A PROJECT ON -ENTERPRISE RESOURCE PLANNING

TOPIC:-

4th August,2008

Introduction

The company which provides Human Resource Management Systems

(HRMS) Customer Relationship Management

(CRM) Manufacturing Financial Enterprise Performance Management

(EPM) and Student Administration Software (SAS)solutions to large Corporations,Governments

and Organisations.

History1987 Founded by David Duffield and Ken

Morris in California,USA.

1988 Release of PeopleSoft HRMS.

1994 Public distribution of Distributions & Financial modules with launch of SDA.

1996-2000

Release of PeopleSoft 6 & first ERP package.

2003 Aquired Vantive Corporation & J D Edwards.

2005 Aquired by Oracle Corporaton.

2006 Release of PeopleSoft FMS 9.0 & HCM 9.0.

Strengths

PeopleSoft is Application Focused.It is a Marketing Machine.Strong Products and Large

Customer Base.It plays the role of analysts & looks

like a Symphony.Uses top Technology Partners like

BEA, Microsoft.

Weaknesses

Poor coverage in the small/medium markets.

Removal of the Customer Service Representative.

PeopleSoft ‘4 Pillar’ (CRM,Fins,SCM,HRMS) sales teams leads to fractured,complex approach.

Increasing size/aggressiveness of PeopleSoft consulting (Professional Service Group).

Relationships Among PeopleSoft Modules

Projects (grants)

General Ledger / Commitment Control

Purchase Order (ePro)

Requisition (ePro)

Asset Management

Billing

Accounts Receivable

Time & Labor

PeopleSoft Human

Resources

Inventory

RFQ (ePro)

Receiver (ePro)

Travel& Expenses

Accounts Payable

PeopleSoft Financials Modules

Finance Module PeopleSoft Financial versions used by

many Organisations,Governments,Corporations to meet the transaction needs.

Contains the following Sub Modules:

1. General Ledger2. Billing3. Accounts Receivable4. Purchasing5. Accounts Payable6. Asset Management

Purchasing• ePro helps enforce contract purchasing as well as

capture spending information for future analysis• Enables purchasers to automate procurement

processing, manage policy exceptions, and electronically transact with suppliers

• Features– Implement one-stop shopping across the State using electronic

catalogs– Determine availability of funds during the procurement process at

requisition, purchase order, and voucher creation– Centralized vendor repository maintains vendor information across

business units

• ePro/Purchasing is used to create pre-encumbrances and encumbrances

Purchasing

Expedite Requisition to a Purchase Order

1. Populate year with 2 digit FY

2. Verify Buyer

3. Select Line Items for PO

4. Verify Vendor

5. Submit PO

1 2

3

4

5

When a PO is created, review the Requisition from Manage Requisitions to get PO number.

PO Information for line 2

19

Pull up PO through Manage Purchase Orders

Review bill-to location, save PO, get amount approval, then budget check PO.

A PO with a valid Budget Check is reflected as an Encumbrance against the appropriate budget AND has relieved the Pre-Encumbrance from the related Requisition.

Pre Encumbrance Encumbrance Expenditure

Budget Detail Transaction Report

Both the purchase order and the reversal of the related requisition are reflected on budget reports.And then dispatch PO.

Accounts Payable• Purpose

– Automate invoice and payment processing to ensure timely and accurate payment for goods and services

• Features– Improve productivity by automatically creating

payment vouchers and setting up matching and approval rules

– Match vouchers, purchase orders, receipts, and inspection status for improved control and accuracy

– Distribute transactions at a detailed or level from PeopleSoft Payables to PeopleSoft GL through batch processing

Accounts Payable• Create a Regular Voucher Entry

– Accounts Payable > Vouchers > Entry > Regular Entry > Add a New Value

Accounts Payable

• Create a Regular Voucher Entry cont…– Budget Status and Post Status update as

voucher continues in its process.

Accounts Payable

• Create a Regular Voucher Entry cont…– Budget Status and Post Status update as

voucher continues in its process.

Accounts Payable• Create a Regular Voucher Entry cont…

– Verify Remit Address and Payment Method– Budget Check and Save

Asset Management• Purpose

– Track and record an organization’s capital or “fixed” assets

– All events affecting the financial recognition of assets are tracked for the entire life of the asset to maintain accurate financial records that are automatically posted to the ledger

• Features– Track physical attributes, calculate depreciation,

record tax and insurance requirements– Embedded audit trail ensures financial control through

assets lifecycle– Simplify asset entry and adjustment tasks with

automated functionality and intuitive data entry pages

Asset management

In Asset Management users can add or maintain assets, run reports and track physical inventory.

Customer information including addresses and contact name/phone is maintained by the billing Agency.

BillingBilling

Invoices can be entered online, loaded through an interface or generated from templates.

If an agency is using Billing, most AR items are created from invoices. In AR items can be added, maintained or have payments applied against them. Collections activities are also performed through AR.

Accounts Accounts ReceivableReceivable

Enter a Budget Journal

Journal Header defines Ledger and has a description.

Journal Lines define chartfields and amount.

General ledgerGeneral ledger

General Ledger• General Ledger (GL) serves as the core of the

PeopleSoft Financial Management System• ENCOMPASS will use the GL Module to post

accounting entries from other PeopleSoft Modules such as Accounts Payable and Accounts Receivable to the appropriate ledgers

• Accounting data posted in the GL will be used to produce both detail and summary accounting financial reports

• General Ledger Module is comprised of three high-level business processes:– Process Journals– Manage General Ledger Data/Budgets

Enter a Budget Journal

Journal Header defines Ledger and has a description.

Journal Lines define chartfields and amount.

Enter a GL Journal Entry

Journal Header defines Ledger and has a description.

Journal Lines define chartfields and amount.

Research Transactions Failing Budget Check

Click icon next to voucher ID to review the voucher.

Search for Budget Overviews

Limit by center, fund, budget ref, major object, etc.

Budget Overview Search Results

Review by summary or by detail line.

Download lines to Excel.

Search for Specific Budget Lines

Search for all .9 budgets within an agency for current year.

Search .5 budgets for a given center over last 5 years.

Search for Requisitions

Search by requester, date range, status, and/or REQ ID.

Click REQ Name for details.

Documents Associated to a Requisition

Click on a document ID to get more details about the transaction.

Click on the “more” icon to get links to accounting entries

Search for Purchase Orders

Search by buyer, status, vendor, PO ID, etc.

Click PO ID for details.

Search for Vouchers

Search by vendor, invoice #, voucher ID, status, etc.

Click voucher ID for details.

Search for Invoices

Search by customer, invoice #, status, etc.

Click invoice ID for details.

Retrieve AR Summary by Customer

Search for AR items by Customer

Review Aging of Agency Receivables

Use Query Tool to Access Bulk Data

Retrieve specific data from tables based on criteria.

Data from PO_HDR, PO_LINE_DISTRIB by BU, date.

Companies Approached PeopleSoft1. eVerge Group.2. IBM-Safeco.3. Alcon Marketing Group.4. Verizon

Core Competency

1. Skills Development 2. Account Management 3. Project Management 4. PeopleSoft Systems

Architecting 5. Basis Consulting 6. Production Planning and

Deployment 7. Partnering for Solutions

Case Study

Client-Westfield Company. Vendor-PeopleSoft. Consultant-Beacon Application

Services.

Challenge

Inadequate financial systems.Significant technology inroads into

Client/Server.Business Process improvement in

some key areas.Characterised by

mergers,acquisitions.

Solution

Quick initiation of the project leads an enduring project infrastructure.

The delivery of new reports that presented information spanning multiple dimensions of the business.

Replacing the disparate Legacy Systems

 

Benefits

Successful utilization of client/server technology on a DB2 platform.

Automating and integrating the procurement and accounting systems.

Better management information available on a more timely basis.

PeopleSoft Market Share

PeopleSoft Customers by Product CategoryProduct Group CustomersHuman Capital Management 3,500Financial Management Solutions 2,500Customer Relationship Management 1,200Enterprise Service Automation 250Supply Chain Management 1,800Enterprise Performance Management 1,100Student Administration 300AppConnect 550

Conclusion• Critical Evaluation of

PeopleSoft• Is peopleSoft

international or localized vendor?

• Fit/Gap Analysis (Identifying the gaps)

• Why Upgrade PeopleSoft

• PeopleSoft Functionality Assessment

• PeopleSoft 8 supports Mobile Architeture

PeopleSoft Functional Architecture

Implementing enterprise solutions in an increasingly dynamic and competitive economic climate poses complex organizational challenges. PeopleSoft is recognized worldwide as a premier provider of business application software for enterprise-wide reporting.

We have a better solution. The whole team must believe

in Themselves, be Positive, Friendly and Enthusiastic.

THANK YOU …..