1. State of Kansas Customer Contracts January 2015
Fit Gap Sessions
State of Kansas
Customer Contracts
January 2015

2. Agenda Introductions Objectives Schedule Fit Gap Discussion
Global Enhancements with 9.2
Enterprise Search (Confirm the areas where it will be utilized)
Business Process Deltas between 9.0 and 9.2
Online Review / Offline Review
Confirm new functionality that should be explored for system design
Workflow
If applicable – Confirm whether AWE or Virtual Approver will be used
Interfaces
Retrofit / Eliminate
Customizations
Reports
Security
Batch Schedule
Discussion

3. Introductions
Name
Functional Area
Role

4. Objectives
Analyze the deltas between current Business processes and version 9.2.
Identify Gaps
Confirm Inventory of Interfaces, Customizations and Reports.
Facilitate the next stage – Design and Configuration
A list of potential post upgrade improvements requiring new or changed configuration and business process that cannot be implemented now due to upgrade constraints.

5. Schedule Date Time Topics 1/13/2015 9:00AM – 12 PM Customer Contracts
1/14/2015
Billing

6. Global Enhancements Oracle Secure Enterprise Search (SES)
Provides global search capabilities that enables the user to take action from search results without navigating through the menus thereby increasing productivity
SES is implemented through the PeopleSoft Search Framework. The PeopleSoft Search Framework replaces the Verity search engine and provides a standard method to create search indexes for PeopleSoft applications
SES indexing is available in these areas of PS FSCM
Assets, Expenses, Journals, Payments, Procurement Contracts, Purchase Orders, Receiving in Purchasing, Requisitions in Purchasing and eProcurement, Strategic Sourcing Events, Suppliers, Supplier Conversations, Vouchers

7. Global Enhancements
Example

8. Global Enhancements

9. Global Enhancements

10. Global Enhancements Pivot Grids
Based on PS Query results that display results in an Excel-like pivot table, chart, or grid.
Interactive analytical grids and charts
Accessible through pagelets added to a users Home Page, Work Center and Dashboards

11. Global Enhancements Embedded Help Use Help Icon (?)
Explains how to perform a specific task
Message modal window can be moved

12. Global Enhancements
Accessible with Apple Ipad and other tablet devices
Certified on Safari browser running IOS version 4.2 or later
Enables view to virtually all of the PS application pages
Use with mobile devices

13. Business Processes
Create/Update Contract – Pain Points?

14. Business Processes Deltas 9.0 vs 9.2 Business Process Feature
Create/Update Contract
Change Sold To Customer - Users will be able to change the Sold To Customer on pending contracts. This flexibility eliminates the re-keying of data that is typically required in situations when business needs dictate that the customer associated with a pending contract needs to change.
Reopen Completed Revenue and Billing Plans - Users can now reopen bill plans and revenue plans, associated to rate based contract lines, after they have been marked as complete. For rate-based contract lines, this offers contract administrators the option to very easily bill and recognize revenue for project transactions that arrived late.
Related Action Framework/Related Content - Users can now view a contract’s Billing Plans’ and Revenue Plans’ Descriptions and Plan IDs throughout the PeopleSoft Contracts application and they can readily access and update Bill Plans, Revenue Plans and Contract Terms through the use of the PeopleSoft Related Action Framework and Related Content which decreases the time spent locating pertinent information and helps avoid delays in key revenue management processes.

15. Business Processes Deltas 9.0 vs 9.2 Business Process Feature
Create/Update Contract
Supplemental Data – Ability to add contract header or line attributes based on configuration. Released in PUM Image
Contracts Workbench - The Contracts Workbench was added to enable you to view all the information related to PeopleSoft Contracts, Grants, and Project Costing through a single workspace (or interface). You can view the current status or the required update to any major, related entity such as a contract line, a project, or an activity.
Contracts WorkCenter/Dashboards/Pivot Grids - The Contracts WorkCenter helps users to quickly identify and resolve key process exceptions so that contracts proceed unimpeded. Contract administrators can access great deal of information such as contract terms, limits, related projects, and the status of related invoices in order to perform their jobs. Key components of the Contracts WorkCenter include: My Work, Links, Queries, and Reports and Processes.

16. Business Processes Manage Project Billing – Pain Points?
Billing Worksheet – Add Federal Funds to Rate Set

17. Business Processes Deltas 9.0 vs 9.2 Business Process Feature
Manage Project Billing
Reconciliation Summary Page - The Reconciliation Summary page will be added to view the results from the Reconciliation Summary process. This page will provide the difference between billing and revenue at the detail level as well as the attributes that are related to retainages, withholdings, limits, and fees. The information provided on this page will enable you to determine where to complete the remaining process, or to make an adjustment.
Billing Limit entered differently - Released in PUM Image

18. Workflow AWE (Approval Workflow Engine) replaces Virtual Approver
No workflow in Customer Contracts

19. Interfaces
No interfaces identified in Customer Contracts

20. Customizations
No customizations identified in Customer Contracts

21. Reports Crystal, SQR, nVision, Queries, XML - Confirm Tools
SQR/XML/Query
Delivered Reports that were customized – Confirm List
None
New custom reports created by SOK – Confirm List
KPC00001.SQR – Sponsor Drawdown Report
KPC00002.SQR – SEFA Report
KPC00004.SQR – Project Costing Query
KPC00005.SQR – Prepaid Drawdown Request Report
Don’t utilize prepaids – should this report be dropped?

22. Reports New custom reports created by SOK – Confirm List
KPC00006.SQR – Project Summary Report
KPC00007.SQR – Project Reconciliation Report
KPC00008.SQR – Project Resource Extract
KPC00009.SQR – Project Positions Report – Dept of Labor
KPC00010.SQR – Project Cost Reports – Dept of Labor
KPC00011.SQR – Funding by Project – Dept of Labor
KPC00012.SQR – Project Allocation Report
Indication this is no longer needed – from Dept of Labor
KPC00013.SQR – Monthly Project Status Report
KPC00014.SQR – Project Cash Balance Report

23. Reports New custom reports created by SOK – Confirm List
KPC00018.SQR – KDWP Agency Exp Summary
KPC00019.SQR – KDWP Source Type/Category Smry
KPC00020.SQR – KDWP Source Type Smry by Fund
Indication these above are no longer needed – from Wildlife and Parks
KPCCTX71.SQC – Accounts Payable Related
Federal Financial Report (KS_FFR_RPT) – Eliminate
Not been formally released to agencies
Delivered in 9.2
Demonstrated during Grants Fit Session

24. Security Page access – Permission lists and Roles Row Level Security
Custom Permission lists or using Delivered?
Row Level Security BU
SETID
Chartfields
Current Design
Review security matrix

25. Batch Schedule
Changes to Batch schedule?

26. Open Discussion & Questions