Post on 23-Dec-2015
transcript
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Vision & MissionVision & Mission
Our Values
Trust Leadership Team Work Integrity Corporate Social Responsibility
MissionProvide smart, fast, flexible, cost effective solutions to complex business
problems enabling our customers to focus on their day to day business
ApproachWe are Customer-driven and result oriented. We put the customer first
throughout the development lifecycle delivering a robust and scalable solution to meet business challenges.
Our ValueOur expertise spans across industries from Financial Sectors to Manufacturing to
Telecommunication. We leverage our technical and domain expertise coupled
with a deep understanding of best business practices.
Technologies
What we offer SMART ERP Solutions is a one-stop shop for all your business needs. Our goal is to assist you to meet
your business challenges. We provide a wide range of services to support your PeopleSoft application:
Build SMART solutions to support your business needs.
Professional Services at any and all stages of your project.
Upgrade to a newer release of PeopleSoft.
On-site or on-line training to support your user community.
Integrate third party solutions.
Develop bolt-on enhancements.
Support and Maintain PeopleSoft Applications.
Showcase SOA technology to streamline Business Process.
Position your ERP system for Fusion
Business Requirements – Smart Security
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Delivered Peoplesoft Security Options Business Unit SetID Ledger Book PayCycle Project
Limitations of Peoplesoft security solution No options to restrict security by a chartfield Unable to restrict users from querying
transactions based on chartfield security. Unable to restrict users from prompting on certain
chartfields.
SMART Security Solution
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Provide Flexible and Configurable option to restrict security by chartfield/s.
Limit security by ‘User’ or ‘Permission list’ level or ‘Row Security Class’ level or ‘Role’ level.
Enforce Chartfield/s Security during Data Entry and Inquiry pages.
Allow administrator to apply/unapply security changes.
Transaction Authorization is a Sarbanes Oxley Compliance issue.
Key features
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Ability to limit access to transactional and inquiry pages by any field.
Security can be limited by User, Role, Permission list or Row Security Class.
Security for Inquiry pages and Data Entry pages can be limited by components.
Security is enforced and also undone automatically with a click of a button.
No customization. No Upgrade Impact.
Can be applied to all PeopleSoft releases.
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All changes can be tracked via audit files.
Security can be implemented for multiple fields.
It may substitute COMBINATION EDIT partially if the implementation is well planned.
Limited onsite implementation assistance is needed.
Key features … cont’d
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Security Implementation Process
Define Security Attributes
Configure Security Settings
Apply Security Settings
Validate Security
Capture Security Requirements
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The following component will be included in the demo.
Voucher Entry component Scenarios
Find an Existing Value. During entry in ‘Distribution Lines’ restricted
access on prompts for secured chartfields.
Demo Scenario
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Configure Operator Security for Regular Voucher Entry Component
Apply Operator Security to Regular Voucher Entry Component
Validate Security by Accessing Voucher Entry Component for User APCLERK, APMANAGER, and APSUPERVISOR
UnApply Security
Validate Security by Accessing Voucher Entry Component for User APCLERK, APMANAGER, and APSUPERVISOR
Security Scenario
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Online Demo
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Our Tree is modified, what do we do now ? Go back to ‘Define Security Attributes’ Component and
‘Save’.
How do we turn on security for a new user ? Go back to ‘Define Security Attributes’ Component, add
your new user and ‘Save’.
How do we add security to new component after the initial configuration? Go to ‘Configure Security Settings’ add new Component. Go to ‘Apply Security Settings’ component and apply the
security.
Will there be any impact on existing row level security? Our solution doesn’t have any impact on Peoplesoft
delivered row level security.
…..Cont’d
Frequently Asked Questions
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Should our security be based on tree nodes only ? Select the best fit for your existing business
practice. Select tree nodes, values or both.
How do we migrate this solution when we upgrade ? Roll back the security feature, using un-apply
Security, following the upgrade to the PeopleSoft release reapply security.
Frequently Asked Questions
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Other Available Solutions
Key features of this solution are as follows:
Gain competitive advantage through supplier diversity.
Take better Supplier Diversity Related Purchasing Decisions.
Promote business opportunities for diverse businesses.
Generate various supplier diversity expenditure reports.
Syncs the suppliers in the system with agency published list.
All feed file types are supported (CSV, XML, EXCEL).
Supplier Diversity Reporting Solution
Business Requirements
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Supplier Diversity program is needed for any organization for ensuring that women, minority, and diversified business enterprises are provided the maximum practicable opportunity.
Integrate Supplier Diversity Programs into procurement practices and be an advocate for diverse suppliers.
Having a diverse supplier base strengthens the ability to conduct business across all cultures and geographies.
Federal government and many State governments encourage organizations to follow Supplier diversity program.
Supplier Diversity Challenge
Required to report expenditures based on supplier diversity classifications in order to obtain government contracts
Need automated way to gather the classifications, link them to vendors and report on the expenditures
Associate Data to Vendors
SmartERP Bolt On SolutionClassification Mapping Secure XLS to Database InterfaceApplication Engine to Normalize Data based on Tree
Definition Verity Association Configurable Search on Diversity Data.Page Link on Vendor Record
Associate Data to Vendors
XLS to Database
Exports Data Directly into Database Uses DB Security and Excel Macro
XLS to Data Base
Secure Upload Requires DB Login
Classification Mapping
Tree Structure
Map Data Source
Map Data Source
Define Excel Map
Map Data Source
Transform Required?
Data Upload
On-line Entry and Inquiry
Custom Link on Vendor Component
Custom Entry Page
Mirrors UCSF Vendor Request Form Effective Dated
Reporting
XML PublisherCustom to UCSF
Federal, State, MinorityApplication Engine Populates Reporting RecordRun to Report Repository, Excel or Window
Reporting
Reporting
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Tax reporting capability for Single Payment vendors.
Tax reporting capability for Procurement Card payments
Tax reporting capability for external invoices created for Vendors (not existing in Peoplesoft).
1099-S and 1099-Div forms can be generated within Peoplesoft system.
Smart1099 Enhancements
Other Available Solutions
Current Gap
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Peoplesoft Payables gap for 1099 Processing:
Tax reporting can not be done for Single payment vendors/Procurement Card Payments.
Tax reporting can not be done for external invoices created for Vendors (not existing in Peoplesoft).
Peoplesoft delivered 1099 forms include Misc, G and Int.
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Smart Solution
Our offerings:
Tax reporting capability for Single Payment vendors/Procurement Card Payments
Tax reporting capability for external invoices created for Vendors (not existing in Peoplesoft).
1099-S and 1099-Div forms can be generated within Peoplesoft system.
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Create a new invoice for a Single Payment Vendor. Upload vouchers created in external system using
Excel upload program. Show various review/correction pages Launch various processes to generate 1099 reports
and IRS tax file from Workbench Showcase product capability of handling 1099 for
interfaced data and single payments.
Demonstration Scenario
Smart Solution
1099 External Vendor Processing Flow
ExcelWeb ServiceXML
IntegrationBroker
SmartLoader
Withholding Txn
Staging
XSLT
Custom 1099Program
AutoLoad
WorkbenchReview
&Approve Txn
External TempVendors
WithholdingTxn
Table
NO
YES
VendorExists NOYES
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What do we need to do for the single payments that we already processed? Workbench provides options to send already processed
data through 1099 processing.
Will there be any impact on existing vendor data? Our solution does not have any impact on PeopleSoft
delivered vendors.
How do we migrate this solution when we upgrade? There is minimum upgrade impact as the delivered pages
are impacted. Please see the product brochure to identify objects that are tagged for upgrade impact. However, impact objects are very few (2 pages).
Frequently Asked Questions
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Enhance and extend ePro Workflow to all Financials Transactions (PO / Voucher / Journals / Invoice / ..)
Extended Notification Functionality Based on Dynamic Routing Rules
Simplified Approval Rule and Approvers Maintenance
Speed Up Approval and Review processes
Ensure Proper Enterprise Governance
Support Ad-hoc Approvers and Reviewers
Enable Third Party Entities to be Part of Your Workflow Process
Smart Workflow Solution
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Demo Scenario
• Electronic Invoices received from vendors are Routed for Approval
• Vouchers created online will be routed for department level approval
Smart Workflow Solution
SMART Consulting Services
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Our services are as follows:
End-to-end implementation. ERP program management. Business process analysis and redesign. Gap analysis. Configuration, customization and implementation. Maintenance, production support and help desk. Upgrades. Enhancements – New functionality, new modules. SOA Services Application integration. Training.
Some of our Clients
State of Delaware – Department of Finance
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