An Overview of the Financial Management & Enterprise ...

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18 Νοε 2013 (πριν από 3 χρόνια και 4 μήνες)

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BGSU/PeopleSoft

Introducing

Financial Management Solutions &

Enterprise Performance Management

Learning Objectives

Identify the key drivers governing BGSU’s
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










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










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











The Need for a New System

Easier Navigation


Quicker Data
Access & Reporting


Better Security


Streamlined
Workflow

The Need for a New System

On
-
Demand System
Access


Self
-
Service Access


Less Paper



Financial

Management

Solutions

General Ledger (GL)

Commitment Control (CC)

Purchasing (PO)

Asset Management (AM)

Accounts Payable (AP)

Accounts Receivable (AR)

Grants Management (GM)



FMS

General Ledger

General Ledger

Business Processes

Create, approve, and process
journal entries


Edit and post journals to
appropriate ledgers


Create, approve, and maintain
standard budgets



Making a Journal Entry

Commitment Control

Reviewing Budget Details

Purchasing

Purchasing Business Processes



Create requisitions and
purchase orders


Request quotes


Enter purchase order receipts



Adding a Requisition

Asset Management

Asset Management

Business Processes

Add, maintain, and retire assets


Adjust, transfer, and evaluate
assets


Perform asset physical
inventory


Define and process


depreciation


Adding An Asset

Accounts Payable

Accounts Payable

Business Processes

Create vouchers and payments


Match vouchers with purchase
orders and receipts


Post vouchers and payments


Add Quick Invoices


Adding a Quick Invoice

Accounts Receivable

Accounts Receivable

Business Process

Enter and track receivables

Receive and apply payments

Manage outstanding
receivables

Document and track customer
conversations

Create billing accounting
entries



Entering a Deposit

Grants Management

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



Viewing an Award Profile

Enterprise Performance
Management System


Planning and Budgeting
(BD)


Enterprise Performance
Management
Warehouse


EPM

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





Selecting Planning Methods

Planning and Budgeting
Integrations

FMS (Financial
Management Solutions



CSS (Campus Solutions
System)


Enterprise Performance

Management Warehouse

Enterprise Financials
Warehouse

“For All Your Financial Data
Needs”




General
Ledger Mart

Payables
Mart

Receivables
Mart

Visit These Exciting Data Marts!

PeopleTools


PeopleSoft Query

PeopleSoft Crystal
Reports


PeopleSoft Query

Users and Uses

May be used by authorized users


Used to create Microsoft Excel
spreadsheets containing desired data









Requisitions Less Than $1500

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







BGSU/PeopleSoft

FMS

CSS

EPM

Web
Browser

Web
Server

PeopleSoft

Application


Server

PeopleSoft Security
Administration

System Security

Permission Lists

Roles

User Profiles

Application Security

User Preferences



Permission List

Permission Lists Assigned to

Requester 1 Role

Roles Assigned to Training
Requester 1

User Preferences

for Training Requester 1

Fit Gap Feedback



What is Fit
Gap?



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.”



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.”


Participants’ Comments

Bill Wheelock,
Director, Purchasing


“PeopleSoft FMS
will allow users to
enter requisitions
from friendly Web
-
based screens.”

Fit Gap Feedback

Product Features & Benefits

Speed Charts

Customized
Menus and
Pages

Notification

Trees


Vice
-
President

Rollup Tree

Fit Gap Feedback

Product Features & Benefits

Scheduled
processing


Powerful Reporting


Drill
-
Down
Functionality

Summary

The Need for a New System

Financial Management Solutions

Enterprise Performance
Management

Companion Products

PeopleSoft Security
Administration

Fit Gap Feedback


Questions

For Inquiring Minds

Ciber (2005).
BG@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@100 Web
site:
http://www.bgsu.edu/BGat100

Click on
BG@100 Project Related Documents




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





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/psbooks
/index.htm




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/psb
ooks/index.htm




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/psb
ooks/pfwh/book.htm



For Inquiring Minds

Oracle (2005).
PeopleSoft Purchasing Data Sheet
.
Retrieved November 14, 2005, from Oracle Web site:
http://www.oracle.com/applications/peoplesoft/srm/e
nt/module/purchasing.html


Oracle (2005).
PeopleSoft Planning and Budgeting
Data Sheet
. Retrieved November 14, 2005, from
Oracle Web site:
http://www.oracle.com/applications/performance
-
management/ent/module/biz_plan_budget.html



For Inquiring Minds


BG@100 Project Email Address

BGat100@bgsu.edu



Certificate of Completion



is hereby granted to

_______________



to certify that he/she has completed to satisfaction

Introducing FMS and EPM




Date Completed:

Supervisor Signature and Title

BGSU/PeopleSoft
BGSU/PeopleSoft