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PeopleSoft Fluid WorkCentre Framework

Tuesday, October 13, 2020

PeopleSoft Fluid WorkCentre Framework This feature allows the system administrators to create WorkCenters that can be used on a mobile device, such as: Smart Phones Tablets Laptops, Desktops and some tablets PeopleSoft Fluid WorkCenters are designed for specific roles and provide a central area for users to access key components within PeopleSoft applications. They enable users to access various pages and perform daily tasks without leaving the WorkCenter. Application Data set Application Data Sets (ADS) enable you to compare, validate, and copy application configuration data from one database to another. Bank Account Reconciliation Rules Bank Reconciliation Rules Combination Editing Matching Rule Control Payment Request Template Data Export Import Utility General Ledger Closing Rules and Closing Process Groups General Ledger General Ledger Business Unit Management This feature combines the most common components used to create and modify General Ledger business units into a single location so that you can quickly define a General Ledger business unit using one central component. When adding a new General ledger business unit, the system displays a questionnaire that asks a series of questions. When the questionnaire is complete, the activity guide setup pages are displayed as steps, and are sequenced in the order that they should be completed to create a new General Ledger business unit. This provides a user a simplified way to add or modify business units in one central location. Expenses Fluid Expense Report Entry Enhanced the Expense report entry capabilities by fully adopting the Fluid framework delivered within PeopleTools. The added functionality includes more international support, including full currency exchange, per diems, and VAT. The interface is further simplified for ease of use across as many devices and platforms as possible, and now offers Receipt Split and Hotel Wizard capabilities, utilizing the power of Fluid Activity Guides. Payables Creating Payment Requests using PeopleSoft Fluid User Interface The Payment Request using PeopleSoft Fluid User Interface enables end users to create ad-hoc requests for payments anytime on any device allowing the user to submit requests with minimum knowledge of PeopleSoft, reducing processing time and making payments faster. End users can submit ad-hoc requests using Payment Request, which helps in optimizing Payables processes with minimum Accounts Payable assistance, reducing the workload for AP departments. Receivables PayPal Integration PeopleSoft eBill Payment introduces PayPal as an electronic payment method, using the PayPal Express Checkout functionality. After selecting the PayPal payment method, the user is automatically transferred to PayPal’s secure hosted payment site to enter and complete payment. The PayPal integration provides more flexibility and options to self-service customer users. Treasury Expanded Bank Reconciliation PeopleSoft Treasury expanded support for the automatic bank reconciliation process with new pages, components, application engine programs, message catalog entries, and PeopleCode, and the ability to migrate configuration data across environments. With easy-to-configure reconciliation rules, users can reconcile multiple transaction lines to multiple bank statement lines and reconcile transaction(s) to bank statement line(s) using parsed addenda information. The redesigned bank reconciliation process helps to maximize the match rates and minimize manual user intervention, as well as reduce customizations.

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