PeopleSoft Financials Maintenance Pack-12

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PeopleSoft Financials Maintenance Pack-12
Cumulative Feature Overview
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Presentation Agenda

• Why apply Maintenance Packs?
• Overview of New Application Updates
• Common Challenges

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Why Apply Maintenance Packs

• Provides access to new functionality and
  applications updates that can help keep us be
  better positioned to meet our business objectives
• Leverage new and advanced functionality
  out-of-the-box solution with lower maintenance
• Minimize cost of ownership through retiring
  customizations
• To stay current with PeopleSoft support

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Feature Overview

• Overview of Application Updates and Features
  includes in this release

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Asset Management

• Accounting Entries
• Chartfields are now copied from Parent to Child
  asset
• Depreciation entries corrected to balance by
  split-funded assets
• Depreciation Close now validates the accounting
  date correctly
• Leases
• Modified code to resolve rounding issue when a
  Leased Asset is created/updated
• Fix to update Lease Obligations correctly
• Interfaces
• Modified PO/AP/AM Interface so that the voucher
  updates the cost of asset
• Reporting is enhanced

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CommitmentControl

• KK Budget Checking
• Fixed encumbrance data after PO_REOPNE of a PO
  with previously closed lines
• KK Liquidation missing valid PO distribution data
• KK Flat File Budg Jrnl Import
• Corrected issue with wrong header status after
  flat file import
• KK Budget Checking
• KK Activity incorrect in KK_LIQUIDATIONS
• KK Budget Inquiry
• Resolved error thrown when users click the Go to
  source inquiry link in the Budgets Overview
  Activity Log

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eSettlements

• Administration
• Self Service now displays all Invoices for a
  Supplier
• Usability
• Users are now able to see Attachments in the
  Review Invoice page
• Functionality
• Fix the issue related to the Print Invoice
  button/link

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Expenses

• Approvals
• Fixed issue so that reassigned and resubmitted
  expense reports do not skip the approval step
• Usability
• Users are now able to see Attachments in the
  Review Invoice page
• Functionality
• User can now attach receipt images from a mobile
  device (iOS6) to the header or line
• Corrected issue where budget status is incorrect
  for expense report after the approver modifies
  the accounting defaults

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General Ledger

• Journal Edit
• Fixed poor performance issue during Journal Edit
• Combo Edits
• Modified the Combo Rebuild process when master
  selector tables need to be rebuilt during an edit

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Payables

• Voucher Budget checking available for Single Pay
  Vendors in batch process
• Voucher on Demand Processes feature improved
  performance when waiting for process to be
  completed
• Voucher Inquiry scheduled payments link available
  for paid vouchers
• Voucher Build and voucher save now updates
  Activity Date on PO
• AP Withholding Post features improved performance
  (runs faster)

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Project Costing

• Interfaces
• Modified PC_CA_TO_PC process works properly when
  a reversal is initiated for a revenue plan
• Modified the PC Pricing engine to not overwrite
  the BI_DISTRIB_STATUS for unbillable source rows
• Modified the PC/AM integration processes to send
  the remaining three PC fields Resource Type,
  Resource Category, and Resource Subcategory

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Receivables

• Direct Journal
• Modified code to not allow unbalanced deposits to
  be entered in the Create Acct Entries page
• Combo Edits
• Corrected issue with Combo Edit not working for
  AR_Line in 9.1

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General FSCM Enhancements

• Direct Journal
• Modified code to not allow unbalanced deposits to
  be entered in the Create Acct Entries page
• Journal Edit
• Modified process to improve poor performance
  issue
• Combo Edits
• Change made to build dynamic selector table when
  tree version changes
• Integration with HCM
• SpeedType Description now published to HCM
• KK Budget Checking
• SpeedType Description now published to HCM

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Common Application Update Challenges

• Inadequate timeframes to deploy
• Inadequate process analysis of human impacts of
  the new technology
• Considerations for scalability and tuning
• Determination of sufficient Testing methodology
  and risk management

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Questions?

• Questions?