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Contents
Home
Products
Core Functionality
Approval Framework
Active Analytics Framework
Application Integration Framework
Enterprise Components
Data Transformer
Events and Notifications Framework
Integration Interfaces
Application Fundamentals
Financial Management Solution
PeopleSoft Billing
PeopleSoft Commitment Control
PeopleSoft Expenses
PeopleSoft Financials, ESA, ALM, and SCM Portal Packs
PeopleSoft General Ledger
PeopleSoft Global Options and Reports
PeopleSoft Payables
PeopleSoft Receivables
PeopleSoft eBill Payment
PeopleSoft eSettlements
Treasury/Cash
PeopleSoft Banks Setup and Processing
PeopleSoft Cash Management
PeopleSoft Deal Management
PeopleSoft Financial Gateway
PeopleSoft Risk Management
Asset Lifecycle Management
Asset Lifecycle Management Fundamentals
PeopleSoft Asset Management
PeopleSoft IT Asset Management
PeopleSoft Maintenance Management
PeopleSoft Lease Administration
Enterprise Service Automation
PeopleSoft Contracts
PeopleSoft Contracts for Government Contracting
PeopleSoft Grants
PeopleSoft Pay/Bill Management
PeopleSoft Program Management
PeopleSoft Project Costing
PeopleSoft Proposal Management
PeopleSoft Resource Management
PeopleSoft Staffing Front Office
Supply Chain Management
PeopleSoft Electronic Data Interchange
PeopleSoft Supply Chain Management Common Information
PeopleSoft Supply Chain Management Integration
Supplier Relationship Management
PeopleSoft Catalog Management
PeopleSoft Purchasing
PeopleSoft Services Procurement
PeopleSoft Source to Settle Common Information
PeopleSoft Strategic Sourcing
PeopleSoft Supplier Contract Management
PeopleSoft eProcurement
PeopleSoft eSupplier Connection
Customer Fullfillment Management
PeopleSoft Order Management
PeopleSoft Order to Cash Common Information
PeopleSoft Enterprise Pricer
Inventory Management
PeopleSoft Cost Management
PeopleSoft Inventory
PeopleSoft Managing Items
PeopleSoft Mobile Inventory Management
Planning and Manufacturing
PeopleSoft Engineering
PeopleSoft Manufacturing
PeopleSoft Quality
PeopleSoft Supply Planning
BPMs
Marketing
Marketing Overview
Overview
Sales
Sales Overview
Overview
Create Counter Sale
Overview
Manage Counter Sales
Review Sales and Reconcile Cash
Create Order Information
Add Additional Charges
Verify Credit
Create Contract
Overview
Define Terms and Conditions
Capture Contract Pricing
Define Contract Milestones and Plans
Propose Solution
Overview
Create Customer Information
Create Sales Quote
Create Buying Agreement
Create Claimback Contracts
Plan Engagements
Create Proposal for Professional Services
Order Fulfillment
Order Fulfillment Overview
Overview
Manage Sales Contract
Overview
Manage Contract Billing
Maintain Contract
Manage Contract Revenue
Renew Contract
Review Contract Information
Manage Sales Order
Overview
Confirm Sales Order
Track or Change Pending Orders
Close and Analyze Orders
Create Claims for Claimback
Deliver Goods
Overview
Schedule Routes and Build Loads
Reserve and Allocate Stock
Pick, Pack and Ship Goods
Invoice Customer
Overview
Receive and Validate Bill Information
Make Billing Adjustments
Create Bill Information Manually (One-Time)
Create Billing Options for Recurring, Consolidated or Installment Bills
Finalize and Print Customer Invoice
Record Invoice Activity
Receive and Pay Invoice
Overview
Receive Invoice
Make Billing Inquiry
Pay Invoice
Process Customer Payments
Overview
Create Receiveable Items
Process Direct Debits
Process Drafts
Process Credit Card Payments
Process ePayments
Receive Payments
Apply Payments
Instruct Bank to Withdraw Payment Amount
Authorize Return
Overview
Create Return Material Authorization (OM)
Review RMA and Shipping Details
Manage Customer Financial Relationship
Overview
Analyze Receivables
Correspond with Customer
Match DebitCredits WriteOffs and Refunds
Process Refund
Transfer Items
Product Development
Product Development Overview
Overview
Design Product
Overview
Develop New Product
Change Existing Product
Create Engineering Change Order
Create Engineering Change Request
Assess Design Cost
Release Design
Define Quality Environment
Overview
Define Methods and Procedures
Create Quality Control Plan
Deploy Manufacturing Specifications
Overview
Create Manufacturing Bill of Materials
Create Work Centers and Define Resources
Define Tasks
Create Manufacturing Routing Structure
Develop Item Costs
Production
Production Overview
Overview
Execute Manufacturing
Overview
Request Configured Production
Define Production Area
Deploy Production
Release Production
Review Production and Item Information
Prepare Materials
Record Production and Scrap
Close Production
Manage Quality
Overview
Collect Measurements
Verify Samples
Analyze Quality Data
Take Corrective Action
Provide Instructions for Rework Production
Analyze Production Costs
Overview
Analyze Standard Costs
Analyze Actual Costs
Analyze Closed Production Costs
Create Accounting Entries at Month or Period End
Procurement and Materials Management
Procurement and Materials Management Overview
Overview
Source and Enable Suppliers
Overview
Determine Sourcing Requirements
Solicit Bids
Evaluate and Negotiate Bids
Select Supplier
Set Up Supplier Information
Manage Supplier Contracts
Overview
Manage Supplier Contract Standards
Create Supplier Contract
Negotiate Supplier Contract
Approve Supplier Contract
Execute Supplier Contract
Amend Supplier Contract
Manage Contract Deliverables
Procure Goods and Services
Overview
Create Requisition for Services
Create Requisition (Self Service)
Purchase with Procurement Card
Create Rebate Agreement
Create Purchasing Contract or Blanket Purchase Order
Create Requisition
Source Goods
Create Purchase Order
Dispatch Purchase Order
Change Purchase Order
Source Services
Create Work Order
Receive Goods and Services
Overview
Inspect Items
Receive Items
Receive Items (SS)
Submit Time, Progress and Expense
Settle With Suppliers
Overview
Accrue Rebate Amounts
Create Claim and Provide to Supplier
Settle Rebate Claims
Create Voucher
Match and Approve Voucher
Create Payment
Reconcile Payables Bank Statements
Analyze Procurement
Overview
Reconcile Procurement
Reconcile Payables
Manage Inventory
Overview
Replenish Depleted Inventory
Replenish Vendor-Managed Inventory
Process Returns
Store Inventory Items
Reconcile Inventory
Supplier Onboarding
Overview
Set Up Supplier Request Templates
Register as New Bidder or New Supplier
Create New User Account
Request Supplier Changes
Manage Online Supplier Request
Project Management
Project Management Overview
Overview
Manage Project Portfolio
Overview
Identify Key Business Objectives and Risk Factors
Create Project Requests and Submit
Receive Project Requests
Verify High Level Project Costs, Benefits and Risk Scores
Determine Capacity
Approve Project Requests
Analyze the Portfolio
Review Analysis Results
Plan Project
Overview
Define Program
Create Program Budget
Define Project Scope, Deliverables, Resources, Tasks and Work Breakdown Structure
Create Project Budget
Execute Project
Overview
Launch Project
Manage Project Tasks and Schedule
Manage Project Materials
Manage Project Costs
Manage Project Resources
Create Status Reports and Manage Issues and Risks
Analyze Projects
Analyze Programs
Forecast Resources and Utilization
Make Project Adjustments
Complete Project
Capture Labor Costs
Capture Material and Expense Costs
Allocate Overhead Costs and Calculate Interest
Enter Project Accounting Entries
Distribute Internal Costs
Record Project Asset
Provide Billing Information
Manage Resources
Overview
Create Service Order for Proposal
Find Specific Resource
Search Skills and Receive List of Candidates
Reserve or Assign Resource to Project
Request Generic Resource from Resource Pool
Create Resource Service Order
Create or Update Service Order
Search for Resources and Receive List of Candidates Available
Reserve or Assign Resource
Approve Assignment
Establish and Maintain Resources
Manage Utilization
Determine Scheduling, Training and Hiring Needs
Create Personal Profile and Schedule
Create Service Forecast
Create Resource Pools
Financial Control and Reporting
Financial Control and Reporting Overview
Overview
Manage Internal Controls
Overview
Manage Budgets
Overview
Enter Budgets
Review Budgets
Capture Transactions
Overview
Record Journal Entries
Edit Journal Entries
Correct Journal Entry Errors
Post Journals and Update Ledger Balances
Process Allocations
Process Summary Ledgers
Calculate Average Daily Balances
Close Accounting Period
Overview
Revalue Account Balances
Translate Multiple Currency Balances
Reconcile Open Item Balances
Consolidate Financial Information
Perform Account Reconciliations
Close Ledgers
Prepare Financial Reports
Overview
Create Financial Reports
Analyze Financial Information
Overview
Review Analysis Results
Manage Grants
Overview
Create Protocols
Create or Update Proposal
Approve and Submit Proposal
Create Award
Manage Award Transactions
Track Award Negotiations
Close or Continue Award
Treasury
Treasury Overview
Overview
Determine Cash Position
Overview
Identify Cash Position
Run Cash Forecast Reports
Manage Deals
Overview
Create Trade Tickets
Capture Deals
Administer Deals
Confirm Deals
Manage Equity Investments
Execute Transfers
Overview
RequestBankEFTFeeTransfers
Manage In-House Banking
Manage Investment Pools
Analyze Risk
Overview
Identify Deal Risk and Value
Calculate Risk Exposure
Determine Hedge
Process Cash Sweep
Overview
Process Cash Sweep
Manage Settlements
Overview
Perform Deal Settlement Netting
Select and Approve Settlements
Manage Electronic Banking
Overview
Manage Electronic Banking
Manage Treasury Accounting
Overview
Create Accounting Entries
Perform Bank Reconciliation
Overview
Manage Bank Relationship
Reconcile Bank Statements
Reconcile General Ledger to Bank Balances
Administer Netting
Overview
Perform Bilateral Netting
Asset Lifecycle Management
Asset Lifecycle Management Overview
Overview
Plan Capital Assets
Overview
Record Capital Asset Plan
Acquire Assets
Overview
Acquire Site
Record Asset Acquisition
Prepare and Deploy Assets
Overview
Insure Assets
Determine Maintenance Requirements
Create Leases
Amend Lease
Manage Lease Lifecycle
Bill Tenant or Pay Landlords
Track Assets
Track Asset Retirement Obligation (ARO)
Utilize Assets
Overview
Perform Physical Inventory
Depreciate Assets
Maintain Assets
Overview
Maintain Information Technology Assets
Forecast Asset Maintenance Requirements
Establish Maintenance Budget
Help Desk Request for Maintenance
Request Maintenance
Plan and Schedule Maintenance
Establish Preventive Maintenance Schedule
Establish Condition Based Maintenance Requirements
Complete Required Maintenance
Manage Resource Pool and Schedules
Retire Assets
Overview
Record Asset Retirement
Evaluate Asset Performance
Overview
Prepare Asset Reports
Evaluate Asset Maintenance
Deployment
Deployment Overview
Overview
Manage Expenses
Overview
Maintain Employee Profile
Request Travel Authorization
Approve Cash Advance and Travel Authorization
Enter Expense Report
Approve Expense Report
Audit Expense Report
Process Expense Reimbursements
Staffing
Staffing Overview
Overview
Recruit Resources
Overview
Apply for Position
Evaluate Applicants
Hire Employee
Enable Employee Eligibility for Placement
Staff and Deploy Resources
Overview
Propose Staffing Solution
Identify Customer Information
Create Order for Resources Self-Service
Create Order
Source Staffing Services
Manage Billing and Payroll
Overview
Create Customer Billing Information
Provide Time and Labor for Payment
Analyze Performance
Overview
Obtain Customer and Resource Feedback
Create Report to Review Performance
Manage Staffing Office
Media
Online Help Videos
Adding a User-Defined Link to the My Work Pagelet - Step 1: Creating a New Filter Definition
Adding a User-Defined Link to the My Work Pagelet - Step 2: Creating a New Application Class for the Criteria
Adding a User-Defined Link to the My Work Pagelet - Step 3: Adding the Link to the My Work Pagelet
Separating Billing from Revenue in Contracts (Step 1)
Separating Billing from Revenue in Contracts (Step 2)
Setting Up Supplier 360
Setting Up Supplier 360 - New User Configuration
Single and Multiple Supplier View in Supplier 360
Setting Up Fluid Supplier 360
Video Feature Overviews
Core Functionality
PeopleSoft Fluid User Interface - Getting Started
PeopleSoft Fluid User Experience in Financials and Supply Chain Management
Personalizing the PeopleSoft User Interface
PeopleSoft FSCM Fluid Approvals
PeopleSoft Fluid User Interface Concepts
Financial Management 9.2 Pivot Grids
Pivot Grid Overview
PeopleSoft WorkCenters
Configuring WorkCenters: Application Framework
PeopleSoft Global Search - Financial and Supply Chain
PeopleSoft Update Run Control Dates Framework
PeopleSoft Drop Zones on Fluid and Classic Plus Pages
Isolating Customizations in PeopleSoft
Introduction To PeopleSoft PICASO Digital Assistant
Search-first experience in PeopleSoft
PeopleSoft Page and Field Configurator
Notification Composer in PeopleSoft FSCM
PeopleSoft Using Preferred Names in FSCM
Financial Management
PeopleSoft Fluid Financial Structure Request
PeopleSoft Fluid My Billing Work
PeopleSoft Fluid General Ledger Business Unit Management
PeopleSoft Fluid Accounting Tag
Accounts Payable WorkCenter
Payment Request
PeopleSoft Fluid Payment Request VFO
Cash Position and Forecasting
eBill Payment
PeopleSoft Fluid eBill Payment
Cash Management Homepage
PeopleSoft Credit to Cash Operational Metrics
PeopleSoft Payables Operations Metrics
PeopleSoft Fluid Simple Journal Entry
PeopleSoft Accounts Payable Early Detection and Trend Analysis with Kibana
PeopleSoft AR Collection Analysis and Collector Performance with Kibana
PeopleSoft Match Exception Collaboration Center
PeopleSoft eSettlements Supplier Inquiry Skill Using PICASO
PeopleSoft Billing and AR Analytics
PeopleSoft Commitment Control Insights
PeopleSoft Accounts Payable Payments Insights
Asset Lifecycle Management
Asset Management WorkCenter
PeopleSoft Asset Tracking
PeopleSoft Mobile Technician
PeopleSoft Mobile Asset Inspections
PeopleSoft Lessee Accounting for GASB
Integrating PeopleSoft with Oracle’s Internet of Things Asset Monitoring Cloud Service
PeopleSoft Analytics for Asset Management
PeopleSoft Fluid Asset Management WorkCenter
Enterprise Service Automation
PeopleSoft Fluid Expenses
PeopleSoft Fluid Travel Authorization
PeopleSoft Fluid Travel Authorization Redesign
Expenses 9.2 User Interface
PeopleSoft Expenses Feature Update
Contracts 9.2 WorkCenter
Project Management with the PeopleSoft Fluid User Interface
Grants WorkCenter
Program Management Integration with Primavera P6
PeopleSoft Managing Customer Contracts in Fluid
PeopleSoft Contracts Kibana Visualizations
Expenses for PeopleSoft PICASO Digital Assistant
PeopleSoft Kibana Travel and Expenses Dashboard for Expenses
PeopleSoft Budget versus Actual Analytics
PeopleSoft PI 41 to PI 44 Expenses Features Update
PeopleSoft Project Analytics
PeopleSoft Project Costing Fluid WorkCenter
PeopleSoft Project Requests
PeopleSoft Expenses Feature Updates
PeopleSoft Cost Reimbursable Awards Analytics
PeopleSoft Customer Contracts Fluid WorkCenter
Supply Chain Management
PeopleSoft Fluid Mobile Inventory
eProcurement 9.2
eProcurement 9.2 User Interface and Application Search
Mobile Inventory Management
PeopleSoft Inventory Cost Balancing WorkCenter
Procurement Operations On the Go: Monitoring Supplier Information
Simplified Analytics on Procurement Operations
PeopleSoft My Sourcing Events Tile
Supplier Hierarchy
Supply and Demand WorkCenter
PeopleSoft Combined Comprehensive Supplier Portal
PeopleSoft Comprehensive Supplier Portal Purchase Order Acknowledgements
PeopleSoft Comprehensive Supplier Portal Image 31 Enhancements
PeopleSoft Partial Item Substitution
PeopleSoft ePro Fluid Requisition Enhancements
PeopleSoft Purchasing Purchase Order Acknowledgements
PeopleSoft Kibana Visualizations for Purchasing
PeopleSoft eProcurement Fluid Requisition Order Sheets
PeopleSoft Supplier Portal Guest User Digital Assistant
PeopleSoft Secure Supplier Portal
PeopleSoft Fluid eProcurement Cart and Checkout
PeopleSoft Fluid Response to Bid Opportunities
PeopleSoft Inventory Lot Expiration Analytic Dashboard
PeopleSoft Fluid eProcurement Bill Only / Bill and Replace
PeopleSoft Supplier Lifecycle Management Feature Update
PeopleSoft Fluid eProcurement Weighted Sort
About This Help
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PeopleSoft Information Portal
My Oracle Support
Understanding Keyword Search within Components
PeopleSoft Training from Oracle University
PeopleSoft Video Feature Overviews on YouTube
PeopleSoft Business Process Maps (Microsoft Visio format)
PeopleSoft Spotlight Series
PeopleSoft Financials and Supply Chain Management 9.2
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