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Asset Management




Asset Management



Asset Management


Asset Management



Asset Management



Asset Management


Asset Management




Asset Management


Asset Management


Asset Management




Asset Management




Asset Management




Asset Management



Asset Management



Asset Management
Asset Management




Asset Management




Asset Management




Asset Management


Asset Management



Asset Management




Asset Management




Asset Management



Asset Management




Asset Management


Asset Management
Asset Management




Asset Management




Asset Management




Asset Management




Asset Management



Asset Management




Asset Management




Asset Management




Asset Management
Asset Management




Asset Management




Asset Management




Asset Management




Asset Management




Asset Management




Asset Management


Asset Management



Asset Management




Asset Management
Asset Management




Asset Management




Asset Management




Asset Management




Asset Management




Asset Management




Commitment Control




Commitment Control


Commitment Control


Commitment Control




Commitment Control
Commitment Control




Commitment Control


Commitment Control




Commitment Control




Commitment Control




Commitment Control




Commitment Control




Commitment Control




Commitment Control




Contracts




Contracts
Contracts



Contracts


Contracts



Contracts




Contracts


Contracts



Contracts



Contracts
Contracts




Contracts


Contracts




Contracts


Contracts




Contracts
Contracts




General Ledger




General Ledger




General Ledger




General Ledger




General Ledger




General Ledger




General Ledger




General Ledger
General Ledger




General Ledger




General Ledger




General Ledger




General Ledger




General Ledger




General Ledger




General Ledger




General Ledger



General Ledger


General Ledger
General Ledger




General Ledger




Global Options and Reports




Global Options and Reports




Global Options and Reports




Global Options and Reports




Global Options and Reports




Global Options and Reports



Global Options and Reports




Global Options and Reports
Global Options and Reports




Payables




Payables



Payables



Payables


Payables



Payables


Payables


Payables




Payables



Payables


Payables



Payables



Payables


Payables



Payables
Payables




Payables



Payables


Payables
Payables


Payables




Payables




Payables



Payables
Payables



Payables




Payables


Payables




Payables



Payables



Payables


Receivables
Receivables




Receivables


Receivables




Receivables




Receivables




Receivables




Receivables




Receivables




Receivables
Receivables




Receivables




Receivables



Receivables


Receivables




Receivables




Receivables




Receivables



Receivables
Receivables




Receivables




Receivables




Receivables




Receivables




Receivables




Receivables




General FSCM Enhancements


General FSCM Enhancements
General FSCM Enhancements




Archiving




Billing



Billing




Billing


Billing



Billing



Billing




Billing


Billing


Billing




Billing
Billing



Billing



Billing




Billing
Billing



Billing



Billing




Billing




Billing




Billing




Billing


Billing


Billing


Billing


Billing




Billing


Billing




Billing
Billing




Billing
eProcurement


eProcurement


eProcurement




eProcurement
eProcurement




eProcurement
eProcurement


eProcurement



eProcurement



eProcurement


eProcurement


eProcurement


eProcurement




eProcurement




eProcurement




eProcurement


eProcurement
eProcurement




eProcurement



eProcurement


eProcurement



eProcurement




eProcurement




eProcurement




eProcurement




eProcurement



eProcurement




eProcurement
eProcurement


eProcurement



eProcurement


eProcurement




eProcurement




eProcurement




eProcurement




eProcurement



eProcurement



eProcurement



eProcurement




eProcurement
Product Configurator




Product Configurator




Purchasing



Purchasing



Purchasing




Purchasing




Purchasing




Purchasing




Purchasing
Purchasing




Purchasing




Purchasing




Purchasing




Purchasing



Purchasing




Purchasing




Purchasing




Purchasing




Purchasing
Purchasing




Purchasing




Purchasing



Purchasing




Purchasing




Purchasing




Purchasing




Purchasing




Purchasing


Purchasing




Purchasing




Purchasing
Purchasing




Purchasing




Purchasing




Purchasing



Purchasing




Purchasing




General FSCM Enhancements


General FSCM Enhancements




General FSCM Enhancements
                             Feature

Uses the Asset Repository Manager for centralized asset storage
and management of all asset classes (IT, property and plant
equipment), which contributes to the efficient management of the
complete lifecycle.
Asset attributes are expanded to accommodate the variety of
asset types in your asset portfolio. In addition, you can now
define custom attributes for assets.
You can now create blanket warranties for assets from the same
manufacturer, and use templates for warranty creation.
To support PeopleSoft Enterprise Maintenance Management 8.9,
equipment parts lists can be created for a single asset or groups
of like assets.
Assets can now be associated with a meter and lifetime meter
readings can be recorded to track usage and trigger
maintenance events.
Additionally, property taxes can now be captured and tracked for
property assets.
Asset Management 8.9 includes enhancements; component
hierarchy, asset inspection, and asset checkout features, to
configure, stage, and deploy acquired assets for use in your
organization.
Introduces the ability to perform and track asset component
changeout (swapping) and manage physical locations.
Introduces a feature to track component history, which captures
every change made to the value of an asset.
Asset Management 8.9 can now take advantage of the General
Ledger functionality for efficiently maintaining multiple sets of
books, and multiple Generally Acceptable Accounting Principles
(GAAP) within a single ledger.
Automates the process for tracking the asset impairment cycle
by providing the user an impairment worksheet, which allows
companies to assess potential impairment on user-defined
dynamic selections. This is in compliance with International
Accounting Standard (IAS) 36 – Impairment of Assets.
Includes the document sequencing feature, which meets
statutory legal requirements for the classification of all financial
transactions, generated by source documents, into different
transaction types. Within each transaction type, financial
transactions must also be numbered sequentially.
Includes functionality, such as ChartField mapping templates, to
manage plant fund accounting for U.S.-based higher education
institutions.
Introduces the ability to summarize the cost of the asset when
multiple cost rows occur during the same period and other
requirements are met.
Is able to integrates with a third party Computer Aided Facilities
Management (CAFM) system which provides a visual interface to
deal with changes in property lay-outs and occupants.
Sustainable compliance requirements. Automates the process for
revaluing assets in accordance with IAS 16, which increases
efficiency and thereby reduces costs. To automate the valuation
of assets in accordance with IAS 16, the following new
functionality has been added:
- Track the fair market value (FMV) of assets to be used in the
revaluation process.
- Ability to write off accumulated depreciation of assets at the
time of revaluation.
- The Revaluation Worksheet streamlines the process of mass
asset revaluation.
- Option to stop processing depreciation if the asset net book
value (NBV) is less than its salvage value.
Depreciation book control enhancements were made. The new
Adjustment Convention allows customers the flexibility to identify
the convention that should be used for adjustment transactions at
the Asset Profile level and this convention default is used
throughout Asset Management as well as interfacing products
that create adjustment transactions.
The Depreciate When in Service option is a new designation
available within the Asset profile and is set when the asset is
created for greater efficiency when interfacing from Payables and
Purchasing.
Provides extensive performance improvements to the
depreciation reporting load process.
Provides the ability to perform what-if depreciation scenarios for
all assets, including those that are transferred in from other
business units.
The depreciation status of an asset is also displayed within the
depreciation review components to help managers determine
whether an asset needs further attention (due to under-
depreciation, and so on).
The new Define Asset Operational Information component is
designed specifically for operations and maintenance users to
efficiently add and maintain non-financial assets and their
physical information without the complication of financial
information. This new functionality enhances the O&M user
experience while allowing the finance department complete
control over the financial information.
Non-financial assets, such as non-capital equipment and
components, can be copied to create large numbers of similar
non-financial assets using the Copy Asset functionality.
The new Manage Component Hierarchy menu allows users who
have security access to manipulate and transfer the components
among various assets. The new, simplified user interface
enables assets to be moved up or down, indented or out dented
for ease of recording component changeouts and transfers.


Provides a new crystal report listing the assets that were moved
within the component hierarchy.
Asset Attribute Groups have been added to allow users to add
several fields for capturing customer-specific information.
File attachments can be added to assets using the new
Attachments page within the Basic Add component. This enables
the tracking of ad hoc asset information, including software
contracts, maintenance job packages, and other miscellaneous
documents.
The asset search page for the Define Asset Operational
Information includes additional physical criteria such as, Tag
Number, Serial ID, VIN, Manufacturer ID, Model, Asset Type,
Asset Subtype and Description among other standard attributes
for the Basic Add component.
The Review Maintenance History-Work Order page includes a
Work Order ID link to access the work order directly for greater
efficiency. Enhancements also made on the Track Service and
Repairs Statistics page.
An indicator alerts you as to whether a Meter Reading is required
to complete a given work order. This automatically triggers
Preventive Maintenance Event if Range Meter is outside of the
tolerance reading.
Additional fields have been added to define asset physical
attributes more precisely, such as long description, asset
criticality, linear indicator, etc.
Retirement options can be configured at the asset book, asset
profile, and asset ID levels to provide added flexibility when
retiring assets using the disposal worksheet and batch
processing. Assets can also be retired using the retirement
options of Fully Depreciate with Future Expense and Fully
Depreciation without Future Expense, in addition to Calculate
Gain/Loss. Additionally, the allocation of proceeds and removal
costs when child assets are disposed together with their parent
facilitate more accurate reporting of parent and child asset
retirement activity.
Asset Management 9.1 delivers a more intuitive and efficient
portal registry structure. Some descriptions and parent folders
are changed from prior release to provide more meaningful
classification.
Capitalization thresholds enable organizations to automate the
categorization of assets as capital, non-capital, or expense
based on the cost of an asset. Asset additions and adjustments
will be validated against conditions that are defined for
capitalization, physical tracking and expense. The system will
automatically catalogue the capitalization status for batch and
online asset additions.
Group Asset capability is expanded to accommodate a wider
range of asset-intensive industries and their business
requirements by providing the following: ability to perform
interunit transfers from regular assets to group assets; extension
of parent/child functionality to group assets; capability to override
the estimated accumulated depreciation at the member level on
certain transactions; and improvement of net book value storage
for member assets.
Enhanced interunit transfers provide greater efficiency. Transfers
across business units with different currency codes are
permitted. Additionally, the option to use an asset’s remaining life
for depreciation calculations is available when performing
interunit transfers.
PeopleSoft Asset Management provides the following investment
property enhancements for ease in compliance with International
Accounting Standards (IAS 40): the ability to easily identify
investment property; accounting entry templates for investment
property; and reporting enhancement.
PeopleSoft Asset Management provides a solution for fair value
measurement in accordance with FAS 157, while continuing to
support fair value for those countries that do not report under US
Financial Accounting Standards Board (FASB) guidelines.
PeopleSoft also provides activity and detail reports to facilitate
disclosure of fair values.
PeopleSoft Asset Management accommodates the American
Recovery and Reinvestment Act, which permits a first-year
bonus depreciation deduction of 50 percent of the adjusted basis
for qualifying property acquired and placed in service after
December 31, 2008 and before January 1, 2010 (before January
1, 2011 for certain longer-lived property). (Functionality
backported to 9.0 and 8.9, and 8.8 SP1)
In compliance with Japanese tax reform, PeopleSoft Asset
Management provides new depreciation methods for assets
acquired on or after April 1, 2007: (1) a new depreciation method,
Japan Extended Straight Line, for assets acquired before April 1,
2007 and that are fully depreciated using the J1 or J2 methods.
(2) a memorandum price that is handled at the business unit
level to be used in the calculation for the new depreciation
methods. (3) an Extended Depreciation Worksheet to apply the
extended depreciation calculation after reaching the depreciation
limit for existing depreciation methods as well as the ability to
identify candidate assets that qualify for extended depreciation.
(Backported to 9.0, 8.9, 8.8 and 8.4)
To comply with the requirements of the new French VAT
legislation, Decrete Nº 2007-566, PeopleSoft 9.1 provides for the
calculation of recoverability adjustments to register the gap
between the temporary and final VAT recoverability at the end of
the year, as well as access to auditable data.
The introduction of the Financial Audit Framework enables
improved audits and controls for key transactions.
Extended attachment capabilities will provide the ability to view
supporting documentation from the same location as the financial
transactions.
ChartField Security provides the means by which to restrict
online user access to Asset Management transactions that are
associated with unauthorized ChartField values as defined for
Asset Management components.
Combination editing enables Asset Management users to filter
accounting entries before posting them to ledgers for valid and
invalid ChartField combinations of the fixed asset accounts. This
saves time and effort during reconciliation and closing.
Enhanced consolidation usability improvements offer more
flexibility when selecting interface rows for consolidation. Search
criteria are expanded to include business unit and permit the use
of combined keys.
Enhanced leased asset functionality provides a robust integration
between PeopleSoft AM lease payments and PeopleSoft
Payables to automatically generate vouchers for lease payments
that are calculated in Asset Management, including both capital
and operating leases. In addition, the lease payment schedule
segregates the principal and interest of each payment and is
used by the AMDPCLOS process to generate the payment
accounting entries.
The following improvements are made to the depreciation
calculation process: (1) Local Depreciation Methods and Global
Depreciation Methods are split into two separate processes; (2)
Reduced number of PROGLINEPARS that are processed at
once so as to avoid exceeding the processing limit.


Transaction Loader process improvements include business unit
as a selection criterion, providing you with more control over the
interface rows that are processed by the Transaction Loader.


Physical inventory functionality has been extended to include non-
capitalized assets. It has also been enhanced to allow integration
with third-party physical inventory tools using web services.


Cost and depreciation report enhancements include a new
Report Print Option Template that enables you to control which
cost and amount fields to print, their order on the report, their
labels as well as the length of the fields.
This release includes functionality that enables you to automate
the budget maintenance function so that users can create budget
transactions at any level within the budget hierarchy and the
system automatically generates all budget data across and
above that budget level. This results in reduced entry,
maintenance time and error correction.
Enhanced to enable you to copy journals from the Commitment
Control journal entry page into a new journal online.
Enables you to edit Commitment Control budget journals for
ChartField combinations.
As an installation option, Commitment Control enables you to
determine whether your Commitment Control relief entries
(liquidation entries) for commitments are created using the
budget period of the prior (originating) document or the budget
period of the current (successor) document.
Provides enhanced management of funding sources by allowing
customers to allocate funds based on priority and by including
the ability to track all spending by the assigned or allocated
funding source. The increased visibility facilitates decision-
making and reporting for public entities that receive public funds.
Improves integration between the Project Costing module and
Commitment Control, streamlining the budgeting process to
reduce error corrections, remove potential out of synch
conditions, and maintain a full audit trail of activity and balances.


Enter a SpeedType key directly for each budget journal line as
well as select from a prompt list.
Maintain budgets more efficiently by using account ranges when
defining account exclusions for budget definitions. You can also
copy the entire Budget Definition setup, including the creation of
Commitment Control Ledgers, Ledger Groups, and Budget
Definitions.
The Check Only capability allows you to budget check
transactions using what-if scenarios that do not actually commit
the funds against any budget. This capability also provides pre-
validation of the transaction data against budget definitions.
The Value Required selection in the budget definition is optional,
as opposed to either selected or deselected. When selecting the
Value Required as optional, a blank key ChartField is treated as
if a value were present. This feature helps to reduce the budget
setup in the area of rule sets.
General Ledger provides real-time budget checking of position
data from PeopleSoft HCM. Requisitions for positions are
validated against budgetary rules in Financials and recorded as
Pre-Encumbrances; position offers are booked as
Encumbrances. Position data changes, such as bonuses and
salary changes, are validated and booked against the budget as
appropriate.
An auto-override option is provided for Commitment Control
source transactions. If the Auto Override setting is enabled for a
source transaction, then the budget processor will process the
transaction with a warning.
Budget line status for budget bypass provides additional visibility
to see if specific transaction lines affect budgets. General Ledger
provides an additional option for budget line status: B
(Bypassed). This option means that the transaction is valid but
did not affect any budget.
Enhanced status for PO closing entries enables detailed entry for
the closing of purchase orders. You can create a credit to the
encumbrance ledger for the balance of a purchase order. This
functionality provides for complete relief of an encumbrance
balance.
The Contract Limits in PeopleSoft Enterprise Contracts 8.9 has
been enhanced to provide greater control and visibility into limits
and greater ease of processing. The new limit enhancements
allow for the capture of limits at either the contract line or
transaction level, ensuring limits are processed in accordance
with contractual terms.
Includes enhancements that reduce costs by providing greater
flexibility in managing contract changes that drive financial and
billing adjustments. Providing more choices in credit and
adjustment processing not only reduces manual intervention, but
also provides greater control and visibility with a single source for
adjustments.
The Parallel Processing for Billing enhancement optimizes
Contracts’ existing streamlined billing functionality by enabling
multiple billing processes to be run in parallel.
Uses the Data Archive Manager utility in PeopleTools to archive
Contracts related data.
Enhanced the renewal processing feature to provide more robust
renewal management functionality and enables you to
automatically renew contract lines.
You now have the ability to allow utilization to begin prior to the
initial bill plan being sent to billing and finalized. This
enhancement is planned to give greater control and to enable
funds to be requested more quickly.
Streamlines the prepaid setup process with new defaults and
automation.
Enhances the setup and maintenance of prepaids by
incorporating prepaids into the Assign/Unassign Bill Plans
component.
Provides visibility to the Total Purchased Amount, Total
Remaining Amount, and Total Committed Amount for the
contract on the Prepaids page.
Expands support for discounts and surcharges on renewals.
Customers can make the milestone completion date the default
accounting date on the revenue plan, or they can specify an
accounting date manually. This enhancement enables you to
more accurately record and recognize revenue for milestone-
driven revenue plans and to provide greater visibility through
accurate reporting.
The contract line start date will be added to the basis date source
options on the Revenue/Billing Plan Template page.
Frequently, original quantities on the contract line may differ due
to changes in the original contract, returns, or data entry errors.
Now, when contract line quantities are updated, the price is
automatically retrieved from PeopleSoft Enterprise Pricer using
the revised quantity.
The Contracts Billing Interface will pass the contract line start
and end dates to the Billing Interface table in Billing.
When creating a milestone from a revenue/billing plan template,
the system creates the milestone with a ready status. This
enables you to process milestones that are created from
billing/revenue plan templates without having to change the
milestone status from pending to ready after activating the
contract.
The Reconciliation Summary page will be added to view the
results from the Reconciliation Summary process. This page will
provide the difference between billing and revenue at the detail
level as well as the attributes that are related to retainages,
withholdings, limits, and fees. The information provided on this
page will enable you to determine where to complete the
remaining process, or to make an adjustment.
Users will be able to make changes on the Prepaids page using
the Amendment Processing feature when the prepaid status is
Ready and either the prepaid bill plan is processed or prepaid
usage has begun. Users will be able to reduce the prepaid
amount up to the unused prepaid amount. No limit will exist if
users increase the prepaid amount.
Includes new functionality that enables you to have different
adjustment periods open at the same time for two fiscal years.
This enables multinational organizations to reduce manual efforts
and improve controls and reporting by systematically managing
all adjustments using the same entry and processing capabilities.


Automates the cash flow statement reporting process.
Customers operating in different countries and industries can
efficiently and effectively meet varied and changing cash flow
reporting requirements at local or consolidated levels through
flexible setup and processing rules, online reporting, and a
complete audit trail for regulatory compliance.
Uses the PeopleTools Archiving Utility for archiving of actuals
ledger, journal, and Commitment Control ledger, activity, and
journal data, which provides for the efficient and effective use of
IT resources through standardized archiving.
Includes improvements to batch processing and system
performance, including the use of FMS Autopilot to automate the
batch scheduling of Journal Edit and Post according to business
specific parameters.
Enhanced spreadsheet import provides consistency with journal
entry. Support for NEXT Journal ID to insure controlled
sequencing of transactions. Support for use of Speedtypes to
reduce data entry time and error correction. Support for
defaulting of business unit from journal header to journal lines.
Support for consistency of real time versus batch upload edits
and capabilities. Support for entry of Commitment Control
adjustment activity.
Uses open standards Web Services for Combination Editing that
enables you to validate transactions from legacy systems up
front. You can validate transactional data prior to saving it to the
tables and that minimizes the time-consuming activity of
reconciling errors after the fact.
Enhanced audits of VAT report amounts. The new VAT (value
added tax) Transaction Report provides the details of the totals
on VAT returns for use in audits and for the justification of the
accumulated amounts that are reported in VAT returns.
XML Publisher for ChartField reporting. Delivers XML Publisher
templates that can be used in place of Crystal reports. By
delivering preformatted templates, PeopleSoft Enterprise
General Ledger 9 enables customers to begin adopting Fusion
middleware technology that can make for a smoother future
transition to Fusion.
Enhanced Allocations provides exclusion logic for the pool and
basis, enabling criteria selection refinement while reducing the
need for multiple steps. Additionally, the allocation group is
effective-dated, which allows companies to track the historical
basis of the financial data that results from allocation processing
in the ledger.
Enhanced Consolidations provides incremental processing of
entities, thereby reducing processing time during the critical
period-end close. Incremental processing of consolidations
recognizes lower level tree nodes that were previously
processed when running the current consolidation.
Timespans are added to Consolidation and Equitization
processing to indicate the type of balances to be posted for
consolidation and equitization entries. The use of intermediate
TimeSpans (other than year-to-date types) is generally more
efficient for processing consolidation and equitization.
Consolidation and Equitization support the use of multiple
effective-dated subsidiary ownership sets. Effective dates dictate
to which period of the fiscal year that a certain ownership set is
applied.
Enhanced subsystem reconciliation to general ledger enables
incremental updates from the feeder systems, reducing the
volume of data for more efficient processing. It also provides
online views that reduce batch processes, creating reports with
imbedded logic for easier reconciliation of ledger control account
balances to the subsystems balances.
ChartField Security provides a flexible mechanism for configuring
and maintaining data level security. When enabled, ChartField
Security prevents user access to online transactions containing
unauthorized ChartField values; access to accounting data
containing unauthorized ChartField values in the inquiry
components; and access to unauthorized ChartField values
during data entry.
Approval Framework provides workflow approval for actuals and
standard budget journal processing that is configurable for easier
implementation of multiple rules, while accommodating
constantly changing business and regulatory conditions.
Simplified Project Costing integration with general ledger is
achieved through the availability of the Project Costing
Distribution Status at the journal line level (rather than only at the
journal header level). This improved integration simplifies the
journal entry function by reducing the number of journals
processed and the speed with which they are created.
Project Costing ChartFields are added to the SpeedType
functionality. Create Speedtypes to quickly enter GL journals with
Project Costing distribution lines.
SpeedType enhancements include the ability to delete
SpeedTypes in mass.
PeopleSoft Enterprise 9.1 provides an expanded ChartField long
description field for entering more extensive information about
ChartField values. This is an informational field only and is
effective-dated.
Consistent Combination Editing in error messaging across all
applications that support combination editing. The error
messages supply the Combination Group that is being violated
by the ChartField combination in error.
Financials Audit Framework (audit logging) provides efficient
tracking of transaction processing that results in enhanced
visibility and detailed audit trails. Audit logging is available for GL
Journal Processing. It is also available for Payables vouchers,
drafts and payments, Receivables items, drafts and payments.


Provides the ability to define multiple sets of values for the 2nd
digit of the Intrastat NOTC, and then link the required set of
values to the set of Intrastat Country Characteristics for the
required country.
Supports VAT reverse charge treatment in the case of a
domestic supply of specific items. You can specify by country
whether reverse VAT charges apply and whether specific VAT
drivers (such as, products, inventory item, vendors, and
customers) are subject to the reverse charges. Additionally, a
new VAT return report is provided: UK Reverse Charge Sales
List. This report lists domestic business sales that are subject to
reverse charges and the VAT that is due from the purchasers on
these sales.
Extends the capability of attaching supporting documentation to
the following financial transactions: General Ledger Standard
Budget and Actuals Journals, Accounts Payable Vouchers and
Payments, Cash Management Bank Signatories and EFT
Transfers, and Asset Management Additions.
FSIO compliance - PeopleSoft GL provides a configurable
solution to accommodate the valid componentized combinations
of the Treasury Account Symbol (TAS) and Business Event Type
Codes (BETC) for FMS 224 reports and when entering and
reporting Intra-governmental Payment and Collection (IPAC)
transactions to the Department of Treasury.
Increases the VAT Registration ID field and the Local
Registration ID fields from 12 characters to 20 characters in the
Oracle PeopleSoft Enterprise products in order to avoid
customizations and meet the regulatory requirement.
Delivers the two-character country code on the Country Statistics
page to be used with the VAT registration ID that some countries
require.
Supports the new Reverse Charge VAT requirements to apply a
reverse charge treatment in the case of a domestic supply of
specific items. You can specify by country whether reverse VAT
charges apply and whether specific VAT drivers (such as,
products, inventory items, vendors, and customers) are subject
to the reverse charges.
A new VAT report is provided: UK Reverse Charge Sales List.
This report lists domestic business sales that are subject to
reverse charges and the VAT that is due from the purchasers on
these sales.
Enhanced the UK Construction Industry Scheme withholding
functionality to satisfy legislation in the UK affecting the
Construction Industry Scheme (CIS) effective April 06, 2007.
This legislation requires subcontractors to register with the
HMRC. Contractors also must verify that subcontractors are
registered with HMRC, whether they are to be paid gross or
under deduction, and receive a Verification Reference Number.
Offers a robust matching solution to help reconcile transactions
across your procurement and payables organizations. The
enhanced matching process helps to streamline the labor-
intensive match reconciliation process.
Introduces the ability to enter invoice information on the new
Excel spreadsheet voucher that can be uploaded into
PeopleSoft. This allows for easier entry and manageability.
You can now associate a Purchase Order or Receipt and enter
minimal data in a summary invoice and let PeopleSoft build the
voucher for you.
The On-Demand processing functionality introduced in the prior
release has been expanded.
Enhanced the voucher close and payment cancellation
functionality for vouchers and payments; this new functionality
also integrates with the Commitment Control application.
Payables 8.9 has been enhanced to have more efficient inquires
and robust search criteria.
Offers a standardized archiving solution that uses the
PeopleTools Data Archival Manager functionality.
Payables 8.9 integrates with eSupplier Connection, an external
facing application that provides strategic information from
PeopleSoft available in real-time to your suppliers. The result is
improved business collaboration, enhanced supplier response
capability and higher buyer productivity. This internet-enabled
collaboration between buyers and sellers works interactively by
sharing the same view of data across the internet, so you can
make faster and more accurate decisions with less effort.
You can take advantage of the robust integration with the
Financial Gateway feature to handle electronic payments
efficiently.
Integrates with Claims Management, Purchasing, and
Receivables to process vendor rebate claims.
This release enhances the payment method functionality to
include the Purchasing 8.9 procurement cards (PCard)
functionality.
Adds integration between Work Order Management and
Payables to facilitate data transfer needed for maintenance
organizations to procure resources externally.
This release includes various improvements for U.S. federal
government processing.
The Value-Added Tax (VAT) functionality of Payables 8.9 is
enhanced; improving how the system calculates and displays
VAT information.
Audits your transactions against restricted party or financial
sanctions lists, also known as interdiction lists, to help your
enterprise remain compliant with these laws, with minimal
disruption to your business.
Enables you to comply with financial sanction laws by screening
your vendor database against the financial sanction lists that are
relevant to your business. The application validates the vendor
name and alternate payment name and remit vendor name at
multiple points throughout the transaction life cycle to ensure that
you do not pay a restricted party.
Introduces the digital signature process for sending and receiving
invoices. The application provides an option for the vendor to
digitally sign an invoice.
Voucher processing includes several enhancements to increase
productivity and efficiency.
The withholding process was simplified and streamlined.
With this release, users can select multiple payments and either
cancel or escheat the selected payments all at once.
To further extend support for ACH payment transmissions, in
PeopleSoft Enterprise Payables 9 prenotes for ACH payments
are now supported to ensure that your vendor bank account data
is accurate before payment time.
Updates the existing SF-224 Statement of Transactions reporting
to comply with Financial Systems Integration Office (FSIO),
formerly the Joint Financial Management Improvement Program
(JFMIP), requirements for financial transaction processing for the
U.S. Federal Government.
Adds functionality for you to transmit your federal payments
using the Secure Payment System (SPS) to comply with U.S.
Treasury requirements.
Supports Accounting Date as a VAT declaration point.
Provides for the automatic accrual of activity that has not been
fully processed in the Payables sub-ledger. This is typically done
as part of the period end close.
Delivers functionality that provides the ability to track changes
made to the Vendor Short Name, Vendor Name, the time and
date the changes were made and the individual who made the
changes to the Vendor record.
The Payment Advice feature provides the ability in Payables to
send, via email, a remittance advice to the suppliers.
Delivers search criteria to include contract information such as
contract ID, contract line number, and so on, to enhance the user
experience and reduce the back and forth navigation between
Payables and procurement applications.
In PeopleSoft Payables 9.1, we are adopting the Approval
Workflow Engine framework for voucher processing and vendor
changes.
The new duplicate vendor checking functionality provides the
capability to check independently for duplicate vendors at the
field option value level for both active and inactive vendors.
In PeopleSoft Payables 9.1, we allow the user to attach
supporting documents at the voucher level.
Includes functionality to enable you to eliminate costly rework
resulting from accounting errors and simplify the process of
entering transactions online.
Receivables now tracks Project ChartFields on Distribution
Lines. Analysis and reporting of project-related activity is more
straightforward now with project information tracked at a
consistent level across all PeopleSoft applications.
Provides parallel processing for aging and statements, which
reduces process run times.
Receivables 8.9 also provides these new enhancements:
- Direct debit remittances.
- Accounting entry enhancements.
- Cash receipt processing.
- Vendor rebate and claimback processing.
- Commitment Control processing.
- Archiving.
The Spreadsheet Payment workbook enables you to enter
payments and remittance information offline using Microsoft
Excel and then import the payments into your PeopleSoft
Receivables system.
Added a new journal generator template to process cash control
entries. This enhancement provides you with greater flexibility in
generating cash related journal entries to the general ledger.


The improved payment unpost feature in PeopleSoft Receivables
9 enables seamless processing for those cases when payment
application transactions must be unposted, and when the events
occur across accounting periods, avoiding the need for
workarounds that may compromise the data integrity of a
customer’s activity.
This release includes a new credit card worksheet that uses a
streamlined approach for credit card processing, enabling users
to process full and partial payments for item balances and
perform maintenance on customer items before initiating the
credit card payment.
A new batch process, the Credit Card Processor (ARCRCARD),
is used for processing credit card payments against open items.
The Credit Card Processor automatically approves and settles
items that are marked with a payment method of credit card as
they become due. In addition, the process can pick up
transactions for authorization and settlement from credit card
worksheets that users have submitted for batch processing.
The collection process includes the following enhancements:
- Added currency codes to customer conversation notes that
document a customer’s promise to pay, which enables more
accurate cash forecasting.
- Enhanced customer conversations to use multiselect and insert
capabilities to link related items in customer notes.
- Narrowed the scope of Follow Up Letter processing by using
the new business unit parameters. This enables users to control
your company’s processing and direct the printing of reports to
specific printers more effectively.
Includes the following compliance and control enhancements:
- Complete processing support for an additional VAT declaration
point of accounting date.
- New business unit prompts allow existing business unit security
to be leveraged, eliminating unwanted audit comments.
- Added business unit controls enhance existing conversation
functionality and improve printing processes as well as enable
stronger security using business unit.
- Added base currency views for all activity, which enables
PeopleSoft Enterprise Receivables 9 to provide increased
visibility of Receivables Activity and enables easier reconciliation
and analysis.
- PeopleSoft Enterprise Receivables 9 extends our Federal
requirement compliance by supporting Partial 224 incremental
requirements for the Financial Systems Integration Office (FSIO)
as part of the Joint Financial Management Improvement Program
(JFMIP).

PeopleSoft Release 9.1 introduces the Financials Audit
Framework (audit logging), which provides efficient tracking of
transaction processing that results in enhanced visibility and
detailed audit trails and is available for Accounts Receivable
Items, Drafts and Payments.
Receivables, as well as many other products, now provide
consistent combination editing and descriptive Chartfield
combination error messages.
Extends the capability of attaching supporting documentation to
Receivables Payments and Worksheets.
The bi-lateral netting functionality is enhanced to enable a user to
optionally select the Apply Discounts to Transactions option on
the Netting Contracts - Primary Information page or the Manual
Select Netting - Manual Selection page to consider discount
terms on PeopleSoft Payables vouchers and Receivables items
that are netted.
Provide a Credit and Collections Workbench that is a central
point for PeopleSoft Receivables users to review action items, to
analyze customer information, and to perform appropriate
actions.
Provide a graphic representation to show the multi level
hierarchy for customers as defined in the customer records. This
hierarchy displays as the single source of truth for customer
relationships. To further leverage this graphical tool, the
graphical representation is context-sensitive and reusable for the
collections workbench and customer general information entry.


Enhancements to the Payment Worksheet enables the AR
Specialist to add the reason code, disputed amount and date and
apply them to a disputed item.
A new copy function allows an item to be copied independent of
whether the item has been selected on the payment worksheet.
This enables the AR specialist to create deductions and other
adjustments to lines that have already been selected for
payment.
Usability enhancements to the Payment Worksheet enable users
to select and deselect all rows and a range of rows for applying
discounts, and a new option to show duplicate rows and changes
that enable the display of more information.
The Receivables Payment Predictor provides two new
algorithms, #DTL_PM (partial match) and #DTL_TPM (tolerance
partial match) that identify items to be matched with a payment
using the detail reference information in the first pass, just like
the #DETAIL algorithm. Additional items will be selected by a
partial match algorithm in a second pass.
Gives the user the ability to track promises to pay an item or
multiple items by customer. Unfulfilled promises become new
action items for further follow up. Users are able to track the
number of unfulfilled promises over time and compare them with
the total number of promises. Users are able to configure a
tolerance level for a promise, so that a promise will be
considered met based on the actual amount paid, the number of
items paid, or the actual date paid.
Provide the option to Prenote direct debits which enables users
to confirm the account information prior to making a payment.
The customer can generate a zero dollar prenote payment for the
direct debit payment method and process it through Financial
Gateway, single payment platform for PeopleSoft that is part of
the Cash Management solution.
Provide functionality to fulfill the requirements for customers in
France by including the VAT amount in the accounting entry in
the AR-Prepaid account. To balance the transaction, a new
accounting entry will be made in a VAT to Adjust account. Also,
when the prepayment is applied against an invoice, or written-off,
the amounts in the AR-Prepaid and VAT to Adjust accounts will
be reversed accordingly. This functionality will also
accommodate the needs of customers who want to calculate
prepayments without VAT.
Incorporates the PeopleSoft Enterprise Components Approval
Framework to approve or deny writeoffs on the Payment
Worksheet, Credit Card Worksheet, Maintenance Worksheet,
and Draft Worksheet.
Enhanced the Intra-governmental Payment and Collection
(IPAC) functionality to further support Government Wide
Accounting (GWA) Reporter requirements. We provide new
componentized Treasury Account Symbol setup with defined
Business Event Type codes and be able to prompt on these
values when entering IPAC transactions into PeopleSoft
Enterprise Payables and Receivables.
Usability enhancements to improve FSCM user interface and
consistent look and feel.
Mouse over popup feature provided on multiple pages enables
users to quickly see additional information for fields such as
customers, vendors, and contacts. The mouse over popup page
is a PeopleTools 8.50 feature that is configured using Application
Designer. You can set up additional popup pages, modify the
fields that appear on the delivered pages, or inactivate a popup
page.
Provides related content on several components, such as the
Vendor, Voucher, and Purchase Order components. The related
content tabs provide quick views of information related to the
vendor, voucher or purchase order.
Comprehensive guide contains significant research and detail on
many SCM tables, the order in which you have to archive, and
the impact to other applications. It also outlines both the technical
and functional aspects of creating your own archiving solution
using either the PeopleTools delivered archiving solution, or a
third-party based on your preferences.
You can create different templates for each of your service
customers so they receive invoices summarized in the manner
that they prefer.
Includes parallel processing that enables you to run multiple
invoicing processes concurrently using dedicated temporary
tables, so that multiple billing specialists can finalize and print
bills concurrently.
PeopleSoft Enterprise Billing 8.9 includes integration with
Government Contracts.
This release includes enhanced integrations with new
generations of 3rd party tax software using Integration Broker
and XML Interfaces.
PeopleSoft Enterprise Billing 8.9 can bill for deposits on sales
orders, and reduce invoice amounts by the deposit amount paid.


A new search page for the Update Billing Worksheet component
enables you to narrow your search by selecting multiple fields
with range capabilities. The fields available for searching include
bill type, bill source, billing specialist, and contract type.


Multiple worksheets can be selected simultaneously for
immediate approval or deletion in a batch process.
Offers processing support for the VAT declaration point of
accounting date.
Customers can indicate if Financial Sanctions Screening (FSS) is
required at either the installation or business unit level. If FSS is
required, the Billing Finalization process identifies bills that
require FSS processing and calls a secondary process to
perform a series of tasks.
Provides XML Publisher as a third print option for invoices.
A new version of the Billing Invoice Notice is provided in this
release to facilitate mapping the message to the EDI 810 format.


PeopleSoft Enterprise Billing has an option to retransmit the
Billing Invoice Notice on the Billing Invoice Notice Message
Selection Criteria page.
A new invoice media option for email has been added. This
option will differ from the existing media option of ‘Email
Notification’, which emails a link to eBill Payment to view the
invoice via self-service. The new email option will email an actual
PDF of the invoice as an attachment.
A frozen image of an invoice can be saved for future viewing.
The image is a PDF file that is attached to the invoice during the
invoice printing process.
Provide users the ability to render a proforma invoice online from
the Standard Bill Entry, Express Bill Entry, Bill Summary, and Bill
Inquiry components.
All products supporting combination editing for online editing
provides better and consistent error messages for combo edit
violations.
The Chartfield combination edit functionality enhanced to give
customers the ability to run ChartField combination edits online
and/or in batch. This allows customers to run combination edit on
credit transactions which bypass bill entry.
Support for invoice approvals. Invoice approval criteria is
configurable via the approval workflow framework. Approvals can
be set up for credit invoices by defining threshold amounts for
each user. Configuration is not limited to approval based on
threshold amount. Other fields can be configured to require
approval based on other criteria when an invoice is created.
Allow the credit card information captured in RMA to be passed
to Billing to credit the proper credit cards. To properly calculate
the VAT and U.S. based taxes, VAT and U.S. based taxes
information will be retrieved from shipping history (invoice or
sales order schedule) for credit to be accurately calculated.
Credit Card processing has been enhanced to add the ability to
capture the three-digit or four-digit number (CVV2/CVC2) of a
credit card. This number is then passed to the 3rd party credit
card processor in batch processing.
Added support for reversals of credit card authorizations that
were performed in Order Management.
Allows the user added flexibility in managing their effective dated
prompts in Billing Entry.
An XML publisher report for SF1034/1035 delivered with Amount
in Excess displayed on the invoice formats.
Users will be able to calculate use taxes for free items on
customer invoices, which the seller is responsible for remitting.
VAT Reverse Charge feature introduced. VAT reverse charge is
also called customer VAT. Billing invoices will not include the
customer VAT on the invoice amount due, but will indicate the
amount that the customer must account for.
Ability to secure a set of ChartFields, where the values will be
displayed based on security level.
Allow agencies and other customers that have similar
requirements to delay billing until paid by specifying hold days on
customer bill-to options and holding them until the date on the
billing header components.
Support of Federal Highway Billing file extract.
New Invoice maintenance component to correct specific
erroneous project fields when creating the FHWA extract file.
This component supports mass maintenance of projects related
ChartFields.
Using generic XML messages for communication to avoid
changes to PeopleSoft code every time the tax vendor version
changes. The generic messages are designed to be used with
any third party tax software that customers would like to integrate
with PeopleSoft.
Introduces several changes to the requisition entry process to
improve ease of use and reduce the number of steps.
The approval process has been enhanced to include expandable
requisitions and mass approvals.
The concept of expandable lines has been used throughout the
eProcurement application to significantly reduce the number of
clicks and the navigation steps required to perform several tasks,
making each of these tasks more efficient.
Enhanced to allow email-based approvals.
PeopleSoft Enterprise eProcurement 8.9 has been enhanced to
integrate with Asset Lifecycle Management and other Supplier
Resource Management (SRM) applications to enable purchasing
to acquire maintenance and repair parts and service for assets.


Includes Verity configurable search indexing.
In this release, you use pegging. Pegging enables you to allocate
requisitions to specific work orders and sales orders.
Includes express requisitions, which allows you to limit the
amount of time it take requesters to enter multiple line
requisitions.
The administrator can dynamically configure workflow to enable
the system to determine how many approvers are required for a
step to be approved, and which approvers are not needed.
In PeopleSoft Enterprise eProcurement 8.9, you can now use
procurement cards on any requisition.
The reassignment functionality of eProcurement workflow has
been enhanced.
Enhanced Buyer Center, which gives buyers one central location
for the tasks buyers perform.
This release includes a new SRM Dashboard that is designed for
a procurement user. The SRM Dashboard is a centralized portal
page with multiple pagelets that provides buyers and managers
with the necessary and essential information to assist them with
their daily jobs in one centralized location.
The new functionality of the approval workflow enhancements in
PeopleSoft Enterprise eProcurement 9.0 includes:
- Maintaining transaction history on resubmit.
- Support for administrators to resubmit on behalf of a requestor.
- Reminder notification.
- Route to administrator when no approver found.


With this release requesters can copy a requisition directly from
the Manage Requisitions page. Requesters can also cancel a
requisition line, rather than the entire requisition, directly from this
page.
Includes the ability to add items to an existing template or to
create a new template without saving the requisition.
The New Item Request feature of PeopleSoft Enterprise
eProcurement 9.0 enables users to send a worklist notification to
the buyer, requesting that the buyer add a particular item to the
catalog. This feature allows items that are frequently ordered, but
not yet in the catalog, to be added, while the requester is creating
the order.
Enables the BPEL process manager to be used as an option to
communicate with suppliers. The Procure-to-Pay process
enables customers to connect quickly and easily to vendors.
Purchase orders are sent, and purchase order
acknowledgements, advanced shipment notifications, and
invoice responses are received.
Extends support for amount-only requisitions, so requesters can
place an order, receive the order, and pay for an order based
solely on the amount that is purchased.
In this release, users can consolidate their favorite catalog items
into groups and share them with other users.
The Verity search capabilities have been improved by enabling a
requester to index and search on attachments that are stored in
a FTP server or network file server.
Dispatching processes have been consolidated to enable
purchase orders of different dispatch types (EDX, print, email,
fax, or phone) to be dispatched from the same process. In
addition, XML Publisher has been integrated to the dispatch
processes to allow easier format changes to the printed
purchase order.
Contract placement on an requisition has been improved. At the
business unit level, you have the option to automatically default a
contract to the requisition line, while giving requesters the
opportunity to override the contract if necessary. In addition, you
can search for contracts by category to apply contracts to
requisition line items.
The Manage Requisitions component can provide visibility into
budgets from PeopleSoft Commitment Control. Requisitions can
display the current budget status and pre-encumbrance balance.


The process to change an existing requisition has been improved
to enable users to change requisitions that have been approved,
sourced or even dispatched. An enhanced Change Template
page enables you to launch a change request to change a PO,
track changes using the new Requisition Change Tracking
History page, and require reapproval of a changed requisition
using the Approval Framework feature. In addition, a user could
be required to enter a reason code, comment, or both when
changing a requisition.
The Ship To field, Location field, and Department field have been
expanded on several PeopleSoft eProcurement pages to enable
users to quickly view all information on a page.
Oracle XML Publisher has been used to enhance the printable
requisition that can be displayed from the Confirmation page. In
addition, this same printable requisition can now be viewed on
the approval pages so that users who are approving a requisition
see the printed format. Details can be displayed with or without
the distribution-level information.
Buyers and requesters now have access to view one-time Ship
To Address information on the eProcurement requisition
Summary page and Manage Requisitions pages. Requesters
with the new eProcurement role action of NO ONETIME SHIPTO
are prohibited from creating a one-time ship to address providing
your organization with more security and control.
The Vendor Name field has been added to the Special Request
pages to enable you to search for a vendor by name.
Direct connect items can be saved as favorites or as items on a
template. Select this option on the eProcurement Installation
Options page.
The Verity search engine can now use chunking logic. This
feature improves indexing performance.
You can create a special request item or service with a negative
price. This feature will enable you to record trade-in items or
special discount offers such as instant rebates and special
coupon offers.
PeopleSoft eProcurement has been integrated with Oracle's
Exchange (exchange.oracle.com) to enable users to add direct
connect items from the Exchange to their requisitions. In
addition, PeopleSoft eProcurement has been integrated with the
Oracle Supplier Network (OSN) to send purchase orders
electronically to the OSN and receive back purchase order
acknowledgements, advanced shipping notifications, and
invoices. PeopleSoft eSupplier Connection and PeopleSoft
eSettlements can be used to monitor the transactions.
On an eProcurement requisition you can record and maintain
multiple comments and attachments at the header-level, line-
level, and schedule line-level. You can copy comments from
standard comments or item specifications.
The Requisition Lifespan within the Manage Requisitions page
has been enhanced to allow you to drill down into more details of
related transactions, such as purchase order acknowledgements,
advanced shipping notices, and material stock requests.


On the Manage Requisitions page, the Status field for both
header and line will include more options to accurately reflect the
status of the requisition.
Requesters linked to the new eProcurement role action of
ALLOW DEFAULT OPTION, are able to override default values
at the header level to be applied to all lines in the requisition.
The new VAT Reverse Charge check box on the requisition
allows the system to recognize requisitions that require the
reverse charge VAT rules within the United Kingdom.
The Requisition Name field and the Attention To field are now
displayed on purchase orders and receipts so the receiver is able
to quickly identify the final recipient of the order. In addition,
these fields are now available on requisitions in PeopleSoft
Purchasing.
If PeopleSoft Commitment Control is enabled for check without
reserve, requesters have the option to check whether a budget
exists for their order before they commit amounts to a pre-
encumbrance or encumbrance. The requisition that has been
checked without reserve will displays a status of provisionally
valid or provisionally error to indicate if budget is available.
In order for your company to more effectively handle demand,
provide flexibility, and enhance inventory visibility, PeopleSoft
Enterprise Inventory 8.9 reworked how it manages and
manipulates demand. As a part of these enhancements,
PeopleSoft’s Product Configurator is being modified to work in
harmony with the rest of the fulfillment changes.
Includes implementation enhancements that enable
organizations to specify the date field to be used when selecting
configurations. Additionally, fields can be identified that will drive
reconfigurations and updates when changed on an order.
PeopleSoft Enterprise Purchasing 8.9 adds support for the full
vendor rebate lifecycle, including accurate recording and
tracking, claims management, and rebate analysis.
Enables effective dated units of measure (UOM) to track
packaging changes over time along with any associated price
changes.
With PeopleSoft Enterprise Purchasing 8.9 procurement
organizations can define order multiples to guide buyers toward
ordering certain items in the predefined quantity multiples based
on supplier requirements or agreements.
To assist customers in streamlining their procurement and
payables business process, PeopleSoft Enterprise Purchasing
8.9 enables users to specify Procurement Cards as a payment
method on their requisitions and purchase orders.
Includes several enhancements to manage supplier information
more effectively, such as User definable fields on the vendor
master, the new vendor address lookup, the new ability to define
any ordering vendor location, and Vendor Contacts, which now
retrieves the address, phone, and fax numbers from the vendor
address information.
This release makes the following enhancements to the Purchase
Order Acknowledgement (POA) capability that resides in
Purchasing:
- Adding the POA Status field to the purchase order and
requisition.
- Providing the buyer with the ability to enter a POA for the
supplier.
- Streamlining tolerance approval processing for POA’s.
- Buyers can set acceptable POA tolerance levels and the
system will automatically approve those POA’s.
- Notifying the buyer through Workflow notifications when the
supplier has not sent a POA for a purchase order and they
should have.
Includes SRM Dashboard, a centralized portal page with multiple
pagelets that provides buyers with the necessary and essential
information to assist them with their daily jobs in one centralized
location.
The receiving process includes several enhancements:
- The ability to specify the receipt quantity at the distribution
level when receiving purchase order schedules with multiple
distributions.
- The ability to override the price for nonpurchase order receipts
on the receipt line.
- The ability to identify purchase order lines or items where
receiving is not allowed.
PeopleSoft Enterprise Purchasing 9.0 extends support for
amount only requisitions, so requesters now can place an order,
receive the order, and pay for an order based solely on the
amount that is purchased.
Enables users to reopen purchase orders (POs) and requisitions
from any closed process run to accommodate things such as late
incoming invoices, late payments, or incorrectly closed POs.


The SRM Dashboard is expanded for this release. The number
of pagelets a buyer can add to their dashboard has increased.
There is drill down capabilities from several of the high level
summary pagelets to more detail levels.
The procurement card numbers that are used in PeopleSoft
Enterprise Purchasing will be encrypted and then stored in the
database in that format.
The Contracts by Category feature in PeopleSoft Purchasing 9.1
enables you to specify the item category, along with price
adjustments and item exceptions, saving time and reducing
errors. Category type contracts enable you to create a contract
based on a category of items.
Release 9.1 provides a new change tracking enhancement with a
history of key contract transactional information that will enable
management to clearly identify who made what change and
when they made it.
Contract versioning in PeopleSoft Purchasing 9.1 enables
contract administrators to create and maintain multiple versions
of a contract. You can view all historical versions of a contract.
Contract versioning supports forward looking (draft) versions of a
contract that enable organizations to modify draft versions while
keeping the current version active and available for system
transactions.
Introduces contract defaulting options that help ensure that the
contract and contract pricing is correctly referenced on
requisitions and purchase orders. This feature helps ensure that
you pay the negotiated price.
A new enhanced contract search feature for requisitions and
purchase orders expands the search criteria and search results,
providing visibility into master contract information, contract
description, expiration dates, and remaining amounts and
quantities to help buyers and requesters select the appropriate
contract for their transaction.
Manage large contracts more efficiently by leveraging the new
searching capability within Procurement contracts and improving
the user's experience in maintaining large volume contracts. You
can establish a maximum number of set of lines (chunk size) to
load into the component at a time, improving performance and
usability.
A new Price Adjustment template in Release 9.1enables the
capability to define a price adjustment in a template and apply
the defined template adjustment to all open items, line items, or
category item in your contract.
In Release 9.1, you can define which Contract Process Option to
default on your contract, ensuring that you are using the correct
option to create a contract, reducing errors.
An Auto-Default option on the Procurement Contract transaction
controls whether a contract should auto-default into requisition or
purchase order transactions or whether you must manually
select the appropriate contract.
Along with other contract enhancements, PeopleSoft Purchasing
9.1 provides an updated contract search from within requisitions
and purchase orders. The search expands the search criteria
and results, providing visibility into master contract information to
help buyers and requesters select the appropriate contract for
their transactions.
Enables you to specify a date by which the contract should be
approved and renewed, and to be proactively notified beforehand
to remind the contract administrator to review and renew the
contract before it expires, preventing contract savings from being
missed.
To expand the use of contract documents that are available
using PeopleSoft Supplier Contract Management, PeopleSoft
Purchasing 9.1, will provide authored document capabilities for
purchase orders.
Along with the standard Virtual Workflow, PeopleSoft Purchasing
9.1 provides a new PeopleSoft Approval Workflow Framework.
You will use this method to approve requisition and purchasing
transactions. The approval framework requires less technical
skills than Virtual Workflow.
For Release 9.1, purchase order dispatch is available using
Oracle XML Publisher.
The Close Short job enables you to close short both stockless
and nonstockless line items on a purchase order. For PeopleSoft
Purchasing 9.1, the close short functionality will be available for
any line on the purchase order.
New for PeopleSoft Purchasing in Release 9.1 are the
Requisition Name and Attention To fields for Purchasing
requisitions. These fields identify PeopleSoft eProcurement-
related fields that have been carried onto the requisition,
purchase order, and receipt transactions in PeopleSoft
Purchasing.
With PeopleSoft Purchasing Release 9.1 line groupings, buyers
can use PeopleSoft Strategic Sourcing to obtain better pricing for
items.
The Group Purchasing Organization feature has been moved to
the Purchasing menu. Also, to make the update of existing item
records easier, alternate item keys that can be recognized by the
832 Price Load process have been added.
For organizations using PeopleSoft Commitment Control, with
PeopleSoft Purchasing Release 9.1 we plan to provide visibility
to remaining encumbrance balances on purchase orders and
requisition accounting entry pages.
Receiving enhancements include making similar prompts
available for lot IDs for inventory-related receipts and
streamlining RTV Express and Fulfillment processing for
inventory-related transactions.
Several PO Rollover enhancements were introduced to
streamline the year-end budget rollover process for organizations
that use Commitment Control.
When a country requires the use of the domestic reverse charge
provision, you can select to indicate that the goods on
transaction lines associated with the VAT driver are domestic
reverse charge goods.
ChartField security is now available for PeopleSoft Purchasing
transactional and inquiry pages. You can enable ChartField
security for pages where data entry security is critical but still
allow open access to other features.
Usability enhancements to improve FSCM user interface and
consistent look and feel.
Mouse over popup feature provided on multiple pages enables
users to quickly see additional information for fields such as
customers, vendors, and contacts. The mouse over popup page
is a PeopleTools 8.50 feature that is configured using Application
Designer. You can set up additional popup pages, modify the
fields that appear on the delivered pages, or inactivate a popup
page.
Provides related content on several components, such as the
Vendor, Voucher, and Purchase Order components. The related
content tabs provide quick views of information related to the
vendor, voucher or purchase order.
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