CUSTOMISATIONS AND ENHANCEMENTS TO PS FSCM FINANCE SUITES

CUSTOMISATIONS AND ENHANCEMENTS TO PS FSCM (FINANCE) SUITES SESSION 9073 05 July 2017

PRESENTERS Clinton Pearson Business Analyst University of Pretoria clinton. pearson@up. ac. za I have been involved at UP since 2008. I was responsible for the FSCM implementation, initially as an external consultant, and now employed by the University.

UNIVERSITY OF PRETORIA Established 1908

UP & ORACLE People. Soft FSCM 9. 2 People. Soft HCM 9. 2 People. Soft CSM 9. 2 People. Soft CRM 9. 2 People. Tools 8. 55

OVERVIEW This session includes: 1. Asset management Look at some really cool enhancements – physical verification, mass physical and financial changes, asset removal 2. Project costing status report 1 report for everything 3. Inventory – with e. Procurement Check your stock level before ordering – real-time! 4. Work. Centre’s & dashboards We’re slowly evolving 5. What’s next Fluid

ASSET MANAGEMENT Physical verification, mass physical and financial changes, asset removal

ASSET MANAGEMENT 1. Physical verification 2. Mass change – physical and financial 3. Electronic asset removal

AM – PHYSICAL VERIFICATION Traditional scanning process was cumbersome and time consuming. 500 000 + Assets to verify Huge area to cover Insufficient staff to complete the task in a reasonable time So lets involve the whole UP staff compliment No scanners or software Cost = Free

AM – DEMO VS UP – WHAT WE CHANGED

AM – DEMO VS UP

AM – THE RESULT

ASSET MANAGEMENT 1. Physical verification 2. Mass change – physical and financial 3. Electronic asset removal

AM – MASS CHANGE Customisation Perform mass physical update Location update Custodian update Perform mass financial update Asset adds – copy from existing Retire/dispose assets Cost adjustment Book change – Life adjustment Using file uploads

AM - PHYSICAL MASS Simplest of file CHANGE layouts

AM - FINANCIAL MASS Very simple formats CHANGE

AM - FINANCIAL MASS Very simple formats CHANGE

AM – UPLOAD FILE FORMAT

ASSET MANAGEMENT 1. Physical verification 2. Mass change – physical and financial 3. Electronic asset removal

AM – ELECTRONIC ASSET REMOVAL How do you keep track of assets being moved off-site? You apply electronically Gets approved through workflow You then have authority to take the asset When returning simply

AM – ELECTRONIC ASSET REMOVAL New menu under Employee Self Service

AM – ELECTRONIC ASSET REMOVAL Required info: • From and to date • Address

AM – ELECTRONIC ASSET REMOVAL Managers approve(or deny) the request

AM – ELECTRONIC ASSET REMOVAL Once the request has been approved the asset is flagged as offsite

PROJECT COSTING REPORTS Custom report with all relevant information - 1 report for everything

PROJECT COSTING STATUS REPORT • Comprehensive project report • Project health • Project deliverables/milestones • Issues/risks • Financial summary

PROJECT COSTING STATUS REPORT Example from the University of Pretoria Project UPPCSR. pd f

INVENTORY When used with e. Procurement you are able check stock availability – real-time

INVENTORY STOCK LEVELS • Real time stock level inquiries • Run reports to identify certificate expiration

INVENTORY – CREATE EPRO REQUISITION Using catalogues to select inventory items

INVENTORY – USE CATALOGUES We have separate catalogues for each store

INVENTORY – VIEW ITEM QUANTITY For the item we request we are able to see in realtime the item availabilty

WORKCENTRE'S & DASHBOARDS Visual representation of data in a central location

HOMEPAGE DASHBOARDS

WORKCENTRES - AP

THE FUTURE FLUID What we are working on now

FLUID – EMPLOYEE SELF -SERVICE – IMAGE 23

CONCLUDING THOUGHTS ANY QUESTIONS?

THANK YOU!