If you weren’t able to attend this year’s Alliance (or you were but could not fit everything you wanted to attend into your schedule), you can now access all the informative presentations online.
To view the GL presentations, select Past & Future Alliances from the Conferences menu. Then click the Download Presentations button under Presentation Link for the 2019 Alliance. This will take you to a menu of all the tracks, including General Ledger.
Check out the descriptions below for presentations that include Cloud implementation, Concur integration, and workflow.
Topic: PeopleSoft and Concur: The Magic Behind the Scenes
Presented by: Melissa Borchardt, Financial Systems Analyst, and Scott Stuart, Financial Systems Administrator, The University of Oklahoma Health Sciences Center
Overview (from the presenter’s description): Let OUHSC show you how we magically integrated PeopleSoft Financials and SAP Concur. We will provide tips and tricks on the employee load files, reports, as well as the integration with Accounts Payable. We will show you how we do our reconciliation between the Concur system, our financials systems, and the credit card statements.
Topic: Oracle Cloud PPM: It’s not just for Grants anymore!
Presented by: Nicole Oeser, Senior Director, Huron Consulting; Kurt Shepherd, Senior Director and Jana Blick, Assistant Controller, Vanderbilt University
Overview (from the presenters’ description): Vanderbilt University successfully implemented Release 12 of Oracle Cloud applications for Finance, Research Administration, HR, Budgeting/Planning, and BI Reporting in January 2018. This session will overview how Vanderbilt took advantage of the power of the PPM module to effectively manage Faculty Funds, Gifts & Endowments, Capital Projects and in support of their principle of maintaining a ‘skinny GL.’ Vanderbilt will share the benefits of utilizing PPM for effective management of these activities while providing information to the university community in a manner consistent with management of the grants portfolio.
Topic: How did we make it work? Cross validation rules, Descriptive Flex Fields and Volume processing
Presented by: John Mulvihill, Senior Functional Systems Analyst & Matt Lawrence, Senior Functional Systems Analyst, University of Kansas; and Charity Strong, Director, Projects & Campus Engagement, Boise State University
Overview (from the presenters’ description): How to control your Chart of Account string combinations with CROSS VALIDATION RULES or RELATED VALUE SETS within Oracle Cloud Financials. Learn the type of CVR's used by the University of Kansas including tips and tricks on common errors.
Also learn why the University of Kansas choose to configure Descriptive Flexfields rather than Asset Key Flexfields, and how you can too. The presentation will cover analysis used to configure and use Descriptive Flexfields rather than Asset Key Flexfields. Instructions will be included on how to configure the Descriptive Flexfields, and how to import custom values into lookup tables to ensure valid user input into these fields. Finally, learn how Boise State University utilizes Excel tables and VBA macros to streamline data entry to File-Based Data Import (FBDI) templates. Campus submits various Excel reports to Administrative Accounting which can result in thousands of journal entries. Our process imports and formats the data from those reports into the FBDI template with the click of a few buttons. The process eliminated human error (who isn’t going to make a mistake when looking at 8,000 rows of data?) and saved hours of busy work for several stakeholders.
Topic: Hakuna Matata, How Cloud Adoption can help you leave your worries behind, Derby Journey to the Cloud
Presented by: Tracey Robey, Enterprise Systems Architect & Hannah Rose, Financial Operations Manager, University of Derby
Overview (from the presenters’ description): The University of Derby have moved to Oracle ERP Cloud. This presentation covers the project process, the speed of the implementation, the journey to the cloud and lessons learnt. As part of the DIGIT Finance project the University of Derby have worked alongside Oracle Cloud Adoption Services to ensure the success of the implementation. Cloud Adoption covers Governance, Support, Communications and Training.
Topic: Structuring Invoice Workflow to Your Business Process, or HI HO, HI HO, It’s Off to Workflow We Go!
Presented by: Judy Hammer, Assistant Directory Financial Management Systems, University of Kansas & Jon Kelly, Executive Business Analyst, University of Wyoming
Overview (from the presenters’ description): Wyoming's payable processing in PeopleSoft was handled entirely within Accounts Payable after an extensive paper process. The new UW requirements in Cloud called for Purchase Order invoices to be processed within Accounts Payable, but non-PO invoices are entered by users throughout campus. In addition, high dollar approval thresholds and XML imported invoices were brought into the mix, all with different approval requirements. This session will discuss the various needs on campus, policy decisions impacting the process, as well as walk through workflow setups to demonstrate how the various needs can be met through workflow.
Kansas found that approval rules in the Cloud can range from extremely simple to very complex. In this session, we will review the fundamentals of approvals in the Cloud, lessons learned during KU's first year, and how KU uses workflow rules to identify potential errors that will impact downstream systems and processes.
Topic: PeopleSoft General Ledger Update and Roadmap – Reduce Your Customization and More!
Presented by: Jian Wen, Oracle Product Strategy Director, Oracle
Overview (from the presenter’s description): PeopleSoft’s on-going investment in the robust General Ledger and common accounting structure has long supported education and government. PeopleSoft continues to deliver capabilities that increases efficiency with period close capabilities, productivity with GL WorkCenter expansions, control with effective management of the financial structure, and functional effectiveness with expansive reporting, all with the mindset of simple and intuitive user experience. This session provides showcases new innovations provided through recent Update Images and what is planned for the future. Come and see what customization you can remove!