PeopleSoft HCM 9.2 - New Features

Improved User Interfacce
MSS Improvements

Manager Dashboard
Talen Summary

Analytics/Pivot Grids

Global Search  - Data and Trasnaction Navigation
Improved Overall Performance

Smart HR Template
HR Notifications
Peoplesoft Update Manager (PUM)
Peronalizing Toolbars

Fluid Mobile Interface

PeopleSoft General Ledger (GL)

PeopleSoft General Ledger

For your PeopleSoft, QA Automation Testing and Big Data training and job needs, Please contact eastbaytrng@gmail.com or (925) 322 3131

PeopleSoft GL is core of PeopleSoft Financial Management System. It is integrated with other modules such as Purchasing, Expenses, Payroll, AM, AR, AP, Billing, Inventory, Cost Management, EPM, Treasury, HRMS, ELM and PC.

Below diagram illustrates the GL flow of the implementation. This is not only applicable for GL, even other modules AP, PO, AR (even any ERP modules) follow the same flow.

Implementation planning - Includes how to structure the Business Unit, Tables and other business rules.

Tables Setup – Setting up Business Unit, Installation Options,  User Preferences,  Account Types,  Details Calendars, Defining Chart fields,  Creating Trees,  Journal Processing setup such as Ledger Templates, Ledger Group, Accounting Periods maintenance,  Defining Journal Entry templates,  Journal Source setup,  Define ChartField Combination edits

Transaction Processing – Entering data to GL using the Tables setup done in above step.  Includes Entering Journals, Journal Edit Process, Posting Journals, Copy Journals, Unposting Journals,  Importaing Spreadsheet Journals, InterUnit and IntraUnit Accounting.

Reporting – Performing Year-End Close. Reporting results using PS/nVision which includes creating simple Matrix Layout, Report Request and creating an Income Statement and Document Sequencing

GL Process Flow

Below diagram shows the GL Process flow from feeder systems to summary ledger. 

Feeder systems  - Feeder systems can be non-PeopleSoft or other PeopleSoft modules such as Payables, Receivables, or even PeopleSoft HRMS. For example, PeopleSoft HRMS- Payroll  sends the Payroll summary information to account the payroll expenses in GL module after the Payroll process completion during each pay period. Jounral Generator is PeopleSoft process to integrate other PeopleSoft modules transactions.

GL Menu navigation shows the most of the Setup Tables used in the left side.  Right side shows the functions under the GL.

 
What is LEDGER?

Ledger represents a set of books for each business unit or entity. The source for LEDGER is journal entries.

Ledger Table can represent multiple ledgers such as ACTUALS, BUDGET, FORECAST, ENCUMBRANCE, STATistical or any other type of data.

What is Control Table vs. Transaction Table?

Control Tables store the information related to Accounting Structure and processing rules when a transaction is recorded.

Examples of Control tables are: Accounts, Departments, Trees, Calendars

Generally control tables are keyed by SETID and Effective-dated.

Transaction Tables are keyed by BUSINESS_UNIT  which stores business activity such as Journals, Vouchers,  Balances and Invoices.

Sample Transaction tables in GL are,

• o   JRNL_HEADER -  Journal Header Table
• o   JRNL_LN  - Journal Line Table
• o   LEDGER – Ledger Table

Control tables relatively static, but transaction tables are updated frequently.

JRNL_HEADER

Journal Header Data - Header Record for Journal.

Important Fields include the following:

JOURNAL_ID, JOURNAL_DATE, JRNL_HDR_STATUS,BUDGET_HDR_STATUS, DESCR254

JRNL_LN  Journal Line Data - Line Record for Journal.

Important fields include the following: Journal

ID, Journal Line #, Department ID and Account (and Other Chartfields), Budget Line

Status, Distribution Amounts, Budget Dates, Close Flag

LEDGER Ledger Data - Summary of Balances by Chartfields by Fiscal Year, Accounting Period

Navigation: 

Creating a Journal Entry - Revenue

Navigation: General Ledger > Journals > Journal Entry > Create/Update Journal Entries

Deleting a Journal Entry

Navigation: General Ledger > Journals > Journal Entry > Create/Update Journal Entries

Journal Entries in General Ledger can only be deleted if they have not been posted. 

For your PeopleSoft, QA Automation Testing and Big Data training and job needs, Please contact eastbaytrng@gmail.com or (925) 322 3131

PeopleSoft HCM 9.2 Features

• PeopleSoft Search – To find information faster using internal Search Engine

• Pivot Grids – To deploy the dynamic reporting and analytics capabilities

• Embedded Help - Detailed, embedded help now appears to users when they select the information icon available on group boxes, grids, or scrolls on a page

• New PeopleSoft Online Help Solution - Starting with 9.2, PeopleSoft delivers new help solution interface that looks and functions much like a website.

• PeopleSoft Continuous Delivery Model - PeopleSoft plans to accomplish by delivering new features and capabilities within each calendar year between major releases

• PeopleSoft Update Manager - PeopleSoft Update Manager provides the tools a customer needs to reduce time, effort, and the cost of PeopleSoft application maintenance

• iPad Certification -The iPad makes PeopleSoft dashboards even more effective at providing important information at a-glance.

• PeopleSoft Interaction Hub - The PeopleSoft Applications Portal has just been re-branded as the PeopleSoft Interaction Hub

• PeopleSoft Talent Management 9.2 to HCM 9.1 Integrations - PeopleSoft Talent Management 9.2 to PeopleSoft HCM 9.1 Integrations provide PeopleSoft HCM 9.1 customers the ability to leverage the newest Talent Management 9.2 applications without requiring a full upgrade to PeopleSoft HCM 9.2

• PeopleSoft Fluid User Interface (delivered in PeopleSoft HCM 9.2 Update Image 9) - The PeopleSoft Fluid User Interface is a significant enhancement to the PeopleSoft’s “classic” user interface. Fluid pages are designed to be used on mobile devices, and they offer a familiar and intuitive mobile-friendly interface. The pages can also be used on laptops and desktops if you so choose.

• Employee Photo (delivered in PeopleSoft HCM 9.2 Update Image 9) - The PeopleSoft application now gives you control on whether you want to display a photo of the employee on application pages throughout the HCM system. The Installation Table has the option to choose.

HCM 9.2 Navigation

Data Navigation
Add a Person Workforce Administration > Personal Information > Add a Person
Add employment instance Workforce Administration > Job Information > Add Employment Instance
Bio/Demo Data Workforce Administration > Personal Information > Biograpical > Modify a Person
Business Unit Setup Set Up HCM > Foundation Tables > Organization > Business Unit
Citizenship Data Workforce Administration > Personal Information > Citizenship > Identification Data
Combination code Table Set Up HCM > Common Definitions > Chartfield Configurations > Chartfield Transaction Table
Company Table Set Up HCM > Foundation Tables > Organization > Company
Department Code Table Set Up HCM > Foundation Tables > Organization > Departments
Disability Workforce Administration > Personal Information > Disability > Disabilities
E-Profile for personal information Workforce Administration > Self Service Transactions > Workflow Inquiry
Education Workforce Development > Profile Management > Profiles > Person Profiles
Emergency Contact Workforce Administration > Personal Information > Personal Relationships > Emergency Contact
Employee checklist Workforce Administration > Personal Information > Organizational Relationships > Person Assignment Checklist
Establishment ID Setup Tables Set Up HCM > Foundation Tables > Organization > Establishment
Ethnic Group Workforce Administration > Personal Information > Modify a Person (Regional Tab)
General Comments Workforce Administration > Personal Information > Biographical > General Comments
Identification Data Workforce Administration > Personal Information > Citizenship > Identification Data
Job Code Table Set Up HCM > Foundation Tables > Job Attributes > Job Code Table
Job Data Workforce Administration > Job Information > Job Data
Job Opening (Add) Recruiting > Create Job Opening
Job Opening (Update) Recruiting > Browse Job Openings
Leave Accruals Benefits > Enroll in Benefits > Manage Leave Accruals > Review Accrual Balances
Leave Plans Benefits > Enroll in Benefits > Leave Plans
Location Table Set Up HCM > Foundation Tables > Organization > Location
Maintain Flags Benefits > Maintain Primary Jobs > Maintain Flags
Manage Hires (Hire Applicant) Workforce Administration > Personal Information > Manage Hires
Modify a Person (Personal Info) Workforce Administration > Personal Information > Modify a Person
Pay Group Table Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > Pay Group Table
Payroll Data Payroll for North America > Employee Pay Data USA > Update Payroll Options
Positions Organizational Development > Position Management
Query Manager Reporting Tools >Query > Query Manager
Recruting Table Update Set Up HCM > Product Related > Recruiting > Statuses and Reasons
Retirement Plan Benefits > Enroll in Benefits > Retirement Plan
Tenure Info Workforce Development > Faculty Events > Calculate Tenure > Create Tenure Data

PeopleSoft Implementations and Upgrades

PeopleSoft Implementations and Upgrades:

·         Our Company Reliance Transition Systems (RTSYS) offers implementation services specifically designed for PeopleSoft applications - HCM and FSCM. We can upgrade your system to the PeopleSoft version 9.2 to increase productivity.

·         Remote PeopleSoft Administration using 12+ Years experienced PS DBAs.

·         Offshore/Onsite Services to design and develop & provide customized solution.

·         Consulting Services for the Complex PeopleSoft Business process, Security, Workflow, Interfaces and performance tuning.

Staffing Services - Match the job requirements against consultants & provide experienced matching consultants for the projects.

We work in PeopleSoft since Version 7.5 and can provide exemplary services based on our past experiences.

We also provide Big Data & Hadoop Training and QA Java Selenium Automation Training through experienced consultants @ lowest cost possible.

Feel free to contact hr@rtsysinc.com or (925) 322 3131 for further questions.

PeopleSoft Security & Navigation Path

PeopleSoft Security:

5 core tables in the Security:

PSOPRDEFN - Stores user information

PSROLEUSER -  Stores user roles

PSROLECLASS — Permission Lists in roles

PSAUTHITEM — Menu items granted security by permission lists

PSAUTHBUSCOMP — Access to Component Interfaces

Master definition tables:

PSROLEDEFN — Role header table

PSCLASSDEFN — Permission List header table

User profiles define individual PeopleSoft users.Roles are intermediate objects that link user profiles to permission lists.Permission lists are groups of authorizations that you assign to roles.

PeopleSoft User security is organized as below.

User profiles (PSOPRDEFN) ->  Roles (PSROLEUSER) ->  Permission lists (PSROLECLASS).

Security Hierarchy:

One user can have multiple roles; one role can have multiple Permission lists. 

Objects Hierarchy:

Pages are attached to Components; Compoents are attached to Menu and Menus are assigned to Permission Lists. 

Tips:

1) How to reset the password from the back-end database - SQL:

update psoprdefn set OPERPSWD = '', acctlock = 0  WHERE oprid = '' ;

I store my ecnrypted password from another environment where my ID is working such as "DygLnRmZYrP43R6Dr02N", so my SQL will be,

update psoprdefn set OPERPSWD = 'DygLnRmZYrP43R6Dr02N', acctlock = 0  WHERE oprid = 'GGTESTID' ;

2) Password reset can be done via Data Mover Script:

update PSOPRDEFN
set OPERPSWD = 'new_password', ENCRYPTED = 0
where OPRID = '';

encrypt_password YOUR_USER_OPRID;

Advantage with Data Mover script is that you can use the readable password instead of encrypted in SQL above.

Find the page navigation:

If you know the Page or Component name but want to find the navigation path to access via PIA, use the following, 

Main Menu > Enterprise Components > Find Object Navigation.

Main Menu > Enterprise Components > Find Object Navigation.

Also, we can use the below query for the same.

SELECT DISTINCT REVERSE(LTRIM(SYS_CONNECT_BY_PATH 
(REVERSE(PORTAL_LABEL),' >- '),' >- ')) "NAVIGATION" 
FROM PSPRSMDEFN P 
WHERE PORTAL_OBJNAME = 'PORTAL_ROOT_OBJECT' 
START WITH PORTAL_URI_SEG2 = 'Component Name' 
CONNECT BY PRIOR PORTAL_PRNTOBJNAME = PORTAL_OBJNAME 
AND PORTAL_NAME = PRIOR PORTAL_NAME 
AND PORTAL_REFTYPE = 'F' 

PeopleSoft Chrome and Firefox Extension

Thought this is useful for the PS community. Below link has extension for Chrome and Firefox browsers.

http://melban.me/extensions/peoplesoft-chrome-helper-extension/

I liked the field display information, which gives record and field-name directly from the page itself instead of going through application designer, which may be useful to developers and BA.

No more control + J, Control+Shit+J keys needed – page and others information can be found using the quick links as well.

Process Monitor has some quick links. Instead of navigating through the details- we can directly view the message logs & auto-refresh time can be configured.

Currently it supports all the tools version except 8.53 yet - I guess as of 12/12/2014.

XML FIle output from PeopleCode

Below is sample PeopleCode to export a Record View – PS_BCP1 to a xml file. Highlighted is the Target XML file name and Source table name.

Local XmlDoc &inXMLDoc;

Local XmlNode &rootNode, &childNode1, &childNode2, &textNode2;

Local string &xmlStr;

Local File &xmlFile;

Local number &i;

&xmlFile = GetFile("c:\temp\export_sample1.xml", "W", %FilePath_Absolute);

&inXMLDoc = CreateXmlDoc("");

&rootNode = &inXMLDoc.CreateDocumentElement("root");

Local Record &rec = CreateRecord(Record.BCP1);

Local SQL &sql = CreateSQL("SELECT * FROM PS_BCP1");

While &sql.Fetch(&rec)

   &childNode1 = &rootNode.AddElement(Lower(&rec.Name));

   For &i = 1 To &rec.FieldCount

      &childNode2 = &childNode1.AddElement(Lower(&rec.GetField(&i).Name));

      &textNode2 = &childNode2.AddText(&rec.GetField(&i).Value);

   End-For;

End-While;

&xmlStr = &inXMLDoc.GenFormattedXmlString();

&xmlFile.WriteLine(&xmlStr);

&xmlFile.Close();