BGSU/PeopleSoft

1
BGSU/PeopleSoft

• Introducing
• Financial Management Solutions
• Enterprise Performance Management

2
Learning Objectives

• Identify the key drivers governing BGSUs
  decision to purchase a new enterprise software
  system
• List the seven modules of the Financial
  Management Solutions system (FMS) and recall the
  business processes associated with each

3
Learning Objectives

• List the two modules associated with the
  Enterprise Performance Management system (EPM)
  and recall the business process associated with
  each
• Identify the two PeopleTools that authorized
  users can use to execute or to create reports

4
Learning Objectives

• Explain how permission lists, roles, and user
  profiles work together to create FMS system
  security
• Discuss the role of user preferences in FMS
  application security
• Identify and discuss several of the key benefits
  of PeopleSoft FMS that were presented during Fit
  Gap sessions

5
The Need for a New System

• Easier Navigation
• Quicker Data Access Reporting
• Better Security
• Streamlined Workflow

6
The Need for a New System

• On-Demand System Access
• Self-Service Access
• Less Paper

7
Financial Management Solutions

• General Ledger (GL)
• Commitment Control (CC)
• Purchasing (PO)
• Asset Management (AM)
• Accounts Payable (AP)
• Accounts Receivable (AR)
• Grants Management (GM)

FMS
8
General Ledger
9
General Ledger Business Processes

• Create, approve, and process journal entries
• Edit and post journals to appropriate ledgers
• Create, approve, and maintain standard budgets

10
Making a Journal Entry
11
Commitment Control
12
Reviewing Budget Details
13
Purchasing
14
Purchasing Business Processes

• Create requisitions and purchase orders
• Request quotes
• Enter purchase order receipts

15
Adding a Requisition
16
Asset Management
17
Asset Management Business Processes

• Add, maintain, and retire assets
• Adjust, transfer, and evaluate assets
• Perform asset physical inventory
• Define and process
• depreciation

18
Adding An Asset
19
Accounts Payable
20
Accounts Payable Business Processes

• Create vouchers and payments
• Match vouchers with purchase orders and receipts
• Post vouchers and payments
• Add Quick Invoices

21
Adding a Quick Invoice
22
Accounts Receivable
23
Accounts Receivable Business Process

• Enter and track receivables
• Receive and apply payments
• Manage outstanding receivables
• Document and track customer conversations
• Create billing accounting entries

24
Entering a Deposit
25
Grants Management
26
Grants Management Business Processes

• Prepare, submit, and manage proposals
• Process grants-related payments
• Capture profile data about BGSU, its sponsors and
  its faculty, for each proposal, project, budget,
  or award

27
Viewing an Award Profile
28
Enterprise Performance Management System

• Planning and Budgeting (BD)
• Enterprise Performance Management Warehouse

EPM
29
Planning and Budgeting Business Processes

• Prepare and analyze budget plans in real time
  w/out moving data between applications (FMS, CSS)
• Distribute, review, and approve budgets

30
Selecting Planning Methods
31
Planning and Budgeting Integrations

• FMS (Financial Management Solutions
• CSS (Campus Solutions System)

32
Enterprise Performance Management Warehouse
Enterprise Financials Warehouse For All Your
Financial Data Needs
33
Visit These Exciting Data Marts!
General Ledger Mart
Payables Mart
Receivables Mart
34
PeopleTools

• PeopleSoft Query
• PeopleSoft Crystal Reports

35
PeopleSoft Query Users and Uses

• May be used by authorized users
• Used to create Microsoft Excel spreadsheets
  containing desired data

36
Requisitions Less Than 1500
37
PeopleSoft Crystal Reports Users and Uses

• May be used by select authorized users
• Used to generate easy-to-read printed reports and
  forms
• Checks and Invoices

38
BGSU/PeopleSoft
FMS
PeopleSoft Application Server
CSS
Web Server
EPM
Web Browser
39
PeopleSoft Security Administration

• System Security
• Permission Lists
• Roles
• User Profiles
• Application Security
• User Preferences

40
Permission List
41
Permission Lists Assigned toRequester 1 Role
42
Roles Assigned to Training Requester 1
43
User Preferences for Training Requester 1
44
Fit Gap Feedback

• What is Fit Gap?

45
Participants Comments

• Jena Ault, Accounting Manager, Business Office
• The accounting staff will benefit from
  PeopleSoft because the reporting functions are
  enhanced, compared to what we currently have
  available.

46
Participants Comments

• Jim Stainbrook, Director of Financial Accounting,
  Business Office
• PeopleSoft FMS will provide various ways to
  access data and tools to create your own
  spreadsheets and reports.

47
Participants Comments

• Bill Wheelock, Director, Purchasing
• PeopleSoft FMS will allow users to enter
  requisitions from friendly Web-based screens.

48
Fit Gap FeedbackProduct Features Benefits

• Speed Charts
• Customized Menus and Pages
• Notification
• Trees

49
Vice-President Rollup Tree
50
Fit Gap FeedbackProduct Features Benefits

• Scheduled processing
• Powerful Reporting
• Drill-Down Functionality

51
Summary

• The Need for a New System
• Financial Management Solutions
• Enterprise Performance Management
• Companion Products
• PeopleSoft Security Administration
• Fit Gap Feedback

52
Questions
53
For Inquiring Minds

• Ciber (2005). BG_at_100 Fit Gap Session (GL, AM, PO,
  AP, Budgets, Grants 2005), Meeting Minutes
  retrieved November 14, 2005, from Bowling Green
  State University, T\BGat100\FMS\Fit Gap
• Executive Steering Committee (2004). Executive
  Strategic Outline. Retrieved November 14, 2005,
  from Bowling Green State University, BG_at_100 Web
  site http//www.bgsu.edu/BGat100
• Click on BG_at_100 Project Related Documents

54
For Inquiring Minds

• Oracle (2004, February). Learn Oracle from Oracle
  
• ( General Ledger and Commitment Control Student
  Guides). Redwood Shores, CA Author.
• Oracle (2005). PeopleSoft Enterprise 8.46
  PeopleTools PeopleBook (Crystal Reports, Query,
  PS/nVison, SQR). Retrieved November 14, 2005 from
  Bowling Green State University Web site
  http//finbooks.bgsu.edu/PSOL/finbooks/eng/psbooks
  /index.htm

55
For Inquiring Minds

• Oracle (2005). PeopleSoft Enterprise 8.9
  PeopleBooks (Asset Management, Commitment
  Control, General Ledger, Grants, Payables,
  Receivables, Purchasing). Retrieved November 14,
  2005, from Bowling Green State University Web
  site
• http//finbooks.bgsu.edu/PSOL/finbooks/eng/psbook
  s/index.htm

56
For Inquiring Minds

• Oracle (2005). PeopleSoft Enterprise Planning and
  Budgeting 8.9 PeopleBook. Retrieved November 14,
  2005, from Bowling Green State University Web
  site
• http//epmbooks.bgsu.edu/PSOL/epmbooks/eng/psbook
  s/index.htm

57
For Inquiring Minds

• Oracle (2005). PeopleSoft Enterprise Performance
  Management Warehouse 8.9 PeopleBook. Retrieved
  November 14, 2005, from Bowling Green State
  University Web site
• http//epmbooks.bgsu.edu/PSOL/epmbooks/eng/psbook
  s/pfwh/book.htm

58
For Inquiring Minds

• Oracle (2005). PeopleSoft Purchasing Data Sheet.
  Retrieved November 14, 2005, from Oracle Web
  site http//www.oracle.com/applications/peoplesof
  t/srm/ent/module/purchasing.html
• Oracle (2005). PeopleSoft Planning and Budgeting
  Data Sheet. Retrieved November 14, 2005, from
  Oracle Web site http//www.oracle.com/application
  s/performance-management/ent/module/biz_plan_budge
  t.html

59
For Inquiring Minds

• BG_at_100 Project Email Address
• BGat100_at_bgsu.edu

60
Certificate of Completionis hereby granted
to_______________to certify that he/she has
completed to satisfactionIntroducing FMS and
EPMDate Completed
Supervisor Signature and Title