Oracle’s PeopleSoft Enterprise FMS, SCM, and ESA 9 Release Notes

[Pages:282]Oracle's PeopleSoft Enterprise FMS, SCM, and ESA 9 Release Notes

September 2006

Oracle's PeopleSoft Enterprise FMS, SCM, and ESA 9 Release Notes

PeopleSoft Enterprise Financial Management Solutions 9 PeopleSoft Enterprise Supplier Relationship Management 9 PeopleSoft Enterprise Supply Chain Management 9 PeopleSoft Enterprise Manufacturing 9 PeopleSoft Enterprise Asset Lifecycle Management 9 PeopleSoft Enterprise Service Automation 9

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Oracle's PeopleSoft Enterprise FMS, SCM, and ESA 9 Release Notes

September 2006

Contributors: Teams from Oracle Application Strategy, Product Documentation and Development.

Copyright ? 2006 Oracle. All rights reserved.

Disclaimer:

This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement, which has been executed and with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without prior written consent of Oracle. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.

This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of Oracle.

Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

Copyright 2006 Oracle. All Rights Reserved

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Oracle's PeopleSoft Enterprise FMS, SCM, and ESA 9 Release Notes

September 2006

Introduction ......................................................................................................................................1 Purpose of This Document...........................................................................................................1 Related Resources.......................................................................................................................1 Additional Resources ...................................................................................................................2

Executive Summary .........................................................................................................................4 Oracle's PeopleSoft Enterprise Release 9 ? Extend Value Using Next Generation Technology ...6 Oracle's PeopleSoft Enterprise Release 9 ? Deliver Best-in-Class Business Processes ...............8 Oracle's PeopleSoft Enterprise Release 9 ? Drive Superior Ownership Experience......................9 Enhancements That Are Common to Multiple Applications ..........................................................10

Sustainable Compliance Requirements .....................................................................................10 Archiving.....................................................................................................................................11 Financial Control and Reporting Enhancements ...........................................................................12 PeopleSoft Enterprise General Ledger 9 Enhancements ..........................................................13 Plan to Retire Enhancements ........................................................................................................22 PeopleSoft Enterprise Asset Management 9 Enhancements ....................................................24 PeopleSoft Enterprise IT Asset Management 9 Enhancements................................................33 PeopleSoft Enterprise Maintenance Management 9 Enhancements ........................................38 PeopleSoft Enterprise Real Estate Management 9 Enhancements ..........................................72 Cash Management Enhancements ...............................................................................................83 PeopleSoft Enterprise Treasury Management 9 Enhancements...............................................84 Program and Portfolio Management Enhancements.....................................................................92 PeopleSoft Enterprise Program Management 9 Enhancements ...............................................93 PeopleSoft Enterprise Resource Management 9 Enhancements............................................103 PeopleSoft Enterprise Expenses 9 Enhancements .................................................................106 PeopleSoft Enterprise Project Costing 9 Enhancements.........................................................117 Source to Settle Enhancements ............................................................................................121122 PeopleSoft Enterprise Strategic Sourcing 9 Enhancements..............................................122123 PeopleSoft Enterprise Supplier Contract Management 9 Enhancements .........................125126 PeopleSoft Enterprise eProcurement 9 Enhancements ....................................................151152 PeopleSoft Enterprise Purchasing 9 Enhancements .........................................................161163 PeopleSoft Enterprise Services Procurement 9 Enhancements........................................169171 PeopleSoft Enterprise Payables 9 Enhancements ............................................................180182 Plan to Produce Enhancements ............................................................................................193195 PeopleSoft Enterprise Manufacturing 9 Enhancements ....................................................195197 Order to Cash Enhancements ...............................................................................................197199

Copyright 2006 Oracle. All Rights Reserved

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Oracle's PeopleSoft Enterprise FMS, SCM, and ESA 9 Release Notes

September 2006

PeopleSoft Enterprise Order Management 9 Enhancements............................................198200 PeopleSoft Enterprise Contracts 9 Enhancements............................................................204206 PeopleSoft Enterprise Inventory 9 Enhancements ............................................................212214 PeopleSoft Enterprise Billing 9 Enhancements..................................................................226228 PeopleSoft Enterprise Receivables 9 Enhancements .......................................................235237 PeopleSoft Enterprise Promotions Management 9 Enhancements...................................242244 Industry Enhancements .........................................................................................................249251 PeopleSoft Enterprise Grants 9 Enhancements ................................................................249251 PeopleSoft Enterprise Staffing 9 Enhancements ...............................................................259261

Copyright 2006 Oracle. All Rights Reserved

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Oracle's PeopleSoft Enterprise FMS, SCM, and ESA 9 Release Notes

September 2006

Introduction

Purpose of This Document

This document provides an overview of the new features and enhancements that are planned for Oracle's PeopleSoft Enterprise Financial Management Solutions, Supply Chain Management, Asset Lifecycle Management, Enterprise Service Automation, Supplier Relationship Management, and Manufacturing 9 product families. This document is intended to help you assess the business benefits of the Financial Management Solutions, Supply Chain Management, Asset Lifecycle Management, Enterprise Service Automation, Supplier Relationship Management, and Manufacturing Release 9 product families and to help you plan your information technology (IT) projects and investments.

The new features and enhancements that are included in this release are grouped according to business process to better demonstrate how Oracle solutions can help you optimize your business. Our goal is to ensure that you leverage technology to its fullest to increase the efficiency and effectiveness of your operations. Please note that the final release may not have every feature that is discussed in this document and that a specific feature may become part of a different application or have a product name that is different from those cited in this document.

The planned enhancements are grouped into these release themes:

? Deliver Best-in-Class Business Processes

? Drive Superior Ownership Experience

? Accelerate the Path to Fusion

Note: Only those products that have significant enhancements are mentioned in this release document. However, enhancement details for all products will be available in the upcoming release notes.

This section discusses:

? Related resources

? Additional resources

Related Resources

This section discusses four publications that provide in-depth technical and functional information for the new and enhanced functionality that is planned for the upcoming release. In many cases, the content in this document may have originated in the documents that are referenced subsequently.

Copyright 2006 Oracle. All Rights Reserved

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Oracle's PeopleSoft Enterprise FMS, SCM, and ESA 9 Release Notes

September 2006

Statement of Direction

The statement of direction is usually published 9 to 12 months before a release. It provides a high-level overview of the focus of product development, which enables high-level business-decision makers to begin their preliminary upgrade planning.

Release Value Proposition

The release value proposition provides more functional details than the statement of direction, identifies major enhancements, and articulates the expected business benefit. The release value proposition is designed to help you determine whether new product features warrant either upgrading from a previous release or embarking on a new implementation. With this information, managers can initiate preliminary budget planning and begin putting together a project team to evaluate specific products.

Prerelease Notes

Prerelease notes provide more functional and technical details than the release value proposition. Prerelease notes describe how each enhancement functions within the context of the greater business process. This added level of detail should enable project teams to answer the following questions:

? What delivered functionality will change?

? What customizations may be affected?

? How will an upgrade or new implementation affect other systems?

? How will these changes affect the organization?

After the project team has reviewed and analyzed the prerelease notes, business decision makers should be in the position to determine whether to allocate budget and initiate implementation plans.

Release Notes

Release notes are published at General Availability (GA) and validate the final scope of the release. The release notes discuss the features and enhancements that are available with the GA release of each product, describing the finalized functional and technical details that will enable project teams to confirm budgets and complete implementation plans.

Additional Resources

Oracle offers many additional resources that will help your organization determine the effects of upgrading to this release.

Visit the PeopleSoft Customer Connection website frequently to keep yourself apprised of ongoing changes. This table lists the types of resources that are available on Customer Connection:

Resource

Navigation

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Oracle's PeopleSoft Enterprise FMS, SCM, and ESA 9 Release Notes

Upgrade paths Training opportunities Consulting readiness

September 2006

Support, Roadmaps + Schedules, Release Definitions Education Services Assess Your Needs

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Oracle's PeopleSoft Enterprise FMS, SCM, and ESA 9 Release Notes

September 2006

Executive Summary

Oracle is pleased to release the next-generation of the PeopleSoft Enterprise product line. This release represents not only continued investment and enhancement of the PeopleSoft products, but it also begins to incorporate key Oracle Fusion Middleware solutions so that customers can take advantage of Oracle technology now.

Release 9 is the newest release in Oracle's sustained focus on the enrichment and support of PeopleSoft products. This commitment will ensure that customers can leverage their current investments in PeopleSoft products as long as they'd like, with no forced upgrades or lack of support. Customers have the choice and flexibility to take advantage of the Oracle solutions that best fit their organization and goals.

Oracle realizes that all of its customers, especially PeopleSoft Enterprise customers, are looking to extract as much value as possible from their current application investments as well as have choice and flexibility in their application and IT strategy. Oracle's Application Unlimited program addresses this need by continuing to provide ongoing enhancements to the PeopleSoft Enterprise applications beyond the delivery of Oracle Fusion Applications. Customers will have:

? More choices

Continued product releases for PeopleSoft Enterprise applications in parallel and beyond the release of Fusion applications gives PeopleSoft Enterprise customers a choice. Oracle will continue to deliver product releases for PeopleSoft Enterprise applications in parallel with the development of Oracle Fusion applications. Customers can remain on existing applications, upgrade when they want for new functionality, and deploy additional product modules. Customers can move to future technology when it's best for their organization with no forced upgrades. Customers determine their own migration schedule.

? More visibility

As in the past, future PeopleSoft Enterprise releases beyond release 9 will continue to be driven by customers. Through existing feedback mechanisms such as product and industry user groups, a dedicated PeopleSoft Enterprise product strategy team will gather customer requirements and use them to shape product roadmaps. This team will also provide customers with more visibility into the product direction, giving them a better understanding of planned enhancements, when they will be available, and the value to their organization. Future releases will be scoped and paced based on market demand.

? More value

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