April 11, 2023

ERP has evolved from legacy implementation to more flexible tiered client-server architecture.

Timeline System Description

1960s Inventory Management & Control

Inventory Management and control is the combination of information technology and business processes of maintaining the appropriate level of stock in a warehouse. The activities of inventory management include identifying inventory requirements, setting targets, providing replenishment techniques and options, monitoring item usages, reconciling the inventory balances, and reporting inventory status.

1970s Material Requirement Planning (MRP)

Materials Requirement Planning (MRP) utilizes software applications for scheduling production processes. MRP generates schedules for the operations and raw material purchases based on the production requirements of finished goods, the structure of the production system, the current inventories levels and the lot sizing procedure for each operation.

1980s Manufacturing Requirements Planning (MRP II)

Manufacturing Requirements Planning or MRP utilizes software applications for coordinating manufacturing processes, from product planning, parts purchasing, inventory control to product distribution.

1990s Enterprise Resource Planning (ERP)

Enterprise Resource Planning or ERP uses multi-module application software for improving the performance of the internal business processes. ERP systems often integrates business activities across functional departments, from product planning, parts purchasing, inventory control, product distribution, fulfillment, to order tracking. ERP software systems may include application modules for supporting marketing, finance, accounting and human resources

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PeopleSoft History

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The PeopleSoft Beginning

• Founders : Dave Duffield and Ken Morris

• Year : 1987

• Architecture: Client-server

• Features: Enterprise Integration

Ease of use

Flexibility

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Versions

1987:PeopleSoft founded

1988: HRMS released

1996: PeopleSoft 6

1997: PeopleSoft 7

2000: PeopleSoft 8

First ERP package

Upgraded ERP modules

Pure Internet Architecture

Client-Server Architecture

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Financial Management

Enterprise Performance Management

Supply Chain Management

Campus Solutions

Human Capital Management

Customer Relationship Management

PeopleSoft Basic Modules

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PeopleSoft HCM incorporates HR trends and leading practices into its products. It has also integrated many efficiencies in the form of templates, guides, and product functionality, which can be directly applied to any company. It is an enterprise-wide strategy for enabling the organization to utilize the full value of the workforce. It provides a tangible blueprint for transforming the HR operations.

PeopleSoft Human Capital Management

HCM Product Modules

• Workforce Administration• Workforce Development• Organization Development• Global Payroll and Absence Management• Benefits• Enterprise Learning• Recruitment• Self service• Time and Labor

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PeopleSoft Financial Management

Get the power to compete in the business world with our comprehensive suite of pure internet financial applications.

FM Product Modules

• Fixed Asset Accounting • Funds Transfer Pricing • General Ledger • Cash Management • Payables • Purchasing • Receivables • Business Planning and Budgeting • Investor Portal

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PeopleSoft Customer Relationship Management

CRM Product Modules• Customer Management• Bill Presentation and Account • Management • Marketing, Sales and Order Capture • Mobile Number Portability • Support and Service Management • Campaign Management and Telemarketing

Increase revenues and drive customer satisfaction and loyalty through Sales, Marketing, and Service effectiveness.

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PeopleSoft Supply Chain Management

SCM Product Modules• Customer Order Management • Logistics – Inventory • Manufacturing Solution

Engineering , Flow Production

Manufacturing, Quality • Supply Chain Planning

Demand Planning

Inventory Policy Planning • Supply Planning Advanced Multisided Planner • Supply Planning Multisided Material Planner

Provides a cohesive and flexible solution for the synchronized supply chain.Drive efficiencies in cost savings over your entire supply chain—including your plan-to-produce and order-to-cash business processes.

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PeopleSoft Enterprise Performance Management

EPM Product Modules

• Functional Analytics • CRM Analytics • Financial Analytics • Supply Chain Analytics • Workforce Analytics

Helps to achieve world-class performance by aligning the right information and resources to strategic objectives and Solutions for every budget and every phase of the management cycle.

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PeopleSoft Campus Solutions

Campus Solutions Product Modules

• Academic Advisement • Campus Community • Campus Self Service • Contributor Relations • Financial Aid • Recruiting and Admissions • Student Administration • Student Records and Financials.

Manage the student lifecycle end to end-driving operational efficiency, reducing costs, and freeing resources to support the goals of higher education institutions

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Human Resources

Administer Workforce Develop Workforce

Manage Labor Relations Manage Competencies

Monitor AbsencesRecruit Workforce

Track Global Assignment

Administer Training

Manage Flexible Service Manage Positions

Commitment Accounting Career/Succession

Manage Health and Safety Professional Compliance

Health & Safety

Report Regulations

Compensating Employees

•Plan Salaries

•Manage Variable Compensation

•Report Total Compensation

•Administer Salary Packaging

•Manage Company CarsStock Administration (US only)

Pension Administration

Payroll Interface

Global Payroll (includes Absence functionality)

Time and Labor

Payroll for North America

FSA Administration

Manage Base Benefits

Benefits Administration

PeopleSoft HCM –

An Overview

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Basics of PeopleSoft

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A Few Fundamental Concepts

• How the data is stored in PeopleSoft?

• What is Effective Date?

• What is Business Unit and Set Id?

• How multiple currencies are handled in PeopleSoft?

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PeopleSoft applications are table-based systems. The data resides in a relational database. The tables consist of rows and columns. These tables are called Records in PeopleSoft Terminology. The columns are known as Fields in PeopleSoft.

PeopleSoft tables (Records) can be classified as:

Transaction Tables

Transactional tables, as the name suggests store the data for the transactions conducted. They are used to record the day-to-day transactions. Hence, very dynamic in nature. Most of the field users will be entering rows into transaction tables. When you create an invoice, hire employee or update proposal information, you will enter rows into the respective Invoice, Employee or Proposal transaction tables.

Control Tables

The control tables define the business rules and master data for UNDP and its partner agencies. These tables are not updated daily and are mostly maintained centrally at Headquarters. These tables include information such as pay groups, vendor information etc. These tables are identified by a Set Identifier known as SET ID. For understanding of what a SET ID is <click here>.<click here>.

How the data is stored in PeopleSoft?

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Effective Date Logic

•Effective dated information in PeopleSoft helps you to keep a chronological record of the data.•An effective dated record would keep a history of all the changes made to the records and tag the changes by date.•This means that users can take out reports and do analysis at a particular date with the information prevailing as on that date. •When you change the information, the old information is not deleted but is stored in the database with a past effective date.

•Example :

•Let us take the example of an employee and his salary plan. •A vendor’s address has been changed on 12/15/2003 from A to B. This change will be effected in the vendor information by adding a new row of data to the vendor address record with an effective date of 12/15/2003. •The transactions performed before 12/15/2003 shall consider the vendor’s address as A. For any transaction with that vendor after that date, his address shall be B.

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• A Business Unit is the highest level of organizational hierarchy in PeopleSoft. • It represents an Independent Unit for the purpose of recording transactions and

reporting.• For UNDP, UNDP1 is the business unit in PeopleSoft.

• A Set ID is a common identifier for the tables. It allows you to share the control data across various business units.

• The control data is associated with a Set ID.• The Set ID is in turn associated with a business unit. This helps you share a set of

control data for multiple business units and reduce the pain of data redundancy.

Business Unit and Set ID

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• PeopleSoft has the capability to process the transactions in multiple currencies.

• You may record you transaction in any currency and take out the reports in either the home currency or dollar or euro.

• The transaction recorded in any transaction is automatically converted into the target currency by the system.

• This is done by picking up the information from the control tables which contain the exchange rates for conversion.

Understanding the Multiple Currencies

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How to use the system?

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• Accessing PeopleSoft

• Changing the password

• Navigating through the system

• Searching for records

• Some more tips and techniques

PeopleSoft Navigation

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Accessing PeopleSoft

• Open a browser window

• Navigate to the PeopleSoft URL provided to you

• Enter the User ID and Password assigned to you and click on the Sign In button

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PeopleSoft Sign-on

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Changing the User Password

• After logging into the PeopleSoft application, you can change the default password set for you

• Navigate to the ‘Change My Password’ link at the bottom of the page

• Enter the new password, confirm the password and click on the ‘Change Password’ button

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Change Password Screen

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Navigating through PeopleSoft

• PeopleSoft navigation is a simple point click similar to browsing a web page.

• The PeopleSoft Navigation is based on the portal navigation. So depending on the role you are assigned, the appropriate screen will be displayed.

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• The user uses a browser from any internet accessible computer and goes to the PeopleSoft link provided.

• On signing in successfully the user can see the PeopleSoft Enterprise Portal screen which shall provide the links to the applications to which the user has access to.

• The Portal home page shall also contain short cuts for various links depending upon his/her role.

• Let us take the example of a user Anna Rortaz, UNDP DRR and she has to monitor her approval tasks in Finance and HR applications.

PeopleSoft Portal

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These tabs help you move across various pages in this component

Clicking on this link opens a new window of peoplesoft

Click this linkto access the online People Books help

Scroll areas within a page

Menu with the folders represent various modules.

Each of these folders contains sub-folders and links to the components and pages.

The circled item is the link. The links appear in blue font with an underline indicating a hyperlink.

These buttons carry out the actions like saving the data, sending an email notification, moving to the next record etc.

Use these buttons to add or delete records ina scroll area.

PeopleSoft Page

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Searching Records in PeopleSoft

• Search capability in PeopleSoft allow you to retrieve the existing records for viewing and updating the information.

• When you select a page to open from the PeopleSoft menus, a Search page is displayed that allows you to find a record or group of records.

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Search Record Page

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• Enter the search criteria for the record or records. The more criteria you enter, the faster the search and the more focused your results will be. You may enter full or partial values.

• To perform a case-sensitive search, select the box Case Sensitive.

• Click the button to initiate the search. A list of possible records that match the criteria you entered is displayed in the Search Results area of the Search page.

• Locate the record you want to view and click any of its links to open the record

Retrieve records using the Search Page

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Additional Tips & Techniques

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Click on the ‘Add to favorites’ link at the right hand top corner of the screen, to store a page in your favorites. You can access your favorites by clicking on the ‘My Favorites’ link in the Menu.

Use ‘My Favorites’

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A search can return a maximum of 300 rows. When more than 300 record matches are found, a message is displayed at the beginning of the Search results. In this event, it is better to narrow down the search by using the following techniques:

• Specifying additional search criteria

• Providing unique identifiers values that are assigned to only one record such as Employee IDs and Project IDs

Use Search Criteria

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• If you do not use your PeopleSoft page for more than 20 minutes, the session gets expired. You would lose all your data if you have not saved the data.

• Before the session gets expired, you will get a warning message like the one below:

Session Expires

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• In the scroll areas in a page – View All / View 1: View All displays all rows of data, one after the other. Use the scroll bar to scroll

through data rows in this view. View 1 displays one record at a time. In this view, use First >1 of 3 > Last buttons to move through data rows.• Tool bar buttons and shortcuts –

Alt + 2 + Enter Return to Search redisplays the Search page

Alt + 3 + Enter Next in List displays the next data row in the search results list

Alt + 4 + Enter Previous in List displays the previous data row in the search results list

Alt + 1 + Enter Saves the data entered to the database

Tool Bar Buttons & Shortcuts

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People Soft Internet Architecture

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PeopleSoft Internet Architecture (PIA)

• PeopleSoft Pure Internet Architecture is an architecture without a client.

• There is no complex, expensive client software installation.

• No Java applets, Windows DLLs, or browser plug-ins are necessary for this "thin" client architecture.

• Thus, the client can be a Web browser, mobile device, or external system that uses standard Internet technologies such as HTTP, HTML, and XML to communicate with the PeopleSoft Internet Application Server.

• PIA is completely server based.•Clients to this architecture can be nearly any kind of Internet access devices.

• Wireless device or cell phone with Internet browse capabilities.

• External or third party system with XML/HTTP protocols.

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PeopleSoft Internet Architecture

Component Interface

Application Messages

Application Engine

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PIA Allows

• Extensive Portability

• Web Browser Independence

• Client Operation System Independence

• Leverages your Unique, Strategic Business Practices

• Web Focused Development Environment

• Upgrade Support

• Multi-Currency and Multi-Lingual Support

• Project Support

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Development Environment

• Developers and administrators have an entirely different set of needs. As a result, they require a set of development environments tailored to these specific needs.

• PeopleSoft administration and development tasks are typically accomplished by using a Windows Client logged into a PeopleSoft database in two-tier mode.

• This means that the developer or administrator logs directly into a PeopleSoft Database without an Application Server or Web Server.

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PIA

• The PeopleSoft Internet Architecture has four components

• Internet Browser (IE 5.0 or above)

• Web Server (Unix or NT)

• Application Server (Unix or NT)

• Database Server (Oracle, MS-SQL Server, DB2, Sybase, Informix)

•To really understand the PIA, you need to understand the functionality of each of the architecture systems.

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Web Browser

• A web browser running on a workstation is the most common internet access.

• A key concept of internet architecture is that there is no complex, expensive client software installation

System Catalog Tables

PeopleTools Tables

Application Data Tables

Internet Browser

(IE 5.0 or above)

Web Server

(Unix or NT)

Application Server

(Unix or NT)Database Server

JOLT SQLHTTPSSL

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The Web Server is the intermediary processor. The purpose of Web Server is

• Relay data back and forth between the browser and application server.

• Handle encryption.

• Manage connections between the browsers.

• The web server uses Java to implement logic and uses JOLT to communicate to the application server.

Web Server

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Web Content

HTTP ServerSystem Catalog Tables

PeopleTools Tables

Application Data Tables

Internet Browser

(IE 5.0 or above)

Web Server

(Unix or NT)

Application Server

(Unix or NT)Database Server

JOLT SQLSSL

HTTP

Web Server

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Application Server

The Application Server is where all the PeopleSoft logic occurs.

• The Application Server is the brain of the PeopleSoft Internet application.

• A new server process resides in the application server domain that performs all applications processing for PeopleSoft Internet session and generates the HTML to be displayed in the browser. This process is called PSAPPSRV.

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Application Server

PSAPPSRVSystem Catalog Tables

PeopleTools Tables

Application Data Tables

Internet Browser

(IE 5.0 or above)

Web Server

(Unix or NT)

Application Server

(Unix or NT)Database Server

JOLT SQL

Disk Cache Files

SSLHTTP

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System Catalog Tables

• SYSOBJECTS

• SYSCOLUMNS

PeopleTools Tables

• PSRECDEFN

• PSPNLDEFN

Application Data Tables

• PS_STUDENT_DATA

• PS_CUSTOMER_TBL

Database Server

Database Server

With the use of PeopleSoft Internet Architecture, the database will store the pages, an image repository and URL repository.

System Catalog Tables

• Store indexes and physical characteristics of tables, views and columns.

PeopleTools Tables

• Store object-related data pertaining to the online processing of the system and activities that occur during the import.Updates to objects such as records, pages and menus result in entries to the PeopleTools tables. The names of PeopleTools tables typically begin with PS.

Application Data Tables Contains data created by the user

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People Soft Application Development

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Data Validation

PeopleSoft provides several methods for ensuring data accuracy. They are Prompt Table, Effective Date, Translate Table.

Prompt Table

Prompt Table are application data tables that store a predefined set of valid values that are available to users during the data entry process.

Effective Date

Effective Date creates a historical record of all changes made to data stored in a table. Applying the effective date function to a prompt table ensures that you maintain both historical and future data while providing users with data prompts that are valid at the time of data entry.

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Application Development

• Application Development is a step-by-step process. Between design and rollout, application objects are defined and built, relationships are established security is implemented and every aspect is tested thoroughly.

• The majority of these activities is completed in Application Designer.

• Application Designer is an integrated development and upgrade tool that organizes the object definitions of a business application into a single work area.

•Application Designer organizes the object definitions of a business application into an Object Workspace, Project Workspace and an Output Window.

• Object definitions are created using the “Nine Steps of Application Development”.

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Design the Application

Define New Fields

Create Record Definition

Build SQL Table

Create Page Definition

Create Component

Create Menu Definition

Enable Security

Test the Application

Project

Application Designer

Application Designer

Application Designer

Application Designer

Application Designer

Application Designer

Maintain Security

Online & Query Tool

PeopleTools Tables

PeopleTools Tables

System Catalog & Application Data Tables

PeopleTools Tables

PeopleTools Tables

PeopleTools Tables

PeopleTools Tables

Application Data Tables

Nine Steps of Application Development

PeopleTool Database Tool

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CASE STUDY

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Thank you________________________