Management business unit
level from the Asset Management Definition Interface Options page. Once enabled you can map
assets using the new Asset Map Dashboard and from the Basic Add component:

Basic Add Location/Comments/Attributes page
Click the Map It button from the Location/Comments/Attributes page to view the location of the asset:
May 2014

The integration uses ArcGIS Web Mapping J avaScript APIs to embed maps in PeopleSoft. The ArcGIS
J avaScript API is owned by ESRI and is used subject to the Terms of Use found at
http://www.esri.com/legal/licensing/software-license.html.
Printable View of Asset Enhancements
The Printable View of Asset page is enhanced in Asset Management 9.2 as follows:
Additional asset information fields (Asset Type, Asset Subtype, Asset Retirement Obligation fields,
and Capitalization Threshold).
Print option that formats the asset information into a more readable output for printing. Click the
Print Preview (printer) icon to generate a printable PDF.
Access the Printable View of Asset page (Asset Management, Print an Asset, Printable View of Asset):

Print Preview icon on Printable View of Asset page
Click the Print Preview icon for a printable PDF:
May 2014

Printable View of Asset page

Asset Management WorkCenter
PeopleSoft Asset Management 9.2 delivers the Asset Management WorkCenter and Dashboard, which
offer role-specific information via a new Dashboard and WorkCenter. The WorkCenter allows you to
tailor your views of key data to meet your specific needs. The delivered solution includes new pagelets
that operate consistently, with related actions and modal window drilldown capabilities that dynamically
change based on the data being viewed.
With a variety of delivered alerts in the My Work pagelet, exception queries, reports, and links to key
Asset Management functions, the Asset Management WorkCenter provides deep visibility into, and
control over, the processes that are essential to efficient management of assets as well as the
accounting for them. In Pending Transactions, two important alerts are provided (AP/PO Transactions
and Load Transactions into AM), and in Exceptions, there are seven exception links provided.
In the Asset Management WorkCenter Queries pagelet, a number of queries are provided to monitor
financial processes further. Accountants can take advantage of the PO/AM Reconciliation, PC/AM
Reconciliation, Asset with Inactive ChartField, and more to find transactions that require attention.
Additionally, several more queries, such as Accounting Entry not yet J ournal Generated and Asset
Depreciation by Category, are provided as pivot grids to aid in the analysis of potentially problematic
transactions.
May 2014

See WorkCenters.
Asset Management Dashboard
PeopleSoft Asset Management 9.2 delivers a manager-facing Asset Management Dashboard, which
focuses on providing summary level details and supporting analytics encompassing the invoices flow
within an organization. The pagelets use Pivot Grids, which are based on PSQuery and display the
results in grid format, chart format, or both.

Example Asset Management Dashboard

The Asset Management Dashboard provides access to key information and real-time analytics, such as
top asset acquisitions, retirements, depreciation by category, and asset cost by asset acquisition with
detail transaction drill-down capabilities.
Accounting for Asset Retirement Obligations
In accordance with generally accepted accounting principles (GAAP), PeopleSoft Asset Management
9.2 automates the recognition and measurement of Asset Retirement Obligations (ARO) and the
associated asset retirement cost for certain types of assets that have significant remediation costs
associated with their end-of-life accounting.
Once you enable ARO processing in overall Installation Options and at the business unit level, Asset
Management 9.2 automatically performs the following functions:
Flags assets with legal obligations that are associated with retirement to facilitate proper reporting
and processing of the retirement obligations in accordance with GAAP.
Captures the initial measurement of an asset retirement obligation.
May 2014
Calculates depreciation of the asset retirement cost.
Recognizes and measures the ARO.
Provides online schedule of ARO expenses for review.
Provides accounting and settlement of ARO.
Compliance for leased assets, group assets, and asset impairment.
Provides reports for ARO.
Dynamic Bonus Depreciation
Asset Management 9.2 provides the Dynamic Bonus Depreciation feature whereby users can configure
new depreciation bonuses as soon as tax legislation is enacted. You can configure tax depreciation
attributes, including bonus depreciation allowance percentage and the applicable acquisition and in-
service dates for qualified property. Use the Depreciation Bonus page to configure new depreciation
bonuses (Set Up Financials/Supply Chain, Product Related, Asset Management, Depreciation,
Depreciation Bonus):

Depreciation Bonus page
Once defined, you are able to select your configured depreciation bonus at the asset profile level and
for eligible assets.
Japanese Declining Balance
PeopleSoft Asset Management 9.2 provides a new J apanese declining balance depreciation method for
organizations with assets in J apan that were acquired after April 1, 2012. These assets are subject to
the declining balance rate of 200 percent, pursuant to the FY2011 J apan Tax Reform Act. Select the
J apan Changes DB to SL 200 depreciation method for the asset profile or at the asset level.
In PeopleSoft 9.2, Combination editing by source provides organizations with the ability to configure
combination editing rules by transaction source. Associate a Transaction Source with a ChartField
Combination Process Group so that during combination edit processing, only the data for the
designated transaction source is processed for that group of rules rather than processing all data for all
sources This reduces the data that is accessed for more efficient processing.
May 2014

Ledgers For A Unit J ournal Edit Options page
Select the Specific Transaction Source option and click the Transaction Source link to select Asset
Management Transaction for the Process Group:

Transaction Source page
Approval Framework Adoption for Asset Management
PeopleSoft Asset Management 9.2 leverages the Approval Framework to meet increasing business
control requirements. The Approval Framework can be easily configured by business and functional
users for self-service and asset disposal.
Multi-Level Approvals on Asset Disposals
This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013:
PeopleSoft Asset Management further enhances the Approval Framework functionality for asset
disposals by enabling multi-level approvals. You can view approval maps for a graphical display of the
approval process. Approvals are at the line (or asset) level. Added features are as follows:
Select specific assets or select and deselect all assets to apply approval actions.
Approvers can add comments.
Select from the following approval actions: Approve, Deny, Hold, and Pushback
Help text explains actions and processes.
Access the Approval Flow link to view approval flow for each asset.
May 2014
Define anyone as approver (user does not need to be defined as an asset owner to access the
Approve Disposals component). Access can be restricted to specific users via permission lists.
Accounting for Prior Lease Payments
Asset Management 9.2 enhances leased asset functionality with the ability to account for backdated
leases. A new transaction type for prior lease payments (PLP) is added to Asset Management
Installation Options to be used when a lease payment is made in the current period for a prior period.
The PLP transaction type functions similarly to the Lease Payment (LPY) transaction type for
accounting entry purposes. Select the Prior Payment in Current Period check box on the Lease entry
pages.
Federal Funds Transfers
Introduced in PeopleSoft Image 9.2.006, PeopleSoft provides users with the ability to set up and
generate accounting entries for USSGL E510 and E606 when you transfer assets to/from a Federal
fund.
When transferring an asset from one federal fund to another, Treasury rules require that you generate
the appropriate federal funds transfer accounting entries as documented in the United States Standard
General Ledger (USSGL) transactions E510 and E606.
Public Law 101-5101 requires that upon cancellation of a Treasury Appropriation Fund Symbol (TAFS),
any collectible account receivable is re-established in a miscellaneous receipt account. Upon collection,
the funds are deposited to Treasury miscellaneous receipt account 3200 Collections of Receivables
from Canceled Accounts. The cancelled fund should no longer be transacted against or posted to the
General Ledger per Federal regulations. However, assets can be transferred from the purchasing fund
into a non-cancelling fund that is available for the same general purpose but still in the unexpired
phase. Thus, when you transfer assets to/from a Federal fund, you must generate accounting entries
for USSGL E510 and E606 in Asset Management.
Memorandum Accounting for Current Year Acquisitions
Introduced in PeopleSoft Image 9.2.006, PeopleSoft provides users with the ability to set up and
generate memorandum accounting entries to track current year asset acquisitions, as required by new
GTAS rules.
Federal changes to the Government-wide Treasury Account Symbol Adjusted Trial Balance System
(GTAS) require that organizations track current year asset acquisitions using memorandum accounts,
which are used for GTAS Bulk File attribute reporting, validations, and edits. Current year acquisitions
include operating materials and supplies, inventory, real property, exhibits, capital leases, leasehold
improvements, internal-use software, and other assets and personal property expenditures that are
capitalized. Current year is defined as any asset transaction posted in a given fiscal year (October 1
September 30) and is not tied to the expiration of an agencys Treasury Account Symbol
(TAS)/appropriation.
Memorandum accounts are administrative accounts only and do not affect recorded or reported
budgetary and proprietary values on the adjusted trial balance.
May 2014
Per Treasury guidance, the memorandum postings should be booked on a transaction by transaction
basis. This requires each asset purchase transaction that posts to a United States Standard General
Ledger (USSGL) asset account (15XX, 17XX, 18XX, or 19XX) to also post the USSGL memo accounts
(8801, 8802, 8803, and 8804). Create memorandum accounting entries any time your agency takes
possession of an asset. Concurrent postings include asset accounts (15XX, 17XX, 18XX, and 19XX),
4901 (Delivered Orders - Obligations, Unpaid), 3107 (Unexpended Appropriations Used), and 5700
(Expended Appropriations).
Australian Asset Revaluation
Introduced in PeopleSoft Image 9.2.007, PeopleSoft Asset Management delivers a revised method for
generating asset revaluations per Australian accounting standards. This feature includes:
New Net Method option on the Accounting Entry Template IDs page.
New streamlined revaluation processing, which consists of:
o Revaluation in Mass (AMAUSCAL) process automatically sets the correct load status
for each transaction.
o Load Transaction into AM (AMIF1000) process enables you to process all transactions
in a single step.
New ability to revalue an asset below net book value using the Revaluation Worksheet page.

Maintenance Management 9.2
In PeopleSoft Maintenance Management 9.2, Oracle delivers the following enhancements:
Easy-to-Use Work Orders
Administration of Preventive Maintenance
Visualization and Multi-Dimensional Work Order Analysis
Labor Visibility
Maintenance Notifications
Secure Enterprise Search (SES) Adoption
BI Publisher Reports
Work Order and Item Control
Inventory Allocation
Approval Framework for Preventive Maintenance Schedules
Miscellaneous Enhancements
Maintenance Management WorkCenter
PM Enhancements
Easy-to-Use Work Orders
Usability enhancements help streamline data entry and accelerate the process of capturing work order
information. Oracle PeopleSoft added these enhancements:
To prevent unnecessary data entry and to improve accuracy, work order task labor actuals can
be copied to the task header actuals and actuals entered for the task header can be copied to
the task labor rows in the Work Order Completion component.
May 2014
Output destination options have been added to the Work Order Task Detail Report Options
page to decrease the number of clicks to control where work orders output.
In Work Order Completion, if a task status is changed to Complete and labor actuals have been
entered but not submitted for posting to PeopleSoft Project Costing, a message appears and
prompts users to indicate whether the labor actuals should be submitted for posting.
Administration of Preventive Maintenance
PeopleSoft Maintenance Management 9.2 offers the following preventive maintenance enhancements:
On Demand (one-time) preventative maintenance schedules
Blackout days of the week
Preventative maintenance work orders based on meter reading as of the date of prior work
order completion
Preventative maintenance schedule workbench
On Demand (one-time) Preventi ve Maintenance Schedules
A date-based preventive maintenance schedule type of On Demand enables maintenance planners to
identify, select, and generate on-demand preventive maintenance work orders as necessary.
Blackout Days of the Week
Blackout days of the week may apply to preventive maintenance events. A Calendar field is added to
the Preventive Maintenance Schedule, Location Schedule, and Maintenance Loop to permit flexible
configuration of blackout days of the week. For example, an organization might indicate that preventive
maintenance can be scheduled to occur monthly but can never be performed on a Saturday.
Preventi ve Maintenance Work Orders based on the Meter Reading as of the Date
of the Prior Work order Completion
Oracles PeopleSoft Preventive Maintenance Linking by Cycle generates preventive maintenance work
orders based on the meter reading as of the date of the prior work orders completion.
Preventi ve Maintenance Schedule Workbench
Additional search selection options on the Preventive Maintenance Schedule Workbench give planners
the power to manage volumes of work quickly.
May 2014

Preventive Maintenance Schedule Workbench page showing Search parameters
Visualization and Multi-Dimensional Work Order Analysis
In PeopleSoft 9.2, integration with ESRI ArcGIS Online enables the display of assets and work orders
on a map to facilitate work planning. PeopleSoft Maintenance Management 9.2 also provides new
visual interfaces to help maintenance organizations visualize related work orders, work order tasks, and
the asset component hierarchy, and analyze parent-child work order costs before further analysis.
PeopleSoft displays embedded maps and assets can be viewed on a map from the Basic Add, the
Work Order, and the new Asset Map Dashboard components, while work orders are visible on a map
using the Work Order and Technician Workbenches. Hyperlinks to create an express work order are
available when viewing assets on a map from Basic Add and the Asset Map Dashboard. (The ArcGIS
J avaScript API is owned by ESRI and is used subject to the Terms of Use found at
http://www.esri.com/legal/licensing/software-license.html.)
The new Hierarchy Chart can display relationships among work orders, tasks, and asset components.
In addition, key balances (such as planned and actual maintenance costs), and navigation links enable
maintenance managers to take action quickly.
Labor Visibility
The Labor Actuals grid on the Work Order Completion component now displays all labor actuals rows
and indicates the time entry source.
May 2014
Maintenance Notifications
PeopleSoft Maintenance Management 9.2 has adopted the Events and Notifications framework to
deliver work order-specific notifications. New work order alerts notify designated maintenance
personnel when total actual labor hours exceed total scheduled labor hours, total actual work order task
cost exceeds total scheduled work order task cost, and when a work order is created for an asset under
warranty. The system also offers other user-configurable alerts by work order type, problem type, work
order priority, and asset criticality.
SES Adoption
The PeopleSoft Maintenance Management match engine is used to recommend labor resources and
tools that meet work order task requirements and availability. In 9.2, the resource match engine uses
Oracles Secure Enterprise Search to calculate the fit scores for labor and tool resources.
PeopleSoft Maintenance Management 9.2 offers the existing PeopleSoft Maintenance Management
Crystal Reports in Oracles BI Publisher format.
Work Order and Item Control
PeopleSoft 9.2 Maintenance Management offers new work order and item control capabilities. For
example, by allowing maintenance schedulers and technicians to hand select inventory items for
reservation and pick plans from the work order, items can be issued as they are needed to complete
the tasks required to maintain or repair an asset. Inventory items are not issued before they are
needed, thus helping to minimize costs and the productivity loss associated with item stockouts.
Inventory Allocation
In PeopleSoft 9.2, pre-allocating inventory from a work order helps provide maintenance schedulers
and technicians with an easier way to access the Inventory Allocation Workbench. The Allocation
Workbench helps ensure that the exact material such as, specific lots or serial IDs, or items from a
specific storage location are available to complete work order tasks.
Approval Framework for Preventive Maintenance Schedules
PeopleSoft Maintenance Management 9.2 leverages the Approval Framework to enable Preventive
Maintenance Schedule approvals. As delivered, Preventive Maintenance Schedule approval is
associated with hazardous assets. However, the Approval Framework criteria can be modified during
implementation to satisfy additional business requirements. Preventive Maintenance Schedule Approval
Framework by Work Order business unit is enabled. When activated, any new Preventive Maintenance
Schedule created remains inactive until it is approved.
Miscellaneous Enhancements
PeopleSoft Maintenance Management 9.2 introduced the new Assign Resources to Shop functionality,
which allows users to search and select one or many supervisors by names or employee IDs to find
resources and assign them to the shop.
The Crew Definition functionality is enhanced to allow users to select multiple shop resources to be
assigned to the crew.
May 2014
The Work Order Workbench is enhanced to allow mass-update of the WO Task schedules. Other
usability changes are also added such as, supporting asset location search and displaying created
on/by, and PM Schedule ID on the result grid.

PeopleSoft Maintenance Management 9.2 offers the enhanced Labor Assignment Workbench, wherein
multiple tasks can be assigned to a technician. In addition, Work Order and Work Order Task
attachments can now be printed using the Work Order Task Detail Report Options page.
Maintenance Management WorkCenter
This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013. A new
Maintenance Management WorkCenter is available to help maintenance planners and schedulers
organize their work even more effectively than they could with the existing workbenches. Having quick
access to various work order and preventive maintenance condition monitoring alerts and exceptions,
maintenance planners and schedulers not only gain better visibility into the status of critical work orders
and preventive maintenance schedules but also the ability to act quickly.
The Maintenance Management WorkCenter delivers alerts that each maintenance planner or scheduler
can configure to highlight the new work orders, overdue work order tasks, upcoming preventive
maintenance, overdue preventive maintenance, and more. Management WorkCenter is a key tool for
helping organizations track and execute maintenance in a timely fashion.
PM Enhancements
These enhancements were introduced in PeopleSoft FSCM 9.2 Update Image 5 in February 2014. The
new date controls for PM scheduling will aid organizations to specify whether preventive maintenance
events are to be scheduled on business days only, and define how the Preventive Maintenance and
Projection processes should treat holidays and weekends.
The Preventive Maintenance Loop option determines whether individual asset meter readings or default
asset meter readings are used to calculate the next schedule due date. Work Order generation can be
one work order for all assets in the loop, or one work order for each asset in the loop.
Real Estate Management 9.2
In PeopleSoft Real Estate Management 9.2, Oracle delivers the following enhancements:
Tax Calculations
Lease Escalations
Auto-Updates to In-Process Transactions
Lease Invoice Date Flexibility
Billing Calendar Selection
Minimum Lease Obligation Pivot Grid
Tax Calculations
Furthering its ability to support organizations essential lease calculation challenges, Oracles
PeopleSoft 9.2 delivers a Ship To Location override capability to all recurring rent transactions within
the lease. This feature provides the ability to trigger the VAT/SUT calculation engine when the override
location differs from the default location on the lease.
May 2014
Lease Escalations
If a lease escalation occurs in the middle of a billing perioda common occurrencenew support for
proration of mid-period lease escalations enable proration of the escalation amount for the number of
days applicable in the current period. Proration functionality applies to both index and stepped
escalation types. In addition, the ability to enter negative rent escalations allows users to enter negative
escalation amounts/percentages, which enables rent reductions based on Economic Index (for
example, Consumer Price Index) changes. Finally, a new lease escalations auto-generation tool
populates the stepped escalation schedules based on a fixed escalation percentage/amount and a
predefined calendar frequency.

Stepped escalation schedules generated by auto-generation tool
Auto-Updates to In-Process Transactions
With release 9.2, PeopleSoft Real Estate Management offers the ability to automatically adjust and
regenerate pending, in-process transactions according to the revised financial terms, including
proration, if applicable, thus reducing manual calculations and ensuring accuracy.
Lease Invoice Date Flexibility
While providing a default invoice date for lease payments according to setup, PeopleSoft Real Estate
Management 9.2 offers the ability for a user to override the invoice date during processing, thus giving
more flexibility to accommodate the various timing issues that inevitably are encountered with leases.
Billing Calendar Selection
In PeopleSoft Real Estate Management 9.2, Oracle added a new billing calendar selection to the
Percent Rent terms setup pages in the lease. This selection is in addition to the existing Reporting
Calendar field, and the availability of both provides the ability to accrue sales reporting more frequently
than the actual billing of percent rent variable rent charges.
Oracle BI Publisher formats replaced existing PeopleSoft Real Estate Crystal Reports (Reported Sales
& Rent Variance) to give richer reporting options.
May 2014
Minimum Lease Obligation Pivot Grid
In PeopleSoft Release 9.2, PeopleSoft Real Estate Management added a pivot grid and chart
displaying minimum lease obligations by business unit, lease administrator, portfolio manager,
transaction group, region, year, and lease type to give real estate administrators the ability to analyze
their cash flow demands from several perspectives. The pivot grid also has related actions associated
to it so that users can quickly act on the information.
May 2014
Enterprise Service Automation (ESA) Solution
The following sections preview the Program and Portfolio Management features and enhancements, by
products in PeopleSoft Enterprise Service Automation 9.2.
Contracts
Grants
Project Costing
Program Management
Resource Management
Contracts 9.2
To provide organizations with greater control over revenue and leverage for their staff to handle larger
volumes of work, Oracles PeopleSoft Contracts delivers the following enhancements in Release 9.2:
Contracts Workbench
Contracts WorkCenter
Contracts User Productivity Boosters
Transaction Order Template for Limit Checking
Fixed Fee and Deferred Revenue Parallel Processing
Configurable Field Validation Framework for Run Controls
Contracts Workbench
The Contracts Workbench is designed to bring critical information together from the PeopleSoft
Contracts, Project Costing, and Grants applications into a single interface in Contracts 9.2. The
Workbench improves contract administrators and accountants abilities review contracts, instantly
identify the need for adjustments, and enable rapid update to contract lines, projects, bill plans, and so
on. Business analysts and users can configure sections of the Contracts Workbench to provide a
summary view of and access to various controls, statuses, and transactions within the related
applications. The workbench also aggregates and summarizes large amounts of disparate but related
information required for effective contract management.
Contracts WorkCenter
Contract administrators require access to a great deal of information such as contract terms, limits,
related projects, and the status of related invoices in order to perform their jobs. The Contracts
WorkCenter in release 9.2 helps users to quickly identify and resolve key process exceptions so that
contracts proceed unimpeded. Key components of the Contracts WorkCenter include:
My Work - The My Work section includes links to pages that users may access frequently. It
comprises exceptions and alerts, where the user needs to take some type of action. My Work
section is divided into two sets of exceptions, which are Pre-Process Exception and Process
Exception.
Pre-Process exceptions are:
Billing Plans Requiring User Action
May 2014
Revenue Plans Requiring User Action
Billing Events Not Processed
Revenue Events Not Processed
Contract Lines Missing Rate Set/Plan
Posted Sponsor Budget <>Billing Limit
These exceptions display data of all active contracts. Users can select required rows and
perform necessary action on them.
Process exception is Closed Contracts With Open Projects.
This exception displays all the contract status that is assigned to contract processing status as
Closed.
Links - The Links tab includes additional links to pages related to contracts such as Amendments,
Contracts Workbench and My Contracts. A System administrator can determine a list of links that
are available to end users in this section. The end user can personalize the required links they want
to appear on their WorkCenter. Links to external pages can also be placed in this section.
Queries - The Query section includes links to Query Manager, public queries, private queries, and
Pivot Grids. The system administrator can determine if an end user can add public queries. The
end user can personalize their private queries. Query results can be saved to Microsoft Excel.
Reports and Processes The Reports and Processes section includes links to reports and
processes. The links accesses the run control page for reports, processes, and the reporting
console. The system administrator can determine whether an end user can configure their pagelet.
The objective of this pagelet is to minimize the number of clicks to access reports or processes and
the results.
A Contracts WorkCenter Dashboard is provided, which displays information summaries that enable
users to monitor different objects and data. There are multiple grids displaying various data on the
Dashboard such as top five contracts, recent contracts and metrics. User can select and edit required
contracts from the Dashboard.
May 2014

Example Contracts WorkCenter Dashboard page
Contracts User Productivity Boosters
With PeopleSoft Contracts 9.2, Oracle enables users to change the Sold To Customer on pending
contracts. This flexibility eliminates the re-keying of data that is typically required in situations when
business needs dictate that the customer associated with a pending contract needs to change.
Users can now view a contracts billing plans and revenue plan, descriptions, and plan IDs throughout
the PeopleSoft Contracts application. They can readily access and update bill plans, revenue plans,
and contract terms using the PeopleSoft Related Action Framework and Related Content, which
decreases time spent locating pertinent information and helps avoid delays in key revenue
management processes.
Transaction Order Template for Limit Checking
With the transaction order template for limit checking, Oracle gives the project and contract-driven
enterprise the option to control the order in which transactions are checked against a revenue contract.
This feature allows organizations to comply with contract terms negotiated with customers, improve the
rate of invoice acceptance, and increase cash flow, which can result in higher rates of reimbursement,
especially on grants, commercial business (such as in media), and government contracts.
Fixed Fee and Deferred Revenue Parallel Processing
Release 9.2 includes the ability to enable the Contracts applications Fixed Fee Revenue process
(CA_LOAD_GL1) and Deferred Revenue process (CA_LOAD_DEF) to run in parallel.
May 2014
Configurable Field Validation Framework for Run Controls
This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013. A
configurable field validation framework is provided for business analysts to specify the combinations of
fields on various Contracts Run Control components that must contain values when a user tries to run a
process. Organizations can now set up templates to specify, either by role or set of users, which fields
are required when a user attempts to launch a process via a Run Control component. The processes
include Process As Incurred Billing, Process Recurring Billing, Process Other Billing Methods, Process
limits, Process Deferred Revenue, Process Fixed Fee Revenue, Process As Incurred Revenue, and
Retrieve GL Updates in PeopleSoft Contracts.
This validation framework option enables organizations to ensure that the necessary validations
configured by the users are enforced, thus narrowing the scope of transactions end users can affect
when they run a process. This ability provides greater control on the run control parameters that could
be passed as inputs to the key processes mentioned above. This feature gives organizations the
confidence to know that business processes are being governed effectively.
Contracts Set to Expire WorkCenter Exception
This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013. The
Contracts WorkCenter contains a rich set of My Work Exceptions to help contract administrators govern
their portfolio of contracts. A new exception, Contracts Set to Expire, is offered to ensure that the
organization has adequate warning to begin executing all the necessary contract pre-close and
closeout activities in a timely fashion. Typically, all transactions need to be recorded and invoiced,
documents updated, the status of related activities and projects updated, and more. With this exception,
contract administrators are provided a list of all active contracts that have expired or are set to expire
within the timeframe they specify so that they can quickly identify the contracts that need attention.
Ability to Reopen Completed Billing and Revenue Plans
This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image 4 in December 2013. A key
element of simplifying business processes is having software that lets users change their minds and
accommodate exceptions. Users can now reopen bill plans and revenue plans, associated to rate
based contract lines, after they are marked as complete. For rate-based contract lines, this offers
contract administrators the option to bill and recognize revenue easily for project transactions that
arrived late. This new flexibility removes the need to account for and track the late transactions as
reconciliation exceptions and, more importantly, can help to minimize the number of billable but late
project costs that an organization is forced to write off.
Program Management 9.2
Integration to Primavera P6
In PeopleSoft Program Management 9.2, Oracle offers these enhancements to the Primavera P6
integration:
Integration to Primavera P6 Enterprise Project Portfolio Mgt. R8.1 and R8.2.
Master data synchronization.
Budget item defaults.
May 2014

PeopleSoft Program Management Integration with Primavera P6
Video Feature Overview
Play Now

With PeopleSoft Program Management 9.2, a comprehensive integration between PeopleSoft Program
Management and Primavera P6 R8.1 and 8.2 simplifies and lowers the cost of achieving enterprise
project portfolio visibility and control. The integration helps organizations to combine the planning,
resource scheduling, and project progress strengths of Primavera P6 with the project resourcing,
budgeting and planning, and financial controlling capabilities of PeopleSoft to manage the full project
portfolio life cycle. The integration aligns enterprise master data and financials with project operations to
improve transparency, increase business process flexibility, accelerate data flow and improve data
quality, and decrease the cost of administering projects.
Primavera P6
Master Data
Actual Financial Costs
Hours Worked
Commitments
Project Teams
PeopleSoft
Project Header
WBS/Activities
Budgets
Timesheet Data
Resource Assignments

PeopleSoft Program Management to Primavera P6 data flow
See PeopleSoft Program Management to Primavera P6 Enterprise Project Portfolio Mgt. R8.1 and R8.2
(Oracle Support Document 1361217.1).
See PeopleSoft Program Mgt. 9.1 to Primavera P6 Enterprise Project Portfolio Mgt. R8.1: Process Flow
Diagrams (Oracle Support Document 1361220.1).
When synchronizing master data from PeopleSoft to Primavera P6, you can determine the Project
Costing business unit for projects, the Human Resources business unit for labor resources, the
Inventory business unit for materials, and the Asset Management business unit for equipment.
With Program Management 9.2, budget items can be defaulted onto project and activity team resources
that are loaded when using the Third-Party Loader process. When the budget item is defaulted on the
activity team, the existing GetPlan functionality can be used to automatically create a cost budget that
can be finalized.
May 2014
Note: PeopleSoft Program Management will integrate with Primavera P6 Enterprise Project Portfolio
Management R8.2 and R8.3 when these applications are generally available.
Project Costing 9.2
In PeopleSoft Project Costing 9.2, Oracle offers the following enhancements:
Project Summarization and Compression
Rounding and Accelerated Processing for Funds Distribution
Rate Plan Pricing
Variance Pricing
Flexible Rate Sets
Simplified Capture of Project Costs and Revenue
Projects WorkCenter
Project Financial Pivot Grids
Multi-Dimensional Rate Definition
Exchange Rate Retention.
Manager Transaction Review
Business-Specific Data Elements
Project Summarization and Compression
PeopleSoft Project Costing 9.2 delivers subsystem transaction summarization, which allows for
summarization of data before it is written to the project transaction table. Pricing summarization reduces
the volume of data in the project transaction table.
Each subsystem integration process, such as PC_EX_TO_PC for Expenses, can use a summarization
template to determine the level to which data is aggregated. When the summarized rows are inserted
into the project transaction table, the transaction details are stored in new tables that provide the
necessary detail when you drill into a transaction on the Transaction List page.
Pricing summarization reduces the volume of data in the project transaction table and provides the
option to eliminate excessive target transactions.
This diagram illustrates that each application engine process for the corresponding feeder application,
sends detailed information to the corresponding detail table. If summarization is being used (the
application check box is selected in the Summarization Options section on the Installation Options
Project Costing Integrations page), then the detailed data is summarized and then added to the Project
Costing transaction table (PROJ _RESOURCE).
May 2014
PC_EX_TO_PC details
PC_EX_DETAIL
(SQL table same
structure as
PROJ _RESOURCE)
PC_GL_TO_PC
PC_INTFEDIT
PC_GL_DETAIL
(SQL table same
structure as
PROJ _RESOURCE)
details
PROJ _RESOURCE
(project transactions)
PC_TL_TO_PC
PC_TL_DETAIL
(SQL table same
structure as
PROJ _RESOURCE)
details
PC_AP_TO_PC
PC_PO_TO_PC
PC_POADJ UST
PC_APPO_DETAIL
(SQL table same
structure as
PROJ _RESOURCE)
details
Summed using
appropriate
Summarization
rule

Transaction Summarization process flow
When running the Project Summarization you have the option to select Daily, Monthly, Quarterly,
Weekly, and Yearly as the Date Summarization level on the Summarization Template.
When running the Project Compression process you have the option to select Monthly, Quarterly,
Weekly, and Yearly as the Date Rollup Level on the Project Compression Template.
Rounding and Accelerated Processing for Funds Distribution
New Funds Distribution capabilities include the replacement of straight distribution with a weighted
rounding method, allowing organizations to specify a balancing Analysis Type in order to manage how
fund distribution amounts are calculated. The Funds Distribution process also handles debit and credit
Over Distribution Limit (ODL) transactions more efficiently, to reduce the time required to process the
transactions in accounting.
May 2014

Funds Distribution Source page
To accelerate the configuration of Funds Distribution, PeopleSoft Project Costing 9.2 allows the
grouping of a subset of source rules to a single target definition. In addition to allowing the mapping of
all source rules to a single target definition, or configuring each source rule to a separate target
definition, the enhancement allows users to enter source rules by Analysis Group or to group source
rules manually. This option is defined on the Installation Options Project Costing Integration page, in
the Funds Distribution Options group box:

Installation Options Project Costing Integration page (partial page)
May 2014
Rate Plan Pricing
To support complex rate structures, rate plans can contain multiple rate sets. With a focus on pricing
rate plans rapidly, PeopleSoft Project Costing offers the ability to process rate sets that have a common
base across projects. This reduces the cycle time when processing and compressing transaction from
pricing to invoicing and accounting.

Rate Plans page
Variance Pricing
With PeopleSoft 9.2, Variance Pricing is no longer limited to projects associated with revenue contracts
classified as Government. The feature is available for repricing transactions for any project.
Variance pricing is used to capture and process price variances for a particular set of rates. Variance
pricing, or retroactive rate adjustments, are required when contractors retroactively apply new rates to
transactions that are previously processed. Transactions that are previously processed are those that
have been billed or sent to the general ledger.
You can enable variance pricing on a standard or contract-specific rate set by selecting the Enable
Variance check box.

Rate Sets page Enable Variance check box selected
May 2014
When using this option, you can enter, track, and process variance rates on the Rate Variance History
page.
The Variance Pricing process selects all rate set types (cost, billing, cost/billing, and revenue). In
addition, Pricing Summarization can be enabled to generate summarized variance output rows and
reduce the volume of data as well as the time required to run the Variance Pricing process.
Expanded run control parameters for Variance Pricing enables more control over the variance pricing
transactions that are created. Processing can be restricted by business unit, project, activity, accounting
date, or transaction date. Users can run the Variance Pricing process for individual rate sets, rate plans,
or rate set categories, as well as for specific contracts or customers.
The Variance Pricing run control page includes an optional review page to enable users to examine the
output of a rate change and decide whether to accept the new calculations before proceeding.

Variance Pricing run control page
Flexible Rate Sets
The rate definition type of Cost/Billing creates cost and billing target rows, reducing the number of rate
sets required and accelerating the Pricing process. Organizations are able to reduce their usage of rate
plans (rate plans serve as a collection of rate sets) and improve the speed of the Pricing process. Rate
plans are typically necessary only when rate stacking is needed.
See the Rate Sets page shot in the Variance Pricing section.
You specify a rate definition type when you create a rate set. By using rate definition types, the Pricing
process can create costs (indirect and direct), price transactions for billing, and price transactions for
revenue recognition. Rate definition types control the type of rows that the Pricing process creates by
restricting the analysis types that you can select for target rows on the rate set.
May 2014
For example, when you create a rate set with a cost rate definition type, the system restricts the target
rows to analysis types that belong to the actual cost analysis group. The default actual cost analysis
group is PSCST (Accounting Costs), which is specified on the Installation Options - Project Costing
page along with the actual revenue and billing analysis groups. During implementation, you can
override the default analysis groups for actual cost, revenue, and billing.
Simplified Capture of Project Costs and Revenue
PeopleSoft 9.2 Project Costing enables integration with PeopleSoft Payables and Billing to process
Accounts Receivable Direct J ournals and project-related bills that do not have a bill plan attached.
These enhancements help organizations remove customizations and simplify the process of capturing
revenues for invoices that are not associated with a contract, and for cash receipts such as donations
and reclassifications of cash receipts.
A Receivables Analysis Group field is available on the Installation Options Project Costing Integration
page.
In addition to the existing timesheet and expense report integration from PeopleSoft Services
Procurement, deliverables-based progress log information integrates with PeopleSoft Services
Procurement for cost collection and reporting purposes.
Projects WorkCenter
PeopleSoft Project Costing 9.2 delivers the Projects WorkCenter and Dashboard, which offers role-
specific information via a new Dashboard and WorkCenter that allows users to tailor their views of key
data to their preferences. New pagelets that operate consistently, with related actions and modal
window drilldown capabilities that dynamically change based on the data being viewed are part of the
solution.
See WorkCenters.
Project Financial Pivot Grids
PeopleSoft Project Costing 9.2 delivers project financial pivot grids designed to provide interactive
operational analytics that enable filtering and project transaction data slicing and dicing by analysis
type, Project Costing ChartFields, and other key dimensions. Users can adapt the pivot grids as
business needs evolve.
Pivots grids are based on PSQueries and can display the results in a grid format, a chart format, or
both. You use the Pivot Grid Wizard (Reporting Tools, Pivot Grid, Pivot Grid Wizard) to design how the
page is displayed to the user.
See Pivot Grids.
Multi-Dimensional Rate Definition
Organizations often need to define resource rates for a project and contract by multiple criteria. To
accommodate this and nearly any other complex rate definition, the Custom Rates feature offers the
ability to define rates by as many as five different fields (or dimensions) that are available in the project
transaction table.
May 2014

Define Custom Rates page
The Define Custom Rates page provides the means to create different rate structures in addition to
rates by employee, role, and jobcode. A custom rate enables you to create rates by source quantity or
source amount with multiple criteria. For example, you can define one custom rate that is applied to the
source quantity and based on job code and department, and a second custom rate that is applied to the
source quantity and based on source type and supplier.
Exchange Rate Retention
PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability to enter a user-defined
exchange rate in feeder subsystems, such as Payables, and retain that exchange rate in Project
Costing. Organizations that conduct business in multiple currencies, being able to accurately capture
and apply contractually agreed upon rates is essential. This feature provides the ability to enter a user-
definable exchange rate on vouchers and have Project Costing retain that rate. This enhancement to
exchange rate definition is intended to reduce the need to reconcile exchange rate differences between
subledgers and Project Costing.
Manager Transaction Review
The PeopleSoft Project Costing Manager Transaction Review (MTR) is a key tool that enables
organizations to review and approve billable transactions before interfacing them to PeopleSoft
Contracts and Billing. In PeopleSoft Project Costing 9.2, the MTR feature enables users to search and
filter transactions by contract and contract line. Although many organizations typically defer transactions
through the Billing Worksheet, MTR enables users to defer billable transactions and add a number of
additional fields to the transaction grid. As a result, billable transactions can be processed later, and
project managers have the opportunity to identify and assess whether transactions are appropriate
earlier in the business process.
May 2014

Billing Review General page
Government contractors carefully monitor the Period of Performance (POP) for a contract when
reviewing transactions that fall outside the POP start and end dates. Transactions that fall outside the
date range require approval before they are interfaced to PeopleSoft Billing. There is a new page for
the MTR, which enables project managers to segregate POP exceptions so that they can be manually
reviewed and approved.

Period of Performance Review General page
Business-Specific Data Elements
In 9.2, the adoption of the PeopleSoft Supplemental Data framework on the Project General component
enables the data capture of project details required to meet customer-specific business process
requirements. With the Supplemental Data framework, organizations can give business analysts control
over the definition and configuration of data elements that are unique to the business and at the same
time avoid customizations in the software.
See Supplemental Data for Grants
May 2014
In-Memory Project Discovery 9.2

PeopleSoft In-Memory Project Discovery
Play Now

In PeopleSoft In-Memory Project Discovery 9.2, Oracle offers the following enhancements:
New product.
Integration with Asset Management.
Integration with Expenses.
Integration with Project Costing.
Integration with Program Management
Integration with Resource Management.
New Product
Oracles PeopleSoft In-Memory Project Discovery is a new product within PeopleSoft Release 9.2. It
provides the ability to instantly filter and analyze millions of rows of data in PeopleSoft Enterprise
Service Automation (ESA) applications. The In-Memory Project Discovery product uses the speed and
scalability of Oracle Exalytic Hardware and the intuitive, flexible user interface offered by Oracle
Endeca. The Endeca technology enables you to examine unstructured and structured data in the form
of bar charts, pie charts, and grids, in order to answer key project and resource business questions
quickly. It also enables you to identify business data relationships and drivers of business results.
This product uses the Extract, Transform, Load (ETL) process to transfer data from PeopleSoft to
Endeca.
These products integrate with Oracles Endeca through In-Memory Project Discovery:
PeopleSoft Asset Management
PeopleSoft Expenses
PeopleSoft Project Costing
PeopleSoft Program Management
PeopleSoft Resource Management
Integration with Asset Management
The Project Discovery - Capital Projects pages display analytical data that includes metrics, charts, and
maps, and enable you to analyze capital project and asset data from PeopleSoft Asset Management. In
addition, by using Filters options, you can iterate the data on the Capital Projects Overview page and
render the metrics by various dimensions for analysis.
May 2014

Capital Projects Overview page
Integration with Expenses
The Project Discovery Expense Overview and Expense Details pages display project expense
report data that includes metrics, charts, and grids, and enables you to analyze project expense
report data from PeopleSoft Expenses. In addition, by using Filters Options, you can iterate the data
displayed on the Expense Overview and Expense Details pages and render the metrics by various
dimensions for analysis.

Expenses Overview page
May 2014
The Project Discovery Time Reports page displays project time and policy time data that includes
metrics, charts, and grids, and enables you to analyze project time and policy data from PeopleSoft
Expenses. In addition, by using Filters Options, you can iterate the data displayed on the Time Reports
page and render the metrics by various dimensions for analysis.

Time Reports page
Integration with Project Costing
The Project Discovery - Projects page displays project financial, analytical data that includes metrics,
charts, and maps, and enables you to analyze project and activity data from PeopleSoft Project
Costing. In addition, by using Filters Options, you can iterate the data displayed on the Projects page
and render the metrics by various dimensions for analysis.
May 2014

Projects page
Integration with Program Management
The Project Discovery Project Management page displays project management analytical data that
includes metrics, charts, and tables, and it enables you to analyze project and activity data from
PeopleSoft Program Management. In addition, by using Filters options, you can iterate the data that
appears on the Project Management page and render the metrics by various dimensions for analysis.

Project Management page
May 2014
Integration with Resource Management
The Project Discovery - Resources pages display resource deployment analytical data that includes
metrics, charts, and maps that allows users to analyze resources and resource requests. Furthermore,
by using Filter Options, users can iterate the data displayed on the Resources pages and render the
metrics by various dimensions for analysis.

Resources page
Resource Management 9.2
In PeopleSoft Resource Management 9.2, Oracle offers the following enhancements:
May 2014
Enhanced RM Integration with sPro for Sourcing Contingent Labor
Mass Assignment Changes
Higher Quality Search Results
Enhanced HCM Integration
Protection of Personal Data
Automatic Closure of Service Order Lines and New Assignment Flexibility
Ability for Resources to Cancel & Resubmit Bids and Managers to Withdraw Resource
Recommendations
Control of Resource Qualifications Analyzed by the Staffing Workbench
Ability to Display Resources Satisfying a Minimum Qualification Score
Express Search Usability Enhancements
Support of Incremental Indexing to Account for Personnel Data Changes in PeopleSoft HCM

Enhanced RM Integration with sPro for Sourcing Contingent Labor
Oracle enhanced the existing integration with PeopleSoft Services Procurement to source and obtain
contingent workers (contractors and subcontractors) by pre-populating requisitions with appropriate skill
defaults based on the type of resource being requested.
This feature also automates the population of as many fields as possible from the Resource
Management Service Order (SO) to the Service Requisition (SR) within sPro in order to eliminate
manual entry as much as possible. Fields like Competency and its description along with Proficiency
and Years of Experience are populated on the sPro SR from the SO in Resource Management. The
quantity of unfulfilled resource assignments on the SO in Resource Management is also transferred to
the number of positions required on the SR within sPro.
Mass Assignment Changes
With PeopleSoft Resource Management 9.2, a process is provided which allows the user to
automatically complete assignments whose end date has passed, reducing the need for monitoring and
intervention. After an assignment is completed, it is added to the resource history.
Higher Quality Search Results
Resource and job searching is enhanced by replacing the existing Verity search engine with Oracle
Secure Enterprise Search (SES). Search capabilities include a new distance/radial searching option so
that users can search for the appropriate resources within a definable distance of the work location or
for the appropriate jobs within a definable distance of the resources location.
Enhanced HCM Integration
Building off the delivered integrations between PeopleSoft HCM and FSCM, enhancements to the
inactivation of resources from PeopleSoft HCM improve eligibility classifications in PeopleSoft
Resource Management. This enhancement improves the accuracy of the availability scoring results in
both the Staffing Workbench and Express Search components.
Protection of Personal Data
A flexible framework for identifying and selectively hiding sensitive employee data is offered in
PeopleSoft Resource Management 9.2. Data is secured by role allowing specific user groups access to
the sensitive data as appropriate. With this level of control, organizations are able to account for
country-specific data privacy rules in the resource deployment process.
May 2014
Automatic Closure of Service Order Lines and New Assignment
Flexibility
Closing a service order will automatically close all the open resource request lines associated with the
order. Moreover, the system will automatically complete all assignments associated with the order for
which the end date is earlier than the date of service order closure, and any pending assignments
associated with the order will be marked as canceled.
Additionally, staffing coordinators can now re-assign a resource to a project even though the resource
has a canceled prior assignment within the same date range against that project.
Ability for Resources to Cancel and Resubmit Bids and Managers to
Withdraw Resource Recommendations
With this enhancement, resources can now withdraw (cancel) and resubmit their bids for a Service
Order.
Additionally, resource managers who had earlier recommended their staff to assignments now have the
option to withdraw their recommendations.
Withdrawal of a bid or recommendation is immediately reflected in the Staffing Workbench so that
staffing coordinators are kept appraised of these important changes.
Control of Resource Qualifications Anal yzed by the Staffing
Workbench
Resources and their managers can now deselect various competencies and accomplishments on the
resources profile to prevent them from being considered when fulfilling service orders. Competencies
and accomplishments not relevant to the staffing process can be filtered, thus reducing the data
processing task for the search engine.
Ability to Display Resources Satisfying a Minimum Qualification
Score
Users now have the option to specify a minimum qualification score that a resource must achieve in
order to appear in the search results on the Express Search page and the Staffing Workbench Fulfill
Orders page.
Express Search Usability Enhancements
Users can now define a default My Qualification Profile value for each SetID. The default Qualification
Profile defined for a SetID will appear when the Express Search page is opened.
In addition, users now have the option to choose the business unit for which they want the system to
generate a service order on the Express Search page.
May 2014
The Express Search page now contains the Business Unit field and the Minimum Qualification Score
required to improve the speed of the Service Order search and Fulfillment process.
Support of Incremental Indexing to Account for Personnel Data
Changes in PeopleSoft HCM
PeopleSoft Resource Management now has the ability to account for changes made in PeopleSoft
HCM via incremental indexing, rather than requiring a full index. This implies that a change to a
resources data in PeopleSoft HCM can be reflected more accurately in the Resource Management
search results than in the past.
Staffing Front Office 9.2
PeopleSoft Staffing Front Office offers the following capabilities to optimize value with efficiency:
Resume Parsing and J ob Board Distribution Integration Frameworks
User Preference Defaults
Email Templates
Agenda and History Administration
J ob Application Process
Staffing WorkCenter and Rapid-Action Staffing Pagelets
Richer Search Capabilities
Candidate and Agenda Visibility
Work Distribution to Teams
Recruiting Funnel
Resume Parsing and Job Board Distribution Integration Frameworks
PeopleSoft Staffing Front Office 9.2 offers new resume parsing integration capabilities (developed to
HR-XML industry standards) to enable recruiters to receive resumes in nearly any format and by nearly
any means. Recruiters can quickly process new resumes into the system for online applications,
completing the applicant profile, and so on. Resume parsing can be embedded into the Staffing Apply
Online capability to pre-populate a significant portion of the online application. This simplifies user entry
and improves data accuracy.
May 2014

Installation Options Staffing Installation page (partial page)
Additionally, 9.2 leverages HR-XML standards to offer a new J ob Board Distribution Integration
Framework that enables integration to virtually any job board distributor.
J ob Board
Distributor
J ob Opening Monster
Analytics
Reports
Dice
Hotjobs
Freeboard
Linkedin
Add
Update
Delete
PeopleSoft Job Board
Distributor
Job Board

J ob Posting Publication Process Flow
In support of varying supplier capabilities, the integration framework provides visibility into posting
status and one-click access to make updates and view details, logs, or analytics pertaining to that
posting. Mass re-post and un-post options enable users to manage a high volume of postings
efficiently.
User Preference Defaults
PeopleSoft Staffing Front Office 9.2 introduces widespread expansion of existing user preferences to
provide additional default flexibility across transaction pages, which can minimize manual data entry
processes so that the staffing branch user works more efficiently.
May 2014

User Preferences Staffing General Preferences page
Email Templates
In 9.2, new role-level and activity-level configurable email templates ease the creation of individual and
mass email communications from various pages in the application. The email links that use these
templates are context sensitive, so the appropriate template is automatically selected based on where it
is used. The template also includes file attachments in the emails for distributing candidate resumes,
profiles, and so on.
Oracles PeopleSoft delivers several email templates that are available to different roles, based on the
page used to access the Compose Mail page. There are several email icons available throughout the
transaction pages. The templates available on the Compose Mail page depend on the user role and the
place on the page where the Send Email button is clicked.
May 2014

Compose Mail page
Agenda and History Administration
PeopleSoft Staffing Front Office 9.2 provides a contemporary, new user interface to review and update
agenda or history information and consolidate multiple functions into a single page, which minimizes the
need for clicks or page transitions. The new component offers improved search capabilities, the ability
to save search parameters for future use, and the ability to affect multiple entries en masse.
May 2014

Review Agenda/History page
Job Application Process
With 9.2, the self-service Staffing Apply Online component for applicants has been redesigned to use
the latest PeopleTools train stop user interface model for guided processes. Staffing firms are able to
configure an inviting and intuitive user interface, which makes the job application process efficient and
attractive to candidates, clients, and the staffing firm itself.
May 2014

Opportunities page
Staffing WorkCenter and Rapid-Action Staffing Pagelets
PeopleSoft Staffing Front Office 9.2 offers role-specific information via a new Staffing Dashboard and
WorkCenter, which allows users to tailor their views of key data to their preferences. New pagelets that
operate consistently, with related actions and modal window drilldown capabilities that dynamically
change based on the data being viewed are part of the solution.

Example Staffing WorkCenter Dashboard page
May 2014
Multiple pagelets can be configured for the Dashboard and WorkCenter, including:
Hot Lists present key Orders, Customers, Contacts, and Applicants to users and offer one-click
access to numerous common actions.
My Work exception monitors flag issues requiring attention and facilitate rapid action.
My Links display important URLs to internal and external content, such as job board administration
sites and so on.
My Searches provide single-click access to a users PeopleSearch and Opportunity saved
searches and quicker access to pertinent search results.
My Reports and Processes provide immediate access to organize, view, and launch relevant
reports, processes, or both.
A pending applicants pagelet links applicants to specific orders and provides visibility to assist
recruiters with managing high volumes of incoming applicants. The pending applicants aging pagelet
enables users to know the volume of incoming applicants through a graphical chart of pending
applicants categorized in configurable aging intervals.
Richer Search Capabilities
With 9.2, PeopleSoft combined with PeopleTools provides search capabilities using the Oracle SES,
which is implemented through the PeopleSoft Search Framework.
The PeopleSoft Search Framework provides a standard method to use search indexes for all
PeopleSoft applications. The Search Framework depends on the SES engine.
In PeopleSoft Staffing, five search types (PeopleMatch, PeopleSearch, Order Search, Customer
Search, and Contact Search) use the SES engine
The speed of resource and job searches as well as creating search indexes are improved by replacing
the existing Verity search engine with Oracle SES. The search includes a new distance/radial search
option. This enables users to search for appropriate resources within a definable distance of the work
location or appropriate jobs within a definable distance of the resources location. Faster searches that
are more accurate typically mean better quality assignments.
Candidate and Agenda Visibility
An enhanced candidate overview page provides a single location with visibility into order specifics for
resources, such as assigned to, under consideration for, or applied to orders. In addition, users see
history and qualification details, including availability, competencies, references, prior jobs, and test
statistics.
May 2014

Candidate Events page
PeopleSoft Staffing Front Office 9.2 expands the existing My Agenda capabilities to include interactive
user-level, team-level, and branch-level summary lists. The summarized data displays in user-
configurable aging formats to help recruiters identify time-sensitive tasks and take appropriate action.
The various views of agenda items serve as to-do lists and alerts users to upcoming deadlines,
missed deadlines, or both. In addition, users can log future tasks and track historical tasks from various
components within the application, while retaining the focus and context of their current transaction.
May 2014

My Agenda page
Work Distribution to Teams
PeopleSoft Staffing Front Office 9.2 supports a team construct that expands on the existing service
operator infrastructure to let organizations establish an unlimited number of teams that can focus on
key functions. The team feature provides dynamic assignments for each event type, so team members
can specialize and focus on onboarding activities, background checks, finalizing statements of work,
and so on.
May 2014

Manage Teams page
The system automatically generates agenda tasks for individuals and team members as orders are
received according to the team setup. In conjunction with the new team concept, new replace team
members functionality provides an effective-dated method of adjusting work assignments to combat the
turnover experienced in the Staffing industry. Team members can be replaced quickly and easily, and
the system can adjust assignments and reassign them if a new team member takes over existing tasks.
A history of the turnover can also be maintained, if desired.
May 2014
Recruiting Funnel
PeopleSoft Staffing Front Office 9.2 offers a more robust, interactive user interface for the Recruiting
Funnel, which manages the candidate onboarding process for recruiters. The enhancement integrates
critical Staffing business processes and leverages new PeopleTools technology to offer a superior
onboarding user experience. Automated creation of agenda items and assignment tasks for each
candidate minimizes setup and integrates the assignment step to each onboarding business process
flow. The ability to force dependencies between events provides systematic controls that take the
guesswork out of specific onboarding requirements from customers.

Recruiting Funnel by Contact - Resource Request page
May 2014
Supply Chain Management (SCM) Solutions
The following sections preview the new features and enhancements that are available in PeopleSoft
Financials Management and Supply Chain Management 9.2:
Supplier Relationship Management
Customer Fulfillment Management
Inventory Management
Planning and Manufacturing
May 2014
Supplier Relationship Management
Purchasing 9.2
PeopleSoft Purchasing 9.2 delivers the following enhancements:
User-Definable Fields
Price Adjustment Visibility on Requisitions
Secure Enterprise Search (SES) Enhancements
Online Supplier Registration
Item Substitutes
Buyer Mass Change
Advanced Purchase Order and Requisition Line Search
Purchasing Autonumbering Options
Support for MasterCard 5900 Financial Adjustment Record
Support for Global Location Number (GLN)
Split Purchase Orders by ShipTo
PO Rollover Enhancements
Mobile Approvals
Buyer WorkCenter
PO Close Short Enhancement
User-Definable Fields
In Release 9.2, PeopleSoft delivers six specific fields for each of the existing six User-Definable Fields
subrecords. These fields are a combination of 100-character alphanumeric, date, and yes/no format.
This enhancement enables users to leverage the benefits and flexibility of capturing supplemental
transactional data while allowing the values to flow through the business process without the overhead
of adding fields and altering tables using the PeopleSoft Application Designer.
Price Adjustment Visibility on Requisitions
In Release 9.2, PeopleSoft stores and displays the adjustment price amounts and source of the
adjustment (item or contract) in the requisition. Displaying the purchase item price adjustment amounts
in requisitions helps users verify the source of the requisition price, report patterns related to requisition
history price adjustment, and report on the actual contract related requisition price and price adjustment
amounts.
In Release 9.2, PeopleSoft introduces SES, a new search tool embedded within PeopleTools that gives
customers more options and flexibility as to how they search and find information across PeopleSoft.
SES provides customers with the ability to find data easier without navigating menus; design faceted
search results for filtering; take direct action using Related Actions; search deeper within business
objects; and search for specific IDs, values, and unstructured text across the business process.
May 2014
Application Search provides customers with the capability to perform a keyword search against multiple
documents across a business process. PeopleSoft purchase orders, requisitions, receipts, procurement
contracts, and item catalogs are delivered as some of the documents within the planned Procure-to-Pay
application search. Using Component Keyword Search, customers may search for a document by
entering specific keywords in the keyword search area or by searching for specific field values across
any of the available fields within a transaction, at the header, line, schedule, and distribution levels.
Prior to Release 9.2, Verity was offered as an option for alternative search capabilities. With FSCM
Release 9.2, we replaced Verity-enabled searches on key components with the more robust SES
functionality.
Online Supplier Registration
To see details regarding these enhancements, please see Online Supplier Registration & Collaboration.
Self-Service Categorization
PeopleSoft captures on the supplier record which commodities each of the suppliers offer, based on the
available categories defined within PeopleSoft Procurement. In addition, at the time of supplier
registration, suppliers can select which commodities they offer, thereby further streamlining the
automation of managing supplier information.
Item Substitutes
In Release 9.2, the enhanced functionality helps ensure that the purchase order is created using the
items the buying organization is going to receive. Users can set up substitute items in the system and
use these substitutes when suppliers inform them that certain items are backordered or discontinued. In
addition, customers have the option to search for other available item substitutes if, for example, they
do not like the quality of the item or they know that the item has a long lead-time. PeopleSoft also offers
the option to allow an item to be used only as a substitute and not ordered directly on transactions.
Buyer Mass Change
PeopleSoft Purchasing Release 9.2 offers a new Buyer Mass Change component to allow customers to
choose non-closed or canceled purchase orders based on a selection of search criteria. This change
gives suppliers visibility into personnel changes made that affect multiple purchase orders. Whenever
the Substitute Buyer is changed on the Buyer setup page, the system automatically invokes the new
Buyer Mass Change process and updates all non-closed or canceled POs with the Substitute Buyer.
Advanced Purchase Order and Requisition Line Search
In Release 9.2, we introduced Advanced Line Search for Requisitions and Purchase Orders. Using the
new Search for Lines subpage accessed directly from the transaction, customers can select from a
wide range of line, schedule, and distribution level values across the requisition or purchase order,
giving buyers a way to filter the PO lines to view only those lines that the buyer wants to view in the
transaction.
Autonumbering Options in Purchasing
PeopleSoft 9.2 offers new options for how IDs are assigned to purchase orders, requisitions, receipts,
returns to supplier, procurement and supplier contracts, and master contract transactions. PeopleSoft
Purchasing 9.2 leverages the existing Autonumbering page to define a three-digit alphanumeric starting
sequence. The new autonumbering capabilities give organizations the flexibility to assign unique
starting sequences for different types of transactions to improve tracking and reporting.
May 2014
Support for MasterCard 5900 Financial Adjustment Record
PeopleSoft Purchasing 9.2 supports the outbound MasterCard 5900 Financial Adjustment Record as
part of Release 9.2 Procurement Card functionality. When Level 3 data is loaded during ProCard Stage
Load, the additional 5900 data is captured and displayed on the Procurement Card Transaction Details
page. Financial Adjustment transactions could include Card Member charges, Annual Fees, Currency
adjustment fees, and so on. These are not charges incurred on a credit card, but rather a charge that
may be imposed on the cardholder from the card provider. Adding this information on the procurement
card ensures a full, comprehensive view of the entire procurement card transaction.
Support for Global Location Number (GLN)
The Sunrise GLN 2010 initiative is a voluntary Healthcare Industry initiative to start using GLN as the
supplier, customer, and business unit references for business transactions between partners in a
supply chain. GLNs are unique identifier numbers for business locations in the Healthcare supply
chain. A purchasing organization and its suppliers identify all their business locations with a GLN in
their business-to-business transactions.
For Release 9.2, PeopleSoft expands visibility of GLN to the requisition and receipt. The enhancement
for the requisition and the receipt added visibility to the GLNs that are associated with the ShipTo
Location and Supplier Location of transactions. For the Procurement Contract, PeopleSoft displays the
GLN that is associated with the contract supplier. In addition, the Review PO Inquiry and Activity
Summary pages are enhanced to include GLN and GTIN information.
Split Purchase Orders by ShipTo
Although purchase orders may be consolidated across multiple locations to cut down on procurement
costs and to take advantage of per order volume discounts, some suppliers are unable to process
purchase orders that are to be delivered to multiple scheduled Ship To locations. For this reason,
PeopleSoft Purchasing offers the option to automatically Split POs based on the purchase order
schedules Ship To location. If the business unit or supplier location indicates to split POs based on
Ship To, the PO Sourcing process automatically splits requisitions into multiple purchase orders, one
for each Ship To location
PeopleSoft Purchasing also offers the same option for purchase orders created and managed online.
Online edits ensure that the purchase order contains only one ShipTo location for the entire transaction,
yet buyers now have the option to override this enforcement easily and to create the purchase order
with multiple ShipTo locations.
PO Rollover Enhancements
PO Rollover is a tool that allows all outstanding purchase order transactions to continue into the next
budget period. When performing year-end processing, users often want to roll only POs that meet
specific criteria (for example, only a specific dept or only if a project ChartField is populated).
For Release 9.2, PeopleSoft Purchasing suppresses the creation of new distribution lines if the line
does not meet the particular roll criteria. Eliminating the extraneous lines make it easier for
organizations to view and analyze their rollover results.
PeopleSoft Purchasing also includes a new qualifier, Is Not Empty, in the filters for all ChartField fields
in the Request PO Roll View page. The addition of this qualifier helps customers to identify, which
purchase orders they want to roll.
May 2014

Request PO Roll View page
Mobile Approvals
For more information about approving purchase orders using mobile devices, see Mobile Approvals.
Buyer WorkCenter
For information about the Buyer WorkCenter, see WorkCenters.
PO Close Short Enhancement
This enhancement was introduced in PeopleSoft FSCM 9.2 Update Image #2 in August 2013.
For Release 9.2, PeopleSoft Purchasing enhances the Close Short Processing to include non Received
PO. The Close Short job allows you to close short both stockless and non-stockless line items on a
purchase order.
Services Procurement 9.2
In PeopleSoft Services Procurement 9.2, Oracle delivers the following enhancements:
User Interface and Role Action Changes
Contingent Workforce Process Integrations
Adjustment History
Richer Search Capabilities & Drilldown
Transaction Controls
User Interface and Role Action Changes
PeopleSoft Services Procurement 9.2 offers a contemporary new user interface for requisitions that is
shared with PeopleSoft eProcurement. The new interface simplifies and unifies the overall process of
requesting equipment, contingent labor, and so on.
May 2014

Create Requisition page for a Services Procurement order
Furthermore, a new PeopleSoft Services Procurement role action was added as part of the new Work
Order Ad Hoc Activities feature to control whether requestors and service coordinators are allowed to
add activities from within a work order.
Contingent Workforce Process Integrations
With PeopleSoft Services Procurement 9.2, the existing integration with PeopleSoft Resource
Management to source and obtain contingent workers (subcontractors) in PeopleSoft Services
Procurement expands the integration so that the service order can pre-populate a requisition/work order
with the appropriate skills defaults based on type.
In addition, Release 9.2 integrates deliverables-based progress log information to PeopleSoft Project
Costing to simplify cost collection and reporting related to deliverables-based work.
PeopleSoft Services Procurement adds the ability to accept time data electronically from an external
system (via a web service following HR-XML standards) so that the contingent worker can enter time in
the suppliers system and have that system integrate the timesheet into PeopleSoft Services
Procurement.
In PeopleSoft Services Procurement 9.2, a new integration allows logistical tasks from a PeopleSoft
Services Procurement work order to synchronize directly with the Microsoft Outlook 2007 task list, thus
eliminating the need for occasional users to sign in to the PeopleSoft system to review, update, or act
on their tasks.
Adjustment History
A new timesheet adjustment history capability maintains a history of adjustments made to a timesheet
and enables an approver to view one or many adjustments to the timesheet submitted by a provider.
This functionality helps the manager of an engagement (where a provider is working on assignment) to
review timesheets that need approval and adjust them as necessary if any time was reported
incorrectly.
A new invoice adjustment history capability maintains a history of adjustments made to invoice lines,
along with a new Adjusted status, and helps users review past adjustments.
May 2014
Richer Search Capabilities and Drilldown
With PeopleSoft Services Procurement 9.2, Oracle delivers work order and service provider searching
improvements by replacing the existing Verity search engine with Oracle SES. The search capabilities
are expanded to include both eligible and ineligible service providers selectively, streamlining the
search process while helping prevent the creation of duplicate data. Additionally, sPro analytics provide
increased drill down capabilities as well as additional dimensions that assist users to make smarter
decisions about the use of various contingent workers.
Transaction Controls
When timesheets, progress logs, and expenses are submitted against PeopleSoft Services
Procurement work orders, the transactions are routed via the Approval Framework for review and
approval. A new feature enables approvers to place a transaction on hold so that the approver can
request additional information from the submitter prior to approval.
Furthermore, in 9.2, expense reporting offers the ability to spread expenses over multiple ChartField
distributions in cases where more than one department, project, and so on are associated to the
services for which the expenses are incurred. This feature includes the ability to book different expense
transaction types (such as hotel, airfare, meals, and so on) to differing GL accounts, for increased
spending control and visibility.
The invoice approval process has been converted over to use the Enterprise Components common
approval framework. This improves flexibility, providing user defined approval rules and allowing
multiple approvers.
Strategic Sourcing 9.2
PeopleSoft Strategic Sourcing 9.2 delivers enhancements in these areas:
Event Creation, Bidding, and Collaboration
Managing Sourcing Events and Bid Responses
Providing Security and Privacy
Release 9.2 also introduces these features:
Supplier Administration Center and Registration Dashboard
Event Creation, Bidding, and Collaboration
Centralized Event Documents and Attachments for Buyer and Collaborator
Configurable Bidder Search Criteria
Filter Criteria for Event Workbench
Supplier Item ID in Supplier Pages
Supplier Registration to Bid Online
Collaborator Comments During Analysis
May 2014
Centralized Event Documents and Attachments for Buyer and Collaborator
With Release 9.2, PeopleSoft Strategic Sourcing introduces a centralized page for viewing attachments
and documents related to an event, accessible to event creators and buyers. The bid package files and
header attachments are consolidated within one access link, and all line attachments are consolidated
within another, making it easy for buyers to access all attachments on one page without drilling into
each event line.
Configurable Bidder Search Criteria
With Strategic Sourcing 9.2, for the Event Creation function, we added organizational information to the
search criteria, which may include Supplier Master attributes such as Small Disadvantaged Business
Program, Veteran Owned Small Business, HUBZone Program, and so on.
Filter Criteria for Event Workbench
With Release 9.2, PeopleSoft Strategic Sourcing introduces a new Only show Active Events option on
the Event Workbench. This option, when selected, filters out all events with a status of Awarded, Not
Awarded, or Canceled.
Supplier Item ID in Supplier Pages
With Release 9.2, PeopleSoft Strategic Sourcing adds visibility to the Supplier Item ID on the online
bidder pages. The Supplier Item ID appears next to the item description for all items that are not order-
by-description. In addition, the Supplier Item ID is also visible in the Event PDF and XML.
Supplier Registration to Bid Online
For Strategic Sourcing 9.2, we provide the capability that when a supplier is converted from a bidder,
the configurable registration profile information carries forward from the bidder profile and is available
on the supplier portal. In addition, this enhancement provides existing suppliers access to view and edit
configurable registration questions. The supplier can modify the profile responses as needed.
Collaborator Comments During Anal ysis
As of Release 9.2, PeopleSoft Strategic Sourcing offers collaborator comments during analysis for the
header and line bid factors, to be viewable by the event owner. The addition of collaborator comments
provides the added benefit of capturing information that may be useful for the individuals who are
determining the final award allocation.
Managing Sourcing Events and Bid Responses
PeopleSoft 9.2 adds these features when managing sourcing events and bid responses:
New Next Line and Previous Line Option Within Event Creation
New Next Line and Previous Line Options for Analyzing Events
Option to Suppress Creation of Event PDF File
Bidder to Supplier Conversion
New Next Line and Previous Line Option Within Event Creation
In Release 9.2, PeopleSoft Strategic Sourcing adds a new Next Line and Previous Line option for
traversing between event lines and bid factors within the Create Event component.
May 2014
New Next Line and Previous Line Options for Anal yzing Events
In Release 9.2, Strategic Sourcing adds Next Line and Previous Line options for traversing between
event lines when analyzing sourcing events, as well as for navigating among line groupings.
Option to Suppress Creation of Event PDF File
PeopleSoft Strategic Sourcing Release 9.2 delivers a new option to suppress the creation and
submission of the PDF file that is created during the Event Post process. A simple Yes or No option is
available at the Sourcing Business Unit level, and it appears by default for all events created under the
business unit. Buyers can override the default option on the event for final control as to whether the
specific event generates a PDF or not.
Bidder to Supplier Conversion
In Release 9.2, PeopleSoft offers a new Bidder to Supplier Conversion tool that can automatically
create a supplier master record based on a selected bidder. This new page gives buyers the advantage
of leveraging existing bidders in the system without manually keying in the new supplier. The system
also automatically tracks that the bidder is now a supplier in the system.
Providing Security and Privacy
Improved Event Collaboration Security
Bidder Contact Security
Event Forum Privacy
Restrict Award Transaction Types
Supplier Approval
Award Notification to Suppliers
Carry Configurable Profile Questions onto the Supplier Master
Segregation of Duties
Improved Event Collaboration Security
PeopleSoft Strategic Sourcing 9.2 introduces a new Event Collaboration menu item, which controls
access to events to which collaborators should have access.
Bidder Contact Security
When buyers invite a bidder to bid on a sourcing event, the default contact is associated to that bidder
on the invitation. However, buyers may manually choose to invite a different contact for the bidder.
Previously on the bidder-facing pages of Strategic Sourcing, all bidder contacts could view the event.
With the Bidder Contact Security enhancement, we provide the capability to restrict access such that
only the bidder contact specified on the invitation is able to view the event, place bids, and view bidding
activity.
Event Forum Pri vacy
On the bidder-facing pages of Strategic Sourcing, the Event Forum enables bidders and customers to
post messages related to events. With the addition of the Event Forum Privacy enhancement, we
provide an option for bidders and customers to choose when a specific posted message should be
made private and only available for the buyer to view. No other bidders are able to view the message.
May 2014
Restrict Award Transaction Types
PeopleSoft Strategic Sourcing Release 9.2 introduces a configuration option to restrict the award of
different transaction types including purchase orders, PO contracts, general contracts, or Release to
Single PO Only contracts. Within the Strategic Sourcing User Preferences, users can be restricted to
award only certain types of transactions.
Supplier Approval
Release 9.2 offers the ability to require approval for new suppliers that are created as a bidder is
converted to a supplier at time of award.
Award Notification to Suppliers
PeopleSoft Strategic Sourcing Release 9.2 introduces the option to control the timing of when
notifications are sent to suppliers. This enhancement gives organizations full control over when award
notifications are sent to bidders and suppliers.
Carry Configurable Profile Questions onto the Supplier Master
In Release 9.2, PeopleSoft Strategic Sourcing maintains the configurable profile question responses
onto the supplier master at time of award. Having visibility and access to the configurable profile
questions on the supplier master gives users the ability to track and report against the information and
to update the data manually for accuracy.
Segregation of Duties
In Release 9.2, PeopleSoft Strategic Sourcing introduces the ability to group bid factors separately to
support the segregation of duties within an organization. This functionality applies during Event
Collaboration as well as during Analysis Collaboration. For example, organizations may want one bid
factor group to contain item information that business users can review and another financial user bid
factor group that can review price, suppliers credit score, and shipping costs. Segregation of duties
with the configurable bid factor groups prevents technical users from having access to financial data
and vice versa, and it ensures that technical components are evaluated before cost components. In
addition, routing of reviews can be sequential or parallel.
May 2014

Example: Bid Analysis Review Sections set up for reviewing separate bid factors
Supplier Administration Center and Registration Dashboard
The Supplier Administration Center and Registration Dashboard consolidate and centralize access to
relevant data based on user roles and permissions. For example, an administrator can review pending
supplier, bidder, and user registration requests and alerts that require action. The FSCM 9.2
WorkCenters deliver four standard pagelets: My Work, My Links, Queries, and Reports and Processes.
The dashboard provides access to key information and real-time analytics such as registration status,
federal reporting, and product categories. Users are able to drill into each of these analytics and view
the detail transactions.
May 2014

Example Supplier Administration Center with Registration Dashboard pagelets
For more information about the Supplier Administration Center, see WorkCenters.
For information about this Strategic Sourcing 9.2 feature, see Online Supplier Registration &
Collaboration.
Supplier Contract Management 9.2
PeopleSoft Supplier Contract Management (SCMT) 9.2 delivers these enhancements:
Enabling Microsoft Office Open XML Format
Document Authoring for Buy Side RFX
Rendering PDFs with Adobe
Advanced Search Capabilities
Enabling Microsoft Office Open XML Format
SCMT provides integration with Microsoft Office 2003 using the Custom XML tags feature and
associated Content Controls. Microsoft introduced the new Microsoft Office Open XML format in
Microsoft Word 2007 and Word 2010 to replace the Custom XML tags feature used in Microsoft Office
2003. In Release 9.2, SCMT provides integration to the Custom XML tags feature in Microsoft Word
2007 and Word 2010.
Document Authoring for Buy Side RFX
With Release 9.2, Supplier Contract Management provides integration with the Buy Side RFx flows in
Strategic Sourcing in order to streamline and automate the entire supplier contract life cycle, from
authoring, collaboration, and negotiation to implementation, status tracking, and compliance.
May 2014
SCMT provides the capability to manage the Supplier Relationship Management flow from request to
RFX to Contract by starting the document authoring process at the time of event creation. This allows
the system to capture transaction-related information automatically in the document. When the event is
posted, the enhancement enables bidders to see all of the document contents when they bid. When the
event is awarded, the enhancement allows the document to be carried forward to the corresponding
contract or purchase order, where it becomes the starting point for that document.
The Document Configurator Definition page illustrates that a sourcing event can be a source:

Document Configurator Definition page (partial page)
Rendering PDFs with Adobe
With Release 9.2, Supplier Contract Management provides an improved method for creating PDFs,
which impacts creating digital signatures and dispatching a contract document. With this new method,
the Adobe Acrobat installation is no longer required on the windows machine. Instead, the process can
utilize Microsoft Word 2007, or later version, on the windows machine, which can create the PDF
directly. With Microsoft Word 2007, you need to download a Microsoft add-in from this website.
However, with Microsoft Word 2010 or later version, you do not need to download this add-in.
Advanced Search Capabilities
PeopleSoft FSCM 9.2 Update Image 4 in December 2013 introduces the ability to use PeopleSofts
Search Framework, SES, to assist in advanced, text-based searches. Users have the ability to quickly
find Supplier documents and maintain document information.
This enhancement provides keyword search capabilities for the Supplier Contract Management
Document Management component as well as integrating this component within the PeopleSoft Global
search. Component search indexes can be built for clause and section searches.

eProcurement 9.2
The eProcurement 9.2 enhancements are:
May 2014
Transparent Punchout
Price Adjustment Visibility in Requisitions
Usability Improvements to eProcurement
Requisition Chunking
Usability Role Action Categorization
Mobile Approvals
Mobile eProcurement

PeopleSoft eProcurement 9.2 Overview
Play Now

Transparent Punchout
In eProcurement 9.2, PeopleSoft provides Transparent Punchout capability so that requesters do not
visibly access (or punch out to) the supplier site. Instead, the system connects to one or more
suppliers in the background and accesses their catalogs based on the search request. Then, the
systems returns directly to the eProcurement pages and shows those items along with internal catalog,
favorite, or template items in the main search window. This enhancement keeps users within the
eProcurement function rather than taking them out to a different website.
eProcurement allows searching of both internal and external catalogs and allows organizations a
flexible approach in determining which supplier catalogs are loaded internally and which supplier
catalogs are accessed remotely.
Price Adjustment Visibility in Requisitions
With eProcurement Release 9.2, we store and display the adjustment price amounts and source of the
adjustment (item or contract) in the requisition. Displaying the purchase item price adjustment amounts
in requisitions helps users verify the source of the requisition price, report on patterns related to
requisition history price adjustment, and report on the actual contract-related requisition price and price
adjustment amounts. In addition, requesters are able to view a breakdown of established price breaks
associated with an items contract using the eProcurement item search results page.
In eProcurement Release 9.2 the Verity search engine is replaced by the SES. The SES framework
provides a standard method to use search indexes for all PeopleSoft applications. This framework
depends on the SES search engine. SES is made up of a web accessible application running on top of
an Oracle database. Each SES instance can be used to collect indexed data from a variety of sources,
including multiple PeopleSoft databases.
The highest level object in the SES framework is the Search Category. A search category comprises
one or more Search Definitions. All searches are performed against search categories. If no category
is specified in the search criteria, SES searches across all categories defined in the SES instance. The
search category description appears in the global search drop down to allow users to narrow SES
searches to particular categories. For eProcurement, a single Search Category is used for all searches.
May 2014
Usability Improvements to eProcurement
For Release 9.2 of eProcurement, eProcurement user interface was redesigned and configuration
capabilities to provide a simple consumer-like shopping experience was added, while still allowing for
all of the complexity such as overriding shipping line and distribution information, and so on.
PeopleSoft provides enhanced search capabilities and results to support the new Transparent
Punchout capability, leveraging the new SES. The search fields that appear are easily tailored by users
to hide irrelevant fields, and the use of role actions control which capabilities a particular user is
allowed.
eProcurement 9.2 also offers usability enhancements to the Checkout page that provide a cleaner look
and feel. Role actions control whether a requester can override the shipping line or distribution details.
Currently, Purchasing and Payables allows a number of custom fields to be entered at the Header,
Line, Schedule and Distribution level throughout the Procurement process. The same set of fields is
included within eProcurement application so customers who are using these custom fields can now
enter values when creating or editing the eProcurement Requisition and view or enter them in Desktop
Receiving and Return to Vendor.

For Release 9.2 of eProcurement, a new updated user experience for the eProcurement Requisition
was provided. Users had a consumer-like shopping experience. However, customers who wished to
view Inventory availability would need to click through a few screens to see this information. In this
release, the capability to allow the customer to see the total inventory available in the Stocking UOM by
hovering over the 'Inventory Available' link on the eProcurement page is provided.
In addition PeopleSoft also provides the capability to determine if a requester would like to setup
whether the Expand icon on the Checkout page will expand just the shipping information or both the
shipping and the accounting information, thus streamlining how the user gets to the information they
need. Additional flexibility and control in terms of the units of measure available on the eProcurement
search page. Price adjustment visibility on Contract Search page is provided.
May 2014
Requisition Chunking
Release 9.2 introduces requisition chunking for improved online performance that loads rows of data in
chunks rather than all the lines together. For example, if a requisition has 100 lines and the chunking
limit is set to 20, then the first 20 rows are loaded. The next 20 rows are loaded only when the user
selects the next set of lines using the chunking navigation icons. Loading rows of data in chunks
improves the performance of the application greatly when there are many transaction lines.
Usability Role Action Categorization
For eProcurement Release 9.2, requisition related role actions have been categorized into functional
categories such as Requisition Display, Requisition Access, Requisition Search and Requisition Line
Details. The administrator has the ability to select the transaction role actions they want to access and
assign. Unlike earlier where roles were assigned to an action, in this release we assign actions to a
role. For each role action, the administrator is able to select, via a dropdown list how the action appears
to the user. New role actions facilitate the accessibility to specific functionality within create requisition
functionality. The look and feel of the role action assignment page was also enhanced.
Mobile Approvals
For more information about approving requisitions using mobile devices, see this section: Mobile
Approvals
Mobile eProcurement

Mobi le eProcurement Overvi ew
Play Now

Mobile eProcurement provided in release 9.2, allows users to view recently ordered items, search for
catalog items using SES, add items to shopping cart, and create requisitions on the go from a mobile
device, such as a tablet.
It provides punchout capability to multiple suppliers or a Supplier Marketplace to include external Item
Catalogs when creating a requisition on a mobile device. This functionality will provide the same flexible
user experience when doing a punchout from the desktop or laptop.

May 2014
Customer Order Fulfillment
Billing 9.2
PeopleSoft Billing provides solutions to manage bill cycles and streamline processes to create a billing
system that reflects the way organizations do business.
PeopleSoft Billing 9.2 delivers the following enhancements:
Billing Dashboard
Billing WorkCenter
Simplified Billing Entry
Enhanced Billing to Project Costing
Consistent Summarization for AP Integration
Billing Interface Mass Correction

Billing Dashboard

Manager Dashboard Video Feature Overview
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PeopleSoft Billing 9.2 provides the Billing Dashboard, which is a manager-facing dashboard that
primarily contains a summary view of the operation of billing functions in the organization. The
dashboard provides access to key information and real-time analytics such as invoices not interfaced to
GL and AR, total invoices in various billing statuses, and number of invoices processed monthly in a
quarter. Users are able to drill into each of these analytics and view the detail transactions.
Billing WorkCenter
PeopleSoft Billing 9.2 provides the Billing WorkCenter, a centralized work area that streamlines
invoicing tasks in billing departments. The WorkCenter solution helps billing users to manage their daily
workload through a personalized work queue.
PeopleSoft 9.2 WorkCenters are built on the PeopleTools WorkCenter Framework and the 9.2
Common Applications Framework. The Billing WorkCenter can be pre-configured with delivered
Application Data Set to include the following key components:
My Work This pagelet gives Billing users visibility into the most critical pieces of their job. Users
know exactly what they should be working on at a given time including invoices that need
processing, system generated alerts and processing exceptions. This pagelet divides a users work
into the following categories:
Current Work, which includes work that is high priority and should be reviewed by the billing
analyst, such as invoices not finalized, invoices not submitted for approval, and installment and
recurring invoice schedules not generated.
May 2014
Exceptions, which includes credit card errors, billing interface errors, and worksheet errors for
users to review and correct.
My Links This pagelet allows the Billing user to navigate to key components of the Billing
application such as express billing entry. Users can personalize this pagelet to include additional
internal or external links.
Queries Financial users need access to queries they have created through the query manager.
The queries pagelet allows them access to public and personal queries.
Reports and Processes This pagelet allows users access to reports they have generated and
processes they need to run. For example, users can access the Reporting Console so they can
have direct access to their process and report outputs.
Simplified Billing Entry
PeopleSoft Billing 9.2 introduces the ability to configure an express billing entry page with only desired
fields using express bill entry templates. The express bill entry template provides the ability to control
both the header level sections that are displayed as well as the individual fields and tabs on the invoice
line. The bill entry templates can be defined at bill source, bill type, business unit, and installation.
Additionally, Billing 9.2 consolidates the accounting distribution pages to a single page.
Enhanced Billing to Project Costing Integration
PeopleSoft Billing 9.2 enhanced the integration to projects by allowing bills entered in Billing to be
interfaced to Projects Costing without Contract information. Customers are able to enter an analysis
type in the invoice line and send that information to Projects.
Enhanced Integration with Payables
PeopleSoft 9.2 enhances the Billing to Payables integration by adding the capability to send detail
header or line information to Payables when vouchers are created for the Payables business unit. This
function provides the flexibility needed in the billing and payment process for interunit vouchers. Similar
to the Receivables Level option in Billing, a new installation setup is available for Payables option. This
option can be configured at the system level, installation level, or the bill type level. It enables users to
create multiple voucher headers for an invoice with multiple lines, which allows the closure of individual
Receivables open items related to each invoice line when the voucher is paid.
For Release 9.2, PeopleSoft provides the ability to employ hosted storage solutions using Third-Party
Payment Processor in the Order to Cash modules, thus removing the responsibility from the
organization for credit card data security.
Billing Interface Mass Correction
May 2014
PeopleSoft Billing allows organizations to import bills from other third party systems through
spreadsheet uploads or other mechanisms. Billing also integrates with PeopleSoft Contracts and Order
Management and allows organizations to create goods or service related invoices. The volume of
these bills can range from a few hundred to thousands of bills on a daily or weekly basis. Each bill can
have hundreds of lines and each line can have a single or multiple errors. These errors have to be
corrected by a billing specialist one bill line at a time. With hundreds of bills and bill lines, that
becomes a very cumbersome process. For Release 9.2, PeopleSoft Billing provides a solution called
Billing Interface Mass Correction to address these needs and streamline the effort that billing
departments have to make to complete their invoicing tasks. This allows billing users to make mass
corrections by error codes on bills imported into PeopleSoft Billing.
Order Management 9.2
PeopleSoft Order Management 9.2 delivers the following enhancements:
Price Book
Supply and Demand WorkCenter
Related Content and Operational Metrics
Return Material Authorizations (RMA)
Mark Lines for Billing and Mark Drop Ship Lines for Billing
Price Book
In PeopleSoft Order Management 9.2, organizations are able to generate a customer-specific and/or
product-specific Price Book by a flexible structure of pricing options. This allows users to react to
customer or sales team requests for detailed pricing information. Users can send the Price Book via
email or EDI, print it in PDF format, or view it online, which enables them to consult a customers pricing
structures with minimal effort. Delta Price Book generation is also available so reports can be generated
only for newly added or pricing structures deleted since the last time a Price Book was generated.
Suppl y and Demand WorkCenter
The Supply/Demand WorkCenter is available to analyze supply and demand, including orders from
Order Management.
See Inventory Supply and Demand WorkCenter.
Suppl y and Demand Dashboard
The Supply and Demand Dashboard is available to view, measure, and optimize all aspects of demand
and supply flow to encourage free-flowing shipment of demand.
Related Content and Operational Metrics
In Release 9.2, Oracle provides embedded related content displaying order fulfillment effectiveness and
average time to pick, pack, and ship. With these metrics, organizations are able to gauge whether or
not they are maintaining agreed-upon service level agreements with their customers.
May 2014
Return Material Authorizations (RMAs)
The RMA component has always allowed the user to return inactive products from Shipment History,
but they could not be manually entered in the RMA line. For Release 9.2, Order Management provides
the capability to enter an inactive Product ID manually in the RMA, but to also ensure that the
replacement sales order is not created for that inactive Product ID. Users can search for an alternate
Product ID and manually enter a Product ID in the replacement sales order line.
We provide a default RMA Payment Terms code option on the Order Management Business Unit that
overrides the Bill-To Customer Payment Terms Code defaulted into the RMA. In addition, we added a
prompt for the RMA Payment Terms code on the RMA Header, RMA Line, and Payment Group page
so users have the capability to enter an appropriate Payment Terms Code to be used for credit
invoices.
Mark Lines for Billing and Mark Drop Ship Lines for Billing
For Release 9.2, PeopleSoft Order Management includes a way to "unship" a "Mark Lines/Drop Ship
Lines for Billing" transaction. This allows a reversal of a shipment by indicating a negative number if
reducing the quantity shipped, as well as a button to Unmark, thus removing the entire row from the
shipping history and costing tables. In addition, Oracle includes the capability to record Serial IDs for
serialized products that are direct shipped from a supplier.
With Application Search, PeopleSoft Release 9.2 provides customers with the ability to perform a
keyword search against multiple documents across a business process. With FSCM Release 9.2,
Oracles PeopleSoft replaces Verity-enabled searches on Customer, Product, and Item ID with the
more robust SES functionality.
For Release 9.2, Order Management provides the ability to employ a Third-Party Payment Processor to
remove the responsibility from the organization for data security. When maintaining a Customer
Contact, Adding or Updating a Quote, Sales Order, or RMA, users are seamlessly transferred to a
Third-Party Provider site so that credit card information can be captured and stored. Sensitive data is
no longer stored in the Customer, Quote, and Order or RMA records. Instead, a Token ID identifies the
Cardholder, Credit Card Number, and other personal information and stored in these tables. This Token
ID is used only by the Third-Party Provider to identify the customer or transaction in the PeopleSoft
system.
This example shows stored credit card information using the hosted credit card model:
May 2014

Example: Credit Card Data page
eBill Payment 9.2

PeopleSoft eBill Payment
Play Now

PeopleSoft eBill Payment 9.2 delivers the following enhancements:
Enhanced eBill Payment Portal
Self-Service Customer Hierarchy
Enhanced Self-Service User Onboarding
Streamlined Payment Process
New Payment Method in eBill Payment
Enhanced Electronic Check Payment Method
May 2014
Enhanced eBill Payment Portal
In PeopleSoft Release 9.2, eBill Payment enhances the self-service experience by improving the
usability and navigation on the landing page. Users have a new account balances page that provides a
quick view into amount overdue and last statement, and provides the ability to make payments. Latest
payments and recent messages logged are available for a quick view into payment history. New
navigational pagelets allow easy access to all eBill Payment components. Additionally, brokers who
need access to multiple customer accounts can easily change the customer name using a drop-down
list. Users can also email multiple invoices from the bill list page and they have the ability to view
invoice images from the bill list page.
Self-Service Customer Hierarchy
PeopleSoft Release 9.2 provides a graphic representation to show the multilevel hierarchy for
customers as defined in the customer records and the eBill Payment security setup. This hierarchy
enables users to view a customer relationship and drill down to invoice and account balances for a
specific customer. The hierarchy also shows individual customer balances and a rolled up balance at
the corporate customer level.
For more information, see Customer Hierarchy.
Enhanced Self-Service User Onboarding
PeopleSoft Release 9.2 provides eBill Self-Service User Administration enabling faster onboarding of
new eBill Payment users. External self-service users with administrative access are able to create new
user accounts, which create new PeopleSoft users in the back-end system. The administrator is able to
grant new users the required access to view and pay bills.
Streamlined Payment Process
PeopleSoft eBill Payment 9.2 enhances the Payment Cart functionality by introducing a new user
interface that provides guided navigation through the payment process. The redesigned Payment Cart
uses the latest PeopleTools horizontal navigation for multiple steps, also known as train stops. This
interface allows users to know exactly where they are in the payment process and what comes next.
This example displays a horizontal navigation for each step, where the payment method is credit card:
May 2014
Example Payment Cart page
New Payment Method in eBill Payment
PeopleSoft eBill Payment 9.2 introduces a new payment method: Electronic Check. This payment
method requires ePayments setup in your Order to Cash system. When paying by Electronic Check,
the user is transferred to the hosted payment site for payment completion.
Enhanced Electronic Check Payment Method
This enhancement was modified in PeopleSoft FSCM 9.2 Update Image 7 in May 2014.
PeopleSoft systems support electronic payment options for self-service payments through eBill
Payment, where payment is collected, stored, and transmitted using a payment service provider. In a
system set up to interface with an Electronic Check provider, a customer may choose electronic check
as the payment method in eBill Payment to make real-time payments in USD. PeopleSoft FSCM Image
7 provides several enhancements to PeopleSoft eBill Payment and Electronic Check functionality.
Using these enhancements, your eBill Payment system:
Allows you to determine the available payment methods for customers in the Payment Cart.
Gives you the option to make personal identification number (PIN) entry optional for Electronic
Check payment transactions.
Provides automatic payment numbers for Electronic Check payments for better tracking.
Completes successful Electronic Check payments with more save options.
May 2014

Example Electronic Payment Options for Self Service page (modified in PeopleSoft FSCM 9.2
Update Image 7 in May 2014)
May 2014
Inventory Management
Inventory 9.2
PeopleSoft Inventory 9.2 delivers these enhancements:
Inventory Analytics and Alerts
PeopleSoft Mobile Inventory Management
Item Change Templates
Maintenance Work Order Inventory Enhancements
IFRS Accounting Support
Supply and Demand WorkCenter

Inventory Anal ytics and Alerts
For Release 9.2, Oracle provides Inventory-specific analytics and alerts as part of the Supply and
Demand WorkCenter to identify inventory bottlenecks and give users the ability to remediate identified
problems. Users have out-of-the-box alerts identifying potential fulfillment problem conditions such as
overdue sources of supply and demand past scheduled shipment date. The users are able to use the
alerts and analytics to identify the problem rows and take actions directly from the WorkCenter. The
analytics and alerts are available to be incorporated anywhere as Related Content or accessed
specifically by a user created template built for an Inventory Manager on the Supply and Demand
WorkCenter.

PeopleSoft Mobile Inventory Management

PeopleSoft Mobile Inventory Video Feature Overvi ew
Play Now

In Release 9.2, PeopleSoft Mobile Inventory Management is a new optional inventory application that
enables automated mobile user operations. Mobile Inventory Management works directly with its parent
application, PeopleSoft Inventory, and Fulfillment Management, and it operates in real-time connected
mode. Enhanced serial and lot capability is now available for all mobile transactions and ChartField
override for an express issue transaction. The application also introduces GS1 barcode support for
each function and a mobile picking feedback transaction. Users are able to perform tasks using either
handheld Windows-enabled devices or iPads.

May 2014
Item Change Templates
In Release 9.2, Oracle introduces the ability to make changes to existing items or groups of items using
configurable item templates. Release 9.1 provided the initial ability to add new items using item
templates. The Release 9.2 enhancement expands the 9.1 item template capability to support item
changes also.
The configurable item template component allows users to create item change templates with defaults
and identified attributes to maintain item information specific to a user or role. Users are then able to
use the item change templates to specify the new item attribute values to be used in the change
activity, the selection criteria to be used to select the items or item groups for the change, and initiate
the change process in just a few steps.
Maintenance Work Order Inventory Enhancements
In Release 9.2, PeopleSoft Inventory is enhanced to support pre-allocation of specific lot/serial items to
a Maintenance Work Order. The Maintenance Work Order page was enhanced to introduce the ability
to pre-allocate items before initiating the reserve/pick plan process for the work order.
IFRS Accounting Support
In release 9.2, PeopleSoft Inventory Cost Management was enhanced to support the International
Accounting Standards 2 (IAS 2) accounting treatment for inventories. Organizations have the ability to
do dual book reporting (International Financial Reporting Standards [IFRS] and Generally Accepted
Accounting Principles [GAAP]) and cost inventory value at lower of cost and net realizable value. It also
enables users to prohibit the LIFO method of costing as a valid costing method for IFRS to change the
cost of inventory calculation to not include exchange rate variance in the cost of inventory, and to
expense the exchange rate variance.

Cost Books page - IFRS Reporting check box
U.S. companies that switch over to IFRS are able to provide dual reporting (IFRS and GAAP) for two
years before their switch over if their current inventory accounting method differs from the guidelines
stipulated in IAS2.
May 2014
Suppl y and Demand WorkCenter
For Release 9.2, Oracle delivers a Supply and Demand WorkCenter designed to identify fulfillment
bottlenecks and giving users one place to remediate any identified problems directly from the
WorkCenter. In addition, the WorkCenter contains a series of metrics and operational analytics usable
by a wide range of roles within the organization. This enhancement also includes a series of standard
alerts identifying potentially problematic conditions in their Supply Chain, such as orders past shipment
date, on hold orders past their shipment date, overdue POs, and so on. In the case of order schedules
past their shipment date, users may do a mass change to adjust shipment dates or to switch the
demand from one warehouse to another.
Catalog Management 9.2
Catalog Management 9.2 delivers the following enhancements to improve efficiency and productivity
managing catalogs:
Streamlined Catalog Management
PeopleSoft Release 9.2 streamlined the existing process so that a partner or an administrator can, in
one step, load a file and process the file through the step of populating the production catalog and
uploading the catalog details into the system. PeopleSoft provide a new Catalog Workbench that
enables users to view current catalogs, to allow new catalog files to be loaded, and to provide visibility
(through a catalog upload timeline) to where the catalog rows are at any point in time. Once the upload
is validated, reviewed, and approved, PeopleSoft provides the capability to upload the catalog into the
Item Master (current functionality) or as an Express Catalog.
Error Handling
PeopleSoft 9.2 has enhanced error handling via the new Catalog Management Workbench. Depending
on the type of errors encountered during the Quick Item Load process, users are presented with
detailed error information and various methods to correct the errors, including a new Online Error
Correction option.
May 2014
Planning and Manufacturing
Manufacturing 9.2
PeopleSoft Manufacturing 9.2 delivers enhancements that allow manufacturing groups to improve these
operations:
Production Variance Drilldown
Manufacturing Analytics and Alerts
Production Variance Drilldown
Manufacturing 9.2 provides two new production variance views for Standard Cost to support the Cost
Analyst and Production Manager roles. The Posted Variance Drilldown view provides the ability to
review accounting entries posted due to production variances.

Posted Variance Drilldown page
The Production Variance Drilldown provides the ability to determine why the production variances were
calculated for a Production ID (PID).
May 2014

Review Variances page
Users are able to drill down easily to look at production variance details and the costs associated with a
PID.
Manufacturing Anal ytics and Alerts
For Release 9.2, PeopleSoft Cost Management provides manufacturing analytics and alerts as part of
the Supply and Demand WorkCenter to identify manufacturing bottlenecks and give users the ability to
remediate identified problems. Users have out-of-the-box alerts identifying potential manufacturing
problem conditions from pending productions shortages and overdue production. Production supply
and component availability analytics are provided as part of the Supply Demand Dashboard. The users
are able to use the alerts and analytics to identify the problem rows and take actions directly from the
WorkCenter. The planned analytics and alerts are available to be incorporated anywhere as Related
Content or accessed specifically by a user created template built for a Production Manager on the
Supply and Demand WorkCenter.
Planning 9.2
PeopleSoft Planning 9.2 delivers the following enhancements:
Supply Planning MRP Solver Enhancements
Demantra Interface and Usability Enhancements
Supply Planning Usability and Security Enhancements
May 2014
Suppl y Planning MRP Solver Enhancements
In Release 9.2, Supply Planning delivers the Tolerance enhancement, which allows MRP solvers to
consider any late supply orders within the Tolerance before creating new supply. The MRP solver
enhancement logic first tries to reschedule needed supply to meet the demand on time. If this
rescheduling fails, the system reschedules the supply again to get it as early as possible. If the late
supply order falls within the tolerance window, the system considers using that late supply order to
satisfy the demand. If the supply order exists outside the tolerance window, the system uses the current
MRP logic.
In addition, Release 9.2 has added the option to show Supply/Demand functions to indicate which
safety stock option to use in display. Once a user selects Option display value, the safety stock is
shown on the display.
Demantra Interface and Usability Enhancements
In Release 9.2, the PeopleSoft Demantra interface is enhanced to introduce Material Stock Requests
and Transfer kits as new sources of demand in the Demantra demand history file. A second Demantra
interface enhancement provides two new file extracts for branch shifts and standard unit of measure
conversions. The new file extracts populate the worksheets required by the Process Integration Pack
used in Demantra Integration.
Suppl y Planning Usability and Security Enhancements
With the first 9.2 enhancement, the Supply Planning Update table calendar dates with action messages
are displayed in a bold font to identify easily the calendar dates with activities needing review. Another
Supply Planning enhancement allows the planners to access only their associated business units and
planning instances based on the business units or planning instances defined in their security
permission list. As a result, planning personnel have visibility to only the supply plans and business
units that they manage.
May 2014
Industry Enhancements
PeopleSoft FMS, ALM, ESA, SRM, and SCM 9.2 Releases provide industry-specific enhancements for:
Financial Services.
Healthcare Industry.
Higher Education and Research.
General Ledger for Financial Services 9.2
Balance Sheet Valuation Through Settlement Date
The transaction trade date and settlement date of securities such as equities do not always fall on the
same day. The date differences reconcile when both occur within the same financial period. PeopleSoft
General Ledger 9.2 provides the ability to recognize the settlement date of instrument trades in the
journal flow. Further, customers are able to get a settlement view of ledger balances. This
enhancement allows finance teams an automatic means to recognize the effect of the different dates on
the financial activity and related balances when the trade date and settlement date fall across the
financial periods.
See also, General Ledger 9.2 Enhancements.
Adjustment Period Option for Average Dail y Balances (ADB)
PeopleSoft General Ledger 9.2 provides the ability to associate adjustment periods that correlate with
the regular accounting periods, making it easier to identify adjustments that have been applied in the
average balances. The new capability is an option that defines whether to post adjustment journal
entries to the ADB Ledgers using an adjustment period or a regular accounting period that is derived
from the ADB calendar.
See also, General Ledger 9.2 Enhancements.
PeopleSoft 9.2 for the Healthcare Industry
(Purchasing) Global Location Number (GLN) and Global Trade Item
Number (GTIN)
With Release 9.2, GLN is provided in the PeopleSoft SRM applications to support the Healthcare
Industry Sunrise 2010 initiative. The GLN fields were added to the sourcing tables used to create the
EDI transaction maps. Customers are able to add the GLNs as new locations to their EDI transaction
maps for these business-to-business communication transactions: Purchase Order Dispatch, Purchase
Order Acknowledgement, Advanced Ship Notice, and Price List. In Release 9.2, the GLN was also
added to selected transaction pages in PeopleSoft SRM. The GLN fields are displayed on the
Purchasing pages next to their associated PeopleSoft Location field, Ship To field, or Supplier Location
field.
May 2014
A second related Healthcare industry initiative is the Sunrise 2012 Initiative. This initiative improves
accuracy and efficiency with item numbers by using the GTIN (Global Trade Item Number). The GTIN is
a single item identifier for item/UOM (unit of measure) combinations that are used for business-to-
business communication (EDI). With Release 9.2, we added the GTIN field to the EDI sourcing tables.
The EDI transaction source mapping tables include both GLN and GTIN. GTIN has been available as
an alternative identifier for item/UOM combinations since PeopleSoft Release 9.0 and in Release 9.2,
the GTIN is displayed next to its internal item number on selected pages in the PeopleSoft Inventory
and Procurement applications.
Mobile Inventory Management 9.2 for Healthcare

PeopleSoft Mobile Inventory Video Feature Overvi ew
Play Now

In Release 9.2, PeopleSoft Mobile Inventory Management is offered as a new optional inventory
application that enables automated mobile user operations in the Healthcare industry. Mobile Inventory
Management works directly with its parent application, PeopleSoft Inventory and Fulfillment
Management, and operates in real-time connected mode. Users perform tasks using either handheld
Windows-enabled devices or iPads. Par Counts, Purchase Order and Ad Hoc Receipts, and Delivery
and Delivery Signature Capture are provided as part of the 16 inventory and purchasing transactions
that support the Healthcare industry.
PeopleSoft 9.2 for Higher Education and Research
PeopleSoft Grants 9.2 introduces the following enhancements:
Grants WorkCenter
Grants Portal Security and Transaction Classification Flexibility
FFR Enhancements
Supplemental Data for Grants
Increased Field Lengths
Linkage of a Milestone to a Budget Period
Simplified Maintenance of Award Modifications and Funding
Grants WorkCenter
The new Grants My Work exception pagelet provides access to summary and detailed information for
grants that have a posted budget not equal to their contract billing limits. More detailed information can
be investigated and updated through modal windows, allowing each important exception to be cleared
and the next one worked, all without leaving the Grants WorkCenter User Interface.
May 2014

Grants WorkCenter
In addition to the grant-specific exception example described, the Grants WorkCenter provides links to
Billing exceptions and Billing and Projects pivot grids to increase productivity of those users whose
responsibility spans the billing, project, and contract functional domains, as well as grants. PeopleSoft
Grants 9.2 also provides links between the Award and Project pages and between the Award Funding
and Budget Detail pages for single-click navigation between key functions. This functionality provides
the ability to identify a sponsored office administrator responsible for post-award administration on the
Award Profile page.
Additional enhancements were introduced to the Grants WorkCenter in PeopleSoft FSCM 9.2 Update
Image 4, December 2013.
PeopleSoft Grants added the ability to view award milestones due in the Grants WorkCenter.
Milestones Due displays all overdue award milestones as well as active milestones with approaching
deadlines. You can configure the number of days before a deadline that you want to appear.
In addition, users have the ability to view contracts set to expire in the Grants WorkCenter. Contracts
Set to Expire displays all expired contracts as well as active contracts approaching expiration. You can
configure the number of days before expiration that you want to appear.
Grants Portal Security, Transaction Classification Flexibility, and
Search
In PeopleSoft Grants 9.2, enhancements include options to control how transactions booked to
adjustment periods are classified, additional security setup options to increase flexibility for granting and
revoking security, the ability to classify adjusting F&A general ledger journals as sponsored F&A
transactions, and the ability to view budget spend transactions by lower level budget categorization on
the budget status page based on tree setup.
May 2014
To accommodate the various ways in which sponsored projects are funded, many organizations
establish different project budget periods for each project associated with an award in PeopleSoft
Grants. In 9.2, the portal staging process of the grants portal offers the ability to categorize transactions
at the project budget period level rather than the award budget period level, which enables
organizations to view multi-project, multi-budget period award data for awards containing overlapping
project budget periods.
Additional enhancements were introduced to the Grants Portal in PeopleSoft FSCM 9.2 Update Image
4, December 2013.
PeopleSoft Grants added the ability to search for and filter award and project data using specialized
search pages in the Grants Portal. You access the new search functionality on the Award Summary,
Project Summary, and Personnel Cost Summary Grants Portal pages.

FFR Enhancements
Oracle continues to enhance the Grants FFR to account for the changing requirements and to increase
reporting flexibility. These enhancements include:
More run control options, including the ability to run several Letter of Credit IDs at the same time.
The ability to comply with more than one F&A rate type.
Refinement of the encumbrance and indirect expense calculations to increase report accuracy.
May 2014
Cosmetic and field alignment updates.
Supplemental Data for Grants
In 9.2, Oracle delivers configurable Supplemental Data on the Award and Project General components
to support the recording of data such as:
Tracking additional information for ARRA and FFATA reporting.
Recording an institutions clinical trial number on an award profile to link clinical trial information to
award information for reporting purposes
This feature enables research institutions to meet sponsor reporting requirements as well as
organizations individual information tracking needs without having to customize Grants and Projects to
capture the data.
Increased Field Lengths
To avoid customizations to meet federal regulations, Oracle extended the length of the Letter of Credit
Doc ID (LOC_DOC_ID) field to 30 characters.
Expanded fields lengths for the Reference Award Number (REF_AWD_NUMBER), CFDA Title
(CFDA_TITLE), and Attribute Value (ATTR_CODE_VALUE) also help to ensure that correct information
is available and captured for invoicing and reporting purposes.
Simplified Maintenance of Award Modifications and Funding
To offer more flexibility while continuing to ensure data consistency, Oracle has enhanced the Award
Modification and Funding pages by providing the ability to:
Add and delete budget periods from the Award Modification header page.
Enter an Issue Date on the Award Modifications for a Period page.
Select a project to which a modification on the Award Modifications for a Period page can be
associated.

Award Modifications page
May 2014
View the Project Costing and Commitment Control budget distribution statuses on the Award
Funding page.
Delete a budget funding period from the Award Funding page as long as no budget period details
exist.

Award Funding page
Automaticall y Assigning a Project Manager During Award
Generation
PeopleSoft Grants automated project manager assignment during the award generation process. The
project manager role is automatically populated with the principal investigator from the Proposal -
Resources page during the award generation process.
Editing Completed Milestones
PeopleSoft Grants added the ability to edit completed milestones on the Award - Milestones page
Establishing Terms at the Award Level
Introduced in PeopleSoft Update Image 9.2.006, PeopleSoft provides users with the ability to copy
terms and conditions from the first project to all the remaining projects in an award, thus streamlining
the process and reducing the time spent on entering terms and conditions.


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