FRIENDSHIP is a network that needs: no recharge! no charging! No roaming! no validity! no activation! no signal problems! just don't switch off your HEART ! Enterprise Resource Planning

1. Enterprise Resource Planning

2. PeopleSoft - Vendor Analysis Case Study

3. A PROJECT ON -ENTERPRISE RESOURCE PLANNING TOPIC:- 4 th August,2008

5. PeopleSoft Vendor Analysis

6. Overall PeopleSoft ERP Diagram

7. A three-pronged services framework as shown :

9. History Release of PeopleSoft FMS 9.0 & HCM 9.0. 2006 Aquired by Oracle Corporaton. 2005 Aquired Vantive Corporation & J D Edwards. 2003 Release of PeopleSoft 6 & first ERP package. 1996-2000 Public distribution of Distributions & Financial modules with launch of SDA. 1994 Release of PeopleSoft HRMS. 1988 Founded by David Duffield and Ken Morris in California,USA. 1987

13. 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

14. PeopleSoft Financials Modules

18. 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

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

21. 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.

22. 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.

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

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

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

32. 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 Receivable

33. Enter a Budget Journal Journal Header defines Ledger and has a description. Journal Lines define chartfields and amount. General ledger

35. Enter a Budget Journal Journal Header defines Ledger and has a description. Journal Lines define chartfields and amount.

36. Enter a GL Journal Entry Journal Header defines Ledger and has a description. Journal Lines define chartfields and amount.

37. Research Transactions Failing Budget Check Click icon next to voucher ID to review the voucher.

38. Search for Budget Overviews Limit by center, fund, budget ref, major object, etc.

39. Budget Overview Search Results Review by summary or by detail line. Download lines to Excel.

40. 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.

41. Search for Requisitions Search by requester, date range, status, and/or REQ ID. Click REQ Name for details.

42. 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

43. Search for Purchase Orders Search by buyer, status, vendor, PO ID, etc. Click PO ID for details.

44. Search for Vouchers Search by vendor, invoice #, voucher ID, status, etc. Click voucher ID for details.

45. Search for Invoices Search by customer, invoice #, status, etc. Click invoice ID for details.

46. Retrieve AR Summary by Customer

47. Search for AR items by Customer

48. Review Aging of Agency Receivables

49. 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.

55. peoplesoft product roadmap

57. PeopleSoft Market Share PeopleSoft Customers by Product Category Product Group Customers Human Capital Management 3,500 Financial Management Solutions 2,500 Customer Relationship Management 1,200 Enterprise Service Automation 250 Supply Chain Management 1,800 Enterprise Performance Management 1,100 Student Administration 300 AppConnect 550

59. 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.