Transcript smart erp - Source to Settlement PeopleSoft User Group

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Vision & Mission
Mission
Provide smart, fast, flexible, cost effective solutions to complex business problems
enabling our customers to focus on their day to day business
Approach
We are Customer-driven and result oriented. We put the customer first
throughout the development lifecycle delivering a robust and scalable solution
to meet business challenges.
Our Value
Our expertise spans across industries from Financial Sectors to Manufacturing to
Telecommunication. We leverage our technical and domain expertise coupled
with a deep understanding of best business practices.
Our Values
Trust
Leadership
Team Work
Integrity
Corporate Social
Responsibility
Technologies
•Web 2.0 (Ajax / JSF)
•SOA
•J2EE
•Oracle / DB2
•Java / EJB
•ASP .NET
• MS SQL
Bolt-on
Products
•BPEL
•Messaging
•Portal
•WSRP
Home
Grown
Products
Integration
ERP
Solutions
Solutions
•PL/SQL
•Forms
•People tools
•ABAP
•ADF
What we offer
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SMART ERP Solutions is a one-stop shop for all your business needs. Our goal is to assist you to meet
your business challenges. We provide a wide range of services to support your PeopleSoft application:
 Build SMART solutions to support your business needs.
 Professional Services at any and all stages of your project.
 Upgrade to a newer release of PeopleSoft.
 On-site or on-line training to support your user community.
 Integrate third party solutions.
 Develop bolt-on enhancements.
 Support and Maintain PeopleSoft Applications.
 Showcase SOA technology to streamline Business Process.
 Position your ERP system for Fusion
Business Requirements – Smart Security
 Delivered Peoplesoft Security Options
 Business Unit
 SetID
 Ledger
 Book
 PayCycle
 Project
 Limitations of Peoplesoft security solution
 No options to restrict security by a chartfield
 Unable to restrict users from querying
transactions based on chartfield security.
 Unable to restrict users from prompting on certain
chartfields.
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SMART Security Solution
 Provide Flexible and Configurable option to restrict
security by chartfield/s.
 Limit security by ‘User’ or ‘Permission list’ level or
‘Row Security Class’ level or ‘Role’ level.
 Enforce Chartfield/s Security during Data Entry and
Inquiry pages.
 Allow administrator to apply/unapply security
changes.
 Transaction Authorization is a Sarbanes Oxley
Compliance issue.
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Key features
 Ability to limit access to transactional and inquiry
pages by any field.
 Security can be limited by User, Role,
Permission list or Row Security Class.
 Security for Inquiry pages and Data Entry pages
can be limited by components.
 Security is enforced and also undone
automatically with a click of a button.
 No customization. No Upgrade Impact.
 Can be applied to all PeopleSoft releases.
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Key features … cont’d
 All changes can be tracked via audit files.
 Security can be implemented for multiple fields.
 It may substitute COMBINATION EDIT partially if
the implementation is well planned.
 Limited onsite implementation assistance is
needed.
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Security Implementation Process
Capture Security Requirements
Define Security Attributes
Configure Security Settings
Apply Security Settings
Validate Security
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Demo Scenario
 The following component will be included in the demo.
 Voucher Entry component
 Scenarios
 Find an Existing Value.
 During entry in ‘Distribution Lines’ restricted
access on prompts for secured chartfields.
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Security Scenario
 Configure Operator Security for Regular Voucher Entry
Component
 Apply Operator Security to Regular Voucher Entry
Component
 Validate Security by Accessing Voucher Entry
Component for User APCLERK, APMANAGER, and
APSUPERVISOR
 UnApply Security
 Validate Security by Accessing Voucher Entry
Component for User APCLERK, APMANAGER, and
APSUPERVISOR
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Online Demo
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Frequently Asked Questions
 Our Tree is modified, what do we do now ?
 Go back to ‘Define Security Attributes’ Component and
‘Save’.
 How do we turn on security for a new user ?
 Go back to ‘Define Security Attributes’ Component, add
your new user and ‘Save’.
 How do we add security to new component after the initial
configuration?
 Go to ‘Configure Security Settings’ add new Component.
 Go to ‘Apply Security Settings’ component and apply the
security.
 Will there be any impact on existing row level security?
 Our solution doesn’t have any impact on Peoplesoft
delivered row level security.
…..Cont’d
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Frequently Asked Questions
 Should our security be based on tree nodes only ?
 Select the best fit for your existing business
practice.
 Select tree nodes, values or both.
 How do we migrate this solution when we upgrade ?
 Roll back the security feature, using un-apply
Security, following the upgrade to the PeopleSoft
release reapply security.
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Other Available Solutions
Supplier Diversity Reporting Solution
 Key features of this solution are as follows:
 Gain competitive advantage through
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supplier diversity.
Take better Supplier Diversity Related
Purchasing Decisions.
Promote business opportunities for
diverse businesses.
Generate various supplier diversity
expenditure reports.
Syncs the suppliers in the system with
agency published list.
All feed file types are supported (CSV,
XML, EXCEL).
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Business Requirements
 Supplier Diversity program is needed for any
organization for ensuring that women, minority, and
diversified business enterprises are provided the
maximum practicable opportunity.
 Integrate Supplier Diversity Programs into procurement
practices and be an advocate for diverse suppliers.
 Having a diverse supplier base strengthens the ability to
conduct business across all cultures and geographies.
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Federal government and many State governments
encourage organizations to follow Supplier diversity
program.
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Supplier Diversity Challenge
 Required to report expenditures based on supplier
diversity classifications in order to obtain
government contracts
 Need automated way to gather the classifications,
link them to vendors and report on the expenditures
Associate Data to Vendors
 SmartERP Bolt On Solution
 Classification Mapping
 Secure XLS to Database Interface
 Application Engine to Normalize Data based on Tree
Definition
 Verity Association
 Configurable Search on Diversity Data.
 Page Link on Vendor Record
Associate Data to Vendors
XLS to Database
 Exports Data Directly into Database
 Uses DB Security and Excel Macro
XLS to Data Base
 Secure Upload Requires DB Login
Classification Mapping
Tree Structure
Map Data Source
Map Data Source
 Define Excel Map
Map Data Source
 Transform Required?
Data Upload
On-line Entry and Inquiry
 Custom Link on Vendor Component
Custom Entry Page
 Mirrors UCSF Vendor Request Form
 Effective Dated
Reporting
 XML Publisher
 Custom to UCSF
 Federal, State, Minority
 Application Engine Populates Reporting Record
 Run to Report Repository, Excel or Window
Reporting
Reporting
Other Available Solutions
Smart1099 Enhancements
 Tax reporting capability for Single Payment
vendors.
 Tax reporting capability for Procurement
Card payments
 Tax reporting capability for external invoices
created for Vendors (not existing in
Peoplesoft).
 1099-S and 1099-Div forms can be
generated within Peoplesoft system.
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Current Gap
Peoplesoft Payables gap for 1099 Processing:
 Tax reporting can not be done for Single
payment vendors/Procurement Card Payments.
 Tax reporting can not be done for external
invoices created for Vendors (not existing in
Peoplesoft).
 Peoplesoft delivered 1099 forms include Misc,
G and Int.
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Smart Solution
Our offerings:
 Tax reporting capability for Single Payment
vendors/Procurement Card Payments
 Tax reporting capability for external invoices
created for Vendors (not existing in Peoplesoft).
 1099-S and 1099-Div forms can be generated
within Peoplesoft system.
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Smart Solution
Demonstration Scenario
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Create a new invoice for a Single Payment Vendor.
Upload vouchers created in external system using
Excel upload program.
Show various review/correction pages
Launch various processes to generate 1099 reports
and IRS tax file from Workbench
Showcase product capability of handling 1099 for
interfaced data and single payments.
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1099 External Vendor Processing Flow
Web Service
XML
Excel
External Temp
Vendors
Integration
Broker
Smart
Loader
XSLT
NO
Withholding
Txn
Staging
Custom 1099
Program
Vendor
Exists
YES
Auto
Load
YES
Withholding
Txn
Table
NO
Workbench
Review
&
Approve Txn
Frequently Asked Questions
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What do we need to do for the single payments
that we already processed?
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Will there be any impact on existing vendor data?
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Workbench provides options to send already processed
data through 1099 processing.
Our solution does not have any impact on PeopleSoft
delivered vendors.
How do we migrate this solution when we
upgrade?
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There is minimum upgrade impact as the delivered pages
are impacted. Please see the product brochure to identify
objects that are tagged for upgrade impact. However,
impact objects are very few (2 pages).
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Smart Workflow Solution
 Enhance and extend ePro Workflow to all
Financials Transactions (PO / Voucher /
Journals / Invoice / ..)
 Extended Notification Functionality Based
on Dynamic Routing Rules
 Simplified Approval Rule and Approvers
Maintenance
 Speed Up Approval and Review
processes
 Ensure Proper Enterprise Governance
 Support Ad-hoc Approvers and Reviewers
 Enable Third Party Entities to be Part of
Your Workflow Process
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Smart Workflow Solution
Demo Scenario
• Electronic Invoices received from vendors
are Routed for Approval
• Vouchers created online will be routed for
department level approval
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SMART Consulting Services
 Our services are as follows:
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End-to-end implementation.
ERP program management.
Business process analysis and redesign.
Gap analysis.
Configuration, customization and implementation.
Maintenance, production support and help desk.
Upgrades.
Enhancements – New functionality, new modules.
SOA Services
Application integration.
Training.
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Some of our Clients
State of Delaware – Department of Finance
Visit us at
http://www.smarterpsolutions.com
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