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PeopleSoft FMS, ESA and ALM 9.1 Documentation Home Page (FSCM 9.1) (Doc ID 878412.1)

Last updated on MAY 29, 2016

Applies to:

PeopleSoft Enterprise FIN Asset Management - Version 9.1 to 9.1 [Release 9]
PeopleSoft Enterprise FIN Resource Management - Version 9.1 to 9.1 [Release 9]
PeopleSoft Enterprise FIN Expenses - Version 9.1 to 9.1 [Release 9]
PeopleSoft Enterprise FIN Project Costing - Version 9.1 to 9.1 [Release 9]
PeopleSoft Enterprise FIN Program Management - Version 9.1 to 9.1 [Release 9]
Information in this document applies to any platform.
This page contains links to all of the all of the documentation relevant to PeopleSoft Enterprise FMS, ESA and ALM 9.1 release.


Purpose

This page contains links to all documentation relevant to PeopleSoft Financials (FMS, ESA and ALM) 9.1 release. 

 The PeopleSoft Supply Chain Managment (SCM and SRM) 9.1 Release Documentation Home Page is Document  878248.1

Document LinkDescription
PeopleBooks (Hosted) Documentation

Comprehensive reference documentation for all shipped products in online (hosted) format.  Features direct access to searchable, HTML versions of PeopleBooks, and access to the current Glossary of PeopleSoft Terms.

FSCM 9.1 Documentation pdf format Documentation in pdf format.
PeopleSoft Feature Packs Video Feature Overview (VFO) and Release 9.1 Features and Functionality Short Videos See <Document 1362821.1>
FSCM 9.1 Release Value Proposition (9.1 RVP) <Document 832234.1> Overview of new features and enhancements that acts as a roadmap to help you assess the business benefits of upgrading to FSCM 9.1.

FMS, ESA, ALM Cumulative Feature Overview (CFO) 8.4 to 9.1 Document 793151.1 

Provides high-level, concise descriptions of new features and functionality in PeopleSoft Enterprise FMS, ESA and ALM since general availability of FSCM 8.4.
FSCM 9.1 Release Notes Describes new features and technology support changes for the 9.1 release including Feature Packs. See <Document 966247.1>
Platform Certifications

On My Oracle Support you can view information about currently supported combinations of products, platforms, database servers, web and application servers, browsers, and other products.                                                   You can find platform certification information by logging into My Oracle Support, selecting the Certifications tab, and then navigating to:  PeopleSoft Enterprise > Tools and Technology > PeopleTools

FSCM 9.1 Installation Guide See <Document 965806.1>
FSCM 9.1 FP2 Installation Guide See <Document 1394800.1>
FSCM 9.1 Hardware/Software Guide (HWSW) See <Document 965749.1>
FSCM 9.1 FP2 Hardware/Software Guide (HWSW) See <Document 1394801.1>
FSCM 8.8x to 9.1 Feature Pack 1- March 2011 Upgrade See <Document 1299795.1>
FSCM 8.9 to 9.1 Feature Pack 1- March 2011 Upgrade See <Document 1299820.1>
FSCM 9.0 to 9.1 Feature Pack 1- March 2011 Upgrade See <Document 1300191.1>
FSCM 8.8x to 9.1 Feature Pack 2 Upgrade Home Page See <Document 1392245.1>
FSCM 8.9x to 9.1 Feature Pack 2 Upgrade Home Page See <Document 1392974.1>
FSCM 9.0x to 9.1 Feature Pack 2 Upgrade Home Page See <Document 1392970.1>
DFW plug-in used to check the 'Required For Upgrade' fixes for FIN/SCM Release 9.1 application modules.  This helps when planning for upgrades. See <Document 1475567.1
PeopleSoft Staffing Front Office 8.8 to Financials/Supply Chain Management 9.1 Feature Pack 2 Upgrade Home Page See <Document 1392998.1>
PeopleSoft Staffing Front Office 8.8 and FSCM 8.8x to FSCM 9.1 Feature Pack 2 Upgrade Home Page See <Document 1393008.1>
FMS 9.1 Entity Relationship Diagrams (FMS ERDs) See <Document 1074856.1>
FSCM 9.1 Business Process Maps (FSCM 9.1 BPMs) See <Document 1061003.1>


Maintenance Documentation
Maintenance documentation refers to documentation updates (PeopleBooks Updates) that have been posted after the PeopleBooks for a particular release were published. Most of the FSCM 9.1 PeopleBook Updates will be published as updated book versions on our hosted PeopleBooks site. There may be situations where maintenance documentation will be posted here for the release of off-cycle products, features, updates, or additions to published documentation. This section may also direct you to pertinent white papers.

FSCM 9.1

Link to PeopleBook UpdateDescription
Delivering Value with PeopleSoft Enterprise 9.1: Financial Mgt. This white paper is intended to provide guidance in regards to the types of benefits that may be realized through an upgrade or implementation of PeopleSoft Financials 9.1.
PeopleSoft Financials and Supply Chain Mgt. 9.1 Feature Pack March 2011 Overview (FP1) <Document 1277493.1> This white paper provides the release value proposition of the FSCM 9.1 March 2011 Feature Pack. (All FMS & SCM 9.1 Bundles #1-9)
PeopleSoft Financials and Supply Chain Mgt. 9.1 Feature Pack 2 (FP2) <Document 1277493.1> This white paper provides the release value proposition of the FSCM 9.1 Feature Pack 2. (All FMS & SCM 9.1 Bundles #10-16)
PeopleSoft FSCM - Enable Crystal Report Printing at Installation Options Level <Document 1357758.1> This update is to provide a system-wide option to enable Crystal report printing for applicable PeopleSoft application transactions.
Procedure for Designing XMLP Report Templates <Document 1357021.1> This white paper describes the process used to create common global report templates for use with XML Publisher (XMLP).

Application Fundamentals 9.1 Update: Using the Data Export Import Utility <Document 1664979.1>

This update empowers you to map fields easily and to interface both incoming and outgoing data between source and target. The data set for the source and target can be in XML, flat file, or record format. This update was in cluded in Bundle #30 in 2014.

Asset Mgt. Bonus Depreciation Update: 9.1, 9.0, 8.9 and 8.8 SP1 <Document 1293183.1> This document provides updates for Asset Mgt. Bonus Depreciation: Bonus Depreciation Definition, Small Business Jobs Act of 2010 provisions and Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.
Asset Mgt. Update 9.1: Multiple Adjustments Enhancement in Basic Add <Document 1357360.1> This update delivers the ability to record multiple financial transactions or adjustments for an asset using the Basic Add component without exiting the component.

Asset Mgt 9.1 and 9.0 Update: Federal Funds Transfer & Memorandum Accounting.

  • See <Document 2005698.1> for release 9.1.
  • See <Document 2005700.1> for release 9.0.
This documentation update describes Federal Funds Transfer and Memorandum accounting entry enhancements for PeopleSoft Asset Management.
Billing 9.1 Update: FSCM Credit Card Integration using CyberSource <Document 986161.1> This white paper provides credit card integration info. for FSCM release 9.1 using PeopleTools 8.50 Integration Broker and Cybersources SOAP API.
Billing and Global Options 9.1 Update: Golden Tax Adapter <Document 1667661.1>

This documentation update explains the Golden Tax Adapter functionality for China. Related software changes are posted in resolution ID 903666 on My Oracle Support for PeopleSoft FSCM 9.1 Bundle #30 in May 2014.

Cash Mgt. 9.1 Update - SEPA Framework Within PeopleSoft HCM Global Payroll & Financials Cash Mgt. <Document 1337679.1> This white paper is an overview of Oracle PeopleSoft solution delivered to PeopleSoft Global Payroll customers, in response to Single Euro Payments Area (SEPA) business requirements that become mandatory for all credit transfers from 2012 onwards in SEPA area.
Cash Mgt. 9.1 Update - SEPA Implementation for PeopleSoft HCM Global Payroll and Financials Cash Mgt. <Document 1364811.1> Provides guidelines for how to implement and use the SEPA feature, including PeopleSoft Internet Architecture and Portal configuration. (This update was included in FSCM 9.1 Bundle #12 posted to My OracleSupport 05/06/2011.)
Cash Management 9.1 Update: Validating DFI Field Requirements for EFT Requests <Document 1405323.1> (FMS 9.1 Bundle #18 posted to My Oracle Support 01/13/2012)
Commitment Control 9.1 Update: Accounting Entry Defn for Payroll Realtime Budget Checking <Document 1369793.1> This update provides an Accounting Entry Definition, HPPAY, to be used for the HCM real-time budget checking interface data when generating journals to General Ledger 9.1. (This update was included in FSCM 9.1 Bundle #16 posted to My OracleSupport 10/21/2011.)
eProcurement 9.1 Update: Budget Status Field Definition <Document 1480456.1>

 This doclet is an update to Budget Status field description. A note is added below the Budget Status field description.

Expenses 9.1 Update: Attachments (FMS/ESA bundle 17) <Document 1369494.1>

This update of PeopleSoft Expenses enables you to attach expense receipts to these transactions: My Wallet, Expense Reports, Travel Authorizations, and Cash Advances. (This update was included in FSCM 9.1 Bundle #17 posted to My Oracle Support 12/2/2011.)

Expenses 9.1 Update: Credit Card Enhanced Data <Document 1536171.1>

 This enhancement adds support for American Express GL1025 and GL1205, and Visa 4.4 formats. (This update was included in FMS/ESA Bundle #25 patch 13456548, Update 875012 posted to My Oracle Support 03/08/2013.)

Financials 9.1 Update - Generic Process Initiation Web Service for Third-Party Integration <Document 1234623.1> The new generic process initiation web service, PROCESS_INITIATION, enables third-party applications to launch any PeopleSoft processes for any of the Financials products, such as PeopleSoft General Ledger, Payables, Receivables, Billing, or Asset Mgt, for example. (FMS 9.1 Bundle #7. Included in FSCM 9.1 Feature Pack March 2011.)
Financial Mgt. System (FMS) Integration with Oracle Hyperion Financial Close Management Solution <Document 1301047.1> The integration between PeopleSoft Enterprise Financials & Hyperion Financial Close Management enables PeopleSoft users to leverage the Hyperion Financial Close functionality while seamlessly moving between the two systems with the proper security validations. Hyperion Financial Close Management centralizes the management of period-end close activities with action-oriented dashboards that deliver enhanced visibility and execution capability. (FMS Release 9.0 Bundle 32, FMS Release 9.1 Bundle 7. Included in FSCM 9.1 Feature Pack March 2011.)
Financial Gateway 9.1 Update: Backported Support for Integration with Global Payroll 9.1 <Document 1320229.1> This update covers only changes made to Fin. Gateway to support the SEPA for HCM feature. (FSCM 9.1 Bundle #13 posted to My Oracle Support on 6/17/2011)
General Ledger 9.1 Update: Costing InterUnit Transfers <Document 1911218.1> This update provides additional transaction codes that have been added to cost InterUnit transfers. (Introduced in PeopleSoft FSCM 9.1 Bundle #31 7/25/2014)
General Ledger 9.1 Update: Fusion Accounting Hub Integration <Document 1365971.1> Provides the ability to integrate journal entries with Oracle Fusion Accounting Hub. (This update was delivered in FSCM 9.1 Bundle #16 and included in FSCM 9.1 Feature Pack 2. Integration general availability with Fusion RUP1, 12/02/2011.)
General Ledger 9.1 Update: Spreadsheet Journal Upload for Excel 2007 <Doc ID 1298167.1> Update provides new alternate Spreadsheet Journal upload files (JRNL1.xlsm and JRNLMCRO.xlam) to accommodate Excel 2007 functionality as well as Microsoft Vista functionality. (Introduced in PeopleSoft FSCM 9.1 Bundle #6 and in FSCM 9.0 Bundle #32. Included in FSCM 9.1 Feature Pack March 2011.)
General Ledger 9.1 Update: Journal Entry Reversal <Document 1063517.1> This updates 8.9, 9.0 and 9.1: Journal Entry Reversal Duplicate Prevention. (FMS Bundles #36 for 8.9, #28 for 9.0 and #1 for 9.1. Included in FSCM 9.1 Feature Pack March 2011.)
General Ledger 9.1 Update: Retirement of Cube Manager <Document 1357425.1> Supporting documentation has been removed and replaced with information regarding Cube Builder in this update.
General Ledger 9.1 Update: GTAS <Document 1504697.1>

U.S. Federal Government-wide Treasury Account Symbol Adjusted Trial Balance System Documentation Update (Sample Data and Scripts Included). Bundle #24 Dec. 2012.

Global Components 9.1 Update: Procedure for Designing XMLP Report Templates <Document 1357021.1> This white paper describes the process used to create common global report templates for use with XML Publisher (XMLP). The common global report templates are intended for use by Oracle's PeopleSoft and Oracle R12 eBusiness Suite (EBS), as well as Oracle's Fusion. (This update was included in FSCM 9.1 Bundle #16 posted to My OracleSupport 10/21/2011.)
Global Options and Reports 9.1 Update: Introducing Standardized Global XMLP Reports for PeopleSoft and EBS <Document 1368783.1> These XMLP/BI Publisher reports for Global Components 9.1 and Payables 9.1 have new standardized designs and features to align with reports delivered by Oracle R12 eBusiness Suite (EBS) and Oracle Fusion. (This update was included in FSCM 9.1 Bundle #16 posted to My OracleSupport 10/21/2011.)
Global Options and Reports 9.1 Update: Supporting the International Bank Account Number (IBAN) in PeopleSoft Expenses, Payables, Receivables, and Treasury <Document 1664565.1>  This update adds the Display IBAN check box as a new field to the IBAN Formats page. (This update was included in FSCM 9.1 Bundle #30 and 9.0 Bundle #46 posted to My Oracle Support in 2014.)
Mobile Applications for 9.1 Update <Document 1505021.1> PeopleSoft Mobile Applications - Mobile Expenses and Mobile Approvals Frequently Asked Questions (FAQ Document)
Mobile Applications for 9.1 Update: <Document 1495035.1> This update contains information about the mobile applications added.  PeopleSoft 9.1 delivers the following mobile applications: PeopleSoft Mobile Approvals and PeopleSoft Mobile Expenses. (This update was included in Bundle #23 posted to My Oracle Support on 09/20/2012.)

Mobile Expenses for 9.1 Update: Attachments <Document 1535837.1>

This update for PeopleSoft Mobile Expenses 9.1 delivers Attachments capability (This update is included in Bundle #25 posted to My Oracle Support on 3/8/2013.)

Mobile Time Entry 9.1 Introduced: <Document 1583166.1>

The document introduces Mobile Time Entry to PeopleSoft release 9.1. Related software changes are part of a single post in Resolution ID 898134 and will be part of Bundle #28 on 11/15/2013, on Oracle’s My Oracle Support website.

Payables 9.1 Update: Changes to Voucher Approval Options <Document 1425903.1> This update adds Workflow Approval options for Approval Framework, in case a user modifies a voucher during the approval process. (FMS Financials 9.1 Bundle #17 posted to My Oracle Support on 12/02/2011.
This is the first bundle after FSCM 9.1 Feature Pack 2)
PeopleSoft Program Mgt. 9.1 to Primavera P6 Enterprise Project Portfolio Mgt. R8.1 (FMS/ESA Bundle 16) <Document 1361217.1> This page contains 3 documents: Implementing doc., a PeopleBook Update, and a Red Paper  on Integration. (This update was included in FSCM 9.1 Bundle #16 posted to My OracleSupport 10/21/2011.)
Project Portfolio Mgt. Integration: Primavera P6 8.1 and PeopleSoft Program Mgt.- Known Issues and Workarounds <Document 1369780.1> The attached spreadsheet (KIWA.pdf) includes known issues and refers you to the attached workaround document. (This update was included in FSCM 9.1 Bundle #16 posted to My OracleSupport 10/21/2011.)
Program Mgt. 9.1 to Primavera P6 Enterprise Project Portfolio Mgt. R8.1: Process Flow Diagrams <Document 1361220.1> This update contains three business process flow diagrams for the integration between PeopleSoft Program Mgt 9.1 and Primavera P6 Enterprise Project Portfolio Mgt R8.1.
Real Estate 9.1 Update: Invoice Date Update <Document 1473595.1> This update contains information on Invoice Dates on AP Vouchers interfaced from Real Estate. (This update was included in 9.1 Bundle 20 posted to My Oracle Support on 4/6/2012)
Real Estate 9.1 Update: Stepped Escalation Update <Document 1473579.1> This update contains information on Provisions for auto-generation of escalation schedules for stepped escalations. (This update was included in 9.1 Bundle 20 posted to My Oracle Support on 4/6/2012)
Receivables 9.1 Update - Customization to Continue to Use Cube Manager <Document 1347821.1> This white paper describes the steps for customizing Receivables 9.1 to use Cube Mgr. Oracle retired PeopleTools Cube Mgr. functionality, but you can continue to use Cube Manager as a customization of your PeopleSoft system. 
Receivables 9.0 and 9.1 Update - Supporting the Treasury Report on Receivables (Workbook Updated September 2013) <Document 1906770.1> This update adds functionality to TROR to handle the changes documented in the Treasury Report on Receivables and Debt Collection Activities form (This enhancement was released for FMS 9.0 bundle 46 and FMS 9.1 bundle 31).
Receivables 9.0 and 9.1 Update: Generating the Cancellation of Debt Report (1099-C) <Document 1368671.1>  The new section provides an overview of 1099-C report generation and discusses in detail how to set up and run the 1099-C report. (This update was included in FSCM 9.1 Bundle #16 posted to My OracleSupport 10/21/2011.)
Receivables 9.1 Update: Using OLAP Tools to Analyze Receivables Data <Document 1347853.1> This is a supplement to Receivables 9.1 PeopleBook, and modifies the "Using OLAP Tools to Analyze Receivables Data" chapter. Because Oracle has retired PeopleTools Cube Manager functionality, supporting documentation for it has been removed. (FMS 9.1 Bundle #15 on 9/9/2011)
Receivables Update 9.0 and 9.1: Treasury Report on Receivables (TROR): <Document 1170105.1> Treasury Report on Receivables (TROR) 9.0/9.1 Documentation Update & Impact on ARSF220.SQR (FMS 9.0 Bundle #32 & FMS 9.1 Bundle #8. Included in FSCM 9.1 Feature Pack March 2011.)
Retail Integration AIA 3.1: General Ledger and Payables <Document 1280726.1> Updates to the Retail AIA Integration Documentation for AIA 3.1 Release.
Risk Mgt.8.9, 9.0, & 9.1 Update - Risk Analysis Exposure Objects as Prototypes for Integration with Third-Party Tools <Document 1286835.1> Update clarifies that any descriptions or examples of exposure objects used in integration with third-party products in the Risk Mgt. 8.9, 9.0, & 9.1 PeopleBooks are intended for use only as prototypes for integrations that you may perform for your organizations using your own choice of third-party product.
   

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