“This presentation is for informational purposes only and may not be incorporated into a contract or agreement.”
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not
a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole
discretion of Oracle.
Agenda
• Release 8.9 Themes• FMS 8.9 Enhancements• EPM 8.9 Overview• For More Information• Time Permitting … UPK• Q&A
PeopleSoft EnterpriseFinancial Management Solutions
Financial ControlFinancial Control& Reporting& Reporting
Governance & Governance & ComplianceCompliance
Credit to CashCredit to Cash
Cash & Treasury Management
Cash & Treasury Management
Asset Lifecycle Management
Asset Lifecycle Management
Procure to Pay
Enterprise ServiceAutomation
Travel & ExpenseManagement
Procure to Pay
Enterprise ServiceAutomation
Travel & ExpenseManagement
Self-ServiceSelf-ServiceEnterprise Performance ManagementEnterprise Performance Management
Business Process ModelsBusiness Process Models Service Oriented ArchitectureService Oriented Architecture
OrdersProjectsContractsServiceLeasesTrade
OrdersProjectsContractsServiceLeasesTrade
PayablesReceivablesPayroll
PayablesReceivablesPayroll
POsLeases
ProjectsContractsInventory
TradeHR
POsLeases
ProjectsContractsInventory
TradeHR
ProjectsContracts
Inflation Adjust.Maintenance
Payments
ProjectsContracts
Inflation Adjust.Maintenance
Payments
Plan to MeasurePlan to Measure
FMS 8.9 Release Themes
• Compliance and Best Practices• Superior Ownership Experience• IT Governance • Asset Lifecycle Management
• Maintenance Management• IT Asset Management• Real Estate Management
Compliance and Best PracticesIncreased Automation for Accounting Standards
(IFRS & US GAAP)• Global Compliance
•• Paperless, More Reliable, Less RePaperless, More Reliable, Less Re--keying, Fewer Errors, Tighter keying, Fewer Errors, Tighter Process and Data IntegrationProcess and Data Integration
• Financial instruments (IAS39)• Hedge Accounting, Effectiveness Testing, Audit Trail
• Non-financial asset accounting standards (IAS36)• Impairment test processing documents test and initiates
adjustments • Maintenance of multiple ledgers to reflect assets across
different GAAPs• Automate Cash Flow Statement reporting • Allow adjustment periods across fiscal years
Automated Cash Flow Reporting
• Efficiently meet varied and changing cash flow reporting requirements at local or consolidated levels
Compliance and Best PracticesCentralized Framework for Payment Processing and
Electronic Banking
Payables, eSettlements, Receivables,
Expenses, Cash Management
Payables, eSettlements, Receivables,
Expenses, Cash Management
Financial Gateway(Part of Cash Mgmt)
Financial GatewayFinancial Gateway(Part of Cash Mgmt)(Part of Cash Mgmt)
FinancialInstitutionsFinancialInstitutions
Company Payments, Customer Receipts
Company Payments, Customer Receipts
• Real-time bank connectivity
• Electronic banking integration extended to AP, AR, Expenses and eSettlements
• Out of the box interoperability for major worldwide payment and bank statement formats
• Support for industry leading security and delivery protocols
• Packaged with Cash Management
Straight-Through Payment Processing
• End-to-end streamlined solution to manage all payments from a single platform
Compliance and Best PracticesConfigured Role-Based Workflow
• Embedded industry best practices streamlines implementations without customization
• Increased productivity• Quickly resolve match exceptions with new Match
Workbench• Easily configurable Match Rules accommodate your
organization• Increased efficiency with header level tolerances• Increased throughput with summary level matching• Automatic debit memo creation to charge for over-
billed invoice amounts
Compliance and Best PracticesFully automated, intelligent matching process
Superior Ownership Experience
• Increased efficiency in Payables• Decrease voucher entry time with Excel upload format• Expedite entry with summary vouchers• Improved voucher inquires with enhanced usability and
configurable search criteria
• Improved user experience• Standardized Projects-related ChartFields using ChartField
Configuration Utility• Redesigned Timesheets, Travel Authorizations, Cash Advances
• Ensures consistency and improves efficiency across all applications
Standardized Projects-related ChartFields
Superior Ownership Experience
Tools and Technology:• Improved performance
• Parallel processing capabilities for Aging and Statement processes significantly reduce run times for high-volume customers
• Performance improvements increase efficiency to Interunit Processor
• Consistent archiving design• All application specific archiving solutions have been rebuilt and
enhanced with the new Data Archive Tool• Continued technology conversion
• SQRs to Application Engine• COBOL to Application Engine
Superior Ownership Experience
• Enhanced Commitment Control• Automated budget maintenance
• Eliminate redundant and inaccurate entries in preparing hierarchical budgets with automatic parent/child budget entry
• Efficiently create budget data with Budget Journal copy
• Enhanced management of funds• Support spending activity by Funding Source • Allocate sources of funds by priority• Improve research and analysis of spending activity using the
dynamic activity log inquiry with search criteria by source transaction
• Improved project integration• Consistent budget data creation with improved Project Costing
integration
Industry Extensions
• Public Services (includes E&G)• Cash pooling enables efficient funds management producing higher
returns on investments• Plant Fund Accounting support
• Expense purchases to an unrestricted fund• Capitalize to a plant fund
• Enhanced support for federally funded research and projects• Automated method to document, approve and amend human and animal
protocols• Effectively manage the lifecycle of a grant with enhanced workflow to
support the business process of submitting, reviewing, and approving proposal components
• Government Contracting• Delivered key functionality to meet Federal Accounting Regulations
enabling government contractors to obtain and retain government business in the US
Government Contracting EnhancementsIndustry Extensions
• Control and Visibility• Contractual limits at the line level• Selective and flexible withholdings for bill presentment and
processing to ensure contractual compliance• Revenue and Billing Management
• Automated and systematic “Cost Plus” processing• Progress payments• Selective and flexible withholdings for bill presentment and
processing• Efficient Change Management
• Expanded amendment processing includes “go forward” in addition to retroactive adjustments
• Variance pricing supports historical transactions at new rates
IT Governance
• Project Scheduling (Program Management)• Dependencies and constraints, Gantt charting, and an improved
user experience for creating and maintaining work breakdown structures
• Project Risk Management (Program Management)• Identify and manage project risks; Develop plans to enhance
opportunities and reduce threats
• Resource Capacity Planning (Resource Management)• Strategic capacity planning helps IT management commit to the
highest priority projects and other demand with the comfort of knowing the resource capacity that exists within the organization
Basic Project Scheduling
• Customer Issue:• Simple project scheduling
needs
• Feature Benefits:• Identify project and cross-
project dependencies• Browser-based no client• Integrated to business
process
• Markets:• IT• Capital Projects
Project Risk Management
• Customer Issue:• Need to identify and mitigate
project risk
• Feature Benefits:• Reduce exposure• Document action plans • Manage project risk health
• Markets:• IT• Professional Services• Capital Projects
Resource Capacity Planning
• Customer Issue:• Limited resources to complete
projects
• Feature Benefits:• Identify resource gaps and
gluts• Prioritize projects
• Markets:• IT• Professional Services• Capital Projects
• Construction • Trucks• Automobiles
• Construction • Trucks• Automobiles
MobileMobile
• Hardware• Licenses• Wireless
• Hardware• Licenses• Wireless
IT EquipmentIT Equipment
• Physical Plant• Property• Equipment
• Physical Plant• Property• Equipment
InfrastructureInfrastructure
• Equipment• Components• Machinery
• Equipment• Components• Machinery
Fixed PlantFixed Plant
Asset Lifecycle ManagementProvides Complete Coverage for All Assets
2828
Asset Lifecycle Management (ALM)At-A-Glance
• Improve Asset Visibility, Tracking, and Control
• Optimize CapitalAsset Portfolio
• Streamline and Automate Asset Operations
• Improve Asset Visibility, Tracking, and Control
• Optimize CapitalAsset Portfolio
• Streamline and Automate Asset Operations
AnnualCapitalBudget
AnnualCapitalBudget
ProcureProcure
ConstructInstall
ConstructInstall
CapitalizeCapitalize
OperateDepreciate
Revalue
OperateDepreciate
Revalue
Commission& Startup
Commission& Startup
MaintainRepair
MaintainRepair
RetireDisposeSalvage
RetireDisposeSalvage
LongRangeCapital
Plan
LongRangeCapital
Plan
AssetLifecycle
AssetLifecycle
Foundation: Single, Global Asset RepositoryAchieve a Single Source of Truth About Your Assets
GlobalAsset
Information
GlobalAsset
Information
• Capital projects • Maintenance
history• Depreciation
• Capital projects • Maintenance
history• Depreciation
FinanceDataFinanceData
• Downtime / repair history• Failure & reliability analysis• Equipment trends
• Downtime / repair history• Failure & reliability analysis• Equipment trends
MaintenanceData
MaintenanceData
• Utilization • Asset configuration• Regulatory and
compliance policies
• Utilization • Asset configuration• Regulatory and
compliance policies
OperationsDataOperationsData
“Operators”“Operators”
“Maintainers”“Maintainers”
“Owners”“Owners”
PeopleSoft ALM SolutionsBuilt Upon Common Asset Repository
• Maintenance Management (MM)• Maintain and track physical assets/heavy equipment• Manage capital programs and large-scale maintenance efforts• Benefit from native integration with Financials and Supply Chain
• Real Estate Management (REM)• Lease administration and financial processing• Space management and allocations• Facilities maintenance
• Information Technology Asset Management (ITAM)• Automated inventory of networked IT assets and IT asset metrics• Rules-based reconciliation of inventoried IT assets • Case management of IT service requests
EPM FoundationEPM Foundation
Data Warehouse/MartsData Warehouse/Marts Analytic ApplicationsAnalytic Applications
OLAPOLAP ScorecardScorecard PortalPortal Web ServicesWeb Services
PeopleSoftPeopleSoft
LegacySystemsLegacy
Systems
Non-PeopleSoftSystems
Non-PeopleSoftSystems
ProcessedInformation
Raw Data
EPM Architecture Overview
Plan
ning
& B
udge
ting
Act
ivity
Bas
ed M
anag
emen
t
Glo
bal C
onso
lidat
ions
FSI –
FTP
, RW
C
Cus
tom
er B
ehav
ior M
odel
ing
Sup
plie
r Rat
ing
Sys
tem
Wor
kfor
ce R
ewar
ds
Pro
ject
Por
tfolio
Man
agem
ent
Analytic ApplicationsAnalytic Applications
EPM Architecture Overview
Budgeting 8.8 Architecture
Web Browser
ETL
ADO
BAM Logic
Server (IIS)
BAM Web
Server (IIS)
SS Add-In
PeopleTools App Server
PeopleTools Web Server
HRMS
FMS
BAM Data mart
EPM
BAM Server (Windows)
Other Sources
Planning & Budgeting 8.9 Architecture
Web Browser
ETL
PeopleTools App Server
PeopleTools Web Server
SS Add-In
ACE
ApplicationServer
HRMS
FMS
EPM
Other Sources
Analytical Calculation Engine
Simplified Architecture
Additional Information on 8.9
• Release Notes• Customer Connection
• Data Sheets• Customer Connection, Oracle.com
• Seminars OnDemand• Oracle University
• Advisor Calls• Coming this fall
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