Copyright 2009, Oracle. All rights reserved.

. The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are commercial computer software or commercial technical data pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR 52.227-19, Commercial Computer Software--Restricted Rights (June 1987). Oracle Corporation, 500 Oracle Parkway, Redwood City, CA 94065. The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Asset Management Functional Category Depreciation Incident ID 1785869001 Report Problem Description Depreciation with Limit code is not calculating correctly after adjusting the asset AM :DPR rows are not created in the accounting period, when the depreciation is resumed on the asset AM:Accum Depr is dropped when adding asset with DB method calculated monthly

Oct-09

1895474002

Resolution Description We modified the Depreciation process so that Depreciation with Limit Code is calculating correctly when the asset is adjusted. We modified the Depreciation process to use the AM convention instead of MM/MQ convention when an asset's depreciation status is resumed. We modified the Depreciation process to prevent deletion of the accumulated depreciation entry when Depreciation option of Monthly is selected.

1907224002

1913156001

Assets created in last period of the year We removed the hard-coding of the MM getting Over Depreciated convention in the Depreciation process; hence, it produces the correct depreciation results when the custom Mid-period convention is used. Fair Value functionality back port to prior releases. Define Allocation for Assets search button includes all asset statuses The 9.1 feature - Fair Value was backported to release 9.0 from release 9.1. We modified the PeopleCode so that the search option displays assets based on the asset status selected on the page. AM:Error at We modified the code to prevent a hard ADJUST_WRK.PROCESS_ADJUSTM PeopleCode error when the Cost Adjustment ENT.SaveEdit Loop_Thru_CostBal page is saved without any changes to it. No warning message, if the adjusted We modified the PeopleCode so that the system accumulated depreciation is more than issues a warning message if the adjusted the cost and accum depr. accumulated depreciation plus the accumulated depreciation is greater than the cost of the asset.

Functionality

1794479001 1883007001

1898557001

1899924001

Copyright Oracle Corporation, 2009. All rights reserved.

Page 2 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Asset Management Functional Category Functionality Incident ID 1906368001 Report Problem Description Bonus depreciation is not calculated when it was RCT and IUT.

Oct-09

1906683001

Indian Tax Depreciation - Depreciation amount not calculated correctly AM:DEPT ID not defaulting to Custodian page when interfacing from AP/PO to AM AM:AMPS1000 not processing Voucher linked Serial Receipts where "Next Asset ID" used Cannot Change 050 (Property) Asset Type within Basic Add

1907676001

1907840001

1912092001

1917722001 1919454001

AM:Asset Class Add gives Data Conflict Error Upon an IntraUnit TRF, the new asset not receiving the new asset type

Impairment Test

1899099001

Search options error out : Fatal people code sql error AM:AMDPCALC Error ORA-01407 due to blank UOP ID after Interunit Transfer

Inter/IntraUnit

1905508001

Resolution Description We modified the PeopleCode that prevents deleting the RESUME row of the original asset from the book history table. This produces correct depreciation entries when the retro process is used on this asset. We modified the India Tax Depreciation process so that the depreciation amount is calculated correctly. We modified the AMIF1000 Transaction loader program so that the department is populated in the custodian page when interfaced from other modules to AM. We modified the AMPS1000 process so that it processes the voucher-linked serial receipts for which Next Asset ID is used. We modified the Basic Add page to enable you to edit the asset type when its value is Property and the product Real Estate Management is not installed. We modified the Asset Class page so that you can add the new asset class successfully. We modified the PeopleCode to supply the correct asset type, asset subtype, and asset class when 'Use Profile' switch is selected during an InterUnit Transfer. We modified the PeopleCode so that the search option in the impairment worksheet and the CGU Impairment page works correctly. We modified the PeopleCode to populate the field Units of Production ID on the transferred asset.

Copyright Oracle Corporation, 2009. All rights reserved.

Page 3 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Asset Management Functional Category Interface Incident ID 1920029001 Report Problem Description AMIF1000 is not creating all books when profile book effective dates are different

Oct-09

Leases

1895659001

Resolution Description We modified the AMIF1000 Transaction loader program so that the process creates all the books when its effective dates are different in the asset profile. AMDPCLOS is not creating accounting We modified the PeopleCode so that the system entries for some lease assets when does not allow transfers with a transaction date there are transfers. which is earlier than the last transfer. AM: Inappropriate error message (Haiku) when retiring child asset thru parent. AM9 - AM_DPCLOSE runs much slower in 9 when compared to 8.4 AM:AMIF1000 Transaction loader process running slow after applying bundles 14-22 EAM: Report AMLE2310 Results Are Based On Calendar Year End (12/31/xxxx), Not Fiscal Year End AM: AMTX3620 Informix error (SQR 5528) after applying bundle #17 amrt2010 In service Period printin problem. AM:AMASHIST does not load assets with ADD & ADJ in the same year EAM: Report AMLE2300 Result doesn't show the "Total" when the report runs for 1 BU After applying Bundle # 23 BPR 04 is getting populated as SWT for USD Wires We modified the PeopleCode to display the following message when retiring child assets: "Transaction is saved, but no retirement has been performed on the selected asset(s)." We modified the Depreciation Close process AMDPCLOS to improve the performance. We modified the AMIF1000 Transaction Loader program to improve its performance. We modified the Footnote Disclosure Report so that the report prints based on the calendar year of the specified business unit. We modified the SQR to the Report AMTX3620 to resolve the error in the Informix database. We modified the Report AMRT2010 so that the values for In-service Period is printed correctly. We modified the Asset History Report so that the report loads the correct asset information. We modified the Lease Footnote Disclosure Detail Report so that the report prints Total when the report runs for one business unit. We modified the PeopleCode in the application package TR_FORMAT to populate BPR04 as FWT for USD Wires.

Parent-Child Processing

1912756001

Performance

1879084001 1910008001

Reports

1892129002

1894727001 1908381001 1909173001 1918535001

Cash Management

Payment Processing

1917057002

Copyright Oracle Corporation, 2009. All rights reserved.

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PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products

Oct-09

These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Cash Management Product Functional Category Incident ID Report Problem Description Resolution Description Payment Transformations 1816931005 Support payment format International We modified record PMT_ADDRESS_TBL, by ACH transaction of NACHA adding new objects and modifying objects to support payment format International ACH transaction of NACHA. 1922857002 SEPA_CT XML file misses <Dbtr> tag We modified the PeopleCode in the application information. package TR_FORMAT to display debtor information in the SEPA_CT XML file. Contracts Billing 1916659001 CA 9.0: CA_BI_INTFC abends at We modified the application so that the Contracts CA_BI_INTFC.RC-20400.InsTA3 Billing Interface runs successfully even if the ORA-00001: unique constraint distribution code is missing on the Contracts (PS_CA_BI_RC_TA34) violated Accounting Distribution page. 1917299001 CA 9.0: Bill To Customer Address not We modified the Customer Address subpagedisplayed when setid User Preferences related work record so that the subpage displays different than customer setid the customer address correctly based on the setID of the customer and not from the user preferences definition. 1917608001 CA 9.0: running BIIF0001 for event We modified the Contracts to Billing Interface reversal goes into ERR 0799 process (CA_BI_INTFC) so that the billing plan (Adjustment Err by Association) notes are sent to Billing when billing plan events are reversed. Contract Entry 1909485001 ECA:9.0:Error message received when We modified the application so that an error doing Amount Allocation which cannot message is issued when the user tries to delete be corrected as prepaid balances page the last rate-based contract line of a contract shows not records having prepaids. eSettlements Invoice Presentment 1908821002 Supplier is able to view invoice ID's We created a new view to display correct created by other suppliers to which he invoices for the prompt. is not authorized Expenses Accounting - General 1874419004 EX: Expense Report Distribution Line We modified the system to use the correct setID Accounting Detail ignores Set ID value for project prompting when Projects is not from Record Group FS_08 (Projects) installed.

Copyright Oracle Corporation, 2009. All rights reserved.

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PeopleSoft Enterprise Release Notes - 90 Bundle 26

Expenses These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Functional Category Approvals Incident ID 1768971012 Report Problem Description EX8.9: When there is high volume, getting Expense Report xxx could not be Approved EX 8.9: Expense Report routed to EX MGR while it should not. conti of SR #3896602046

Oct-09

For FMS, ESA AND ALM Products

Resolution Description We modified the code to avoid the time-out on Expenses Approval processing.

1909335002

1912991001

1913721001 1915790001

1915922002

Attendees Auto Mileage

1918351003 1910985001

Expenses

Cash Advances

1901932001

We changed the approval program to correctly route the expense report to the correct approver when the user receives a returned report and changes the expense type and the line value before resubmitting the report. Error while trying to approve Time We modified the code to approve Adjustment report entered for personal related hour- Time Reports successfully. Sumit for Partial month Time sheet is going to the terminated We changed the code to not have time sheet approver assigned to a terminated approver. exp reports are becoming pending We changed the approval's refinement routine to upon submission if there is a refinemnt correctly process transactions in a refiniment template tied to approver scenario with Project Expenses, expense types, or both enabled when the approval level is set to the header level. EX 9.1: Effective dating for We modified the code to process Expenses Transaction Definition is not being approval transactions according to the proper picked up for Expenses setup. Empty Attendees lines are being We changed the code to prevent empty allowed to add to an Expense Report attendees lines. Update Totals Not Updating for Mileage We modified the code to update totals correctly Expense Types - Expense Entry for Mileage expense types. We also fixed the issue in the Copy Selected function for Mileage expense types. EX9.0:'Field does not exist' error when We modified the system so that the Delete Cash attempting to delete a cash advance. Advance page opens properly when document sequencing is enabled.

Copyright Oracle Corporation, 2009. All rights reserved.

Page 6 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Expenses Cash Advances Product Functional Category Incident ID 1905346001

Oct-09

Report Problem Description Resolution Description Incorrect Balance/Totals Applied when We modified the program to display the cash reapply CA from prepaid auditor role advance balance properly. Expense report amount and AP payment amount are not in sync Rounding Issue in EX 8.9 We modified the code to calculate the expense amount to be reimbursed correctly. We modified the code to calculate the expense amount to be reimbursed correctly. EX9.0: FSCM 9 MP 10 Delta has errors We provided a correct version of the script. in UPD786958_01.dms script Exception Icon not pointing to correct We modified the system to properly control the line with CAN USER/ location Exception Icon display. Expenses reports - using start of We modified the code to retrieve the correct rate season/end of season rates and for each period. incorrect rates are retrieved. EX9.0: System is not calculating the We changed the code so that the system time between 2 Per Diem ranges of calculates every period defined by the user period. properly. EX: Out of balance accounting entries We modified the code to populate VAT-related created in vat locations fields properly. EX 8.9:Mastercard Transactions not We modified the program to load credit card getting loaded. transactions properly. Cardmember name not getting We modified the system to properly load the card displayed on review credit card errors member information for Diners card so that it can page for Diners card be correctly displayed in the Review Credit Card Errors page. TimeSheet Analysis type from PC We changed the Time Report process to Integration not defaulting correctly in correctly supply the Analysis type per the PC EX_TIME_DTL. integration definition. EX8.9 - EX_TRAN_PRCS process We modified the code to improve the time running slowly for canceling of response of Expense Transaction processing. payments.

Exchange Rates

1905733002 1918628002

Expense Report - General

1906117001 1914784001

Global - Per Diem

1913575002

1916222002

Global - VAT/PST/GST Integration - Corporate Cards

1880270004 1905659002 1909582001

Integration - Projects

1887912001

Expenses

Performance

1900493002

Copyright Oracle Corporation, 2009. All rights reserved.

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PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Expenses Product Functional Category Security - Expenses & PTools Templates - Public/User Incident ID 1917662002 1914259001 Report Problem Description EX : PAGE SECURITY BREACH.

Oct-09

Time Reports - General

1903463002

1907595002

1912548001

1918047002

Travel Authorizations

1908729003

General Ledger

Allocations

1874786001

General Ledger

Allocations

1899723002

Resolution Description We changed the code to prevent SQL injection attack. EX9.0: 'From' email id is not correct for We changed the software to get the correct Expense Report Submit Error and sender email ID. Approval Error Emails EX 9.1 D3 > User is able to submit a We modified the system to not allow project Time Report with Project hours but NO hours to be entered without project information. Project information. Project ID Validation Incomplete We modified the system to use all the necessary keys to validate the Project ChartField against the correct project. In Time Reports ,if PC not installed the We modified the code to enable prompt values prompt behind Project field message: for the Project field. no prompt values available for that field. PC 9.0: Time Report cannot be saved - We changed the code to allow Time Report be error "PC Business Unit - Project saved properly. Activity combination is not valid (13100,710)" T Auths- system is returning only the We modified the code to return the correct first row of expense type rates expense type rates. configured with various rates EGL: Allocations creating secondary We modified the Allocation App Engine program translation ledgers out of sync to create Translation Ledger Journal lines properly when the target ledger group contains secondary/translation ledgers. ABENDED at Step We modified the App Engine SQL so that the FS_ALLC_BCUR.uBCBus.uBC when allocation process can run in parallel. running processes in parallel

Copyright Oracle Corporation, 2009. All rights reserved.

Page 8 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products

Oct-09

These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 General Allocations Ledger Product Functional Category Incident ID Report Problem Description Resolution Description 1910791002 Rounding issue in Target amount after We modified the Allocation App Engine program running FS_ALLC so that the rounding adjustments for table-totable allocation with mapped target fields are created correctly. 1917885003 Since applying bundle 37 for 8.8sp1 We modified the Allocation App Engine program budget copy process does not generate so that Budget Copy works correctly when one output to ledger_budg (but not all) of the amount fields has zero. 1920441001 Rounding difference with allocation rounding option 'Round Down' & Distribute odd cents to 'Last target line' or 'Largest target' Affiliate CF does not have Business Unit as Interunit Related CF Equitization: Undo Previous Process was not requested but previous process found Page "SF1219 Transaction Update" does not allow to update lines 4.1 & 4.2. In german the alt acct is shown in the wrong language Interunit balancing lines not being properly summarized for Allocation Journals Journal post does not generate reversal jounral entries for reversals created during journal process We modified the Allocation App Engine program so that the rounding adjustment works correctly when the Round option is Round Up or Round Down. We modified record PeopleCode so that when we again activate the Affiliate ChartField, Interunit related ChartField has Business Unit. We modified the Equitization COBOL program so that the Undo feature works correctly. We modified the 1219 line prompt so that lines 4.10, and 4.20 also appear for update via the SF1219 Transaction Update page. We modified the record so that the alternate account description is shown in the correct language. We modified the IU Processor program to reduce the number of IU balancing lines generated on multicurrency allocation journal lines with missing rate types. We modified the COBOL file GLPPINWK.cbl so that the post process does not post primary journals when reversal is set for this and reversal journal cannot be created.

ChartField Configuration

1916542001

Consolidation and Equitization Federal

1914036001

1916015002

General Tables

1901950002

Inter/IntraUnit

1903077001

General Ledger

Journal Post

1902912002

Copyright Oracle Corporation, 2009. All rights reserved.

Page 9 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

General Journal Post These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Ledger Product Functional Category Incident ID 1912859002 Report Problem Description Unable to post reversal journal separately. Journal Edit poor performance issue. Process hangs at FS_BP_PROC.uLStatus.Warnings (SQL). Deleting non-base cur document that has been valid budget checked creates an integrity issue in ledger kk FS_BP gives performance issues at FS_BP_EDITBJ.ComboEd.LogErr SQL Step GL8.9: Error in budget closing when there is an inactive project in the period. Performance Issue when opening a budget definition with large number of rows in kk_cf_value Budget Overview Results displays incorrect budget status rows

Oct-09

For FMS, ESA AND ALM Products

KK-Budget Checking

1882064002

Resolution Description We modified the Post process so that the user can also post reversal journals separately from its base journal. We added new section uStats for program FS_BP_PROC to update the table statistics for the temporary table that stores the exceptions. We modified sql in fs_bp_post del to use the correct currency code field. We modified Application Engine SQL Step: FS_BP_EDITBJ.ComboEd.LogErr; we removed KK Source Header from the subquery. We modified the budget processor to omit the ChartField edits and also omitted Parent/child checking for Budget Closing-generated entries. We modified record PeopleCode KK_WRK.FUNCLIB (Field Formula) to correct the performance issue. We modified the Budget Overview inquiry to correctly display budget rows corresponding to the budget status selected by means of the Commitment Control hierarchy levels. We modified the report GLS8020 so that a single line grouped with another ChartField group must be separated by a blank line. We deleted Name referenced for the column when a field (column) is deleted from the template. We modified PeopleCode so that Detail Budget Maintenance updates correct rows depending on the ChartField values specified.

1909066001

1911961002

KK-Budget Closing

1896777002

KK-Budget Definition

1895000002

KK-Budget Inquiry

1890752001

Reports

1920826001

Error in the grouping in GLS8020

General Ledger

Spreadsheet Journal Import 1895028002

Standard Budgets

1908286001

Copying sheets with Stat Amt column removed in JRNL1.xls causes unexpected messg EGL: Detail Budget Maintenance Accounting Period and ChartField Scope errors

Copyright Oracle Corporation, 2009. All rights reserved.

Page 10 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Grants Management Functional Category Forms Incident ID 1904818002 Report Problem Description The Federal Financial Report (FFR) form 425 does not match the U.S. Government's layout. NAME1 on GM_AWD_PRJ_VENDOR does not populate from GM_AWD_PRJ_VNDR1 page Hardcoded label in WM_TSK_ATTACH_SBP page when logged in in other language than English.

Oct-09

Resolution Description We modified the Federal Financial Report to have the correct layout. We modified the application so that the system displays the subrecipient's name in the Award Subrecipient Misc page. An invalid message catalog entry (message set number 18206, message number 10038) for the File Name column label text was referenced in application classes WmWOHandler and WRAttachmentsHandler. In both these cases, we modified the code reference to use the correct message set number 18205 (that is, not 18206). We modified the AP/AM Interface process to French VAT Recoverability so that when the voucher is unposted with VAT information, the process finishes successfully. We added some Record PeopleCode that leaves FORM_TYPE = 'LCA' so that it can be used as a form type for Payment Method = LC (instead of changing it to 'ADV'). We modified the Document Tolerance process so that it doesn't generate an incorrect E100 exception for a PO voucher with negative line when the ChartField value defined for the tolerance does not match between the PO line and the voucher line.

Subrecipient

1915752001

Maintenance Management

Work Order

1902881001

Payables

AP/AM -Interface

1912989002

Bank Maintenance

1902031002

AP > 9.1 > S134 > French VAT Recoverability - INTFC_PRE_AM process goes to error for unpost voucher with VAT information Advice on how to set up payment type letter of credit

Payables

Document Tolerance

1905882002

AP: Document Tolerance generating exception E100 for PO Voucher with negative line.

Copyright Oracle Corporation, 2009. All rights reserved.

Page 11 of 30

Payables

PeopleSoft Enterprise Release Notes - 90 Bundle 26

Functional Category ERS/RTV/SBI Incident ID 1903291001 Report Problem Description EAP:Voucher Build does not create ERS vouchers when Packing Slip # is entered

Oct-09

For FMS, ESA AND ALM Products

Resolution Description We modified Application Engine SQL so that receipts are selected for processing when a packing slip number is entered on the receipt line. AP: Alpha numeric invoice number is We modified PeopleCode so that a warning is not supported on Treasury SPS Offline issued when a voucher is entered for a Federal system vendor with an alphanumeric invoice number. On Payment Inquiry, discount taken is We modified PeopleCode so that when a incorrectly populated with manual voucher is paid either through a manual payment payment. worksheet or by recording the payment, the discount taken field is not selected on the Payment Inquiry panel. AP: Payment Inquiry does full fetch We modified the record PeopleCode so that if the based on the criteria ignoring the MAX criteria returns more rows than the maximum rows. rows specified, a message appears asking the customer to either risk a slow retrieval or cancel the search. AP - Voucher Inquiry Search Timeout We modified the view INVOICE_ID_VW by (AP_VOUCHER_INQUIRY) removing the nested query to improve the performance of the View. AP_SCHD_PYMNT.GBL component is We modified the views AP_SCHD_INQ_VW and really slow AP_SCHD_INQ_VW2 so that all the keys are joined. We also modified Component and Record PeopleCode to modify the WHERE clause constructed to resolve the slowness in the component AP_SCHD_PYMNT. AP9.0: Double-byte characters were We modified the Visual Basic code so that garbeged when importing AP Voucher double-byte Japanese characters are correctly records from Excel Voucher processed and posted to PeopleSoft Payables.

These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product

Federal Payment Schedule 1916391001

Inquiries

1894056001

1903123001

1908294002

Payables

Inquiries

1908961002

Integration - Others

1909645001

Copyright Oracle Corporation, 2009. All rights reserved.

Page 12 of 30

Payables

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA -AND ALM Products Integration Others
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Functional Category Incident ID 1912948001 Report Problem Description EAP: unable to load vendors with VAT information using excle to ci

Oct-09

Resolution Description We modified the Component Interface VNCDR_ID_EXCEL to allow a VAT country to be entered so that a vendor with VAT information can be created by means of the ExcelToCI utility.

1920253001

The Full Data publish rules created in We re-created the Full Data Publish rules to resolution 776755 did not make it into import script that was originally delivered in 9.0 Master DB during Bundle #21 build. resolution 776755. Activity summary page not showing the We modified the Matching Application Engine correct matched QTY (AP_MTCH_FUME) so that a PO having multiple receivers is matched to one voucher. The matched quantity is displayed correctly on the PO Activity page. System allows same receipt to be We modified the Matching process so that when copied to more than one voucher and different vouchers are created from the same they get matched. receiver with the quantity of receiver, the process generates the corresponding exception. AP: Match Workbench not checking Voucher IN_PROCESS_FLG. We modified the Match Workbench Exceptions page so that updates cannot be saved if the voucher is selected for batch processing after the exceptions page is launched.

Matching

1897689003

1915758001

Payables

Matching

1919231002

Paycycle/ ACH/EFT Processing

1910787001

1918731001

PS_PAYMENT_TBL.PREFERRED_LA We modified PeopleCode and the Application NGUAGE not updated when Preferred Engine program (AP_APY2015) so that Vendor Language is specified on the Pay Cycle Preferred Language is taken into account in the pay cycle. Manual Positive Payment - Descr too We modified PeopleCode so that it truncates the long for insert translated description to 30 charactors before inserting it into the table.

Copyright Oracle Corporation, 2009. All rights reserved.

Page 13 of 30

Payables

For FMS, ESA AND ALM Products

Product Functional Category Incident ID 1920392001

Paycycle/ Enterprise Release Notes - 90 Bundle 26 PeopleSoft ACH/EFT Processing

Oct-09

These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Report Problem Description AP: Invalid First Payment displayed through Paycycle Approval page EAP: AP_PSTVCHR run status in Process Monitor is 'Success' although voucher hasn't been posted Monetary amount on expense line for Primary ledger in VCHR_ACCTG_LINE is incorrect EAP:Rounding Suspense Account (RSA) entry is generated by AP_PSTVCHR during Voucher Closure EAP: When opening the APY1408Crystal report (Vendor Open Liability) the Informative message: 'The saved data will be discarded since one or more formulas failed to compile' is showed. AP: VNDR_IMPORT process abends at step VNDR_IMPORT.VENDOR7.Step01 Date fields at PS_VENDOR are not being updated when they are NULL AP8.8SP1:Address labels are not displayed in Single Payment Vendor Page Resolution Description We modified the Application Engine process so that the first payment listed in the Paycycle Approval page is valid. We modified Application Engine AP_PSTVCHR to change the process status to Warning when a voucher hasn't been posted. We modified the Voucher Posting process to calculate the foreign amount on the expense line for ledger correctly. We modified the Voucher Posting process to generate the correct accounting entries for the voucher closure. We synchronized the Crystal Report (APY1408) with the database.

Posting - Voucher

1907042001

1908160002

1911180002

Payables

Reports

1914363001

Vendor

1907786002

1923678001

Voucher

1806766014

We modified record VNDR_LOC_FL_VW in such a way that Application Engine VNDR_IMPORT finishes successfully. We modified the Voucher online process to update the last activity date with the current date when the date fields at Vendor are NULL. We modified the Record PeopleCode of VCHR_VND_BANK.BUSINESS_UNIT.FieldForm ula to display the address labels in the Single Payment Vendor page.

Copyright Oracle Corporation, 2009. All rights reserved.

Page 14 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products Voucher
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Functional Category Incident ID 1899573002 Report Problem Description AP 8.9: Speedchart: distribution sequence numbering incorrect

Oct-09

1899821001

Resolution Description We modified the PeopleCode so that the distribution sequence numbers are correct when Speed Chart Codes are used. EA: Issues with opening large vouchers We modified the Voucher Approval component to not automatically fetch voucher and distribution lines when you access the component. AP: When changing vendor to nonwithholding vendor on a voucher, receiving 'No matching buffer found for level (15, 26)' error AP: After applying bundle 23 unable to save vouchers which are created for control account We modified Record PeopleCode so that a loop is used to delete withholding rows to resolve the issue.

1901032001

Payables

Voucher

1912659002

1914666001

We modified the Voucher Build Application Engine program and Voucher Online PeopleCode so that if the control account is inherited from the PO, the voucher can be saved.. Discrepancy between the voucher We modified PeopleCode to select the accounting line table and the voucher Description field from the distribution line record accounting VCHR_ACCTG_LINE table just for the Expense Distribution accounting lines. AP: Currency and GL Business Unit fields are not populated on voucher when using session defaults We modified the Record PeopleCode to override the defaults that the system applies using the PeopleSoft Payables control hierarchy when ad hoc session defaults are used and blank values are entered on the session defaults page. We modified the voucher online component so that when a closed voucher is opened with different sign-in and saved, the information does not get modified.

1915931001

1919763001

Hitting save button on the voucher without modifying any information is updating the modified and modified by fields

Copyright Oracle Corporation, 2009. All rights reserved.

Page 15 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Functional Category Incident ID 1920674001 Report Problem Description AP 9.0 Session Default page prompts an irrelevant Error message

Oct-09

1921843002

Voucher Build

1905790002

Payables

Voucher Build

1908626001

1909810001

1916918001

Voucher Maintenance

1919447001

Resolution Description We modified the Voucher Entry page to fix the error message when you enter the vendor information in the Session Defaults subpage. Cursor focus changed after applied 8.9 We modified the Record PeopleCode so that MP11 after you save the voucher, the cursor points to the Invoice field. monetary/foreign amounts not We modified the Voucher Edit Application Engine calculated when recycled vouchers (APVCHREDIT) to also perform a proration only calculation when processing vouchers in recycle status. AP: Voucher Build process abends at We created a new SQL to resolve the Voucher step AP_VB_CNTR.MAIN.Step01 Build abend issue when the process runs for (Action SQL) -- RC = ? multiple business units. Voucher is recycled when Business We modified Application Engine SQL to valide Unit AM is populated but distribution the asset profile ID based upon the ASSET_FLG line is not Asset Related. value rather than the presence of an asset business unit. AP_VCHRBLD calculates incorrect tax We modified the Voucher Build Application amounts for Vertex Q Engine so that it does not include tax calculated on freight in the sales tax. EAP: Error received on Voucher We modified the Voucher Maintenance page to Maintenance page fix the error message issued when you try to save the voucher after changing the remit vendor. EAP:System allows TDS payment schedule to be split We modified the PYMNT_VCHR_XREF Record PeopleCode so that the TDS Schedule is not split while the payment is being recorded.

Withholding

1901902001

Copyright Oracle Corporation, 2009. All rights reserved.

Page 16 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Withholding Product Functional Category Incident ID 1904258001 Report Problem Description TDS additional components issue in case of foreign currency vouchers

Oct-09

Resolution Description We created new fields and modified the corresponding records to include these fields. We also modified the PeopleCode and SQLs in the Application Engine Program AP_WTHDCALC so that the fields that were created hold the base values when a voucher has foreign currency. We modified the PeopleCode in Application Engine Program AP_WTHDCALC so that NRR is calculated correctly when withholding is at payment. We modified SQLs in Application Engine Program AP_PSTVCHR and standalone SQL to select the correct account number. We modified the SQLs and PeopleCode in Application Engine Program AP_WTHDCALC so that withholding basis amount is based on the settings selected on the withholding entity page. We modified SQL and PeopleCode in the Application Engine Program so that TDS amounts are calculated correctly.

1908082001

Payables

Withholding

1908499001

EAP: The Withholding amount is not calculated correctly when paying the main Vendor. The Withholding Entity has Apply Withholding = Payment and Round Option is NRR. Withholding account is not overridden when rule is overridden EAP:Withholding basis amount (India TDS) includes Merchandise amount and Excise/Sales Tax amount

1909399001

1910727001

1913809001

EAP: India Withholding - TDS amount not computed correctly: Withholding Amount (WTHD_AMT), Surcharge Amount (WTHD_SURCHRG_AMT) and Cess Amount (WTHD_CESS_AMT). Incorrect payment id generation after adding a new row in Withholdng adjustment.

We modified the Withholding Adjustment code to generate the correct payment ID.

Copyright Oracle Corporation, 2009. All rights reserved.

Page 17 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Functional Category Incident ID 1914218001 Report Problem Description EAP: Withholding liability entry in Accrual Accounting Entries shows incorrect amount

Oct-09

Resolution Description We modified Application Engine Programs AP_WTHDCALC and AP_PSTVCHR by adding new steps and modifying the existing actions so that the withholding liability entry in accrual accounting entries shows the correct amount We modified the PeopleCode so that Duration (Days) doesn't get updated to 0 after a WBS ID is outdented. We modified the code so that the grid Overloaded Resources on Manager Workbench is populated when a resource has been assigned to multiple activities.

Program Management

Activity General

1912944001

Manager Workbench

1901882001

PGM 9.0: field "Duration (Days)" updated to '0' after outdenting a WBS ID PGM 9.0: grid "Overloaded Resources" on "Manager Workbench" not populated even though resource has been assigned to multiple activities PGM 9.0: Gantt Chart not displaying activities correctly when "Expand" set to "Level 1" PC_AR_TO_PC set payment Write Off accounting date to the original item

Program Management Project Costing

Project Activities

1902770001

AR Integration

1901686002

Messages

1905694001

Pricing and Rate templates

1880392003

We modified code to display the activities and WBS IDs correctly on the Project Activities and Gantt Chart pages. We modified the SQL in PC_AR_TO_PC to pick the accounting date from the individual item distribution record ITEM_DST rather than the parent record ITEM. System does not Display any Project ID We added a new message catalog so that the for projects created from Templateserror message displays the project ID of the when 'User ID Level Security' is newly created project. choosen PC_PRICING sets We modified the PC_PRICING application PROJ_TRANS_TYPE and engine so that it sets the source value of PROJ_TRANS_CODE = blank. PROJ_TRANS_TYPE and PROJ_TRANS_CODE to the target rows.

Copyright Oracle Corporation, 2009. All rights reserved.

Page 18 of 30

Project Costing Oct-09

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products Pricing and Rate templates
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Functional Category Incident ID 1905534001 Report Problem Description PC_VAR_PRICE - Variance Pricing flags are incorrectly copied when adding new effective dated rate set. Transaction Adjustment link on Transaction List page gives invalid transfer parameters error REM 9.0 - Straightline period ratio is not calculated properly

Usability

1921325002

Real Estate Management Receivables Receivables

2.7 Straightln. Sched. (FASB) Aging Reports AR Update - Posting

1919370001

1876924001 1875578001

AR30001 export in CSV format inconsistent EAR 9 Not Able to Edit Real Gain/Loss We enabled deletion of accounting entries when Accounting Entry Online for a combo edit error is encountered in the Maintenance Group with COMBO Error Maintenance worksheet. AR Update Errors Out- Unique Constraint error at Step:AR_PGG_SERV.MULT_RGL.RE ALGAIN 9.0 AR Auto Maintenance creates postable worksheets with items not reaching maximum number of days AR_AUTOMNT does not write-off if setid of rec group FS_23 is different than that of AR_15 and AR_31

Resolution Description We modified code to have status flags, seq numbers reset when you add new effective-dated rows to a rate set that has already been variance priced. We changed the code on the Transactions List page so that the you are transferred properly to the Transaction Adjustment page after clicking the link. We modified the Generate Straightline Schedule process to recalculate the period ratio when only one straightline period exists. We modified AR30001.SQR to fix layout issues.

1906554001

Automatic Maintenance

1880917001

1890955001

This resolution fixes abends in AR_PGG_SERV.MULT_RGL.REALGAIN caused in noninterunit scenarios or in scenarios with rounding in the primary ledger. We fixed the Auto maintenance process to select only items that reach the maximum number of days for write-off. We modified SQL to ensure that AR_AUTOMNT writes-off items if setID of rec group FS_23 is different than from of AR_15 and AR_31.

Copyright Oracle Corporation, 2009. All rights reserved.

Page 19 of 30

Receivables

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Functional Category Business Units Incident ID 1892304001 Report Problem Description AR9: Existing BU saved automatically when entered as AR BU

Oct-09

Cash Control

1879661002

ChartField Inheritance

1921405001

Receivables

Condition Monitor

1888733001

Resolution Description We modified BUS_UNIT_TBL_AR.BUSINESS_UNIT_GL.Field Change so that AR BU is not saved automatically associating it with GL BU even though the page is not saved. AR8.9: PAY_MISC_DST rows not Cash control entries are not deleted from cleared for deposit in transit deleted PS_PAY_MISC_DST after a payment is deleted payment when a deposit in transit is selected on the bank account For payment entry, DEPT chartfield This fix reads CF values from the rounding doesn't copy over value from Rounding control distribution ID Control Distribution ID AR 9.0>>Issues on Reassign Action We modified Page ACTION_LST.ASSN_OPRID.RowInit so that when owner type SALES PERSON is selected with the owner it is assigned to the correct owner. Condition Monitor ABENDED at cStep AR_DUNNING.INS3300A.INS33001 We modified Application Engine SQL so that it does not end abnormally at AR_DUNNING.INS3300A.INS33001 when launched automatically by the process scheduler. To prevent the page from selecting items from PS_ACT_LST_HIS_VW before the user enters selection criteria, No Auto Select is being deactivated on page ACTION_HISTORY, ACT_LST_HIS_VW Grid. We modified PeopleCode to ensure that Payment ID is available for entry when payment is in unidentified status. We modified PeopleCode to resolve reported issue.

1913206001

Customers

1892710001

Customer Account Overview Page Times Out for Large Number of Customer Actions

Deposits - Regular

1881809001

AR9: Payment ID is gray even though worksheet is not created Error: Direct debit item is going to rejected by the remit process.

Direct Debit

1890174001

Copyright Oracle Corporation, 2009. All rights reserved.

Page 20 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Functional Category Direct Journal - Acctg Entries Incident ID 1889363001 Report Problem Description Direct Journal Combo Edit Error Message is not populated

Oct-09

1895931001

Receivables

Drafts

1906994001

Dunning

1904908001

Resolution Description We modified PeopleCode at PAY_MISC_WRK.JOURNAL_COMPLETE.Save Edit to use the AR business unit instead of the GL business unit to get the setID when you are looking up combo edit options on the AR BU options page. Fatal Peoplecode SQL Error when We modified PeopleCode at generate 100+ offset cash lines for PAY_MISC_WRK.CREATE_DST_LINES.SavePr Direct Journal Payment eChg to enable the user to create more than 100 distribution lines for direct journals. AR9: AR Update abends for drafts with We ensured that AR Update processes drafts items that have multiple distribution with items that have multiple distribution lines. lines Condition Monitor abending at We modified the AR_DUNNING program so that AR_DUNNING.INSCNTCT.INSNCNCT the dunning process does not end abnormally at with unique constraint error step AR_DUNNING.INSCNTCT.INSNCNCT. ExcelUploadforDeposits.xls throws error when opening We created a new Excel Spreadsheet Object specifically for Excel 2007 ExcelUploadforDeposits_2007.xlsm AR 9.0 DC_PENDITEM_CI - Issue with We modified PeopleCode to set the correct ACCOUNTING_DT on accounting date when importing pending item PENDING_ITEM sequence #1 data using DC_PENDITEM_CI. AR Item Mass update in AR in 9.0 on We modified Record PeopleCode to ensure that Item List does not have Remove the dispute reason can be updated to no value dispute option using Multi-item update on the Item List page. EAR 8.9+ Entry Event and Accounting Entry fields can be Updated Even if Group is Already Marked for Batch Standard. We modified PeopleCode to ensure that Entry Event and Accounting Entry fields cannot be updated when Group is Marked for Batch Standard.

Excel Payment Upload

1825558001

Interfaces

1888711001

Item Entry

1882380001

1884628002

Copyright Oracle Corporation, 2009. All rights reserved.

Page 21 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Functional Category JFMIP Incident ID 1873344003 Report Problem Description AR - Enhance AR Refund processing to support IPAC processing

Oct-09

1901671002 Maintenance WS 1902824001

Receivables

Payment Predictor

1889291001

Resolution Description We added a PeopleCode edit to the Maintenance Worksheet to verify that the item has an IPAC adjustment transaction before it can be selected for refund processing. AR - Online IPAC Edits We modified various IPAC online PeopleCode programs. Maintenance WS: Write off of multiple We ensured that an error message is issued only items ends in improper error on page - when write-off exceeds the tolerence limit. Exceeds write off amts AR>9.0>Payment Predictor>When We modified two SQL objects so that the items with different exchange rates are predictor rounds the ITM_PAY_AMT_BASE to paid together, Payment group is not the payment base currency when the payment successfully posted because of ACTOB currency is different from the payment base error. currency, item balance currency is the same as payment currency, and item balance currency is different from the item base currency. Fields not refreshed in Payment Worksheet Getting Fatal SQL Error While Applying Payment at PAYMENT_ITEM.BAL_CURRENCY.Fi eldFormula Accounting Entries Out of Balance for the WAU AR_REVAL is abending because it's not using correct setid for chartfield inheritance* We added code to supply item details when they are manually added on the worksheet. We modified PeopleCode so that the user can build a payment worksheet without receiving an error message. We changed the PeopleCode PAYMENT_ITEM.ENTRY_TYPE.FieldChange to consider rates entered by the user. We modified code in AR_REVAL section BLDACCTG, STEPS GETINSET, and INHEROBJ.

Payment WS

1889877001 1900911001

Payment WS - Acctg Entries 1857340002

Revaluation

1889403001

Copyright Oracle Corporation, 2009. All rights reserved.

Page 22 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Functional Category Statements Incident ID 1892478001 Report Problem Description Statements process prints items from additional customers apart from one given on the run control. AR9.0 : Item activity - Amount and currency truncated if group ID is long and amount is 12 digits or more. RS9.0: Wrong Availability score calculated for resources with multiple assignments and appointments EMM: The Supervisor ID is not showing up for a resource in maintenance management RS: Recommended Resource retrieved multiple times Staffing Workbench if previously set to Considered RS9.0: Incorrect availability shown if resource has several assignments and appointment PROJ_TEAM_SCHED & PROJECT_TEAM records does not get updated with FMS_LASTUPDDTTM (it is inconsistant

Oct-09

Usability

1890382001

Resolution Description We modified SQL to ensure that the Statements process does not print items from additional customers apart from the one given on the run control page. We adjusted scroll width to accommodate larger amounts and longer group IDs. We modified PeopleCode to get the correct availability score for a resource having multiple assignments and appointments. We modified PeopleCode to update the supervisor ID correctly We modified PeopleCode to check whether a resource is already present in the grid after expanding. We modified PeopleCode to get the correct availability score for a resource having multiple assignments and appointments. We changed PeopleCode to update FMS_LASTUPDDTM in PROJ_TEAM_SCHED and PROJECT_TEAM records.

Resource Management Resource Management

Cache Administration

1911140001

Employee Profile Module

1895236002

SC Workbench

1899323001

1911154001

Schedule Assignment

1901536002

Verity

1901486001

1902343001

Search Index Agent is not updating the We modified PeopleCode for Index file. Inserting/Updating/Deleting the documents in verity index by using Search Index Agent. RS9.0: Search not working when root We modified PeopleCode to get search results node is selected. when the buffer size is more then 3640.

Copyright Oracle Corporation, 2009. All rights reserved.

Page 23 of 30

PeopleSoft Enterprise Release Notes - 90 Bundle 26

For FMS, ESA AND ALM Products
These release notes reflect application updates for PeopleSoft FMS, ESA and ALM products since the FMS 90 Bundle 25 Product Functional Category Staffing Front Chartfields Office Incident ID 1908656001 Report Problem Description FO 9.0: Duplicate field FO_ASGN_TAO_UPG.TIME_START in FO_ASGN_TAO_UPG and its subrecord. EDM: Deal Paydown Abend at Step TR_POSN_LIB.PHYSCAL1.CLCYIELD

Oct-09

Resolution Description We removed the field TIME_START from Record Definition FO_ASGN_TAO_UPG.

Treasury

Deal Capture

1908786002

We modified the length of field YIELD_EST to calculate correct yield for a deal.

Copyright Oracle Corporation, 2009. All rights reserved.

Page 24 of 30

Taking Advantage of Enterprise PeopleTools Lifecycle Management Features

This document provides an overview and briefly describes these PeopleSoft Enterprise PeopleTools features: Application Designers compare features. Change Assistant. Change Impact Analyzer.

Understanding Lifecycle Management Features

Enterprise PeopleTools provides a variety of tools and utilities to aid in maintaining your PeopleSoft investment. These tools are designed to enhance installation, upgrade, and the application of software updates, or bundles. By providing a rich user interface and by automating many of the steps, the administrative tasks involved within an installation, upgrade, or update require less time and effort, all while reducing potential errors. The features discussed in this document focus on the tools and features that would be most useful while applying a PeopleSoft application update, or bundle. Note. The features described in this document have become available in different, incremental Enterprise PeopleTools releases. Whether you can use a feature described in this document depends on your Enterprise PeopleTools version.

Application Designers Compare Features

PeopleSoft Application Designer enables you to compare the contents between two databases or between a database and a file. Viewing the status of each definition in each location gives you the information for deciding which definitions to keep during an application update. The following table describes some of the key features you can use when performing definition comparisons. Feature Generate compare and reports. Description These reports appear in the PeopleSoft Application Designer workspace immediately after the compare process completes, highlighting differences between two data sources. These reports are written to HTML and XML files enabling you to open the report in a browser, share the report with coworkers easily, and store report data in an industry-standard format. Enables you to view source and target page definitions side-by-side, with differences clearly marked. Adds to the visual page compare by providing the merge feature. This feature enables you to view PeopleCode, HTML, SQL, and XSLT definitions side-by-side, with differences clearly marked. It also enables you to merge source PeopleCode with target PeopleCode.

Generate browser reports.

Visually compare page definitions

Visually compare and merge page definitions Visually compare and merge text definitions.

Visually compare and merge text definitions.

This feature enables you to view PeopleCode, HTML, SQL, and XSLT definitions side-by-side, with differences clearly marked. It also enables you to merge source PeopleCode with target PeopleCode.

See Also Enterprise PeopleTools 8.46 (and later) PeopleBook: PeopleSoft Application Designer , Comparing Source and Target Definitions, Working with Browser Reports Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Application Designer , Comparing Source and Target Definitions, Comparing Page Definitions Visually Enterprise PeopleTools 8.48 (and later) PeopleBook: PeopleSoft Application Designer , Comparing Source and Target Definitions, Comparing and Merging Page Definitions Enterprise PeopleTools 8.46 (and later) PeopleBook: PeopleSoft Application Designer , Working With Text Definitions During Upgrades

Change Assistant
Enterprise PeopleTools 8.44 introduced PeopleSoft Change Assistant to improve the process of finding, analyzing, downloading, and installing application patches and updates. The Environment Management hub gathers information about your environment (including licensed products, maintenance history, and so on) and uploads this information to the PeopleSoft product support website. Based on your specific environment information, Change Assistant: recommends only the necessary software updates. verifies prerequisites and post-requisites and determines the order to apply software updates. applies software updates with minimal user intervention. maintains a complete history of all software updates applied to each environment. See Also Enterprise PeopleTools 8.44 (and later) PeopleBook: PeopleSoft Change Assistant Enterprise PeopleTools 8.46 (and later) PeopleBook: PeopleSoft Software Updates

Change Impact Analyzer

Enterprise PeopleTools 8.48 introduced Change Impact Analyzer, a change analysis tool that enables you to explore and understand the downstream effects of taking patches or making changes to an applicationall before accepting or making the change. Change Impact Analyzer can be leveraged in conjunction with Change Assistant to reduce the time required to analyze and implement changes to your system. Change Impact Analyzer is an interactive utility through which you can view the relationships of PeopleSoft definitions (such as fields, records, or pages) in a hierarchical view. Based on a set of configurable rules, Change Impact Analyzer determines the relationships between definitions so that you can assess various types of potential change impact, such as those described in the following table, with a quicker, more comprehensive approach. Impact Type Structural Description These could be impacts such as how a change to a field type or its properties could affect the structure of a record. Making changes to a field without considering its effect on associated records may cause runtime errors.

Behavioral

These could be impacts such as changing a common library PeopleCode program that is called by numerous other PeopleCode programs. This can affect the behavior of the calling program. Or, suppose a PeopleCode program that writes to fields has changed. This can affect the behavior of the fields. In these cases, Change Impact Analyzer lists all the affected programs or fields for your analysis.

Being aware of all the relationships between definitions and the potential structural or behavioral impacts associated with a change helps you determine what other modifications need to be made and helps you create a testing strategy. See Also Enterprise PeopleTools 8.48 (and later) PeopleBook: Change Impact Analyzer

PeopleTools

pleSoft Enterprise PeopleTools features:

ent Features

n maintaining your PeopleSoft investment. pplication of software updates, or bundles. ps, the administrative tasks involved within an educing potential errors.

res that would be most useful while applying a

e in different, incremental Enterprise PeopleTools depends on your Enterprise PeopleTools version.

atures

s between two databases or between a database you the information for deciding which definitions ome of the key features you can use when

PeopleTools Release 8.x

8.46

8.46

8.48 8.48

8.48

lication Designer , Comparing Source and Target

signer , Comparing Source and Target

lication Designer , Comparing Source and Target

lication Designer , Working With Text Definitions

t to improve the process of finding, analyzing, vironment Management hub gathers information story, and so on) and uploads this information vironment information, Change Assistant:

e order to apply software updates. to each environment.

ange Assistant tware Updates

hange analysis tool that enables you to explore changes to an applicationall before accepting conjunction with Change Assistant to reduce the

n view the relationships of PeopleSoft definitions set of configurable rules, Change Impact can assess various types of potential change more comprehensive approach.

ntial structural or behavioral impacts associated be made and helps you create a testing

Analyzer